Skyworks Solutions, Inc. · NASDAQ:SWKS
Skyworks Solutions — Investor Presentation (November 2026)
23 slides from Skyworks Solutions's investor presentation, November 2026
Slide 1: Corporate Overview
Corporate Overview CONNECTING EVERYONE AND EVERYTHING, ALL THE TIME. November 2026
Slide 2: Safe Harbor Statement
Safe Harbor Statement Please note that the attached presentation includes forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. These forward-looking statements include projections and information relating to future events, prospects, expectations and results
Slide 3: Global Leader in High-Performance RF, Analog & Mixed-Signal Solutions
Global Leader in High-Performance RF, Analog & Mixed-Signal Solutions $7.5B $2.2B 8K 7K 12K Revenue Adj. EBITDA1 Engineers1 Customers Patents2 BUSINESS SEGMENTS1 Diversified Growth Markets SEL EC T C USTO M ERS $2.9B Physical AI & Connected Edge Defense & Aerospace Data Center & Networking Infrastru
Slide 4: Six Decades of Innovation, Delivered at Scale
Six Decades of Innovation, Delivered at Scale SCALE MANUFACTURING TECHNOLOGY INNOVATION ~7.5B 10 HERITAGE Complex modules a year shipping to thousands of diverse customers Since 2007 Manufacturing, test and assembly ~13B sites worldwide 60+ Years RF filters forged in the smartphone era now scale 4,7
Slide 5: Bigger Markets, Broader Technology, Stronger Financials
Bigger Markets, Broader Technology, Stronger Financials A Full-Stack RFFE Doubling SAM Across Significant Expansion Compelling Platform Four Secular Growth of Technology Target Financial Waves Portfolio Model1 Complete RF signal Expands the MID-HIGH SINGLE path, power to technology platform – DIGIT
Slide 6: Experienced Leaders Guiding Skyworks into the Next Phase
Experienced Leaders Guiding Skyworks into the Next Phase Philip Brace Chief Executive Officer & President C O R P O R AT E A N D F U N C T I O N A L S U P P O R T BUSINESS UNIT LEADERS Philip Carter J.K. Givens Kari Durham Todd Lepinski Reza Kasnavi Frank Stewart Joel R. King Yusuf Jamal Philip Ches
Slide 7: The Combination Expands the Technology Portfolio
The Combination Expands the Technology Portfolio Where the combination extends the platform — higher frequency, broader power portfolio, deeper foundry reach Technology Platform Today Newly Added 7–24 GHz (FR3), mmWave, Ka/Ku Sub-7 GHz cellular and Wi-Fi; RF beamformers; RF GaN, hundreds GaAs PAs, w
Slide 8: Differentiated Manufacturing Leadership
Differentiated Manufacturing Leadership Hillsboro, OR Bend, OR Woburn, MA Nuremburg, Germany Enhanced U.S. manufacturing presence Newbury Park, CA Singapore Osaka, Japan Deep technology expertise and longstanding leadership Advanced packaging, integration, test Richardson, TX and assembly Mexicali,
Slide 9: A Leader in Full Stack RF Capabilities
A Leader in Full Stack RF Capabilities
Slide 10: A Premium-Weighted Smartphone Franchise
A Premium-Weighted Smartphone Franchise Most Advanced RF Content Envelope tracking, diversity receive, and high-band filtering $4.6B Smartphone Revenue* Highest Dollar Content Opportunity In premium, greatest RF content per device across the combined portfolio Broad Content Base Diversified RF conte
Slide 11: Comprehensive Front-End Capability Addressing Rising RF Complexity
Comprehensive Front-End Capability Addressing Rising RF Complexity Smartphone RF front end — signal path POWER TRANSMIT ANTENNA RECEIVE & CONNECTIVITY Low-Band PAD Mid-High Band PAD Diversity Receive Antenna Tuning / Antenna ET & APT PMIC Plexers UHB PAD Wi-Fi, GPS, NTN Tx DSM Complete coverage of t
Slide 12: Expanding into High-Growth Diversified Markets
Expanding into High-Growth Diversified Markets
Slide 13: From the Energy Grid to the Edge Device
From the Energy Grid to the Edge Device I N T H E D ATA C E N T E R ACROSS THE NETWORK AT T H E E D G E Fiber Wireless Backhaul Enabling Comprehensive Power Expanding Capacity and Coverage Accelerating Edge Intelligence and Timing Solutions from Energy Across Carrier, Home, & Across Physical AI, Aut
Slide 14: Diversified Growth Markets: A Growing and Balanced Platform
Diversified Growth Markets: A Growing and Balanced Platform Physical AI & Connected Edge Automotive $2.9B Attractive Margins Diversified Growth Markets Revenue Longer Product Life Cycles Data Center & Networking Infrastructure Defense & Aerospace * Figures reflect combined Skyworks + Qorvo Diversifi
Slide 15: Physical AI & Connected Edge
Physical AI & Connected Edge Home & Enterprise AP · Gateways · Mesh Advanced Metering GROWTH DRIVERS Wireless Connectivity CORE PLATFORM CLOUD EDGE PHYSICAL AI TECHNOLOGIES Drones Power Power Robotics & Isolation Management Humanoids AI training happens in Inference moves to AI extends into robots t
Slide 16: Defense & Aerospace
Defense & Aerospace Military LEO Satellite RF SATCOM GROWTH DRIVERS RF Amplifiers, Switches, Limiters, Filters GaAs & GaN Timing Foundries AESA Radar SATCOM Ground CORE Naval/Airborne Stations PLATFORM MODERNIZATION SPACE & EW NEWSPACE TECHNOLOGIES & Flat Panel Arrays IF / RF Integrated Conversion,
Slide 17: Data Center & Networking Infrastructure
Data Center & Networking Infrastructure DC Switches & 5G/6G Massive MIMO / DCI Routers Macro Base Stations GROWTH DRIVERS Precision Timing BAW Filtering Grid to Rack & DOCSIS Power AI Compute DOCSIS 4.0 CORE Trays Cable PLATFORM 800V POWER BANDWIDTH AI CLUSTERS TECHNOLOGIES Data Center mmW SSD PMICs
Slide 18: Automotive
Automotive Telematics Infotainment GROWTH DRIVERS Connectivity Active ADAS / Autonomous CORE Antenna PLATFORM Driving INFOTAINMENT POWER CONNECTIVITY AUTONOMY TECHNOLOGIES Infotainment Power On-Board Charging / Motor Drive/ Richer in-cabin Higher-voltage EV More connected Rising ADAS and EV Charging
Slide 19: Compelling Growth and Profitability Profile
Compelling Growth and Profitability Profile Long-term Model (pro forma, pre-synergies) Durable and growing revenue platform Mid-to-High Revenue $7.5B Single Digit Deliberate integration approach enables accelerated execution Gross Profit $3.6B 50-55% % Margin 48.5% $500 million or more of Operating
Slide 20: Synergy Targets
Synergy Targets $500M+ of annual cost synergies1 COGS Synergies Synergy Realization Phasing FULL RUN-RATE ~1/3 • Manufacturing footprint optimization • Higher fab utilization • Enhanced supply chain efficiency OpEx Synergies • Simplified operations YEAR 1 YEAR 2 YEAR 3 ~2/3 • Greater R&D efficiency
Slide 21: Balanced Capital Allocation Framework to Drive Value Creation
Balanced Capital Allocation Framework to Drive Value Creation Increased financial flexibility and strong cash flow generation allows Skyworks to prioritize the highest return opportunities New share repurchase authorization to $2B Return Capital Returning capital to shareholders remains core to Skyw
Slide 22: Appendix
APPENDIX skyworks inc.com Ss KY WwW O R K Ss
Slide 23: Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures
Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures Combined Skyworks + Qorvo, LTM as of October 2, 2026 ($ in millions, unaudited) Skyworks + Qorvo = Combined Skyworks + Qorvo = Combined Revenue $3,959.6 $3,522.9 $7,482.5 Operating Income Gross Profit GAAP operating income $216.7 $505.7
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