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    Joe Moore • Morgan Stanley

    Joe Moore's questions to Skyworks Solutions Inc (SWKS) leadership

    Joe Moore's questions to Skyworks Solutions Inc (SWKS) leadership • Q2 2025

    Question

    Joe Moore asked about the company's priorities for growing its diversified business, specifically the balance between organic and inorganic strategies, and the feasibility of M&A in the current market.

    Answer

    CEO Philip Brace stated that Skyworks has the financial 'firepower' to pursue both organic investments and M&A. He noted his focus for M&A will be on strategic fit and shareholder value. While acknowledging the M&A environment is complex, he confirmed it is an area he will be spending time on.

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    Joe Moore's questions to Analog Devices Inc (ADI) leadership

    Joe Moore's questions to Analog Devices Inc (ADI) leadership • Q4 2024

    Question

    Shane on behalf of Joe Moore asked about customer orders and pricing discussions for growth areas in Automotive (A2B, GMSL) versus the rest of the auto business.

    Answer

    CFO Rich Puccio stated that pricing has been stable and as expected, with ADI commanding premium ASPs for high-performance parts. Executive Michael Lucarelli added that the growth areas (GMSL, A2B, etc.) comprise half of auto revenue and grew over 10% in fiscal 2024, while the other half was down about 10%.

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