Kris Sankar's questions to Skyworks Solutions Inc (SWKS) leadership • Q1 2025
Question
An associate on behalf of Kris Sankar asked for a quantification of the performance gap between Skyworks' product and a competitor's product that led to the dual-sourcing decision, and how that compares to the previous year.
Answer
CFO Kris Sennesael clarified that it was not a case of a competitor significantly improving performance, but rather a competitor competing for this specific socket for the first time. He declined to provide specific technical performance metrics, stating that their part was as good as the competitor's, but not substantially better.