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    Kris Sankar

    Managing Director and Senior Research Analyst at TD Cowen

    Krish Sankar is a Managing Director and Senior Research Analyst at TD Cowen, specializing in semiconductor capital equipment and IT hardware sectors. He covers major technology companies such as Apple, Micron Technology, and Ichor Holdings, and has been recognized as the Most Accurate and Most Profitable analyst on AAPL, achieving a 95% success rate and a 39.64% average return on AAPL recommendations, with an overall average return of about 15% and a price target met ratio of 68%. Sankar began his analyst career in 2017, joining TD Cowen after building expertise in both technology and industrials and has published over 400 price targets on 26 stocks. He is professionally credentialed, holding relevant securities licenses and consistently ranks among the top Wall Street analysts on platforms such as TipRanks.

    Kris Sankar's questions to SKYWORKS SOLUTIONS (SWKS) leadership

    Kris Sankar's questions to SKYWORKS SOLUTIONS (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.

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