Sign in

    Liam Pharr • Bank of America Securities

    Liam Pharr's questions to Skyworks Solutions Inc (SWKS) leadership

    Liam Pharr's questions to Skyworks Solutions Inc (SWKS) leadership • Q3 2025

    Question

    Liam Pharr of Bank of America, on for Vivek Arya, asked about Skyworks' content visibility in flagship phones for the upcoming year and whether the pricing environment for new sockets has changed recently.

    Answer

    CEO Philip Brace explained that visibility for the next cycle is limited as key decisions are made in the late fall, but he is encouraged by long-term drivers like internal modem adoption and AI-driven refresh cycles. He described the pricing environment as consistently and highly competitive, stating it has not materially changed.

    Ask Fintool Equity Research AI

    Liam Pharr's questions to Synopsys Inc (SNPS) leadership

    Liam Pharr's questions to Synopsys Inc (SNPS) leadership • Q2 2025

    Question

    Liam Pharr from Bank of America, on behalf of Vivek Arya, asked if Synopsys's largest customer remains a growth area amid their R&D spending reductions and questioned the company's market share position there. He also asked about the 'Plan B' for the pending ANSYS acquisition if it fails to close.

    Answer

    CEO Sassine Ghazi explained that agreements with their largest customer are multi-year and committed, so EDA software revenue is generally not impacted by roadmap fluctuations, though hardware may see quarterly shifts. Regarding the ANSYS deal, he stressed that closing the transaction is the only scenario being considered, citing strong customer support and active, cooperative negotiations with China's SAMR.

    Ask Fintool Equity Research AI

    Liam Pharr's questions to Synopsys Inc (SNPS) leadership • Q2 2025

    Question

    Liam Pharr from Bank of America, on behalf of Vivek Arya, questioned if Synopsys's largest customer remains a growth area amid its R&D spending cuts and asked about market share dynamics. He also asked for the company's 'Plan B' if the pending Ansys acquisition does not close.

    Answer

    CEO Sassine Ghazi explained that agreements with its largest customer are multi-year and committed, so roadmap fluctuations generally do not impact EDA software revenue. On the Ansys deal, he emphasized that closing the transaction is the only scenario being considered, citing strong customer support and active, cooperative negotiations with the remaining regulator in China (SAMR).

    Ask Fintool Equity Research AI