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    Sam Feldman • BNP Paribas

    Sam Feldman's questions to Skyworks Solutions Inc (SWKS) leadership

    Sam Feldman's questions to Skyworks Solutions Inc (SWKS) leadership • Q3 2025

    Question

    Sam Feldman of BNP Paribas, on for Karl Ackerman, asked for an update on the Android business performance and growth outlook, and whether management could distinguish between tariff-related pre-buys and genuine demand.

    Answer

    VP of Investor Relations Rajvindra Gill stated that Android revenue grew significantly to just under $100 million in the June quarter, driven by a ramp with Google, with further growth expected. CEO Philip Brace added that Skyworks is maintaining lean inventory levels and that the current guidance accounts for the tariff environment.

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    Sam Feldman's questions to Maxlinear Inc (MXL) leadership

    Sam Feldman's questions to Maxlinear Inc (MXL) leadership • Q4 2024

    Question

    Sam Feldman, on behalf of Karl Ackerman at BNP Paribas, questioned the company's confidence in doubling its DSP business in 2025, given public commentary from Amazon suggesting a slower 800G ramp.

    Answer

    CEO Kishore Seendripu expressed confidence, explaining that MaxLinear's revenue is a mix of 400G and 800G and that as a new entrant, it has a large addressable market to capture. He differentiated between the later-adopting line-side market and the faster AI/compute network market, noting their roadmap was aligned with the former.

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