Qorvo (QRVO) Company Report

Special meeting on February 11, 2026: stockholders representing 77.35% of shares approved the Agreement and Plan of Merger with Skyworks Solutions, with 71,278,908 votes for, 137,926 against and 255,131 abstentions.
Non-binding advisory vote on merger-related executive compensation was approved, with 70,309,265 votes for, 991,527 against and 371,173 abstentions.
Completion of the merger remains subject to customary closing conditions, including antitrust and foreign investment approvals, the absence of prohibitory orders, satisfaction of representations and warranties and no continuing material adverse effect.

3 hours ago

8-K

Qorvo shareholders approve merger agreement at special meeting

QRVO

M&A

Proxy Vote Outcomes

Executive Compensation

Qorvo held a virtual special meeting on February 11, 2026, with 71,670,153 shares (77.35% of outstanding) voting, establishing a quorum.
The Board unanimously recommended adopting the Agreement and Plan of Merger with Skyworks Solutions and Comet Acquisition Corp., as well as the related compensation proposal.
The Inspector of Elections reported that Proposal 1 (Merger Agreement) and Proposal 2 (Merger-Related Compensation) were approved by a majority vote.
Qorvo will report final vote results on Form 8-K and then adjourned the meeting.

5 hours ago

Transcript

Qorvo reports shareholder approval of merger agreement proposals

QRVO

M&A

Proxy Vote Outcomes

Qorvo held a virtual special meeting on February 11, 2026, chaired by Walden C. Rhines, with 77.35% of shares (71,670,153) present to vote as of the December 23, 2025 record date.
The Board unanimously recommended approval of the 2025 merger agreement with Skyworks Solutions via Comet Acquisition Corp and the related executive compensation proposal.
The Inspector of Elections reported preliminary affirmative votes for both the merger agreement and compensation proposals; final results will be filed on Form 8-K.

5 hours ago

Transcript

Qorvo special meeting approves merger agreement with Skyworks Solutions

QRVO

M&A

Proxy Vote Outcomes

Qorvo held a special meeting on February 11, 2026, at which 71,670,153 shares (77.35%) of outstanding stock were represented, constituting a quorum.
The Board unanimously recommended approval of the merger agreement with Skyworks Solutions and the related merger-related compensation proposal.
Both proposals received affirmative majority votes; final results will be filed on Form 8-K.

6 hours ago

Transcript

Qorvo merger with Skyworks receives FTC second request

QRVO

M&A

On October 27, 2025, Qorvo and Skyworks Solutions entered into an Agreement and Plan of Merger providing for a two-step merger process to make Qorvo a wholly owned subsidiary of Skyworks.
On February 5, 2026, both companies received a Second Request from the U.S. Federal Trade Commission, extending the Hart-Scott-Rodino Act waiting period until 30 days after substantial compliance, unless voluntarily extended or terminated earlier.
The proposed transaction remains subject to HSR Act expiration or termination, non-U.S. antitrust and foreign investment approvals, and other closing conditions in the Merger Agreement.

6 days ago

8-K

Skyworks reports Q1 FY26 results

QRVO

Earnings

Guidance Update

Dividends

Skyworks delivered $1.035 billion in revenue, with GAAP diluted EPS of $0.53, non-GAAP diluted EPS of $1.54, operating cash flow of $396 million, and free cash flow of $339 million.
For Q2 FY26, Skyworks expects revenue of $875 million to $925 million and non-GAAP diluted EPS of $1.04 at the midpoint.
The board declared a $0.71 per share cash dividend, payable Mar. 17, 2026 to shareholders of record as of Feb. 24, 2026.

Feb 3, 2026, 9:01 PM

Press Release

Qorvo publishes RF GaN Market Report 2026-2036

QRVO

The global RF GaN market is projected to grow at a 15–20% CAGR over 2026–2036, driven by 5G deployments, defense modernization, and satellite communications expansion.
Telecom infrastructure commands roughly 40% of RF GaN revenues, with GaN-on-SiC dominating; satellite communications is the fastest-growing segment due to LEO constellation rollouts.
Defense and aerospace applications are the second-largest segment, with GaN achieving full production maturity for AESA radars and electronic warfare systems.
The market remains concentrated among Wolfspeed, Qorvo, MACOM, Sumitomo Electric, and Ampleon, while wafer transitions (4″→6″ on SiC; 200–300 mm on Si) and advanced packaging are key technology trends.

Jan 30, 2026, 5:46 PM

Press Release

Qorvo supplements proxy disclosures and addresses merger litigation

QRVO

M&A

Legal Proceedings

Executive Compensation

Qorvo and Skyworks Solutions entered into a two-step merger agreement; special stockholder meetings scheduled for Feb. 11, 2026.
Two lawsuits filed in New York challenging the Mergers and demand letters alleging disclosure deficiencies; Qorvo and Skyworks view these as without merit.
To avoid delays, both companies voluntarily supplemented the Joint Proxy Statement/Prospectus with additional disclosures on managerial assumptions and financial analyses.
Supplemental Disclosures update key metrics: Qorvo debt ~$1.6 B, cash ~$1.1 B, shares ~96.1 M ; Skyworks debt ~$1.0 B, cash ~$1.4 B.
Restated golden parachute totals for Qorvo executives include CEO $32.3 M and CFO $11.3 M.

Jan 28, 2026, 9:57 PM

8-K

Qorvo reports Q3 FY2026 results and FY2027 outlook

QRVO

Earnings

Guidance Update

Q3 revenue of $993 M, non-GAAP gross margin 49.1%, non-GAAP EPS $2.17; ended quarter with $1.3 B cash, $530 M inventory, generated $265 M operating cash flow and $237 M free cash flow.
Q4 guidance: revenue $800 M ± $25 M, non-GAAP gross margin 48–49%, non-GAAP EPS $1.20 ± $0.15.
FY2027 outlook: mid-single-digit revenue decline; gross margin >50%; EPS ~$7; Android revenue to drop ~$300 M, CSG ~flat, HPA to grow double-digits, with D&A sales ~$500 M and defense business surpassing Android.
Strategic actions: exited lower-margin mass-tier Android; closed Costa Rica fab and shifted SAW filter production to Texas; won high-band PAD in cellular iPad, secured first automotive UWB production orders, delivered Wi-Fi 8 samples.

Jan 27, 2026, 9:30 PM

Transcript

Qorvo reports Q3 fiscal 2026 results and FY 2027 guidance

QRVO

Earnings

Guidance Update

Q3 revenue of $993 million, non-GAAP gross margin 49.1 %, and non-GAAP EPS of $2.17; largest customer ~53 % of revenue.
Completed early closure of Costa Rica facility and remains on track transferring SAW filter production to Texas to optimize profitability.
Exiting lower-margin mass-tier Android business; expects Android revenue to decline by $300 million in FY 2027, contributing to a mid-single-digit full-year revenue decline.
Projects FY 2027 gross margin above 50 % and EPS approaching $7 per share, with ACG down, CSG flat, and HPA in double-digit growth.
Q4 FY 2026 guidance: revenue of $800 million ± $25 million, non-GAAP gross margin 48–49 %, and non-GAAP EPS $1.20 ± 0.15.

Jan 27, 2026, 9:30 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Qorvo.

Q3 2026

Jan 27, 2026

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Q2 2026

Nov 3, 2025

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Q1 2026

Jul 29, 2025

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Qorvo (QRVO)

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