Qorvo filings document material-event disclosures for an operating semiconductor company focused on connectivity and power solutions. The company’s Form 8-K records include furnished earnings releases, preliminary and quarterly operating results, material agreements, governance matters, shareholder-voting disclosures, risk-factor updates, and capital-structure information.
Formal disclosures also cover securities-law communications and related exhibits connected to corporate actions, while financial-condition reports document revenue, gross margin, operating income, and earnings-per-share measures.
Qorvo filed an 8-K describing updated disclosure around its pending merger with Skyworks Solutions. The companies plan a two-step merger in which Qorvo ultimately becomes a wholly owned Skyworks subsidiary, with Qorvo stockholders receiving merger consideration valued at $103.58 per share based on Skyworks’ October 24, 2025 closing price.
Two stockholder lawsuits in New York and several demand letters claim the joint proxy statement/prospectus lacks certain information and seek additional disclosure and other remedies. While both companies believe these claims are without merit, they are voluntarily supplementing the proxy to avoid nuisance, cost and potential delay.
The supplemental disclosures expand explanations of Qorvo and Skyworks financial projections and valuation work by Qatalyst Partners and Centerview, including discount rates, EBITDA and net income multiples, and share counts (about 96.1 million fully diluted Qorvo shares and 156.6 million Skyworks shares as of October 24, 2025). Qorvo also modestly revises quantified golden parachute payouts, such as a total of $32.29 million for its CEO and updated amounts for other senior executives.
Qorvo delivered a much stronger quarter while preparing for a merger with Skyworks. Revenue for the third quarter of fiscal 2026 was $992.9 million, up 8.4% year over year, as higher content in flagship smartphones, infrastructure and defense offset reductions in mass‑market Android.
Gross margin improved to 46.7% from 42.7%, lifting operating income to $192.1 million versus $53.0 million a year ago. Net income rose to $164.1 million, or $1.75 diluted EPS, compared with $0.43, helped by lower restructuring charges and a gain on the MEMS sensing business sale.
For the nine months, revenue was $2.87 billion and operating income reached $379.9 million. Cash and cash equivalents were $1.32 billion, with $532.4 million generated from operating activities and long‑term debt of about $1.55 billion in 2029 and 2031 senior notes.
Qorvo has agreed to merge with Skyworks. Each Qorvo share is expected to convert into 0.960 Skyworks shares plus $32.50 in cash, with Qorvo and Skyworks equityholders owning roughly 37% and 63% of the combined company. The deal requires stockholder and regulatory approvals, with a Qorvo stockholder vote set for February 11, 2026.
Qorvo, Inc. filed a current report to inform investors that it has released financial results for its fiscal 2026 third quarter. The quarter ended on December 27, 2025, and the company issued the related press release on January 27, 2026.
The press release with the detailed results is included as Exhibit 99.1 to the report, allowing investors to review the full earnings information directly from that document.
Qorvo, Inc. (QRVO) reported an insider transaction by a director. On 11/17/2025, the director sold 903 shares of Qorvo common stock at a price of $82.82 per share in an open market sale coded as “S.” After this transaction, the director beneficially owns 9,190 shares of Qorvo common stock, held directly.
Qorvo announced a definitive agreement to combine with Skyworks, outlining a plan to create a $5.1B Mobile business and a $2.6B Broad Markets platform. The transaction is expected to close in early calendar year 2027, after required approvals and customary conditions.
Leadership plans name Phil Brace as CEO of the combined company, with Bob Bruggeworth joining the Board of Directors. Until closing, it is business as usual, and the companies will continue to operate as separate and independent entities.
The customer communication highlights anticipated benefits for smartphone and broader RF markets, including larger R&D scale, an expanded manufacturing network aimed at consistent supply, and broader technology portfolios across RF, analog and mixed-signal solutions. Investors are directed to review the future Form S-4 and joint proxy statement/prospectus for comprehensive terms once available.
Skyworks Solutions issued a Rule 425 communication regarding its proposed mergers with Qorvo (QRVO). Skyworks plans to file a Form S‑4 registration statement that will include a joint proxy statement/prospectus covering Skyworks common stock to be issued in the mergers and soliciting votes from both companies’ stockholders.
Investors are directed to read the S‑4 and joint proxy statement/prospectus when available, as they will contain important information. The companies and their directors and executive officers may be deemed participants in the proxy solicitations. The notice includes forward‑looking statements and outlines risks such as obtaining shareholder and regulatory approvals, integration challenges, potential litigation, business disruptions during the pendency of the transaction, and uncertainty regarding the long‑term value of Skyworks’ common stock. This communication is not an offer to sell or a solicitation to buy securities.
Skyworks Solutions discussed its proposed acquisition of Qorvo for $22 billion in cash and stock during a CNBC interview. CEO Philip Brace said the combined company would be highly complementary across RF technologies, with scale spanning handsets, aerospace and defense, automotive, and IoT.
Brace cited combined revenue of $7.7 billion and $2.1 billion EBITDA, targeted cost synergies of $500 million, and characterized the deal as immediately accretive to shareholders. He highlighted more predictable performance and more stable gross margins from a broader product and operations base, plus the ability to spend more on R&D for major customers. On regulatory clearance, including China, he pointed to the complementary nature of the businesses and ongoing competition.
The companies plan to file an S-4 registration statement with a joint proxy statement/prospectus. The transaction remains subject to shareholder and regulatory approvals and other customary conditions.
Qorvo (QRVO) reported a stronger Q2 FY2026. Revenue was $1,058.5 million, up 1.1% year over year, as higher content in flagship smartphones and defense/aerospace offset weaker Android and Wi‑Fi timing. Gross margin rose to 47.0% from 42.6%, and operating income reached $157.7 million versus $9.7 million a year ago. Diluted EPS was $1.28 compared with a loss of $0.18.
Segment results showed mixed trends: ACG revenue $776.9 million (+3.4%) with 30.5% margin; HPA $174.6 million (+17.8%); and CSG $106.9 million (−27.2%) on Wi‑Fi product timing. Qorvo ended the quarter with $1,103.3 million in cash and cash equivalents and long‑term debt of $1,549.2 million. It repurchased about 0.7 million shares for $65.3 million.
Qorvo initiated 2026 restructuring actions, including closing its North Carolina fab and transferring SAW filter production to Texas, and expects additional charges of $30–$40 million.
Subsequent event: Qorvo agreed to merge with Skyworks. Each Qorvo share will be exchanged for 0.960 Skyworks shares plus $32.50 in cash, subject to approvals. Post‑close ownership is expected to be ~37% Qorvo and ~63% Skyworks.
Qorvo shared a customer letter noting an agreement to combine with Skyworks to form a leader in high‑performance RF, analog and mixed‑signal semiconductors. The message emphasizes continued support for U.S. and allied defense programs and invites customers to contact their usual Qorvo representatives with any questions.
The companies plan to file a Form S‑4 registration statement that will include a joint proxy statement/prospectus for stockholders of both companies. The proposed transaction remains subject to stockholder and regulatory approvals and other customary conditions. Investors are directed to review the S‑4 and joint proxy statement/prospectus when available on the SEC’s website and the companies’ investor relations sites.
Qorvo, Inc. (QRVO) filed an 8-K to report that it issued a press release announcing financial results for its fiscal 2026 second quarter, which ended September 27, 2025. The press release is furnished as Exhibit 99.1.
The report is dated November 3, 2025 and lists Qorvo’s common stock on The Nasdaq Stock Market under the symbol QRVO. Detailed results and any accompanying commentary are available in the attached exhibit.