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.
Skyworks Solutions outlines progress on its planned combination with Qorvo, noting that China’s review has advanced to Phase III with SAMR, the final stage, and that closing within the calendar year, potentially as early as this fiscal year, is now viewed as possible, subject to remaining approvals and conditions. To support the transaction, the company anticipates raising approximately $2 billion of debt in the near term.
The board approved a new capital allocation framework for the combined company, centered on share repurchases, deleveraging, and strategic M&A. A new $2 billion stock repurchase program expiring in January 2029 replaces the prior authorization, and the company will no longer declare a quarterly dividend, redirecting that capital to these priorities. Management continues to target $500 million or more of synergies and expects the deal to be immediately accretive to non-GAAP EPS.
For the June quarter, revenue was $935 million with non-GAAP diluted EPS of $1.08, above the midpoint of guidance. Mobile represented 57% of revenue, Broad Markets 43% with revenue of about $403 million, up 8% year-over-year. Gross margin was 45% and operating margin 19.4%. For the fourth quarter, the company guides revenue to $1.01–$1.06 billion and non-GAAP EPS of $1.27 at the midpoint.
Skyworks Solutions and Qorvo describe their planned mergers, for which Skyworks filed a Form S-4 registration statement covering Skyworks common stock to be issued and a joint proxy statement/prospectus for both companies’ stockholders. The registration statement was declared effective and final proxy and prospectus materials were distributed in December 2025. Investors are directed to review these SEC materials, available from the companies and the SEC, for detailed information about the mergers and related risks. The communication clarifies that it is not an offer to sell or solicit securities and includes extensive forward-looking statement disclosures outlining numerous factors that could cause actual outcomes of the proposed transaction to differ materially from current expectations.
Qorvo, Inc. reported first‑quarter fiscal 2027 revenue of $784.8 million, down 4.2% year over year, but gross margin expanded to 51.1%, lifting operating income to $96.8 million and net income to $85.8 million, or $0.96 diluted EPS, versus $0.27 a year earlier.
High Performance Analog revenue grew to $206.4 million on stronger defense, aerospace and infrastructure demand, while Advanced Cellular Group revenue fell to $476.6 million as Qorvo intentionally reduced lower‑margin Android smartphone exposure; both ACG and CSG posted higher margins. Operating cash flow was $139.5 million, capital expenditures $24.1 million, cash and equivalents $1.33 billion, and long‑term debt $1.55 billion in 2029 and 2031 senior notes, with no revolver borrowings.
The pending merger with Skyworks would exchange each Qorvo share for 0.960 Skyworks shares plus $32.50 in cash, leaving Qorvo holders with about 37% of the combined company. The deal, now under FTC Second Request review and accompanied by exchange offers for Qorvo’s notes, remains subject to antitrust and other regulatory approvals and termination fees.
Qorvo, Inc. reported fiscal 2027 first-quarter results for the period ended June 27, 2026. Revenue was $784.8 million, compared with $808.3 million in the prior quarter and $818.8 million a year earlier. GAAP gross margin was 51.1%, with operating income of $96.8 million, net income of $85.8 million and diluted EPS of $0.96, all sharply higher than the prior-year June quarter.
On a non-GAAP basis, gross margin was 52.8%, operating income $177.6 million, net income $146.6 million and diluted EPS $1.64, up $0.72 year over year. Management highlighted an 880 basis point expansion in non-GAAP gross margin and a 78% increase in non-GAAP EPS. By segment, HPA revenue grew 50.1% year over year to $206.3 million, while CSG declined 7.5% and ACG declined 16.6%. Total GAAP operating margin was 12.3%, and non-GAAP operating margin was 22.6%.
Operating cash flow was $139.5 million and free cash flow was $115.3 million. Cash and cash equivalents were $1.33 billion against long-term debt of about $1.55 billion. For full-year fiscal 2027, management expects non-GAAP gross margin above 50% and now expects non-GAAP diluted EPS above $7.00. In light of its pending transaction with Skyworks, Qorvo has discontinued earnings conference calls and detailed forward-looking guidance.
Skyworks Solutions, Inc. reported that it issued a press release announcing financial results for the three- and nine-month periods ended July 3, 2026, which is included as Exhibit 99.1.
The board of directors decided not to declare any quarterly cash dividends on its common stock going forward. The board also authorized a new stock repurchase program of up to $2.0 billion of common stock, available for repurchases on the open market or through privately negotiated transactions through January 31, 2029. This program replaces a prior $2.0 billion repurchase authorization approved on February 4, 2025, which was terminated on July 27, 2026. Management will determine timing and amounts of any repurchases, which may be suspended or discontinued, and the company currently expects to fund repurchases from working capital.
Skyworks Solutions reports that on July 28, 2026 it issued a press release related to its proposed mergers with Qorvo, Inc., which is furnished as Exhibit 99.1. The disclosure highlights that a Form S-4 registration statement (File No. 333-291947) covering Skyworks stock to be issued in the mergers, and a joint proxy statement/prospectus for Skyworks and Qorvo stockholders, were declared effective on December 23, 2025 and mailed to stockholders on or about that date.
Investors in both companies are urged to read the registration statement, the joint proxy statement/prospectus and any related SEC filings because they contain important information about Skyworks, Qorvo and the mergers. The disclosure also includes an extensive cautionary statement regarding forward-looking statements, outlining numerous risks that could affect completion and benefits of the proposed transaction, including regulatory approvals, integration challenges, potential litigation, business disruptions, retention of key personnel and broader economic and geopolitical factors.
Qorvo, Inc. is asking stockholders to vote at its 2026 Annual Meeting on August 11, 2026 in Plano, Texas. Investors will elect 10 directors, approve on an advisory basis executive pay, ratify Ernst & Young LLP as auditor for fiscal 2027 and consider a stockholder proposal on written consent that the Board recommends voting against.
The proxy highlights a pending merger with Skyworks Solutions, Inc., under which each Qorvo share is expected to convert into 0.960 Skyworks shares plus $32.50 in cash if closing conditions and regulatory approvals are met. It also details extensive governance practices, including an independent chair, fully independent key committees, majority voting for directors and proxy access.
After only 59% support in the 2025 say-on-pay vote, Qorvo engaged holders representing nearly 70% of shares and overhauled performance-based RSUs so 2027 awards are tied entirely to financial metrics: non-GAAP operating income, non-GAAP gross margin and revenue. The company emphasizes pay-for-performance alignment and strong ownership, hedging and clawback policies for directors and executives.
Qorvo, Inc. describes changes to its outstanding senior notes in connection with its planned merger into subsidiaries of Skyworks Solutions. Skyworks has launched exchange offers for any and all Qorvo 4.375% Senior Notes due 2029, up to $850 million aggregate principal, and any and all 3.375% Senior Notes due 2031, up to $700 million, for new Skyworks notes with the same interest rates and maturities.
On June 11, 2026, Qorvo entered supplemental indentures for both note series that eliminate substantially all restrictive covenants, certain affirmative covenants and certain events of default. These amendments are effective as agreements but will become operative only immediately before completion of the mergers or upon settlement of the related exchange offer for each series, and will cease to be operative if the mergers are not completed.
Skyworks Solutions, Inc. issued a press release on June 11, 2026 reporting early participation results in its previously disclosed Exchange Offers and related Consent Solicitations for outstanding 4.375% Senior Notes due 2029 and 3.375% Senior Notes due 2031 of Qorvo, Inc. The press release is attached as Exhibit 99.1 and is incorporated by reference.
The company reiterates forward-looking caution and notes it has filed a Form S-4 registration statement that includes a proxy statement/prospectus for the proposed mergers with Qorvo; investors are urged to read the S-4 and related filings.