Subtext

Skyworks Solutions, Inc. SWKS

SectorInformation Technology
Transcripts42
Date range2015-01-22 – 2025-05-07
Calls charted42

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · Overall: +14.02015 Q2 · Overall: +11.02015 Q3 · Overall: +16.32015 Q4 · Overall: +9.72016 Q1 · Overall: +11.22016 Q2 · Overall: +6.22016 Q3 · Overall: +9.22016 Q4 · Overall: +13.62017 Q1 · Overall: +14.32017 Q2 · Overall: +13.12017 Q3 · Overall: +10.22017 Q4 · Overall: +14.12018 Q1 · Overall: +13.12018 Q2 · Overall: +10.92018 Q3 · Overall: +12.12018 Q4 · Overall: +7.02019 Q1 · Overall: +13.52019 Q2 · Overall: +7.62019 Q3 · Overall: +10.52019 Q4 · Overall: +9.32020 Q1 · Overall: +12.72020 Q2 · Overall: +10.32020 Q3 · Overall: +14.12020 Q4 · Overall: +13.82021 Q1 · Overall: +15.72021 Q2 · Overall: +11.52021 Q3 · Overall: +14.62021 Q4 · Overall: +14.22022 Q1 · Overall: +17.32022 Q2 · Overall: +12.62022 Q3 · Overall: +9.42022 Q4 · Overall: +9.32023 Q1 · Overall: +11.62023 Q2 · Overall: +5.52023 Q3 · Overall: +8.92023 Q4 · Overall: +9.42024 Q1 · Overall: +8.52024 Q2 · Overall: +6.12024 Q3 · Overall: +12.12024 Q4 · Overall: +13.32025 Q1 · Overall: +5.72025 Q2 · Overall: +12.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-34-17+0+17+342015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · CEO: +19.02015 Q2 · CEO: +14.82015 Q3 · CEO: +23.02015 Q4 · CEO: +14.32016 Q1 · CEO: +17.62016 Q2 · CEO: +11.42016 Q3 · CEO: +19.12016 Q4 · CEO: +26.12017 Q1 · CEO: +22.52017 Q2 · CEO: +21.32017 Q3 · CEO: +16.42017 Q4 · CEO: +23.42018 Q1 · CEO: +20.62018 Q2 · CEO: +18.12018 Q3 · CEO: +25.12018 Q4 · CEO: +15.62019 Q1 · CEO: +24.12019 Q2 · CEO: +14.62019 Q3 · CEO: +22.92019 Q4 · CEO: +18.62020 Q1 · CEO: +21.22020 Q2 · CEO: +18.12020 Q3 · CEO: +22.52020 Q4 · CEO: +23.92021 Q1 · CEO: +24.12021 Q2 · CEO: +17.12021 Q3 · CEO: +25.22021 Q4 · CEO: +26.92022 Q1 · CEO: +23.62022 Q2 · CEO: +22.22022 Q3 · CEO: +17.02022 Q4 · CEO: +26.02023 Q1 · CEO: +18.82023 Q2 · CEO: +29.92023 Q3 · CEO: +22.82023 Q4 · CEO: +20.22024 Q1 · CEO: +25.72024 Q2 · CEO: +13.22024 Q3 · CEO: +19.72024 Q4 · CEO: +27.52025 Q1 · CEO: +27.32025 Q2 · CEO: +20.22015 Q1 · CFO: +14.12015 Q2 · CFO: +17.52016 Q1 · CFO: +12.22016 Q3 · CFO: +9.62016 Q4 · CFO: +15.72017 Q1 · CFO: +15.02017 Q2 · CFO: +15.22017 Q3 · CFO: +13.02017 Q4 · CFO: +14.52018 Q1 · CFO: +21.02018 Q2 · CFO: +16.22018 Q3 · CFO: +14.32018 Q4 · CFO: +4.72019 Q1 · CFO: +14.22019 Q2 · CFO: +12.12019 Q3 · CFO: +5.62019 Q4 · CFO: +10.32020 Q1 · CFO: +13.42020 Q2 · CFO: +8.52020 Q3 · CFO: +13.62020 Q4 · CFO: +17.02021 Q1 · CFO: +19.62021 Q2 · CFO: +15.62021 Q3 · CFO: +18.72021 Q4 · CFO: +14.72022 Q1 · CFO: +22.92022 Q2 · CFO: +12.42022 Q3 · CFO: +17.82022 Q4 · CFO: +4.12023 Q1 · CFO: +18.12023 Q2 · CFO: +0.62023 Q3 · CFO: +11.12023 Q4 · CFO: +10.92024 Q1 · CFO: +7.72024 Q2 · CFO: +13.32024 Q3 · CFO: +17.02024 Q4 · CFO: +13.62025 Q1 · CFO: +7.92025 Q2 · CFO: +15.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-36-18+0+18+362015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1 · Prepared remarks: +25.12015 Q2 · Prepared remarks: +17.12015 Q3 · Prepared remarks: +24.22015 Q4 · Prepared remarks: +7.52016 Q1 · Prepared remarks: +11.22016 Q2 · Prepared remarks: +13.82016 Q3 · Prepared remarks: +18.12016 Q4 · Prepared remarks: +18.02017 Q1 · Prepared remarks: +20.02017 Q2 · Prepared remarks: +19.72017 Q3 · Prepared remarks: +22.42017 Q4 · Prepared remarks: +21.52018 Q1 · Prepared remarks: +23.92018 Q2 · Prepared remarks: +13.72018 Q3 · Prepared remarks: +17.12018 Q4 · Prepared remarks: +11.82019 Q1 · Prepared remarks: +29.42019 Q2 · Prepared remarks: +23.32019 Q3 · Prepared remarks: +16.42019 Q4 · Prepared remarks: +15.52020 Q1 · Prepared remarks: +18.62020 Q2 · Prepared remarks: +10.82020 Q3 · Prepared remarks: +21.32020 Q4 · Prepared remarks: +15.82021 Q1 · Prepared remarks: +15.62021 Q2 · Prepared remarks: +16.42021 Q3 · Prepared remarks: +25.32021 Q4 · Prepared remarks: +14.02022 Q1 · Prepared remarks: +25.02022 Q2 · Prepared remarks: +15.42022 Q3 · Prepared remarks: +13.12022 Q4 · Prepared remarks: +16.82023 Q1 · Prepared remarks: +20.42023 Q2 · Prepared remarks: +21.12023 Q3 · Prepared remarks: +19.22023 Q4 · Prepared remarks: +8.92024 Q1 · Prepared remarks: +17.72024 Q2 · Prepared remarks: +15.22024 Q3 · Prepared remarks: +17.32024 Q4 · Prepared remarks: +15.42025 Q1 · Prepared remarks: +17.52025 Q2 · Prepared remarks: +31.42015 Q1 · Q&A responses: +14.32015 Q2 · Q&A responses: +12.12015 Q3 · Q&A responses: +16.02015 Q4 · Q&A responses: +15.52016 Q1 · Q&A responses: +17.92016 Q2 · Q&A responses: +9.62016 Q3 · Q&A responses: +14.72016 Q4 · Q&A responses: +20.62017 Q1 · Q&A responses: +16.42017 Q2 · Q&A responses: +17.22017 Q3 · Q&A responses: +10.32017 Q4 · Q&A responses: +17.62018 Q1 · Q&A responses: +15.62018 Q2 · Q&A responses: +11.42018 Q3 · Q&A responses: +12.32018 Q4 · Q&A responses: +13.42019 Q1 · Q&A responses: +15.82019 Q2 · Q&A responses: +6.52019 Q3 · Q&A responses: +13.72019 Q4 · Q&A responses: +12.62020 Q1 · Q&A responses: +19.12020 Q2 · Q&A responses: +16.72020 Q3 · Q&A responses: +19.92020 Q4 · Q&A responses: +23.02021 Q1 · Q&A responses: +25.02021 Q2 · Q&A responses: +16.32021 Q3 · Q&A responses: +21.32021 Q4 · Q&A responses: +23.52022 Q1 · Q&A responses: +21.92022 Q2 · Q&A responses: +19.72022 Q3 · Q&A responses: +18.02022 Q4 · Q&A responses: +10.22023 Q1 · Q&A responses: +17.52023 Q2 · Q&A responses: +11.32023 Q3 · Q&A responses: +15.92023 Q4 · Q&A responses: +17.92024 Q1 · Q&A responses: +12.02024 Q2 · Q&A responses: +12.62024 Q3 · Q&A responses: +17.52024 Q4 · Q&A responses: +19.32025 Q1 · Q&A responses: +5.02025 Q2 · Q&A responses: +10.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.66$8.73$12.812015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1: $5.222015 Q2: $5.742015 Q3: $6.202015 Q4: $6.522016 Q1: $6.202016 Q2: $6.012016 Q3: $6.132016 Q4: $6.372017 Q1: $6.632017 Q2: $6.972017 Q3: $7.282017 Q4: $7.482018 Q1: $7.752018 Q2: $7.632018 Q3: $7.872018 Q4: $7.542019 Q1: $7.002019 Q2: $6.592019 Q3: $6.302019 Q4: $6.662020 Q1: $6.882020 Q2: $6.332020 Q3: $6.912020 Q4: $7.822021 Q1: $10.502021 Q2: $10.712021 Q3: $11.502021 Q4: $11.892022 Q1: $12.242022 Q2: $12.002022 Q3: $11.542022 Q4: $10.122023 Q1: $10.092023 Q2: $8.972023 Q3: $9.002023 Q4: $7.542024 Q1: $7.502024 Q2: $6.532024 Q3: $6.432024 Q4: $5.63

Forward P/E

6.8614.2621.662015 Q12016 Q32018 Q12019 Q32021 Q12022 Q32024 Q12015 Q1: 18.612015 Q2: 18.582015 Q3: 14.762015 Q4: 12.122016 Q1: 12.102016 Q2: 10.822016 Q3: 11.812016 Q4: 11.802017 Q1: 14.952017 Q2: 14.702017 Q3: 14.672017 Q4: 12.822018 Q1: 14.432018 Q2: 13.162018 Q3: 11.292018 Q4: 8.802019 Q1: 11.672019 Q2: 11.462019 Q3: 12.742019 Q4: 17.392020 Q1: 10.472020 Q2: 20.642020 Q3: 20.312020 Q4: 18.872021 Q1: 17.412021 Q2: 15.962021 Q3: 15.372021 Q4: 13.452022 Q1: 10.702022 Q2: 7.882022 Q3: 8.672022 Q4: 9.592023 Q1: 11.072023 Q2: 12.252023 Q3: 10.742023 Q4: 14.462024 Q1: 14.312024 Q2: 16.302024 Q3: 14.972024 Q4: 15.74

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q2 tone ↓ -3.0 fwd EPS ↑ +0.52 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -6.6 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -2.9 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↑ +6.6 fwd EPS ↓ -0.54 Tone rose while the forward EPS estimate was cut.
  • 2019 Q3 tone ↑ +2.9 fwd EPS ↓ -0.29 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -4.2 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↑ +6.1 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-05-07+12.4——View →
2025 Q12025-02-05+5.7——View →
2024 Q42024-11-12+13.3$5.6315.7View →
2024 Q32024-07-30+12.1$6.4315.0View →
2024 Q22024-04-30+6.1$6.5316.3View →
2024 Q12024-01-30+8.5$7.5014.3View →
2023 Q42023-11-02+9.4$7.5414.5View →
2023 Q32023-08-07+8.9$9.0010.7View →