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SKYWORKS SOLUTIONS, INC.

Semiconductors & Related Devices · DE · CIK 4127

Develops and manufactures analog and mixed-signal semiconductor products for wireless connectivity applications

red 8-K · 90d🔥 High media attention
$11.13B
Market cap
$67.71
Last close
-0.4%
1D
-11.1%
5D
4.4M
Volume
Price · last 39 sessions-1.7%
May 4L $64.97 · H $83.42Jun 29
261
Total filings
Jun 12, 2026
Last filing
10/02
Fiscal year end
425425Jun 12, 20268-KCompany UpdateJun 12, 2026425425May 20, 20268-KCompany UpdateMay 20, 2026S-4S-4May 20, 2026425425May 20, 20268-KCompany UpdateMay 20, 20268-KExecutive Change · Shareholder VoteMay 19, 2026425425May 6, 202610-Q10-QMay 5, 20268-KResults of Operations · Company UpdateMay 5, 2026DEFA14ADEFA14AApr 27, 2026DEFA14ADEFA14AApr 3, 2026DEF 14AFORM DEF 14AApr 3, 2026425425Mar 3, 2026425425Feb 13, 20268-KShareholder VoteFeb 11, 202610-Q10-QFeb 5, 2026425425Feb 4, 20268-KResults of Operations · Company UpdateFeb 3, 2026425425Jan 30, 20268-KCompany UpdateJan 30, 202610-K/A10-K/AJan 30, 20268-KExecutive ChangeDec 12, 2025S-4S-4Dec 4, 2025425425Dec 3, 2025425425Dec 1, 20258-KMaterial AgreementNov 24, 20258-KExecutive ChangeNov 14, 2025425425Nov 7, 202510-K10-KNov 7, 2025425425Nov 6, 20258-KResults of OperationsNov 4, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 2025425425Oct 28, 20258-KResults of Operations · Company UpdateOct 28, 2025425425Oct 28, 20258-KMaterial Agreement · Company UpdateOct 28, 20258-KExecutive ChangeAug 25, 202510-Q10-QAug 5, 20258-KResults of Operations · Company UpdateAug 5, 20258-KExecutive ChangeMay 29, 20258-KShareholder VoteMay 16, 202510-Q10-QMay 7, 20258-KExecutive ChangeMay 7, 20258-KResults of Operations · Company UpdateMay 7, 20258-KBylaw AmendmentApr 30, 2025DEFA14ADEFA14AMar 28, 2025DEF 14AFORM DEF 14AMar 28, 20258-KExecutive ChangeMar 14, 20258-KExecutive Change · Reg FD DisclosureFeb 6, 202510-Q10-QFeb 5, 20258-KResults of Operations · Company UpdateFeb 5, 202510-K/A10-K/AJan 24, 20258-KExecutive ChangeDec 13, 202410-K10-KNov 15, 20248-KResults of Operations · Company UpdateNov 12, 2024SC 13GSC 13GSep 10, 202410-Q10-QJul 31, 20248-KResults of Operations · Company UpdateJul 30, 20248-KExecutive Change · Shareholder VoteMay 17, 202410-Q10-QMay 1, 20248-KResults of Operations · Company UpdateApr 30, 2024DEFA14ADEFA14AMar 28, 2024DEF 14AFORM DEF 14AMar 28, 202410-Q10-QJan 31, 20248-KResults of Operations · Company UpdateJan 30, 202410-K/A10-K/AJan 26, 2024

Insider Activity

In the 90 days to Nov 19, 2025: 2 sold $765K.

DateInsiderActionSharesPriceValue
Nov 19, 2025Kasnavi RezaEVP, Chief Ops & Tech OfficerSell6,656$62.31$415K
Nov 19, 2025Terry Robert JohnSVP, Gen. Counsel & SecretarySell4,445$62.33$277K
Nov 19, 2025Kasnavi RezaEVP, Chief Ops & Tech OfficerSell676$61.81$42K
Nov 19, 2025Terry Robert JohnSVP, Gen. Counsel & SecretarySell500$61.85$31K

Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.

What Changed

Risk factors · Nov 15, 2024Nov 7, 2025

110 added · 122 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.

Newly disclosed
  • The Merger Agreement may be terminated under certain circumstances, including that either party may terminate if the Mergers are not completed by April 27, 2027, which date may be extended to July 27, 2027, and to October 27, 2027, in each case under certain circumstances as provided in the Merger Agreement (the “Outside Date”).
  • Completion of the Mergers is subject to customary closing conditions, including (1) the adoption of the Merger Agreement by Qorvo’s stockholders, and the approval of the issuance of common stock as merger consideration by the Company’s stockholders as required under Nasdaq listing rules, (2) the expiration or early termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and the approval of the Mergers under certain other antitrust and foreign investment regimes, (3) the absence of any order, injunction or law prohibiting the Mergers in such jurisdictions, (4) the effectiveness of the registration statement pursuant to which shares of the Company’s common stock to be issued in the Mergers will be registered with the SEC, (5) the accuracy of the other party’s representations and warranties, subject to certain standards set forth in the Merger Agreement, (6) compliance in all material respects by the other party with its obligations under the Merger Agreement, and (7) the absence of a continuing material adverse effect with respect to each party.
  • Upon termination of the Merger Agreement, each party under specified circumstances, including termination by such party to accept a Superior Proposal (as defined in the Merger Agreement) or termination by the other party upon a change in such party’s board of directors’ recommendation to its 13 Table of Contents stockholders, will be required to pay the other party a termination fee of $298.7 million.
  • Failure to complete the Mergers within the expected timeframe or at all could adversely affect our business and the market price of our common stock in a number of ways, including: • the market price of our common stock may decline to the extent that the current market price reflects an assumption that the Mergers will be consummated; • if the Merger Agreement is terminated under certain circumstances specified in the Merger Agreement, we would be required to pay a termination fee of $298.7 million or $100.0 million, as described above; • we have incurred, and will continue to incur, significant expenses for professional services in connection with the Mergers for which we will have received little or no benefit if the Mergers are not consummated; and • we may experience negative publicity and/or reactions from our investors, employees, customers, suppliers, distributors and other business partners.
  • Risks Associated with the Proposed Transaction with Qorvo • Completion of the proposed transaction with Qorvo may be delayed or not occur at all for a variety of reasons, including that the Merger Agreement is terminated, and the failure to complete the Mergers could adversely affect our business, results of operations, financial condition, and the market price of our common stock. • Completion of the proposed Mergers is subject to the satisfaction or waiver of closing conditions contained in the Merger Agreement, including certain regulatory approvals which may not be received, may take longer than expected or the receipt of which may impose conditions that are not presently anticipated or that cannot be met, and if these closing conditions are not satisfied or waived, the proposed Mergers will not be completed. • Failure to realize the benefits expected from the Mergers could adversely affect our business, results of operations, and financial condition. • Efforts to complete the Mergers could disrupt our relationships with third parties and employees, divert management’s attention, or result in negative publicity or legal proceedings, any of which could adversely impact our operating results and ongoing business. • The Merger Agreement contains provisions that limit our ability to pursue alternative transactions to the Mergers which could discourage a potential third party from making an alternative transaction proposal. • While the Merger Agreement is in effect, we are subject to restrictions on our business activities. • As a result of the Mergers, we anticipate that the scope and size of our operations and business will substantially change and will result in certain incremental risks to us, including increased competition.
  • Risks Associated with the Development, Manufacturing, and Sale of Our Products • Our operating results may be adversely affected by quarterly and annual fluctuations. • We rely on a small number of customers for a large portion of our sales. • We rely on Original Equipment Manufacturers (“OEMs”) and Original Design Manufacturers (“ODMs”) to design our products into their end products. • Our manufacturing processes are extremely complex, specialized, and subject to disruption. • We may not be able to maintain and improve manufacturing yields. • We are dependent upon third parties for the manufacture, assembly, and testing of our products. • We are dependent upon third parties for the supply of raw materials and components. • We may not be able to effectively operate our business if we are unable to attract and retain qualified personnel. • Our business could be adversely affected by the departure of existing members of our senior management team or if our senior management team is unable to effectively implement our strategy. • If our senior management transitions are not successful, our business and future growth prospects could be harmed. • We are subject to uncertainties involving the ordering and shipment of, and payment for, our products. • We face a risk that capital needed for our business will not be available when we need it. • We are exposed to risks related to the use of AI tools by us and others. • We may encounter problems upgrading, enhancing, and improving our enterprise applications. 12 Table of Contents Risks Related to Acquisitions and Indebtedness • To be successful, we may need to make additional investments and acquisitions, integrate companies we acquire, and/or enter into strategic alliances. • Our outstanding indebtedness could reduce our flexibility to operate our business.
  • Risks Associated with Claims and Litigation • We may be subject to risks of litigation and disputes. • We may be subject to claims of infringement of third-party intellectual property rights or demands that we license third-party technology. • We may be subject to warranty claims, product recalls, and other liability claims .
  • Risks Associated with the Proposed Transaction with Qorvo Completion of the proposed transaction with Qorvo may be delayed or not occur at all for a variety of reasons, including that the Merger Agreement is terminated, and the failure to complete the Mergers could adversely affect our business, results of operations, financial condition, and the market price of our common stock.
  • (“Merger Sub I”), and Comet Acquisition II, LLC (“Merger Sub II”), pursuant to which Merger Sub I will be merged with and into Qorvo (the “First Merger”), with Qorvo as the surviving entity in the First Merger (the “Surviving Corporation”) with the Surviving Corporation continuing as a wholly owned subsidiary of the Company, and immediately following the First Merger, and as the second step in a single integrated transaction with the First Merger, the Surviving Corporation will be merged with and into Merger Sub II (the “Second Merger,” and together with the First Merger, the “Mergers”), with Merger Sub II as the surviving entity in the Second Merger and a wholly owned subsidiary of the Company.
  • Completion of the proposed Mergers is subject to the satisfaction or waiver of closing conditions contained in the Merger Agreement, including certain regulatory approvals which may not be received, may take longer than expected or the receipt of which may impose conditions that are not presently anticipated or that cannot be met, and if these closing conditions are not satisfied or waived, the proposed Mergers will not be completed.
  • Various consents, clearances, approvals, authorizations and declarations of non-objection, or expiration of waiting periods (or extensions thereof), from certain regulatory and governmental authorities in the United States and certain other jurisdictions are included in the Merger Agreement as conditions to completing the proposed Mergers.
  • Subject to the terms of the Merger Agreement, we have agreed to use our reasonable best efforts to take all actions necessary to consummate the Mergers, including cooperating to obtain the regulatory approvals necessary to complete the Mergers.
No longer disclosed
  • The proceeds from the issuance of Notes were used to finance a portion of the purchase price for the Company’s acquisition of certain assets, rights, and properties, and its assumption of certain liabilities, comprising Silicon Labs’ Infrastructure and Automotive business, on July 26, 2021 (the “Acquisition”).
  • Such fluctuations may be influenced by many factors, including: • uncertainty regarding the condition and prospects of the domestic and foreign economies, • our performance and prospects, and the performance and prospects of our major customers and competitors, • the volatility of the financial markets, • instability in global credit and financial markets, • our revenue concentrations with relatively few customers, • our stock repurchase and dividend activities, • the timing of our repayment of outstanding indebtedness, • investor perception of us and the industry in which we operate, • changes in the market valuations of other companies, including, but not limited to, those in our industry, • changes in earnings estimates, price targets, or buy/sell recommendations by analysts, • the depth and liquidity of the market for our common stock, • the exclusion or removal of our stock from market indices, such as the S&P 500 Index, • domestic and international political conditions, • domestic and international tax, fiscal, and trade policy decisions, • our ability to successfully identify, acquire, and integrate acquisition candidates, and • the extent of the impact of global health events. 25 Table of Contents Public stock markets have experienced price and trading volume volatility.
  • For example, the European Union Restriction of Hazardous Substances in Electrical and Electronic Equipment (“RoHS”) Directive requires that certain substances, which may be found in certain products we have manufactured in the past, be removed from all electronics components.
  • Further, these incidents, which might be related to industrial, state-sponsored, and/or economic espionage, or financial cyber extortion or fraud, include covertly introducing malware and spyware to our computers, networks, and products (or to an electronic system operated by a third party for our benefit) and impersonating authorized users, among others.
  • To the extent that any security breach or other cybersecurity incident results in inappropriate disclosure of our customers’, suppliers’, licensees’, or employees’ confidential or personal information, we may incur liability, face contractual and regulatory fines and penalties, and sustain significant financial resources to remediate such breach.
  • From time to time, we have engaged in and it may be necessary to continue to engage in litigation, administrative actions or like activities to enforce our intellectual property rights, to protect our trade secrets, or to determine the validity, enforceability, and scope of proprietary rights of others, including our customers.
  • Any litigation to determine the validity of any allegations that our products infringe or may infringe or misappropriate the intellectual property rights of another party, including indemnification claims arising from our contractual obligations to our customers, regardless of their merit or resolution, could be costly and divert the efforts and attention of our management and technical personnel.
  • If litigation were to result in an adverse ruling, we could be required to: • pay substantial damages, • cease the manufacture, import, use, sale, or offer for sale of infringing products or processes, • discontinue the use of infringing technology, • expend significant resources to develop an alternate non-infringing technology, and • license technology from the third party claiming infringement, which license may not be available on commercially reasonable terms.
  • Future cash dividends and the amount and timing of our stock repurchases may be affected by, among other factors: • our views on potential future capital requirements, including those related to research and development, • our ability to generate sufficient earnings and cash flows, • our use of cash to consummate various acquisition transactions, • our repayment of principal and interest on our indebtedness, • changes in federal and state income tax laws or corporate laws, and • changes to our business model.
  • Regardless of the merits of any specific claim, we may not prevail in litigation because of the complex technical issues and inherent uncertainties in intellectual property litigation or the assessment of these claims.
  • Furthermore, on August 16, 2022, the U.S. government enacted the Inflation Reduction Act (“IRA”), which imposes a corporate alternative minimum tax (“CAMT”) of 15% on adjusted financial statement income for certain corporations, as well as an excise tax on corporate stock repurchases.
  • From time to time, we have been, and may become involved in litigation with customers, suppliers, competitors, government or regulatory agencies, shareholders, employees, or other parties.

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