Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
|---|
| The wireless business is great, and we love that, and it’s been a framework for us for tremendous cash generation, great capital assets that are already in place now already in place |
| Certainly, mobile has been the feature in our business, and I’m proud of what we’ve done with the mobile business, we continue to grow that |
| And it’s – we feel really good about that |
| So, that portfolio is doing really well |
| We have a really strong IoT position |
| And we get better, they get better, and it lifts our company |
| And we’re able to continue to grow the business |
| So, we have really good position in the timing applications within data center that really kind of think of them, they are like your clock and your data center that sets the nodes, sets the times and keeps the trains on time |
| And the ability for us to curate unique solutions has really been an advantage for Skyworks |
| We have a great position there |
| WiFi 7, which is just now kind of launching, we have a great position |
| So, as you said, we have had a really good – almost like a mini cycle that you would see in mobile |
| We have a very strong position with Google, which units there, maybe not so high so today, but they are growing |
| The business that we acquired from Silicon Labs has been fantastic |
| And I think we’re uniquely positioned, I really do |
| We have incredible technical talent |
| We can do that all day, but we – we’re also really engaged and thrilled about the opportunities with the Googles and names like that |
| We did a great job, and we continue to do that |
| And I think there’s a lot more opportunity for us to continue to drive share |
| So I think it’s one of the unique things about us is our ability to cover broadly across multiple fields, multiple businesses, be very honest interact with the customer and still have that really deep seated technology moat that we have |
| I think the technology, the opportunities that will spawn from it will be wonderful and great, but they are going to require something much more powerful than what we have in our phone right now |
| And it’s an aggregation of multiple accounts and multiple technologies and great work with our sales teams and also our technologists to really curate new avenues for revenue |
| We’re doing a great job in what we call broad markets, which has basically portfolio |
| We’ve been an incredible partner to the largest customer, and it’s been great for us |
| I think it’s going to be a compelling opportunity for us |
| So, we have done well in automotive |
| And we think, for sure, the opportunity as we go forward is definitely going to be much better |
| But we’ve been able to do the right things and grow the business and diversify so much |
| WiFi 6 had been really strong |
| But it’s also a company that does its best work with the most compelling customers, the most demanding customers |
| Statement |
|---|
| And then there are some tough challenges that we’re ambitious about to continue to grow the aperture of the company |
| You’ve had a couple of tough years an inventory correction that took a long time to clear out |
| I mean the technical burden continues to be risk not in every account |
| And it’s a difficult, difficult thing |
| I think that’s going to be really tough |
| Now, you get to mobile, mobile is the hardest, the hardest, because it’s un-tethered |
| There is also a lot of negativity suddenly from investors on EV because it’s – and maybe the center of gravity of the EV market has shifted a little bit more to China versus the West |
| Like it sounds like calendar ‘23 iPhone 15 was maybe a little disappointing in part because you noted they didn’t – they kept the Qualcomm modem they are going to keep it for 16, unclear on 17, but you are quite hopeful on the content going up a lot more alongside an Apple modem, why is that? Is that strictly because Apple will move away from RF, from Qualcomm or will they move, just add more content in total |
| But I think that’s going to be short-lived |
| Can you do this guys? Can you – Skyworks can you do this? We have this problem |
| But you still can you can still work with customers to make sure that they get what they need and maybe it may not be a home run solution, but certainly, we can hit the very, very difficult fastball as well |
| We want the tough problems |
| It’s a much more difficult problem to solve |
| You’re not going to be able to do that |
| But when you start to put an AI burden on this thing, the compute power, it’s not there |
| I mean, sometimes you’re going to get bad news every once in a while, and you’ve got to handle that |
| When you look at AI, and this is our view, the technical burden in AI is going to overcome a typical smartphone |
| You can’t get the current consumption that you need because it’s going to generate a lot more compute and power that it’s going to slow down your phone, number one, you’re going to have to add additional nodes as well to create speed and just a lot there |
| I mean – and you think about automotive, there is just – we had been, I would say, underrepresented in that segment |
| I still am a little confused as to how Skyworks has an opportunity there and where it benefits you |
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