Executive Summary
In Q2 2025, Qorvo Inc (0KSJ.L) reported a revenue of $1.046 billion, marking a year-over-year decline of 2.55% but showcasing an 18.03% increase from Q1. The company's net loss stood at $17.4 million, translating to an EPS of -$0.18, starkly contrasting with the recovery seen in gross profit margins, which improved significantly by 14.88% YoY and 34.01% on a sequential basis. Despite the losses, management remains optimistic about long-term growth opportunities within the semiconductor market, particularly in defense and mobile products.
The management emphasized the resilience of demand in select segments, stating that "Our focus remains on executing our strategic objectives and driving efficiency across all operational facets." This clearly signals their commitment to stabilizing financial performance amidst external market pressures such as competitive pricing and supply chain challenges.
Key Performance Indicators
Revenue
1.05B
QoQ: 18.03% | YoY:-2.55%
Gross Profit
445.31M
42.55% margin
QoQ: 34.01% | YoY:14.88%
Operating Income
9.68M
QoQ: 110.05% | YoY:126.75%
Net Income
-17.44M
QoQ: -4 311.35% | YoY:86.26%
EPS
-0.18
QoQ: -4 286.05% | YoY:86.26%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue:** $1.046 billion - **YoY Change:** -2.55% - **QoQ Change:** +18.03%
- **Gross Profit:** $445.3 million - **YoY Change:** +14.88% - **QoQ Change:** +34.01%
- **Operating Income:** $9.675 million - **YoY Change:** +126.75% - **QoQ Change:** +110.05%
- **Net Income:** -$17.4 million - **YoY Change:** +86.26% - **QoQ Change:** -4,311.35%
- **Total Assets:** $6.503 billion