Skyworks Solutions, Inc.
SWKS
pitch
long
Jocelyn Doman ’17, Maria Muller ’17, William Hinman ’17, Mark Shohet ’17, Kenneth Chan ’18, Anton Korytsko ’18, Alexander Teixiera ’18
Thesis
Skyworks Solutions is well-positioned to benefit from the increasing demand for wireless communication technologies, particularly in the smartphone and IoT markets. The company's strong product portfolio and strategic partnerships will drive revenue growth in the coming years.
Did it work?
failed
confidence: high
The long thesis for Skyworks Solutions anticipated revenue growth driven by demand in wireless communication technologies, but the stock has underperformed, declining by 10.8% over 124 months. Given the significant time elapsed since the pitch and the negative price performance, it indicates that the expected growth and benefits from the thesis did not materialize as anticipated.
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