Qorvo, INC

Market Movers (8-K)

NASDAQ
Qorvo announced robust financial results for its fiscal 2027 first quarter, driven by significant year-over-year growth in key segments and improved profitability.
NASDAQ
Qorvo, Inc. has entered into supplemental indentures to amend its 2029 and 2031 Senior Notes, facilitating Skyworks Solutions, Inc.'s exchange offers ahead of their planned merger.
NASDAQ
Qorvo, Inc. announced the Compensation Committee approved performance-based restricted stock units (PBRSUs) for fiscal year 2027, with awards tied to non-GAAP operating income, gross margin, and revenue objectives.
NASDAQ
Qorvo announced its fiscal 2026 fourth quarter financial results, highlighting operational excellence, strategic business mix optimization, and improved gross margins.
NASDAQ
Qorvo, Inc. stockholders overwhelmingly approved the merger agreement with Skyworks Solutions, Inc. and related executive compensation at a special meeting held on February 11, 2026.
NASDAQ
The proposed merger between Qorvo and Skyworks Solutions has received a Second Request from the U.S. Federal Trade Commission, extending the regulatory waiting period.
Worse than expected
Delay expected

Quarterly Earnings (10-Q)

NASDAQ
Qorvo, Inc. announced its first quarter fiscal year 2027 financial results, showcasing a significant increase in net income and operating income, driven by strategic shifts and improved gross margins, while progressing towards its merger with Skyworks Solutions.
Better than expected
Delay expected
NASDAQ
Qorvo, Inc. announced robust third-quarter fiscal 2026 results with significant revenue and profit growth, while progressing towards its merger with Skyworks Solutions, Inc.
Better than expected
NASDAQ
Qorvo, Inc. reported significantly improved financial results for Q2 fiscal 2026, alongside the announcement of a definitive merger agreement with Skyworks Solutions, Inc.
Better than expected
NASDAQ
Qorvo, Inc. announced a significant increase in operating income and net income for the first quarter of fiscal 2026, driven by improved gross margins and strategic focus on higher-value markets, despite a planned revenue decline.
Better than expected
Capital raise
NASDAQ
Qorvo's Q3 fiscal 2025 revenue decreased by 14.7% year-over-year due to a shift in smartphone customer mix, but gross margin improved to 42.7%.
Worse than expected
NASDAQ
Qorvo's second quarter results show a decrease in revenue and a net loss, impacted by strategic decisions and market shifts.
Worse than expected

Annual Reports (10-K)

NASDAQ
Qorvo reports fiscal 2026 financial results while advancing its pending merger with Skyworks Solutions, Inc.
NASDAQ
Qorvo's fiscal year 2025 saw a slight revenue decrease due to a shift in smartphone customer mix, offset by growth in other segments and strategic divestitures.
Worse than expected
NASDAQ
Qorvo reports a 5.6% increase in revenue for fiscal year 2024, driven by content gains at a major customer, while also divesting assembly and test operations in China and recording a significant goodwill impairment charge.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Skyworks Solutions provides an update on its merger with Qorvo, noting progress on antitrust reviews and aiming for year-end closing.
NASDAQ
Skyworks Solutions, Inc. filed an 8-K detailing the ongoing merger with Qorvo, Inc., including financial statements of Qorvo and pro forma combined financial information, while noting regulatory reviews and exchange offers.
Delay expected
NASDAQ
Skyworks Solutions announced progress on its Qorvo combination, including regulatory advancements and financing plans, alongside solid Q3 FY26 financial results.
Capital raise
NASDAQ
Skyworks Solutions reported solid Q3 2026 results with revenue and EPS exceeding expectations, advanced Qorvo regulatory approvals, and announced a new capital allocation framework including a $2 billion stock repurchase program.
Capital raise
NASDAQ
Skyworks and Qorvo have announced the expected executive leadership team for their combined company, effective upon the completion of their pending merger.
NASDAQ
Skyworks Solutions announced strong early participation in its exchange offers and consent solicitations for Qorvo's senior notes, paving the way for merger-related debt restructuring.
Better than expected
Capital raise

Proxy Statements (Def-14A)

NASDAQ
Qorvo, Inc. has issued its 2026 proxy statement detailing the upcoming annual meeting of stockholders scheduled for August 11, 2026.
Better than expected
NASDAQ
Skyworks Solutions, Inc. and Qorvo, Inc. announce a definitive merger agreement, combining their semiconductor businesses in a cash and stock transaction.
Delay expected
Capital raise
NASDAQ
Qorvo, Inc. has announced its 2025 Annual Meeting of Stockholders, detailing proposals including director elections, executive compensation, and stock plan approvals.
NASDAQ
Qorvo, Inc. has released its definitive proxy statement outlining fiscal year 2025 financial highlights, executive compensation decisions, corporate governance updates, and proposals for its upcoming Annual Meeting of Stockholders on August 13, 2025.
NASDAQ
Qorvo, Inc. amends its previous filing to disclose the committee assignments for newly appointed board members Richard L. Clemmer and Chris Koopmans.
NASDAQ
Qorvo appoints Richard L. Clemmer and Christopher R. Koopmans as new independent directors, while David H. Y. Ho retires from the Board, effective immediately.

Schedule 13D - Activist Investments

NASDAQ
Starboard Value LP has reduced its stake in Qorvo to 6.4% after selling 1.9 million shares on June 2, 2026.
Worse than expected
NASDAQ
Starboard Value LP and affiliates have entered into a voting and support agreement with Skyworks Solutions, Inc. to back its acquisition of Qorvo, Inc.
NASDAQ
Activist investor Starboard Value LP has reached an agreement with Qorvo, Inc., leading to the company's intention to nominate Starboard's Peter A. Feld to its Board of Directors and Starboard's subsequent withdrawal of its own nomination.
NASDAQ
Activist investor Starboard Value has nominated Peter A. Feld for election to Qorvo, Inc.'s Board of Directors, aiming to enhance stockholder representation and leverage his extensive corporate governance and financial experience.
NASDAQ
Activist investor Starboard Value LP and its affiliates have substantially boosted their beneficial ownership in Qorvo, Inc. to 8.9% of outstanding common stock, converting derivative positions into direct shareholdings.
NASDAQ
Activist investor Starboard Value LP and its affiliates have disclosed a 7.7% beneficial ownership stake in Qorvo, Inc., stating their belief that the shares are undervalued and represent an attractive investment opportunity.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 6.26% in Qorvo Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Qorvo Inc. following an internal corporate realignment.
NASDAQ
BlackRock, Inc. has reported an aggregate beneficial ownership of 10.6% of Qorvo, Inc.'s common stock, totaling 9,814,278 shares.
NASDAQ
Pacer Funds Trust, Pacer Advisors, Inc., and Joe M. Thomson filed an amended Schedule 13G, reporting their beneficial ownership in Qorvo, Inc. common stock as 0% of the outstanding class.
NASDAQ
Pacer Advisors, Inc. and its affiliated ETFs have disclosed a combined passive beneficial ownership of 5.45% in Qorvo, Inc.'s common stock as of December 31, 2024.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a beneficial ownership of 13.7% of Qorvo, Inc.'s common stock as of March 31, 2025.