Skyworks Solutions, Inc. · NASDAQ:SWKS
Skyworks Solutions — Merger or Acquisition (October 2025)
15 slides from Skyworks Solutions's merger presentation, Oct 28, 2025
Slide 1: U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions
U.S.-Based Leader in High-Performance RF, Analog and Mixed-Signal Solutions Two Proven Teams | One Stronger Future
Slide 2: Today's Presenters
Today’s Presenters Phil Brace Bob Bruggeworth Chief Executive Officer and President, Chief Executive Officer and President, Skyworks Qorvo 2 Two Proven Teams | One Stronger Future
Slide 3: United in Purpose, Built for What's Next
> $22B $7.7B Combined Ent. Value1 Revenue $2.6B $1.5B Broad Markets R&D3 Revenue2 United in Purpose $500M $2.1B or more Built for What’s Next Annual Cost Synergies4 Adj. EBITDA (excl. Synergies)5 Immediately & meaningfully Note: Figures reflect LTM as of June 30, 2025. 1. Represents combined enterpr
Slide 4: Two Proven Teams | One Stronger Future
Two Proven Teams | One Stronger Future Enhances scale with revenue of $7.7 billion1 and Adjusted EBITDA of $2.1 billion1 Combines complementary product and technology portfolios and world-class engineering capabilities, creating R&D scale to deliver innovative RF solutions Creates $5.1 billion2 mobi
Slide 5: Enhanced Scale to Invest and Deliver for Customers
Enhanced Scale to Invest and Deliver for Customers $7.7B $4.0B $3.7B Pro Forma Revenue Revenue Adj EBITDA1: $2.1B Stronger Customer Partner | Enhanced Scale | Expanding TAM 5 Note: Figures reflect LTM as of June 30, 2025. 1 EBITDA figures are non-GAAP and exclude synergies. Two Proven Teams | One St
Slide 6: Stronger Innovation Pipeline to Better Serve Our Customers
Stronger Innovation Pipeline to Better Serve Our Customers Combined IP Across RF & A/MS Enhanced R&D scale and shared culture of engineering excellence More Advanced and Integrated Solutions Resilient and Reliable Supply Chain ~$1.5B ~8,000 Engineers & R&D Investment Technical Experts Broader Engine
Slide 7: $5.1 Billion Mobile Business Positioned to Address Rising RF Complexity
$5.1 Billion Mobile Business Positioned to Address Rising RF Complexity Combined Broader, complementary and best-in-class RF portfolio Low-Band PAD ✓ Mid-High Band PAD ✓ Diversifies mobile technology set to Tx DSM ✓ strengthen customer relationships Diversity Receive ✓ UHB PAD ✓ Less varia
Slide 8: $2.6 Billion Diversified Broad Markets Platform
$2.6 Billion Diversified Broad Markets Platform Defense & Aerospace Edge IoT Space & SATCOM/Satellite Connected Things • Thousands of customers Military Comms, Medical & Healthcare Electronic Warfare, Radar • Decades of innovation & Consumer Drones technology leadership AI Data Center Automotive & I
Slide 9: Significantly Expands TAM and Broadens Technology Capabilities
Significantly Expands TAM and Broadens Technology Capabilities Defense & Aerospace Edge IoT AI Data Center Automotive & Industrial RF Low Power Wi-Fi Clocks & Timing RF Cellular 5G/6G Clocks & Timing Wireless Audio Solutions Power Isolation Power Isolation RF FEM / NB-IoT High-Speed Isolators Digita
Slide 10: Advances U.S. Manufacturing Presence and Improves Utilization
Advances U.S. Manufacturing Presence and Improves Utilization Deep Technology expertise in RF and mixed-signal manufacturing Long history of leadership in specialty semiconductor manufacturing processes, including GaAs, GaN, BAW, TC-SAW / MPS Advancing U.S.-based production capacity with best-in- cl
Slide 11: Highly Profitable Financial Profile
Highly Profitable Financial Profile Long-term (pro forma, pre-synergies) Model Mid-to-High Durable and growing Revenue $4.0B $3.7B $7.7B Single Digit revenue platform Gross Profit $1.9B $1.7B $3.5B $500 million or more of annual 50-55% cost synergies1 % Margin 47% 46% 46% fgrade Operating Profit $1.
Slide 12: Transaction Summary
Transaction Summary • Per share consideration to Qorvo shareholders comprising: Transaction ─ $32.50 in cash; and Consideration ─ 0.960 of a share of a Skyworks common share • Pro forma ownership upon closing: approximately 63% Skyworks and 37% Qorvo1 • Combined revenue of $7.7 billion2 Financial Im
Slide 13: United in Purpose, Built for What's Next
United in Purpose Built for What’s Next
Slide 14: Important Information About the Proposed Transaction and Where to Find It
Important Information About the Proposed Transaction and Where to Find It In connection with the Mergers, Skyworks intends to file with the SEC a registration statement on Form S-4 (the “Registration Statement”), which will include a prospectus with respect to the shares of Skyworks’ common stock to
Slide 15: Cautionary Statement Regarding Forward-Looking Statements
Cautionary Statement Regarding Forward-Looking Statements This document contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. T
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