Skyworks Solutions, Inc. (SWKS) CEO Liam Griffin Presents at Barclays Global Technology, Media and Telecommunications Conference (Transcript)

Skyworks Solutions, Inc. (NASDAQ:SWKS) Barclays Global Technology, Media and Telecommunications Conference December 9, 2020 12:30 PM ET

Company Participants

Liam Griffin - Chief Executive Officer & President

Conference Call Participants

Blayne Curtis - Barclays Bank

Blayne Curtis

All right. Welcome back. I'm Blayne Curtis, Semiconductor Analyst at Barclays. Very happy to have with us for our next presentation Liam Griffin, he's President and CEO of Skyworks.

Question-and-Answer Session

Q - Blayne Curtis

Liam, I'd like to start these things off with a very high-level question. Obviously, lots of moving parts in this year, you saw a reacceleration in mobile and broad markets. So, maybe kind of just reflect on us here a bit and I'm curious, I know it's early, but as you look into next year, just your perspective as to what tailwinds kind of continue next year and anything new that you see?

Liam Griffin

Yeah. Sounds good. Well, great, great to see you again, Blayne. I appreciate Barclays hosting today. We're certainly in an unprecedented environment. We've had some real challenges globally at the beginning of the year, getting through the summer and I will tell you that the demand environment has improved dramatically over the last couple of months.

You saw our Q4 results were very strong. We grew revenue over $200 million. We grew broad markets revenue sequentially about 30%. And just now, just now, in the quarter we're in now, you're starting to see that reacceleration of leadership in mobile with incredibly rich complex content.

And I know, you've heard me say this before, but I mean we really are at the beginning of this. Certainly, the mobile phone is going to lead, but we have an incredible tail of new applications. A lot of these applications are really born out of the environment we have here in the pandemic; telemedicine, video