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Skyworks issues $1.42B of new senior notes to complete Qorvo exchange offers
On October 7, 2026, Skyworks Solutions, Inc. completed previously announced exchange offers and consent solicitations for Qorvo, Inc.'s 4.375% Senior Notes due 2029 and 3.375% Senior Notes due 2031, issuing $778,096,000 of new 4.375% Senior Notes due 2029 and $646,805,000 of new 3.375% Senior Notes due 2031 in exchange, for aggregate new issuance of approximately $1.42 billion. The exchange was effected in connection with Skyworks' pending merger with Qorvo, which was first announced under an Agreement and Plan...
Skyworks Completes Merger with Qorvo; Expects $500M+ in Annual Cost Synergies
Skyworks Solutions, Inc. completed its previously announced merger with Qorvo, Inc. on October 5, 2026, pursuant to a Merger Agreement dated October 27, 2025. Under the terms, Qorvo shareholders received 0.960 shares of Skyworks common stock and $32.50 in cash per Qorvo share, with legacy Skyworks shareholders owning approximately 63% and legacy Qorvo shareholders owning approximately 37% of the combined company on a fully diluted basis. The combined company is expected to realize $500 million or more in annuali...
Broadcom files S-4 to register exchange offer for $654 million 4.926% Senior Notes due 2037
Broadcom Inc. filed an S-4 registration statement on September 10, 2026 to register an exchange offer for up to $654,004,000 of its 4.926% Senior Notes due 2037. The offering exchanges the privately placed outstanding notes issued on April 18, 2022 (originally sold under Rule 144A and Regulation S) for a like principal amount of freely tradable exchange notes with substantially identical terms. The exchange will not result in any increase in Broadcom's outstanding indebtedness and Broadcom will not receive any c...
AVGO 10-Q filed 2026-09-10 | Key takeaways
AVGO filed its 10-Q; the most relevant disclosure change is added AI XPV platform and convertible-note backstop: Q3 FY26 filing introduces the 'AI XPV platform' framework with multiple sophisticated financial partners targeting more than 20 gigawatts of compute capacity using custom AI accelerators/XPUs through 2028; an initial $35 billion tranche was launched in June 20. Customer concentration: One semiconductor solutions customer (distributor) represented 50% of revenue; One semiconductor solutions customer (d...
QUALCOMM Issues Warrant to Amazon Affiliate for Up to 25M Shares Tied to $60B QTI Server-Chip Collaboration
QUALCOMM Incorporated reported that on September 3, 2026 it issued a warrant to Amazon.com NV Investment Holdings LLC, an affiliate of Amazon Data Services, Inc., to purchase up to 25,000,000 shares of QCOM common stock at an exercise price of $161.26 per share in connection with a strategic collaboration covering QTI server chip products, technology, systems and manufacturing services. The warrant allows cashless exercise, expires September 3, 2036, and vests in tranches based on Amazon's binding purchase order...
AVGO Q3 FY2026 revenue guidance $29,591 million, Beat Guidance by +$191.0M
AVGO beat prior Q3 FY2026 revenue guidance guidance by +$191.0M. GAAP diluted EPS was $2.68 and Non-GAAP diluted EPS was $3.32. The company guided Q4 FY2026 revenue of approximately $34.8 billion (+93% YoY), Non-GAAP operating income of approximately 66% of projected revenue, and AI semiconductor revenue of $21.7 billion (+236% YoY). The board declared a quarterly cash dividend of $0.65 per share, payable September 30, 2026.
CRDO 10-Q filed 2026-09-02 | Key takeaways
CRDO filed its 10-Q; the most relevant disclosure change is added Business combination — DustPhotonics: On May 28, 2026 the Company acquired 100% of DustPhotonics Ltd. for $1,251.1 million total purchase consideration (cash $769.6M, ordinary shares $169.1M, replacement equity awards $2.5M, contingent consideration $310.0M), with preliminary purchase price alloca. Customer concentration: Customer A represented 43% of revenue; Customer B represented 28% of revenue.
Skyworks extends expiration of exchange offers for Qorvo 2029 and 2031 senior notes
On September 1, 2026, Skyworks Solutions, Inc. announced the extension of the expiration date of its previously announced exchange offers for any and all outstanding 4.375% Senior Notes due 2029 and 3.375% Senior Notes due 2031 issued by Qorvo, Inc. The expiration date was extended from 5:00 p.m. New York City time on September 1, 2026 to 5:00 p.m. New York City time on September 11, 2026. As of September 1, 2026, $767,518,000 (90.30%) of the $850,000,000 2029 Qorvo Notes and $653,022,000 (93.29%) of the $700,00...
CRDO Q1 FY2027 Call: AEC Momentum Accelerates; 1.6T Roadmap in Focus
Credo’s Q1 earnings call reinforced the massive tailwinds from AI infrastructure, with management highlighting that the 114.7% YoY revenue surge was primarily driven by the continued ramp of Active Electrical Cables (AEC) within hyperscale data centers. While the initial release provided the impressive headline numbers, the call offered critical color on the transition from 400G to 800G and the early engagement for 1.6T solutions. CEO Bill Brennan’s tone was notably confident regarding the company's competitive...
Credo reports Q1 FY2027 revenue of $479.0M, up 114.7% YoY; guides Q2 revenue to $525-$535M
Credo Technology Group Holding Ltd reported first-quarter fiscal year 2027 revenue of $479.0 million, up 114.7% year over year from $223.1 million and up 9.6% sequentially from $437.0 million. GAAP net income was $129.4 million (diluted EPS $0.67) and non-GAAP net income was $236.3 million (non-GAAP diluted EPS $1.20). For the second quarter of fiscal year 2027 (three months ending October 31, 2026), the company guided revenue to $525-$535 million. No prior guidance midpoint was supplied in the input context, so...
MRVL 10-Q filed 2026-08-28 | Key takeaways
MRVL filed its 10-Q; the most relevant disclosure change is added Customer warrant subsequent event: Marvell disclosed a Note 15 subsequent event that on August 18, 2026 the Company issued a warrant to a customer to purchase up to 58,970,907 shares (subsequent to quarter end described in the 10-Q as up to 59.0 million shares) at an exercise price of $206.58 p. Customer concentration: Customer A (Direct) represented 16% of revenue; Distributor A represented 44% of revenue.
MRVL Call: FY28 Revenue Target Hiked to $18B; Google Warrant Details & Custom Silicon Ramp
Marvell's Q2 FY2027 earnings call was defined by a massive upward revision to long-term revenue targets, with management now forecasting approximately $18 billion in revenue for FY2028—a $1.5 billion increase from the outlook provided just three months ago. The primary catalyst is an unprecedented expansion in the custom silicon business, punctuated by a new commercial agreement and warrant with a key hyperscaler (widely understood to be Google) that implies a $120 billion cumulative revenue opportunity over the...
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