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Broadcom Chairman-affiliated entity amends Form 144 to disclose $120.0M proposed Common Stock sale and add affiliated-entity sales
Broadcom Inc. Chairman of the Board-affiliated H&S Investments I LP filed a Form 144/A amendment on 2026-06-29 to disclose a proposed sale of 314,033 Broadcom common shares with an aggregate market value of $120,002,749.23, with an approximate sale date of 2026-06-24 on NASDAQ through Northern Trust Securities, Inc. The amendment states it is being filed to correct the omission of sales incurred by affiliated entities (H&S Investments I LP, D95GT LLC, The Rinks Foundation, and Samueli Foundation) during the past...
Qualcomm Raises FY2029 Non-Handset Revenue Target to $40B, Targets >$15B Data Center Revenue and >$18 Non-GAAP EPS at 2026 Investor Day
At its 2026 Investor Day on June 24, 2026, Qualcomm raised its fiscal 2029 non-handset revenue target to $40 billion, approximately 2x the prior fiscal 2029 target, unveiled a comprehensive data center AI infrastructure strategy with a fiscal 2029 revenue target of more than $15 billion, and raised its fiscal 2029 non-GAAP EPS target to more than $18 (GAAP diluted EPS >$14.50). The company also expanded its automotive design-win pipeline to $65 billion with a fiscal 2029 automotive revenue target of $10 billion,...
QUALCOMM to Acquire Modular Inc. in All-Stock Deal Worth Up to 19.2 Million Shares
On June 21, 2026, QUALCOMM Incorporated entered into a definitive agreement to acquire Modular Inc., with consideration payable in up to 19.2 million shares of QUALCOMM common stock issued to Modular's equity owners. The share issuance will be made in a private placement under Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D, and the closing is subject to customary closing conditions. No cash purchase price, enterprise value, or Modular revenue/financials are disclosed in the 8-K.
Qualcomm Investor Day 2026
Qualcomm will hold an Investor Day event on June 24, 2026. The event page does not disclose specific agenda details, financial metrics, or updated guidance.
CRDO 10-K filed 2026-06-15 | Key takeaways
CRDO filed its 10-K; the most relevant disclosure change is expanded Revenue and profitability: FY2026 revenue was $1.3 billion, a 206% increase from $436.8 million in FY2025. Net income was $472.3 million compared to $52.2 million in FY2025. Customer concentration: Multiple customers represented 90% of revenue.
Qorvo enters supplemental indentures amending senior notes covenants in connection with Skyworks merger exchange offers
Qorvo, Inc. entered into third supplemental indenture for the 4.375% Senior Notes due 2029 and first supplemental indenture for the 3.375% Senior Notes due 2031, both dated June 11, 2026, in connection with Skyworks Solutions' exchange offers for the Company's outstanding notes. Skyworks is offering to exchange up to $850 million aggregate principal amount of new 4.375% Senior Notes due 2029 for Qorvo's 2029 Company Notes and up to $700 million aggregate principal amount of new 3.375% Senior Notes due 2031 for Q...
Skyworks announces early participation results for Qorvo notes exchange offers and consent solicitations
Skyworks Solutions announced results of early participation in its offers to exchange Qorvo's outstanding senior notes for new Skyworks senior notes, as part of the proposed mergers with Qorvo. Approximately 89.42% of the 4.375% Senior Notes due 2029 ($760.1 million of $850 million outstanding) and 93.05% of the 3.375% Senior Notes due 2031 ($651.3 million of $700 million outstanding) were validly tendered and not withdrawn as of the June 11, 2026 consent revocation deadline.
Qorvo Approves FY2027 Performance-Based Restricted Stock Unit Awards for Named Executive Officers
On June 4, 2026, the Compensation Committee of Qorvo, Inc. approved performance-based restricted stock unit awards for fiscal year 2027 for five named executive officers, with 50% of target value tied to Non-GAAP operating income objectives over fiscal years 2027-2029, 25% tied to gross margin objectives over the same period, and 25% tied to revenue objectives for fiscal year 2029 only. The committee also approved a separate retention award for Philip J. Chesley, Senior Vice President and President of High Perfo...
Broadcom files S-4 registration statement for exchange offer of $750M 4.000% Senior Notes due 2029 and $1.2B 4.150% Senior Notes due 2032
Broadcom Inc. filed a Form S-4 registration statement to register up to $750,000,000 of 4.000% Senior Notes due 2029 and up to $1,200,000,000 of 4.150% Senior Notes due 2032 (collectively, the Exchange Notes) to be offered in exchange for a like principal amount of Outstanding Notes of the same series originally issued on April 14, 2022 under Rule 144A and Regulation S. The Exchange Offer is intended to satisfy Broadcom's registration rights obligations; the Exchange Notes will have substantially identical terms...
Broadcom Inc. files S-4 registration statement for exchange offer of $6.0B of senior notes issued September 2021
Broadcom Inc. filed a Form S-4 registration statement on June 9, 2026 to register up to $3,249,984,000 of 3.137% Senior Notes due 2035 and up to $2,750,000,000 of 3.187% Senior Notes due 2036 in exchange for the corresponding outstanding unregistered notes that the company originally issued on September 30, 2021. The exchange is intended to satisfy the company's obligations under the registration rights agreement entered into with dealer managers at the time of the original 144A/Reg S issuance; the exchange note...
CRDO Q4 FY2026 Non-GAAP gross margin 68.3%, Beat Guidance by +3.3 pts
CRDO beat prior Q4 FY2026 Non-GAAP gross margin guidance by +3.3 pts. Credo reported Q4 FY2026 revenue of $437.0 million, up 7.4% sequentially and 157.0% year over year, with non-GAAP net income of $226.7 million and non-GAAP diluted EPS of $1.16. For full-year FY2026, revenue more than tripled to $1.335 billion from $436.8 million in the prior year. The company issued Q1 FY2027 revenue guidance of $465.0 million to $475.0 million, representing approximately 35% year-over-year growth from Q1 FY2026.
MRVL 10-Q filed 2026-05-28 | Key takeaways
MRVL filed its 10-Q; the most relevant disclosure change is expanded Business combinations: Completed two acquisitions in Q1 FY2027: Celestial AI ($3.5B total consideration including $315.8M contingent consideration) and XConn ($469M total consideration). Celestial adds Photonic Fabric technology for AI interconnect; XConn adds PCIe/CXL switching sil. Customer concentration: Distributor A represented 45% of revenue; Customer A represented 16% of revenue.
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