How did Skylink's revenue and expenses trend in Q1 2025?

Skyworks Solutions Inc. (SWKS) exhibited robust revenue performance with slight variances across different business segments in Q1 2025. The company's revenue was primarily driven by its Mobile segment, which saw a 6% sequential growth, attributed to successful product launches with key mobile customers and growing adoption of generative AI in smartphones. However, there was a notable 20% to 25% projected decline in content position with their largest customer, impacting revenue in the fourth quarter of fiscal 2025 and throughout fiscal 2026.

On the cost side, no results were found for net income and R&D expense in Q1 2025. But the gross margin was reported at 46.5%, which aligned with expectations. The operating income was $285 million with an operating margin of 27%. The company's selling, general, and administrative expenses were not disclosed.

In summary, Skyworks Solutions Inc. showed strong revenue growth, particularly in the Mobile segment, with a slight decline in gross margin due to competitive pressures and customer dynamics. The company's financial performance was further highlighted by a robust free cash flow of $338 million, representing a 32% free cash flow margin.