Qorvo 2025 Q4 Earnings Strong Performance as Net Income Surges 1046.8%

Qorvo (QRVO) reported its fiscal 2025 Q4 earnings on Apr 29th, 2025. The company surpassed analyst expectations with earnings of $1.42 per share, beating the consensus estimate of $1.00 by 42%. Qorvo's revenue reached $869.5 million, exceeding expectations of $850.39 million. Looking ahead, Qorvo's guidance for the June 2025 quarter anticipates revenue between $750 million and $800 million, slightly missing the analyst estimate of $756.37 million. Non-GAAP EPS projections range from $0.50 to $0.75, aligning with market expectations.

Revenue

Qorvo's revenue for the fourth quarter of fiscal year 2025 was $869.47 million, marking a 7.6% decrease from the previous year. The High Performance Analog segment contributed $187,900, while the Connectivity and Sensors Group added $101,300. The Advanced Cellular Group generated $580,300, with unallocated amounts remaining at $0, culminating in the total revenue figure.

Earnings/Net Income

Qorvo's earnings per share experienced a significant increase, rising 1033.3% to $0.34 in Q4 2025 from $0.03 in Q4 2024. Additionally, net income surged by 1046.8%, reaching $31.36 million compared to $2.73 million a year earlier. This remarkable growth reflects the company's strengthened profitability.

Post Earnings Price Action Review

Following Qorvo's earnings report, stock price movements exhibited mixed results. The stock tends to perform well shortly after earnings releases, with observed win rates of 28.57% over three days, 33.33% over ten days, and 42.86% over thirty days. Despite this, the maximum return within a thirty-day period was limited to 3.35%, indicating modest potential for price appreciation post-earnings. While the short-term post-earnings period shows positive tendencies, the gains remain relatively restrained, reflecting cautious investor sentiment amid broader market dynamics.

CEO Commentary

Bob Bruggeworth, President and Chief Executive Officer of Qorvo, highlighted that the company achieved stronger-than-seasonal sequential revenue during the March quarter, exceeding the midpoint of EPS guidance by $0.42 and expanding gross margin year-over-year. He noted that Qorvo's growth and margin targets are anchored in a multi-year strategy aimed at increasing content with its largest customer while enhancing core RF and power expertise. Bruggeworth emphasized the firm's commitment to improving its business mix and manufacturing footprint as part of its strategic priorities.

Guidance

Qorvo's outlook for the June 2025 quarter indicates anticipated revenue of approximately $775 million, with a variance of plus or minus $25 million. The company projects a non-GAAP gross margin between 42% and 44%, and non-GAAP diluted EPS is expected to range between $0.50 and $0.75.

Additional News

In recent weeks, Qorvo has announced several strategic initiatives beyond its earnings report. The company is exploring potential mergers and acquisitions to strengthen its market position and expand its technological capabilities. Additionally, Qorvo has made key leadership changes, appointing a new Chief Technology Officer to drive innovation and enhance its competitive edge. The firm has also initiated a stock repurchase program, demonstrating its commitment to returning value to shareholders. These moves reflect Qorvo's proactive approach to navigating industry challenges and maintaining growth momentum amidst evolving market conditions.