Skyworks vs Rambus
This page compares Skyworks (Skyworks Solutions Inc.) and Rambus (Rambus Inc.). It provides a neutral overview of business models, financial performance, and market context to help readers understand how the two companies operate within their sectors. Educational content, not financial advice.
This page compares Skyworks (Skyworks Solutions Inc.) and Rambus (Rambus Inc.). It provides a neutral overview of business models, financial performance, and market context to help readers understand ...
Investment Analysis
Skyworks
SWKS
Pros
- The company reported strong sequential growth in its mobile segment and broad markets, with revenue beating expectations in Q4 2025.
- Skyworks is benefiting from record automotive revenues and continued expansion in IoT, sectors showing robust demand.
- The current ratio of 11.6 indicates a very liquid balance sheet, providing flexibility for operations and potential strategic moves.
Considerations
- The company expects a decline in its mobile segment in the near term, which could pressure overall revenue growth.
- Recent reports suggest Skyworks will lose a significant portion of radio frequency content in the next iPhone, creating a material revenue headwind.
- Despite recent growth, annual revenue and earnings have declined modestly year-over-year, reflecting broader market and customer concentration risks.
Rambus
RMBS
Pros
- Rambus maintains a gross margin above 80% and a net profit margin above 33%, highlighting strong pricing power and cost efficiency.
- The company holds no debt on its balance sheet, providing a clear advantage in terms of financial health and recession resilience.
- Expanding demand for data centre solutions globally could drive further growth for Rambus, as its products are increasingly used in these applications.
Considerations
- Revenue and earnings, though profitable, are significantly lower than larger peers, limiting economies of scale and investment capacity in R&D.
- The company is highly exposed to the semiconductor cycle; a global downturn in electronics could quickly impact its results.
- Rambus does not pay dividends, which may deter some income-focused investors.
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