Skyworks vs TIM
This page compares Skyworks and TIM S.A., detailing business models, financial performance, and market context to provide a clear, neutral overview of their roles in the sector. Educational content, not financial advice.
This page compares Skyworks and TIM S.A., detailing business models, financial performance, and market context to provide a clear, neutral overview of their roles in the sector. Educational content, n...
Investment Analysis
Skyworks
SWKS
Pros
- Skyworks Solutions exceeded Q4 2025 revenue forecasts by $90 million, reporting $1.1 billion amid growth in mobile and broad market segments.
- The company has strong expansion in automotive and IoT markets, with automotive business reaching a record $65 million quarterly run rate.
- Skyworks Solutions has a conservative valuation compared to industry peers, supported by a strong balance sheet with high liquidity ratios such as a quick ratio above 3.
Considerations
- The mobile segment, which constitutes nearly 65% of revenues, is forecasted to decline in Q1 FY2026, potentially affecting near-term revenue growth.
- Operating margins contracted due to higher R&D and SG&A expenses as a percentage of revenue, reflecting increased investment and cost pressure.
- Skyworks' shares have underperformed broader technology peers, with a year-to-date decline of about 18.8%, reflecting investor caution about semiconductor sector cyclicality.
TIM
TIMB
Pros
- TIM S.A. benefits from a strong market position as a leading telecommunications provider in Brazil with extensive fiber optic and mobile network infrastructure.
- The company is expanding its 5G network coverage aggressively, aiming to capture growing demand for high-speed data services.
- TIM has shown solid free cash flow generation and prudent debt management, maintaining a stable balance sheet amid a competitive market.
Considerations
- TIM faces significant regulatory risks in Brazil’s heavily regulated telecom sector, which can impact pricing and profitability.
- Economic volatility and inflation in Brazil pose risks to consumer spending and business investment, affecting TIM’s revenue growth potential.
- Competition remains intense from other large telecom operators, pressuring margins and necessitating ongoing capital expenditure for network upgrades.
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