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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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3 views
Qorvo's Q1 results are expected to be quiet, with weak smartphone and automotive markets offset by growth in defense and aerospace segments. I'm closely watching management's guidance on mobile demand, 5G sales, and signs of recovery in global electronics, given heavy reliance on Apple. High-Performance Analog, especially defense and aerospace, is a bright spot with multi-year contracts and double-digit growth expected through 2026.
