SWKS Q3 Earnings Beat on Broad Markets, AI Data Center Growth Skyworks Solutions SWKS reported third-quarter fiscal 2026 non-GAAP earnings of $1.08 per share, beating the Zacks Consensus Estimate by 4.85%. Earnings declined 18.8% year over year from $1.33. Revenues of $934.8 million fell 3.1% year over year but topped the consensus mark by 1.38%. Results benefited from healthy mobile demand and continued Broad Markets growth, with automotive and data center delivering double-digit gains. SWKS Broad Markets Maintains Growth Momentum Broad Markets generated approximately $403 million in revenues, rising 8% year over year and accounting for 43% of total sales. Management highlighted that demand for several fast-growing products remained ahead of available supply during the quarter. Wi-Fi, data center and automotive represented nearly two-thirds of the business and collectively grew 15% year over year. Artificial Intelligence (AI) data center was the fastest-growing operation, expanding at a rate above the 50% annual growth outlook provided in the prior quarter despite supply constraints. Skyworks Solutions, Inc. Price, Consensus and EPS Surprise Skyworks Solutions, Inc. price-consensus-eps-surprise-chart | Skyworks Solutions, Inc. Quote Wi-Fi 7 adoption and early customer work on Wi-Fi 8 supported the connectivity pipeline. In automotive, connected-car and infotainment applications drove current growth, while management highlighted multiyear engagements with global automakers and suppliers. Demand for several faster-growing products exceeded available supply, partly offset by softness in consumer-oriented Internet of Things products. Skyworks Mobile Mix Remains Concentrated Mobile contributed 57% of total revenues. Performance was supported by healthy sell-through at the largest customer and successful new-product ramps at the company’s largest Android customer. The largest customer generated approximately 57% of total revenues. Management maintained its expectation for roughly flat blended mobile content this year, with stronger unit demand helping offset previously disclosed content pressure. Skyworks also reiterated that its major Android design win