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Philip Brace

Chief Executive Officer, President & Director, Skyworks Solutions

Search every verified Philip Brace interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Philip Brace, CEO and President of Skyworks, discussed the company's pending merger during its Q3 2026 earnings call, stating that the regulatory review in China has advanced to phase three with SAMR and expressing optimism about closing the transaction within the calendar year, potentially as early as the current fiscal year. He noted that the deal remains subject to regulatory approvals and customary closing conditions, and described the combined company's capital structure as favorable with modest net leverage, expecting it to be immediately and meaningfully accretive to non-GAAP EPS post-close. Brace also addressed pricing and cost strategies, saying Skyworks is undertaking selective price increases where it cannot absorb costs, including in its broad markets segment, while aiming to mitigate impacts on customers. He mentioned a higher mix of mobile revenue in Q4 (61% versus 57%) and reiterated a longer-term target of 50–55% for the combined company, emphasizing a focus on achieving cost synergies and using capital effectively to deliver long-term shareholder value.

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