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The Investing for Beginners Podcast - Your Path to Financial Freedom cover image

Digging Into Semiconductors: Analyzing Skyworks with Tyler Nash

The Investing for Beginners Podcast - Your Path to Financial Freedom

NOTE

Analyzing the impact of Apple on a company's revenue

The company's stock tanked after reporting a decrease in revenue due to a plethora of inventory, with Apple being a major contributor to their revenue. The revenue from Apple has been trending up, reaching 84%, mainly driven by iPhone sales. The relationship with Apple seems to play a significant role in smoothing out the company's cyclicality, but there are concerns about over-reliance on Apple for a large portion of their revenue.

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