Qorvo, Inc. · Brief

Next report

3 days

Nov 3 · after closeest.Q2 FY27

Earnings

Expected move

No implied move.

Implied vs realized

8 reportsHistory

—≥ implied

Jan 28 '25—▲+0.29%—

Apr 29 '25—▲+14.40%—

Jul 29 '25—▲+2.16%—

Oct 28 '25—▲+5.74%—

Nov 3 '25—▼−6.45%—

Q3 FY26—▼−6.80%—

Q4 FY26—▼−7.69%—

Q1 FY27—▼−2.46%—

quarterimplied−15%0+15%realized×

Q1 FY27—▼−2.46%—

Q4 FY26—▼−7.69%—

Q3 FY26—▼−6.80%—

Nov '25—▼−6.45%—

Oct '25—▲+5.74%—

Jul '25—▲+2.16%—

2 older reports

Apr '25—▲+14.40%—

Jan '25—▲+0.29%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 3 report · est.

Bull2

541managers reporting a position in the latest quarterly filings13F · Jun 30 '26

46managers whose positions together make up four fifths of the reported value13F · Jun 30 '26

Bear2 of 3

50.00%of revenue from the largest disclosed customer Apple IncSEC filings

9 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

QRVO report session

Customers 1

AAPLApple×0.32

× = co-movement · max 481dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 58-KMaterial agreement: Credit Agreement with Bank of America, N.A. (terminated).Source

Oct 2haltTrading halt: 19:50 ET.Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.