Qorvo, Inc.
QRVO
Jodie situation report
QRVO dominates a concentrated Semiconductor Materials move.
QRVO accounts for 41.1% of the group's measured movement across 1.9 effective names. all 2 measured members are falling in raw terms, but 2 of 2 session-normalized paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
SWKS moved materially before QRVO. QRVO crossed its material path threshold at 12:05 ET, 110 minutes after the first measured mover.
- Operating margin improved 8.6 percentage points.
- Revenue decreased 1.1% versus the comparable filing period.
2 of 2 members in Semiconductor Materials are active. 1 of 8 disclosed connections are confirming.
- At least 2 of 2 durable members become active together.
- Capital-flow agreement rises above 55%.
- MPWR remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.
Who this business touches
The relationships behind QRVO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AAPL50.0% of QRVOcustomerMay 8, 2026 ▾
“We provide products to our largest end customer, Apple Inc.”
ADIAnalog Devices, Inc.competitorMay 8, 2026 ▾
“HPA competes primarily with Analog Devices, Inc.; Axiro Semiconductor Private Limited; MACOM Technology Solutions Holdings, Inc.; Monolithic Power Systems, Inc.; Renesas Electronics Corporation; Scientific Components Corporation (d/b/a Mini-Circuits); Silergy…”
Depended on by
AXTIAXT, Inc.competitorMay 14, 2026 ▾
“We face competition for our wafer substrate products from other manufacturers of substrates, such as Sumitomo, JX, Freiberger, Umicore, Vital and CCTC, and from companies, such as Qorvo and Skyworks, that are actively considering alternative materials to GaAs…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 16 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
QRVO is currently a Leader in the organic co-movement group Semiconductor Materials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.