3 names are moving together; 67% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SWKS | Skyworks Solutions, Inc. | Technology | +1.6% | Group member |
| QRVO | Qorvo, Inc. | Technology | +1.2% | Most structurally connected |
| QCOM | QUALCOMM Incorporated | Technology | -0.1% | Group member |
Cohort
3 namesParticipation
67% this sessionObserved history
1 daily buildsFiling coverage
3/3 membersdemand / volume affecting revenue
“These revenue increases were partially offset by a $27.7 million decrease in revenue as a result of the sale of the SiC power device business in January 2025, as well as a $9.0 million decrease in revenue from our power management business due to lower demand from our customers whose products have been impacted by tariffs.”
QRVO 10-K
product pipeline / R&D affecting expense
“Operating Expenses Research and Development The decrease in research and development expense was driven by a $19.9 million decrease in product development costs related to mass-market Android smartphones.”
QRVO 10-K
restructuring affecting expense
“The discrete tax expense for the nine months ended December 27, 2025 was primarily due to net discrete tax charges associated with restructuring activities initiated in fiscal 2026 (refer to Note 10 of the Notes to Condensed Consolidated Financial Statements for additional information), partially offset by the tax effects of merger-related costs.”
QRVO 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.