Skyworks Solutions is trading 8.08% down now at $79.87 in the open session after investors reacted to its first-quarter outlook as a combined company with Qorvo. - Fourth-quarter results modestly beat estimates, but first-quarter revenue guidance of $1.80–$1.90 billion and EPS of $1.25 fell short of analyst expectations. - Management expects smartphone revenue to decline in the low teens sequentially, with fiscal 2027 synergies weighted toward the second half. - Semiconductor shares are broadly higher, making the decline company-specific.