consensus estimate for this quarter-how ironic Third Fiscal Quarter 2011 Outlook "Based on our broad customer base, diversification into new markets and increasing share gains, we are again planning to grow faster than our addressable market in the third fiscal quarter of 2011," said Donald W. Palette, vice president and chief financial officer of Skyworks. "Specifically, we expect revenue of approximately $345 million with non-GAAP diluted earnings per share of $0.46."
they beat that handily--same thing will probably happen next quarter
They already know they will beat next quarter - they are 100% sold out for the Sept quarter and they are nearly sold out for the Dec quarter. In fact, if someone wants to displace someone in the order book, they can raise price and ultimately gross margin.
In the conference call they stated they have not lost any shelf space in any of the major smartphones - this certainly debunks the conspiracy theories concerning AAPL.