#Qorvo Inc $QRVO: EPS $0.87 beat forecast $0.71. Revenue $886.7M surpassed forecast $851.95M.
#MatchGroup $MTCH: EPS $0.48 met forecast $0.48. Revenue $864.07M slightly exceeded forecast $856.5M.
Also, it seems the Russians are fond of #Qorvo, #AnalogDevices, #Xilinx, and #Gumstix (hey, maybe *that's* why they're always out of stock?).
It suggests that Russia has a potential weakness when it comes to modern RF/comms stuff, at least that's small and efficient enough for tactical drones. (No shoving your 1980s discrete-transistor sets in there…)
If the US govt got its shit together and enforced effective export controls, it might be pretty effective at curtailing production.
#UkraineWar