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Navitas Semiconductor (NVTS) investor relations material
Navitas Semiconductor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary3 Nov, 2025
Executive summary
The company is undergoing a strategic transformation under new leadership, shifting focus from mobile and consumer markets to high-power sectors such as AI data centers, performance computing, energy, grid infrastructure, and industrial electrification.
Decisive actions include resource reallocation, organizational restructuring, and portfolio/customer pruning to drive sustainable, scalable, and higher-margin results.
CEO transition occurred in Q3 2025, with Chris Allexandre replacing Gene Sheridan effective September 1, 2025.
Partnerships with leading hyperscalers and OEMs, including a notable collaboration with NVIDIA for its 800-volt DC AI factory ecosystem.
New product introductions include 100V and 650V GaNFast FETs, GaNSafe ICs, and high-voltage SiC modules targeting AI and grid infrastructure markets.
Financial highlights
Q3 2025 revenue was $10.1M, down 53% year-over-year, with non-GAAP gross margin at 38.7% and GAAP gross margin at -2.0% due to amortization of intangibles.
Q3 2025 net loss was $19.2M, or $(0.09) per share; non-GAAP loss from operations was $11.5M.
Operating expenses for Q3 2025 were $15.4M (non-GAAP) and $23.2M (GAAP), reflecting cost reductions and restructuring.
Cash and cash equivalents at September 30, 2025, were $150.6M, with no debt.
$100M was raised via ATM equity offerings in Q2 2025 to support the transformation.
Outlook and guidance
Q4 2025 revenue is expected at $7M (+/- $250,000), reflecting the exit from low-power China mobile business and inventory adjustments.
Q4 2025 non-GAAP gross margin is guided at 38.5% (+/- 0.5%), with non-GAAP operating expenses targeted at ~$15M.
Q4 is anticipated to be the revenue bottom, with sequential growth and margin expansion expected through 2026 as high-power markets ramp.
Material P&L contribution from AI data centers is expected in 2027, with foundational design wins in 2026.
Continued net operating losses and negative cash flows are expected as investments in R&D and new markets continue.
When will high-power revenue offset declines?
Is NVIDIA a sole-source design win?
When will operating expenses align with new strategy?
What drives 2026 revenue growth after Q4 bottom?
Navitas' competitive edge in high-power markets?
How is resource reallocation accelerating the pivot?
What specific actions drive Q4 revenue bottom?
Navitas 2.0: What is the key competitive edge?
AI data center material 2027. What drives 2026 growth?
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Next Navitas Semiconductor earnings date
Q4 202524 Feb, 2026
Next Navitas Semiconductor earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Navitas Semiconductor Corporation is a technology company specializing in the design and development of gallium nitride (GaN) power semiconductors. These semiconductors are used to improve energy efficiency and reduce size in power electronics, including fast chargers, data centers, renewable energy systems, and electric vehicles. Navitas' GaN-based solutions offer higher performance and lower power loss compared to traditional silicon-based components, making them ideal for next-generation energy applications. The company is headquartered in Torrance, California, USA, and its shares are listed on the NASDAQ.
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