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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, pivoting 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 a focus on high-margin, long-term engagements in high-power segments.
CEO transition: Gene Sheridan stepped down August 31, 2025; Chris Allexandre appointed as new CEO effective September 1, 2025.
Strong partnerships, robust patent portfolio, and proven expertise in GaN and high-voltage SiC underpin the new strategy, including recognition by NVIDIA as a power semiconductor partner for next-gen 800V DC AI factory computing.
Revenue declined 53% year-over-year to $10.1M for Q3 2025, driven by lower sales in mobile and consumer markets, especially in China.
Financial highlights
Q3 2025 revenue was $10.1M, down 53% YoY, with a non-GAAP gross margin of 38.7% and a GAAP gross margin of -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 stood at $150.6M as of September 30, 2025, with no debt, boosted by $100M ATM equity offerings.
Weighted average share count was 213M in Q3, expected 214M in Q4.
Outlook and guidance
Q4 2025 revenue is expected at $7M ±$250,000, reflecting the exit from low-power China mobile business and inventory adjustments.
Non-GAAP gross margin guidance for Q4 is 38.5% ±50 basis points, with non-GAAP operating expenses targeted at ~$15M.
Q4 is anticipated to be the bottom, with gradual, sustainable revenue and margin growth expected throughout 2026 as high-power markets ramp.
Material P&L contribution from AI data centers is expected in 2027, with foundational growth in 2026.
Company expects continued net operating losses and negative cash flows as it invests in R&D and transitions to high-power markets.
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?
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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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