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Navitas Semiconductor (NVTS) investor relations material
Navitas Semiconductor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Q2 2025 revenue was $14.5M, down 29% year-over-year, impacted by weakness in China EV, industrial, and mobile sectors, but in line with guidance and up sequentially.
Strategic pivot to AI data centers and energy infrastructure, highlighted by NVIDIA collaboration, $100M capital raise, and new GaN foundry partnership with Powerchip for 8-inch wafer production.
Significant cost reductions, including a 19% workforce reduction and restructuring in 2024–2025.
Over 300 million units shipped, 300+ patents, and recognized for rapid innovation and disruptive power semiconductor technologies.
Collaboration with NVIDIA announced, but no binding commitments or guaranteed revenue.
Financial highlights
Q2 2025 revenue: $14.5M, down 29% year-over-year; six-month revenue: $28.5M, down 35%.
Non-GAAP gross margin improved to 38.5% from 38.1% in Q1; GAAP gross margin was -11.8%.
Q2 2025 net loss: $49.1M, widened due to a $28M earnout liability loss; non-GAAP loss from operations improved to $10.6M.
Operating expenses decreased to $16.1M (non-GAAP) and $24.0M (GAAP), with SG&A and R&D both down.
Cash and equivalents rose to $161.2M as of June 30, 2025, with no debt, bolstered by $100M in equity offerings.
Outlook and guidance
Q3 2025 revenue expected at $10M ± $0.5M, reflecting China tariff headwinds and strategic deprioritization of lower-margin mobile business.
Non-GAAP gross margin guidance for Q3 is 38.5% ± 50bps; non-GAAP operating expenses projected at ~$15.5M.
Management anticipates several softer quarters during the transition, with significant growth targeted for 2026–2027 as AI data center projects scale.
Long-term gross margin model remains above 50% as higher-value AI and infrastructure markets ramp.
Weighted average share count for 2025 expected to be ~214M.
How will Powerchip impact revenue outlook?
What's the expected OpEx with focus shift?
When will SST customers ramp production?
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Next Navitas Semiconductor earnings date
Q3 20253 Nov, 2025
Next Navitas Semiconductor earnings date
Q3 20253 Nov, 2025
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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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