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Navitas Semiconductor
Navitas Semiconductor (NVTS) investor relations material
Navitas Semiconductor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Feb, 2026
Executive summary
Achieved a strategic pivot to focus on high-power markets, with high-power products representing the majority of Q4 revenue for the first time, while mobile declined to less than 25%.
Accelerated focus on GaN and high-voltage SiC solutions for high-growth markets such as AI data centers, grid infrastructure, performance computing, and industrial electrification, targeting a $3.5 billion SAM by 2030.
Completed organizational realignment, including a 19% workforce reduction and consolidation of distribution partners to support the high-power market focus.
Formalized multiple strategic partnerships, including a long-term foundry and technology agreement with GlobalFoundries to boost U.S.-based GaN manufacturing.
Raised $96 million in a private placement, ending the quarter with $237 million in cash and no debt.
Financial highlights
Q4 2025 revenue was $7.3 million, down from $10.1 million in Q3 2025 and $18.0 million in Q4 2024.
Full year 2025 revenue: $45.9 million, down from $83.3 million in 2024.
Q4 gross margin: 38.7% non-GAAP; GAAP gross margin was -17.2%.
Q4 operating loss: $12.1 million non-GAAP; GAAP loss from operations was $41.4 million, including a $16.6 million restructuring and impairment charge ($3.8 million non-cash).
Cash and cash equivalents rose to $236.9 million as of December 31, 2025, aided by a $95.6 million private placement.
Outlook and guidance
Q1 2026 revenue expected to increase sequentially to $8–8.5 million, with continued sequential growth anticipated throughout 2026.
Q1 gross margin expected at 38.7% ±25 bps; operating expenses to remain flat at ~$15 million.
Mobile revenue expected to become insignificant by end of 2026 as high-power markets drive growth.
Margin expansion expected as high-power mix increases and scale improves.
How will gross margin improve beyond Q1 2026?
How does AI adoption impact high-power market growth?
Impact of late 2026 US GaN manufacturing availability
Timeline for 800V HVDC architecture adoption?
Impact of 8-inch GaN transition on costs?
Grid infrastructure SiC content per megawatt?
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Next Navitas Semiconductor earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
Navitas Semiconductor
Next Navitas Semiconductor earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 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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