)
Company Research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
Nordic Semiconductor (NOD) investor relations material
Nordic Semiconductor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Q2 2025 revenue reached $164M, up 28% year-over-year, with gross margin at 51% and EBITDA of $21M, reflecting strong demand and competitive positioning.
Strategic acquisitions (Memfault, Neuton.AI, Intelligent Agent) and new product launches support transition to a solutions provider, expanding into cloud lifecycle management and edge AI.
Sustainability efforts recognized, with high rankings on Financial Times and Time Magazine lists.
Market recovery supported by strong customer collaboration, diversified supply chain, and regained traction in broad market.
Maintained leadership in Bluetooth LE certifications, with 29–32% share of new design certifications.
Financial highlights
Q2 2025 revenue: $164M (+28% YoY); gross margin: 50.7–51%; EBITDA: $21M (12.7–13%).
Net profit: $10.1M in Q2 2025, marking a turnaround from prior year losses.
Cash flow from operations was strong at $28M–$47M, aided by improved EBITDA and reduced net working capital.
CapEx was $9M (5% of revenue) in Q2; LTM CapEx intensity at 2.8%.
Net working capital/revenue at 22.7–23%, below target.
Outlook and guidance
Q3 2025 revenue guidance: $165M–$185M, up 4–17% year-over-year, with gross margin expected to remain around 50%.
Customer orders and forecasts indicate continued year-on-year revenue growth.
Limited revenue effect from new products expected in 2025, with more meaningful impact from 2026.
Long-term ambition: average annual revenue growth above 20% and EBITDA margin target of ~25% within five years.
No significant impact from tariffs or trade policy changes observed yet, but risks remain.
Assess impact of Memfault/Neuton.Al acquisitions.
How does Nordic plan to manage inventory in Q3?
What is driving the increase in capitalized expenses?
How will acquisitions impact Q3 OpEx?
What high-volume markets target nRF54 first?
Explain Nordic's solution differentiation.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nordic Semiconductor earnings date
Q3 202529 Oct, 2025
Next Nordic Semiconductor earnings date
Q3 202529 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Nordic Semiconductor ASA, a fabless semiconductor company, designs, develops, markets, and sells integrated circuits and related solutions for short-and long-range wireless applications. The company's product portfolio includes power amplifiers, frequency synthesizers, high-performance mixed-signal semiconductors for the Wi-Fi and Bluetooth markets, industrial and automotive solutions, as well as chipsets for programmable logic devices. Nordic Semiconductor is based in Trondheim, Norway.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage