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Company Research25 Sep 2024
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Nordic Semiconductor (NOD) investor relations material
Nordic Semiconductor Q3 2025 Post Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 Post Call earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached USD 179 million, up 12.7–13% year-over-year, with gross margin near 52% and adjusted EBITDA at USD 18.3 million, driven by established products, new launches, and strategic acquisitions.
Strong recovery in both top-10 customer and broad market segments, with top-10 revenue returning to 2022 peak levels and industrial & healthcare segments up 40% year-over-year.
Maintained leadership in Bluetooth Low Energy certifications, holding a 30–31% share over the last 12 months.
Strategic transition to a technology solutions partner advanced with Memfault and Neuton.ai acquisitions, integration into nRF Cloud, and successful cross-selling.
Notable design wins and innovation awards, including the launch of nRF54LM20A SoC and real-time NB-IoT satellite connectivity demonstration.
Financial highlights
Q3 2025 revenue: USD 179 million (+12.7–13% y-o-y); gross margin: 51.9–52%; adjusted EBITDA: USD 18.3 million (10.2% margin); net profit after tax: USD 0.9 million.
YTD revenue: USD 498 million (+38% y-o-y); LTM revenue: USD 648 million (+38% y-o-y).
Cash and cash equivalents at quarter-end: USD 308.9 million, up 18% year-over-year.
Capex intensity at 3.7% of revenue over the last 12 months.
Outlook and guidance
Q4 2025 revenue expected between USD 155–175 million; full-year 2025 revenue guidance is USD 653–673 million.
Gross margin anticipated to remain above 50% in Q4 and long-term.
Accelerating growth for nRF54 Series and new launches expected from 2026; long-term targets: 20%+ annual revenue growth and ~25% EBITDA margin within five years.
nRF52's longevity: nRF54 strategy for similar success?
New portfolio's role in future market share gains?
Capacity for nRF54 Series ramp-up in 2026?
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Next Nordic Semiconductor earnings date
Q4 20255 Feb, 2026
Next Nordic Semiconductor earnings date
Q4 20255 Feb, 2026
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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.
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