)
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
Nordic Semiconductor (NOD) investor relations material
Nordic Semiconductor Q4 2025 Post Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 Post Call earnings summary6 Feb, 2026
Executive summary
Q4 2025 revenue reached USD 170 million, up 13% year-over-year, with gross margin at 54.9% (52% adjusted for inventory write-down reversal).
Full-year 2025 revenue was USD 668 million, up 31% year-over-year, with full-year gross margin at 51.8% (51.1% adjusted).
EBITDA for Q4 was USD 15.0 million (USD 12.7 million adjusted); full-year EBITDA was USD 66.3 million (USD 66.5 million adjusted).
Strategic acquisitions (Memfault, Atlazo, Neuton) completed, enhancing software, cloud services, and lifecycle management capabilities.
Leadership in Bluetooth Low Energy certifications, with a 32% share of end-product certifications over the last 12 months.
Financial highlights
Q4 revenue: USD 169.5 million (+13% YoY); full-year: USD 667.6 million (+30.5% YoY).
Q4 gross margin: 54.9% (52% adjusted); full-year: 51.8% (51.1% adjusted).
Adjusted EBITDA margin was 7.5% in Q4; Q4 operating profit (EBIT) was USD 1.6 million.
Cash and cash equivalents at year-end: USD 307.4 million, with continued positive cash generation.
Capex intensity over the last 12 months was 3.4% of revenue.
Outlook and guidance
Q1 2026 revenue guidance is USD 175–195 million, representing 13% to 26% year-over-year growth.
Gross margin expected to remain above 50% in Q1 2026; long-term ambition to maintain gross margin above 50%.
Targeting average annual revenue growth above 20% through the end of the decade and ~25% EBITDA margin.
Contribution from nRF54 expected to be lower in Q1 than in Q4, providing a potential tailwind for later quarters.
Quantify nRF54 Series revenue contribution 2026?
How will Edge AI impact market position?
What drives R&D capitalization fluctuations?
Is Q1 guide driven by organic demand or restocking?
Memfault: What's the competitive advantage?
What new drivers support 20%+ revenue growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nordic Semiconductor earnings date
Q1 202628 Apr, 2026
Nordic Semiconductor
Next Nordic Semiconductor earnings date
Q1 202628 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
)
)
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