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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.
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Next Nordic Semiconductor earnings date
Q3 202529 Oct, 2025
Next Nordic Semiconductor earnings date
Q3 202529 Oct, 2025
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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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