)
Edge27 Sep 2024
ASML: Architecting Earth's Most Complex Machines
Discover how ASML, once seen as a struggling "problem child", grew into a global niche monopoly within advanced chip manufacturing equipment.
NXP Semiconductors (NXPI) investor relations material
NXP Semiconductors Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary22 Jul, 2025
Executive summary
Q2 2025 revenue was $2.93B, down 6% year-over-year but above guidance midpoint, with all end-markets outperforming expectations and sequential growth driven by Automotive and Industrial & IoT.
Profitability remained strong, supported by a competitive portfolio and hybrid manufacturing strategy, with non-GAAP operating margin at 32% and non-GAAP EPS at $2.72.
Notable product launches included third-generation imaging processors for autonomous driving and the completion of the TTTech Auto acquisition to enhance software-defined vehicle offerings.
CEO transition announced, with Rafael Sotomayor to succeed Kurt Sievers in October 2025.
Management sees clear signals of a new upcycle, including growing customer backlog, improved order signals, and increased product shortages.
Financial highlights
Q2 2025 non-GAAP gross margin was 56.5%, non-GAAP operating margin 32.0%, and non-GAAP free cash flow $696M (24% of revenue).
GAAP net income was $445M, non-GAAP net income $690M; GAAP diluted EPS $1.75, non-GAAP diluted EPS $2.72.
Cash flow from operations was $779M; capital return totaled $461M, with $204M in share buybacks and $257M in dividends.
Net debt at quarter end was $8.31B, with net debt/EBITDA ratio of 1.8x and interest coverage of 17.4x.
Q2 2025 working capital ratios: DSO 30 days, DPO 60 days, DIO 158 days, cash conversion cycle 131 days.
Outlook and guidance
Q3 2025 revenue guidance: $3.05B–$3.25B, up 4–11% sequentially; non-GAAP gross margin expected at 56.5–57.5%, operating margin at 32.7–34.6%.
Non-GAAP diluted EPS guidance: $2.89–$3.30; operating expenses guided at $735M (23% of revenue).
Channel inventory expected to remain at nine weeks, with potential for selective increases if recovery continues.
Guidance reflects cyclical improvement in core markets and company-specific growth drivers.
Sufficient liquidity and capital resources are expected to fund operations and capital returns for at least the next twelve months.
How will wafer fabrication footprint align?
Explain drivers for Q3 revenue guidance.
Detail TTTech Auto acquisition impact.
How does NXP ensure tariff impacts remain immaterial?
Quantify gross margin benefit from fab consolidation.
Detail China's role in NXP's automotive growth.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next NXP Semiconductors earnings date
Q3 202528 Oct, 2025
Next NXP Semiconductors earnings date
Q3 202528 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
)
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.
)
Edge27 Aug 2024
The Silicon Empire: TSMC's Revolution and Morris Chang's Legacy
The story of how Morris Chang founded one of the most important companies in history – the world's largest semiconductor foundry – TSMC.
Frequently asked questions
Microcontrollers and Semiconductors
NXP Semiconductors N.V. is a global company that designs and manufactures semiconductor solutions for a wide range of industries. The company specializes in high-performance mixed-signal electronics, with key products including microcontrollers, automotive semiconductors, secure identification solutions, and connectivity products.
The company is headquartered in Eindhoven, Netherlands, and its shares are listed on the NASDAQ.
Product Applications
NXPs products are versatile and see use in a large number of different sectors. Below are some examples of industries and customer groups utilizing the company’s products.
In the automotive industry, NXP develops chips used in advanced driver assistance systems (ADAS), vehicle networking, and infotainment. These chips are key components in connected car systems, utilized in everything from autonomous driving to vehicle safety.
In the mobile technology space, NXP contributes to wireless connectivity and secure transaction processing. The company's near-field communication (NFC) technology is commonly found in mobile devices, enabling functions like contactless payments and secure identification. Additionally, NXP's wireless solutions, including Wi-Fi and Bluetooth, facilitate communication in the growing Internet of Things (IoT) ecosystem.
NXP's products are also widely used in the industrial sector. The company supplies microcontrollers, sensors, and connectivity solutions for applications in factory automation, robotics, and energy management. These products are designed to meet the demands of industrial environments, where reliability and consistent performance are crucial.
In the field of communications infrastructure, NXP provides processors and radio frequency (RF) solutions that are essential for modern networks, including 5G. These technologies support high-speed data transmission and reliable connectivity, which are critical for modern communication networks.
NXP is also involved in developing security solutions, which are used in secure transactions, identity management, and data protection. These solutions are designed to safeguard sensitive information and ensure the integrity of digital processes in connected environments
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