)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Power Integrations (POWI) investor relations material
Power Integrations Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenues rose 3% sequentially and year-over-year to $118.9 million, driven by industrial, communications, and computer segments, while consumer declined due to appliance softness and inventory adjustments.
Gross margin remained steady at 55% for Q3, with non-GAAP gross margin at 55.1%, down 70 bps sequentially due to higher input costs and less favorable exchange rates.
Operating expenses increased, mainly from higher legal and stock-based compensation expenses due to CEO transition and employee litigation.
Net income for Q3 2025 was a GAAP net loss of $1.4 million ($0.02 per diluted share), while non-GAAP net income was $20.2 million ($0.36 per diluted share).
International sales accounted for 98-99% of revenues, with Asia as the largest regional share.
Financial highlights
Q3 2025 net revenues: $118.9 million; nine months ended September 30, 2025: $340.3 million.
Q3 2025 gross margin: 55% (non-GAAP 55.1%); Q3 2025 gross profit: $64.9 million.
Q3 2025 net loss: $1.4 million; non-GAAP net income: $20.2 million.
Cash flow from operations reached $30 million; cash and cash equivalents at quarter-end were $48.6 million.
Share repurchases totaled $42.4 million (919,000 shares) in Q3 2025; dividend increased to $0.215 per share for 2026.
Outlook and guidance
Q4 2025 revenue expected at $100–$105 million, with significant declines in consumer (appliances) and somewhat lower industrial revenues.
Full-year revenue growth projected at about 6% at the midpoint of Q4 guidance.
Q4 non-GAAP gross margin expected between 53.5% and 54%; GAAP gross margin forecasted at 53–53.5%.
Non-GAAP operating expenses for Q4 guided to ~$47 million; effective tax rate to rise to high single digits in 2026.
Management expects international and Asia-region sales to remain a large portion of future revenues.
Q4 revenue mix shift given Q3 trends
AI data center revenue impact timeline
Future share repurchase plans
Data center GaN vs. SiC share in 800V DC sockets?
Detail R&D and go-to-market resource reallocation.
Key drivers for 2026 consumer business growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Power Integrations earnings date
Q4 20256 Feb, 2026
Next Power Integrations earnings date
Q4 20256 Feb, 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
Power Integrations is a semiconductor company that designs high-voltage analog integrated circuits for energy-efficient power conversion. Our patented products enable compact, energy-efficient power supplies in a wide range of electronic products, in AC-DC, DC-DC and LED lighting applications. Power Integrations' innovative technology increases efficiency in an extensive range of electronic appliances and equipment—from computers, cell phones and LCD flatscreen televisions to air conditioners and electric vehicles—thus reducing energy consumption, increasing reliability, and conserving natural resources. Power Integrations, Inc. was incorporated in 1988 and is headquartered in San Jose, California.
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