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Tower Semiconductor (TSEM) investor relations material
Tower Semiconductor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Q2 2025 revenue reached $372M, up 6% year-over-year and 4% sequentially, with net profit of $47M and strong operational progress in RF infrastructure and silicon photonics.
Q3 2025 revenue guidance is $395M (+/-5%), with Q4 expected to increase by at least $40M over Q3, supporting sequential growth throughout 2025.
Strategic focus on expanding RF infrastructure, silicon germanium, and silicon photonics capacity, with significant customer adoption and new product ramps.
Financial highlights
Q2 2025 gross profit was $80M, operating profit $40M, and net profit $47M; EPS was $0.42 basic and $0.41 diluted.
Adjusted net profit for Q2 2025 was $57.1M, with adjusted diluted EPS at $0.45.
H1 2025 revenue totaled $730.2M, up from $678.4M in H1 2024.
Cash and cash equivalents at June 30, 2025, stood at $265M.
Free cash flow for Q2 2025 was $12M, calculated as $123M operating cash flow minus $111M capex.
Outlook and guidance
Q3 2025 revenue guided at $395M (+/-5%), with Q4 expected to exceed Q3 by at least $40M, targeting best-ever quarterly revenue above $435M.
Sequential quarter-over-quarter growth expected throughout 2025, with acceleration in the second half and continued capacity expansion into 2026.
Long-term model targets $2.7B annual revenue, $560M operating profit, and $500M net profit at full fab loading by 2028–2029.
Explain repurposing factories for RF infrastructure.
Detail the targeted $40M revenue increase for Q4.
What factors drive increased customer forecasts?
What is driving RF mobile's revenue rebound?
SiPho receive tech adds what to served market?
When will SiGe and SiPho capacity increase?
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Next Tower Semiconductor earnings date
Q3 202510 Nov, 2025
Next Tower Semiconductor earnings date
Q3 202510 Nov, 2025
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Frequently asked questions
Tower Semiconductor Ltd. is a pure-play independent specialty foundry offering advanced technology, dedicated design and development, manufacturing, customized test and thin film packaging services using its process technologies from 1.0 to 0.13 micron and mixed-signal capabilities. These process technologies include advanced CMOS technologies that enable the integration of mixed-signal and RF functions in one silicon wafer; enhanced high voltage process technology targeting power management products; GaAs for wireless applications; SiGe for high frequency wireless applications; MEMS for sensors for consumer, medical and aerospace applications; image sensors for consumer applications; BiCMOS for special high-performance applications such as intercarrier sound processor chips used in CATV receivers and optical chips used in FTTH applications; and copper Damascene via a copper filling process.
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