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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.
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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.

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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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