Nordic Semiconductor (NOD) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
28 Apr, 2026Opening remarks and agenda
Meeting opened by the Chair, welcoming shareholders to a virtual AGM and introducing the meeting chair.
Attendance confirmed: 136 million shares represented, 69% of total shares.
Agenda items introduced and approved, including election of meeting chair and approval of agenda.
Financial performance review
Revenue reached $668 million in 2025, a 31% year-over-year increase from 2024.
Gross margins at 52% (51% adjusted), showing significant improvement.
EBITDA was $67 million, with a 10% EBITDA margin.
Cash position at year-end was $307 million, up $20 million year-over-year.
Market leadership in BLE with 32% share of end product certifications.
Strategic initiatives and plans
Successful integration of Memfault, Atlazo, and Neuton, strengthening software, cloud, and lifecycle capabilities.
On track for 20% long-term revenue growth and 25% EBITDA margin within five years from 2024.
Latest events from Nordic Semiconductor
- Revenue up 24% year-over-year, gross margin at 52.1%, and net profit at USD 10.6 million.NOD
Q1 202628 Apr 2026 - Q4 2025 saw 13% revenue growth and 54.9% gross margin, with a strong outlook for Q1 2026.NOD
Q4 2025 Post Call6 Feb 2026 - Q4 2025 delivered 13% revenue growth and margin gains, with strong Q1 2026 outlook.NOD
Q4 20255 Feb 2026 - Q2 revenue rebounded with positive adjusted EBITDA; Q3 outlook signals growth and stable margins.NOD
Q2 20242 Feb 2026 - nRF54 Series launch and 22nm transition set stage for accelerated growth and profitability.NOD
CMD 202420 Jan 2026 - Q3 revenue up 18% YoY, strong consumer and Bluetooth growth, stable margins, positive outlook.NOD
Q3 202419 Jan 2026 - nRF54 series launch and disciplined cost focus underpin strong growth and margin outlook.NOD
Fireside Chat18 Jan 2026 - Revenue doubled and margins improved in Q1 2025, with strong outlook and product momentum.NOD
Q1 202527 Dec 2025 - Q4 revenue up 39% to $150M, led by consumer and healthcare, with strong outlook for Q1 2025.NOD
Q4 202419 Dec 2025