The earnings call highlighted strong revenue growth and future guidance, particularly in RF infrastructure and Silicon Photonics, supported by a robust financial position. However, there are challenges related to underutilization in some facilities and previous weaknesses in the RF mobile business. Overall, the positive aspects and growth prospects outweigh the current challenges.

Company Guidance -

Q3 2025

During the Tower Semiconductor Second Quarter 2025 Earnings Conference Call, CEO Russell Ellwanger provided guidance indicating strong anticipated growth in the upcoming quarters. The company expects third-quarter revenues to reach $395 million, plus or minus 5%, with a projected $40 million increase for the fourth quarter, forecasting sequential growth and acceleration in the second half of the year. This projection aligns with Tower's strategy of expanding capacity in RF infrastructure, specifically Silicon Germanium and Silicon Photonics, which contributed significantly to the second quarter's $372 million revenue and $46.6 million net profit. Notably, the RF infrastructure business, driven by data center and AI expansions, accounted for 25% of corporate revenues, marking a rise from 14% in 2024. Additionally, Tower anticipates continued growth in its Silicon Photonics offerings, expecting increased demand for higher-speed transceivers and enhanced performance products, as evidenced by the 5x increase in SiPho products moving from pre-production to production compared to the previous year. Overall, Tower Semiconductor is positioned for sustained growth, supported by strategic investments in capacity and technological advancements to meet rising customer demand.

Strong Revenue and Profit Growth

Tower Semiconductor reported second quarter 2025 revenues of $372 million, a 6% year-over-year increase and a 4% quarter-over-quarter increase. Net profit was $46.6 million, also showing a $7 million increase quarter-over-quarter.

Future Revenue Growth Guidance

The company guides for third quarter revenues of $395 million, with expectations of a $40 million-plus increase for the fourth quarter over the third quarter.

RF Infrastructure Business Growth

RF infrastructure represented 25% of corporate revenues, over $90 million, up from 14% in the same period of 2024, with expectations of further significant increases.

Silicon Photonics and Silicon Germanium Advancements

The company began volume production shipments for Tier 1 customers, with a substantial capacity increase in this growing market.

Sensor and Display Revenue Increase

Expected a 20% revenue increase in the second half of 2025 for sensors and displays, due to increases in the machine vision market.

Strong Financial Position

Tower Semiconductor's balance sheet remains strong with total assets of $3.2 billion and shareholders' equity reaching a record of $2.8 billion.

Tower (IL:TSEM) Earnings, Revenues Date & History

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IL:TSEM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 17, 2025	2025 (Q3)	180.97 / -	192.448	―	―	―
Aug 04, 2025	2025 (Q2)	152.95 / 168.81	178.943	-5.66% (-10.13)
May 14, 2025	2025 (Q1)	127.96 / 151.93	155.309	-2.17% (-3.38)
Feb 10, 2025	2024 (Q4)	180.29 / 199.20	185.695	7.27% (+13.51)
Nov 13, 2024	2024 (Q3)	180.63 / 192.45	182.319	5.56% (+10.13)
Jul 24, 2024	2024 (Q2)	151.93 / 178.94	155.309	15.22% (+23.63)
May 09, 2024	2024 (Q1)	132.35 / 155.31	216.082	-28.13% (-60.77)
Feb 14, 2024	2023 (Q4)	174.89 / 185.70	274.492	-32.35% (-88.80)
Nov 13, 2023	2023 (Q3)	162.74 / 182.32	229.249	-20.47% (-46.93)
Jul 26, 2023	2023 (Q2)	163.07 / 155.31	195.824	-20.69% (-40.52)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IL:TSEM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	15880.00	16550.00	+4.22%
May 14, 2025	14310.00	14370.00	+0.42%
Feb 10, 2025	17300.00	17470.00	+0.98%
Nov 13, 2024	17130.00	18280.00	+6.71%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.