The earnings call highlighted Navitas Semiconductor's strategic shift towards AI data centers and related infrastructure, showcasing significant future growth potential. However, current financial performance is challenged by revenue declines, tariff impacts, and strategic de-prioritization of certain markets, resulting in a short-term revenue reduction and operating loss.

Company Guidance

During the Navitas Semiconductor Q2 2025 earnings call, the company reported Q2 revenues of $14.5 million, which met their guidance. The call highlighted several strategic developments, including a significant transition towards AI data centers, fueled by a partnership with NVIDIA for next-generation 800-volt data centers. Navitas raised nearly $100 million in new capital to support growth plans, and announced a new GaN foundry partnership with Powerchip, enhancing their manufacturing capacity and cost efficiency. The company anticipates a challenging near-term revenue landscape, with guidance for Q3 set at $10 million, due to tariff impacts and strategic shifts away from lower-margin mobile markets. However, Navitas sees a substantial opportunity by 2030, projecting a $2.6 billion per year market for gallium nitride and silicon carbide in AI data centers and energy infrastructure. They aim to leverage their technological leadership and strategic investments to capitalize on this market shift, while maintaining operating expenses at or below current levels.

AI Data Center Strategy

Navitas Semiconductor is aggressively transitioning and investing in AI data centers, with NVIDIA selecting them for next-generation 800-volt data centers. This represents a significant growth opportunity.

Capital Raise for Future Growth

Navitas raised nearly $100 million in new capital in Q2, strengthening its cash flow to support growth plans, including AI data center development milestones.

New GaN Foundry Partner

Navitas announced a new GaN foundry partner, Powerchip, to support an 8-inch, low-cost manufacturing platform, which is expected to improve cost and capacity.

Positive Initial Customer Evaluations

Initial customer evaluations for Navitas' SiC and GaN technologies in AI data centers have been positive, setting the stage for further development and partnerships.

Navitas Semiconductor (NVTS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NVTS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.05 / -	-0.06	―	―	―
Aug 04, 2025	2025 (Q2)	-0.05 / -0.05	-0.07	28.57% (+0.02)
May 05, 2025	2025 (Q1)	-0.06 / -0.06	-0.06	0.00% (0.00)	―
Feb 24, 2025	2024 (Q4)	-0.06 / -0.06	-0.04	-50.00% (-0.02)	―
Nov 04, 2024	2024 (Q3)	-0.06 / -0.06	-0.04	-50.00% (-0.02)	―
Aug 05, 2024	2024 (Q2)	-0.06 / -0.07	-0.05	-40.00% (-0.02)	―
May 09, 2024	2024 (Q1)	-0.06 / -0.06	-0.07	14.29% (+0.01)	―
Feb 29, 2024	2023 (Q4)	-0.05 / -0.04	-0.06	33.33% (+0.02)	―
Nov 09, 2023	2023 (Q3)	-0.05 / -0.04	-0.07	42.86% (+0.03)	―
Aug 14, 2023	2023 (Q2)	-0.07 / -0.05	-0.07	28.57% (+0.02)	―

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

NVTS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$8.05	$6.77	-15.90%
May 05, 2025	$2.00	$1.90	-5.00%
Feb 24, 2025	$2.89	$2.39	-17.30%
Nov 04, 2024	$2.61	$2.36	-9.58%

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.

FAQ

When does Navitas Semiconductor Corporation (NVTS) report earnings?

Navitas Semiconductor Corporation (NVTS) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Navitas Semiconductor Corporation (NVTS) earnings time?

Navitas Semiconductor Corporation (NVTS) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is NVTS EPS forecast?

NVTS EPS forecast for the fiscal quarter 2025 (Q3) is -0.05.

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