Auto Sector PositioningNXPI’s auto portfolio is ideally situated to capture robust content gains in the shift to software-defined vehicles, EVs, ADAS.
Market RecoveryNXP sees both core and consumer-oriented industrial markets recovering, evidenced by channel partner backlog and order escalations up 2x Q/Q.
Revenue GuidanceNXPI guided 3Q25 revenue to $3.15 billion, above our estimate and Consensus due to strength from the Auto/Industrial end markets.