The earnings call reflects a cautiously optimistic outlook with signs of cyclical recovery across core markets, particularly in automotive and industrial segments. Despite a year-on-year revenue decline and challenges in communication infrastructure, NXP's positive revenue guidance and strategic management of inventory and operating expenses suggest a potential turnaround.

Company Guidance -

Q3 2025

During the NXP Q2 2025 earnings call, the company provided guidance for the third quarter, reflecting an emerging cyclical improvement in its core end markets and specific growth drivers. NXP expects Q3 revenue to reach $3.15 billion, representing a 3% decline year-on-year but an 8% sequential increase, surpassing historical seasonal trends. Segment expectations include automotive revenue remaining flat compared to Q3 2024 but increasing in the mid-single-digit percent range compared to Q2 2025. The Industrial & IoT segment is projected to grow in the mid-single-digit range year-on-year and in the high single-digit range sequentially. The mobile segment is anticipated to rise in the low single-digit range year-on-year and jump in the mid-20% range sequentially, while the communication infrastructure and other segments are expected to decline in the upper 20% range year-on-year and remain flat sequentially. The company plans to maintain channel inventory at nine weeks, with the potential for selective increases if the cyclical recovery continues. NXP also highlighted ongoing efforts to align its wafer fabrication footprint with its hybrid manufacturing strategy and emphasized its focus on driving solid profitability and earnings.

Q2 Revenue Surpasses Guidance

NXP's Q2 revenue was $26 million better than the midpoint of guidance, totaling $2.93 billion, despite a 6% decrease year-on-year.

Improved Q3 Revenue Guidance

NXP is guiding Q3 revenue to $3.15 billion, representing an 8% sequential increase and down 3% versus Q3 2024, indicating a return to better than historic seasonal trends.

Positive Cyclical Trends in Core Markets

NXP noted increasingly positive cyclical trends across all focus end markets, with improved order signals and customer backlog levels.

Non-GAAP Operating Margin Exceeds Expectations

Q2 non-GAAP operating margin was 32%, 20 basis points above the midpoint of guidance.

Automotive Segment Stability

Automotive revenue is expected to be flat versus Q3 2024 and up in the mid-single-digit percent range versus Q2 2025.

Industrial & IoT Segment Growth

Industrial & IoT is expected to be up in the mid-single-digit range year-on-year and up in the high single-digit range versus Q2 2025.

NXP Semiconductors (NXPI) 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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NXPI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	3.12 / -	3.45	―	―	―
Jul 21, 2025	2025 (Q2)	2.68 / 2.72	3.2	-15.00% (-0.48)
Apr 28, 2025	2025 (Q1)	2.60 / 2.64	3.24	-18.52% (-0.60)
Feb 03, 2025	2024 (Q4)	3.14 / 3.18	3.71	-14.29% (-0.53)
Nov 04, 2024	2024 (Q3)	3.43 / 3.45	3.7	-6.76% (-0.25)
Jul 22, 2024	2024 (Q2)	3.20 / 3.20	3.43	-6.71% (-0.23)
Apr 29, 2024	2024 (Q1)	3.19 / 3.24	3.19	1.57% (+0.05)
Feb 05, 2024	2023 (Q4)	3.65 / 3.71	3.766	-1.49% (-0.06)
Nov 06, 2023	2023 (Q3)	3.62 / 3.70	3.765	-1.73% (-0.06)
Jul 24, 2023	2023 (Q2)	3.28 / 3.43	3.52	-2.56% (-0.09)

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

NXPI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 21, 2025	$228.27	$228.00	-0.12%
Apr 28, 2025	$195.33	$181.77	-6.94%
Feb 03, 2025	$202.78	$200.47	-1.14%
Nov 04, 2024	$233.58	$221.50	-5.17%

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.