The earnings call highlighted some positive developments, such as better-than-expected revenue and a strategic acquisition, but these were tempered by significant challenges including a year-on-year revenue decline and macroeconomic uncertainties. The guidance for Q2 indicates a slight sequential improvement, yet the macro environment remains volatile.

Company Guidance -

Q2 2025

During NXP Semiconductor's Q1 2025 earnings call, the company provided guidance for Q2 2025, projecting revenue at $2.9 billion, which represents a 7% year-over-year decline but a 2% sequential increase. Specific expectations include automotive revenue to remain flat compared to Q2 2024 and grow in the low single-digits versus Q1 2025. Industrial and IoT revenue is anticipated to drop in the mid-teens year-over-year and rise in the mid-single-digits sequentially. Meanwhile, mobile revenue is expected to decline in the mid-single-digits both year-over-year and sequentially, and communication infrastructure and other revenues are projected to decrease in the high 20% range year-over-year and remain flat sequentially. Operating expenses for Q2 are forecasted to be around $710 million, and the non-GAAP operating margin is expected at 31.8%. Despite uncertainties, including potential indirect effects of tariffs, NXP sees early signs of cycle recovery with improving customer backlog levels and stabilized order signals.

Revenue Exceeds Midpoint of Guidance

NXP's Q1 revenue was $10 million better than the midpoint of guidance, totaling $2.84 billion.

Guidance for Q2 Shows Sequential Growth

Q2 revenue is guided to $2.9 billion, up 2% sequentially, despite a 7% year-on-year decline.

Strategic Acquisition of Kinara

NXP announced the acquisition of Kinara for $307 million to enhance its AI-powered edge-based systems, expected to be accretive by 2028.

Non-GAAP Earnings Beat

Non-GAAP earnings per share for Q1 was $2.64, $0.05 better than midpoint guidance.

CEO Transition Plan

CEO Kurt Sievers announced his retirement plan, with Rafael promoted to President and taking over as CEO in October 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
Jul 21, 2025	2025 (Q2)	2.68 / -	3.2	―	―	―
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)
May 01, 2023	2023 (Q1)	3.02 / 3.19	3.34	-4.49% (-0.15)

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
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%
Jul 22, 2024	$278.61	$257.49	-7.58%

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.