The earnings call reflects a cautiously optimistic outlook. While there are challenges, such as a year-on-year revenue decline and high inventory levels, there are also positive signs of recovery and growth in key segments like Automotive and Industrial & IoT. The company's strategic acquisitions and positive cyclical indicators provide a promising outlook.

Company Guidance -

Q3 2025

During the NXP Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter, reflecting a positive outlook driven by emerging cyclical improvements and company-specific growth drivers. NXP projects Q3 revenue to be $3.15 billion, representing an 8% sequential increase but a 3% year-on-year decrease. The automotive segment is expected to remain flat compared to Q3 2024 but grow in the mid-single-digit range sequentially. Industrial & IoT is anticipated to increase in the mid-single-digit range year-on-year and the high single-digit range sequentially. The mobile segment is forecasted to grow in the low single-digit percent year-on-year and in the mid-20% range sequentially. Meanwhile, communication infrastructure and other categories are expected to decline by the upper 20% range year-on-year and remain flat sequentially. NXP's channel inventory is assumed to stay at 9 weeks, but the company may selectively increase inventory if the cyclical recovery strengthens. The guidance also considers a non-GAAP gross margin of 57% and operating expenses of approximately $735 million, reflecting the recent acquisition of TTTech Auto.

Revenue Exceeds Guidance

Revenue was $26 million better than the midpoint of guidance, totaling $2.93 billion for Q2.

Strong Sequential Growth in Key Segments

Automotive is expected to grow in the mid-single-digit range sequentially, and Industrial & IoT is expected to grow in the high single-digit range.

Positive Cyclical Trends Detected

Signals such as growing customer backlog, improved order signals, and increased short-cycle orders indicate the beginning of a new up cycle.

Effective Inventory Management

Channel inventory held steady at 9 weeks, which is below the long-term target of 11 weeks, ensuring competitive positioning.

Successful Strategic Acquisitions

The recent acquisition of TTTech Auto is expected to strengthen NXP's competitive portfolio, despite minimal immediate revenue impact.

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.