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Tower Semiconductor (TSEM)
NASDAQ:TSEM
Earnings Data
Report Date
May 19, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.46Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 10, 2025
|% Change Since: -26.69%
|Next Earnings Date:May 19, 2025
Earnings Call Sentiment|Positive
The sentiment is generally positive with significant revenue growth and strategic capacity investments contributing to optimism. However, challenges such as the anticipated decline in RF mobile revenue and discrete business present headwinds. The company's diverse technology platforms and strong market share growth in silicon photonics and germanium offset these challenges.Company Guidance
During the Tower Semiconductor Fourth Quarter and Fiscal Year 2024 Earnings Conference Call, the company reported an annual revenue of $1.44 billion and a net profit of $208 million. The fourth-quarter revenue was $387 million, marking a Q1 to Q4 revenue growth of 18% and a year-over-year growth of 10%. Guidance for Q1 2025 is projected at a midpoint of $385 million, plus or minus 5%, with anticipated 10% year-over-year growth. The company foresees overall year-over-year growth for 2025, driven by sequential quarter-over-quarter revenue increases, particularly in the second half of the year as capacity investments reach fruition. Key areas like RF Infrastructure and SiPho are targeted for significant growth, while RF Mobile may experience some decline, primarily due to conditions in the Android market. The company plans substantial investments, including $300 million in Intel's New Mexico fab and $350 million to expand 5G capacities, aiming for a long-term revenue target of $2.66 billion per annum.Annual Revenue and Profit Growth
Concluded 2024 with an annual revenue of $1.44 billion and a net profit of $208 million. Achieved 18% revenue growth from Q1 to Q4 and 10% year-over-year growth for the fourth quarter.
Record RF Infrastructure Growth
RF Infrastructure revenue nearly doubled in 2024 to $241 million, and SiPho revenues more than tripled to $105 million.
Power Management and Discrete Revenue
Power management and discrete revenue was $426 million in 2024. Targeting growth in Power Management business unit in 2025 with advanced 300-millimeter platforms.
Strategic Capacity Investments
Committed to $300 million investment in New Mexico fab and $500 million in Agrate, Italy fab for capacity expansion, with $350 million for 5G capacity enhancement.
Silicon Photonics and Germanium Expansion
Silicon photonics gaining strong market share at 400G to 800G and entering volume production at 1.6T. Silicon germanium platform expected to continue growing in 2025.
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TSEM Earnings History
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
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TSEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 10, 2025 | $48.64 | $46.96 | -3.45% |
| Nov 13, 2024 | $43.10 | $48.42 | +12.34% |
| Jul 24, 2024 | $41.28 | $43.03 | +4.24% |
| May 09, 2024 | $34.25 | $36.44 | +6.39% |
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.
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FAQ
When does Tower Semiconductor (TSEM) report earnings?
Tower Semiconductor (TSEM) is schdueled to report earning on May 19, 2025, TBA Not Confirmed.
What is Tower Semiconductor (TSEM) earnings time?
Tower Semiconductor (TSEM) earnings time is at May 19, 2025, TBA Not 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 TSEM EPS forecast?
TSEM EPS forecast for the fiscal quarter 2025 (Q1) is 0.38.
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