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Tower Semiconductor (TSEM)
NASDAQ:TSEM
US Market
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Tower (TSEM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 17, 2025
TBA (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.54
Last Year’s EPS
0.57
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 04, 2025|
% Change Since: -8.06%|
Earnings Call Sentiment|Positive
Tower Semiconductor's second quarter 2025 earnings call highlighted strong revenue and profit growth, driven by significant advancements in RF infrastructure and Silicon Photonics. Strategic investments are expected to further bolster future growth. Utilization challenges and currency risks were noted but are being managed. Overall, the sentiment is positive with substantial forward-looking growth expectations.
Company Guidance -
Q3 2025
During Tower Semiconductor's second quarter 2025 earnings call, the company reported revenues of $372 million and a net profit of $46.6 million. For the third quarter, they projected revenues of $395 million, with a potential fourth-quarter increase of at least $40 million over the third quarter. The company emphasized strong growth in its RF infrastructure business, which accounted for 25% of corporate revenues, amounting to over $90 million. They also highlighted significant progress in Silicon Photonics and Silicon Germanium technologies, with a fivefold increase in silicon photonics products moving from preproduction to production compared to the previous year. Utilization rates varied across their facilities, with Fab 2 and Fab 9 operating at about 60%, while Fab 7 exceeded the 85% model. They continue to invest in capacity and R&D, aligning with customer demand forecasts, and aim to maintain their leadership in the optical transceiver market.
Strong Revenue and Profit Growth
Tower reported a second quarter 2025 revenue of $372 million, reflecting a 6% year-over-year increase and a 4% quarter-over-quarter increase. Net profit for the quarter was $47 million, up by $7 million from the previous quarter.
RF Infrastructure Growth
The RF infrastructure business represented 25% of corporate revenues, with over $90 million in revenue, up from 14% in the same period of 2024. This growth is attributed to data center and AI expansions utilizing Silicon Photonics and Silicon Germanium technologies.
Silicon Photonics Expansion
In the first half of 2025, Tower moved 5 times more Silicon Photonics products from preproduction to production compared to the same period in 2024. They are also expanding market opportunities with a new 300-mm Silicon Photonics technology targeting the receive function in optical transceiver modules.
Increased Demand in Sensor and Display Markets
Tower expects a 20% revenue increase in the second half of 2025 for sensors and displays, driven by machine vision market growth and new activities with automotive and OLED on silicon suppliers.
Strategic CapEx Investments
Tower has committed to significant capital expenditures to expand capacity, including $300 million for New Mexico fab equipment, $500 million for Italy fab, and $350 million for SiPho and 5G business expansion.

Tower (TSEM) 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

TSEM Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 17, 2025
2025 (Q3)
0.54 / -
0.57
Aug 04, 2025
2025 (Q2)
0.45 / 0.50
0.53-5.66% (-0.03)
May 14, 2025
2025 (Q1)
0.38 / 0.45
0.46-2.17% (-0.01)
Feb 10, 2025
2024 (Q4)
0.53 / 0.59
0.557.27% (+0.04)
Nov 13, 2024
2024 (Q3)
0.54 / 0.57
0.545.56% (+0.03)
Jul 24, 2024
2024 (Q2)
0.45 / 0.53
0.4615.22% (+0.07)
May 09, 2024
2024 (Q1)
0.39 / 0.46
0.64-28.13% (-0.18)
Feb 14, 2024
2023 (Q4)
0.52 / 0.55
0.813-32.35% (-0.26)
Nov 13, 2023
2023 (Q3)
0.48 / 0.54
0.679-20.47% (-0.14)
Jul 26, 2023
2023 (Q2)
0.48 / 0.46
0.58-20.69% (-0.12)
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

TSEM Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 04, 2025
$44.67$50.98+14.13%
May 14, 2025
$40.09$42.14+5.11%
Feb 10, 2025
$48.64$46.96-3.45%
Nov 13, 2024
$43.10$48.42+12.34%
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.

FAQ

When does Tower Semiconductor (TSEM) report earnings?
Tower Semiconductor (TSEM) is schdueled to report earning on Nov 17, 2025, TBA (Confirmed).
    What is Tower Semiconductor (TSEM) earnings time?
    Tower Semiconductor (TSEM) earnings time is at Nov 17, 2025, TBA (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 (Q3) is 0.54.

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