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Tower Semiconductor (TSEM)
:TSEM
Earnings Data
Report Date
Aug 05, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.45Last Year’s EPS
0.53Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 14, 2025
|% Change Since: 2.97%
|Next Earnings Date:Aug 05, 2025
Earnings Call Sentiment|Neutral
The earnings call highlights strong revenue growth and strategic investments driving future opportunities. However, challenges in the RF Mobile business, market uncertainties due to tariffs, and competitive pressures in China present notable concerns.Company Guidance
During the Tower Semiconductor earnings call for the first quarter of 2025, the company reported a quarterly revenue of $358 million and a net profit of $40 million. The CEO, Russell Ellwanger, provided guidance for the second quarter, projecting a midpoint revenue of $372 million, with an expected 5% fluctuation. The company anticipates sequential revenue growth throughout 2025, with accelerated growth in the latter half of the year as their multi-fab capacity investments complete customer qualifications and ramp into production. Key growth areas highlighted include RF Infrastructure, which increased from 14% to 22% of total revenue year-over-year, and new markets like Envelope Tracker in the Power Management sector. The company also emphasized the strong market demand for silicon photonics and silicon germanium technologies, projecting continued growth driven by datacenter and AI expansions. The CFO, Oren Shirazi, reported a strong balance sheet, with assets totaling $3.1 billion and a shareholders’ equity of $2.7 billion. The company has committed significant capital to strategic investments, including $300 million for their New Mexico fab and $500 million for an Italy fab partnership, with expectations to reach $2.7 billion in annual revenue at full capacity.Strong Revenue and Profit Growth
Tower Semiconductor reported a quarterly revenue of $358 million, representing a 9% year-over-year increase. Net profit for the first quarter was $40 million.
RF Infrastructure Growth
RF Infrastructure grew from 14% to 22% of total revenue year-over-year. This growth is driven by datacenter and AI expansions, with record revenue levels for silicon photonics and silicon germanium technologies.
New Technology Developments
Tower announced new technology enabling Innolight to reduce lasers per 800G module, along with a 400 Gbps modulator performance with OpenLight, enhancing future product generations.
Power Management and Market Rebound
Tower is experiencing a strong rebound in Power Management, with high voltage platforms serving automotive, industrial, and consumer applications, and a ramp in machine vision sensor business.
Financial Stability and Strategic Investments
Tower's balance sheet remains strong with a current assets ratio of 7x and shareholders' equity of $2.7 billion. Strategic investments in global fabs are ongoing, targeting $2.7 billion in annual revenue.
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
TSEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Jul 24, 2024 | $41.28 | $43.03 | +4.24% |
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 Aug 05, 2025, TBA Not Confirmed.
What is Tower Semiconductor (TSEM) earnings time?
Tower Semiconductor (TSEM) earnings time is at Aug 05, 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 (Q2) is 0.45.
