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

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TSEM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	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	0.55	7.27% (+0.04)
Nov 13, 2024	2024 (Q3)	0.54 / 0.57	0.54	5.56% (+0.03)
Jul 24, 2024	2024 (Q2)	0.45 / 0.53	0.46	15.22% (+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.