Navitas Semiconductor Corp (MEX:NVTS)

Q4 2025 Navitas Semiconductor Corp Earnings Call Transcript

Feb 24, 2026 / 10:00 PM GMT

Release Date Price: MXN140.5 (+0.64%)

Transcript 10-K8-K

Key Points

Positve

Navitas Semiconductor Corp (NVTS) successfully pivoted to focus on high power markets, with these markets representing the majority of their revenue for the first time.
The company reported revenue at the high end of guidance at $7.3 million, indicating strong performance in their targeted high power markets.
Navitas Semiconductor Corp (NVTS) has a strong cash position with $237 million in cash and no debt, providing a solid financial foundation.
The company has made significant progress in technology leadership, including the development of a breakthrough 10 kilowatt DCDC design platform with 98.5% peak efficiency.
Navitas Semiconductor Corp (NVTS) has established a strategic partnership with GlobalFoundries to accelerate GAN technology design and manufacturing in the United States, enhancing their operational capabilities.

Negative

The company's revenue decreased from $10.1 million in the third quarter to $7.3 million in the fourth quarter, reflecting the strategic shift away from low power, lower profit markets.
Navitas Semiconductor Corp (NVTS) reported a loss from operations of $12.1 million in the fourth quarter, an increase from $11.5 million in the previous quarter.
The company executed a 19% workforce reduction, indicating significant restructuring and potential challenges in maintaining employee morale.
Gross margin remained flat at 38.7%, showing that the company has not yet achieved leverage to overcome fixed costs.
The transition to high power markets involves risks and uncertainties, as evidenced by the restructuring and impairment charge of $16.6 million in the fourth quarter.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NVTS.OQ - Navitas Semiconductor Corp
Q4 2025 Navitas Semiconductor Corp Earnings Call
Feb 24, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Navata's Semiconductor's fourth quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. At the conclusion of today's conference call, instructions will be given for the question-and-answer session.

If anyone needs assistance at any time during the conference call, please press the star key followed by the 0 on your touchstone phone.

As a reminder, this conference call is being recorded today, Tuesday, February 24, 2026. I would not like to turn the conference over to Brett Perry of Shelton Group Investor Relations. Brett, please go ahead.

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