Q1 2025 Nova Ltd Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT

Release Date Price: $186.75 (-6.96%)

Transcript

Key Points

Positve

Nova Ltd (NVMI) achieved record results in both revenue and profitability, with revenues growing 50% year over year.
The company exceeded its EPS guidance, with non-GAAP EPS increasing by 56% year over year.
Nova's market share increased significantly in the thin film and CD metrology segment, solidifying its position as the second-largest vendor.
The company saw record sales in its stand-alone solutions, particularly from the PRM platform, and integrated metrology solutions.
Nova's software business achieved record performance, driven by strong sales of its software suite targeting high-value applications.

Negative

Macroeconomic uncertainty and the international trade climate pose potential indirect implications for Nova Ltd (NVMI).
The impact of tariffs could reduce gross margins by approximately 30 to 50 basis points.
Operating expenses increased in the first quarter as the company ramped up R&D and sales and marketing spending.
The acquisition of Centronics contributed only partially to the first quarter results, with a relatively small impact.
Nova Ltd (NVMI) expressed cautiousness about the second half of the year due to uncertainties, including potential impacts from tariffs.

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

NVMI.OQ - Nova Ltd
Q1 2025 Nova Ltd Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Nova Limited first quarter 2025 results conference call.

All participants will be in lesson only mode.

Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press, then 1 on your touchtone phone. To withdraw your question, please press star and then 2.

Please note that this event is being recorded.

I would now like to turn the conference over to Mary Segal, CEO of MSIR. Please go ahead.

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Unidentified_2 [2]
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