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Jun 30, 2025
Navitas Semiconductor Q2 2025 Earnings Report
Navitas Semiconductor reported a significant net loss and declining revenue in Q2 2025.
Key Takeaways
Navitas Semiconductor faced revenue decline and a larger GAAP net loss in Q2 2025. Despite challenges, the company emphasized a strategic shift toward AI data centers and energy infrastructure, including a capital raise and new manufacturing partnership.
Revenue declined to $14.5M, down from $20.5M YoY.
GAAP net loss widened to $49.1M.
Non-GAAP net loss improved to $9.8M from $12.0M YoY.
Raised $100M capital and announced new 8” GaN foundry partner.
Forward Guidance
Navitas expects Q3 2025 revenue to be around $10M and continues to prioritize AI data center growth amid macroeconomic and strategic challenges.
Positive Outlook
- Focus on AI data centers and energy infrastructure markets.
- Collaboration with NVIDIA on 800V systems.
- $100M capital raised to support growth initiatives.
- New 8” GaN foundry partnership with Powerchip to lower costs.
- Premium segment focus expected to improve margins.
Challenges Ahead
- Expected Q3 revenue decline to $10M ± $0.5M.
- Reduced near-term focus on mobile/consumer segments.
- Volatility due to China tariffs and macroeconomic conditions.
- Large GAAP and non-GAAP net losses continuing.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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