Mar 30

NXP Q1 2025 Earnings Report

NXP reported first-quarter results with revenue in line with guidance, maintaining profitability despite a challenging market environment.

Key Takeaways

NXP Semiconductors delivered stable Q1 2025 results with revenue of $2.84 billion and strong cash generation, while announcing a planned CEO transition.

Revenue reached $2.84 billion, down 9% year-over-year.

GAAP EPS was $1.92; Non-GAAP EPS was $2.64.

Net income was $490 million despite market headwinds.

Kurt Sievers announced retirement; Rafael Sotomayor named successor.

Total Revenue
$2.84B
Previous year: $3.13B
-9.3%
EPS
$2.64
Previous year: $3.24
-18.5%
Channel Inventory Weeks
9
Previous year: 7
+28.6%
Gross Profit
$1.56B
Previous year: $1.78B
-12.5%
Cash and Equivalents
$3.99B
Previous year: $2.91B
+37.1%
Free Cash Flow
$427M
Previous year: $627M
-31.9%
Total Assets
$25.2B
Previous year: $23.3B
+8.0%

NXP

NXP

NXP Revenue by Segment

Forward Guidance

NXP expects second quarter 2025 revenue between $2.8 billion and $3.0 billion, navigating market uncertainty with cautious optimism.

Positive Outlook

  • Revenue guidance midpoint above Q1 2025 level.
  • Gross margin expected to slightly improve sequentially.
  • Strong free cash flow generation continues.
  • Solid automotive segment positioning.
  • Leadership transition plan ensures stability.

Challenges Ahead

  • Revenue guidance still implies year-over-year decline.
  • Ongoing tariff and macroeconomic uncertainties.
  • Challenging conditions in Industrial & IoT segment.
  • Communication Infrastructure revenues under pressure.
  • Potential market volatility affecting demand.

Revenue & Expenses

Visualization of income flow from segment revenue to net income