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Jun 30, 2025
Tower Q2 2025 Earnings Report
Tower reported revenue and net income growth in the second quarter of 2025.
Key Takeaways
Tower Semiconductor delivered a strong Q2 with revenue reaching $372 million and net income of $47 million, driven by momentum in RF infrastructure related to AI and data centers.
Revenue grew to $372 million, with 4% QoQ and 6% YoY growth.
Net income rose to $47 million, up from $40 million in Q1.
Adjusted EPS reached $0.50, reflecting operational strength.
RF infrastructure demand is accelerating due to AI and data center expansion.
Forward Guidance
Tower expects Q3 2025 revenue of $395 million, reflecting continued growth from RF infrastructure driven by AI and data center demand.
Positive Outlook
- Q3 revenue guidance of $395M, up 6% QoQ
- Strong customer forecasts in RF infrastructure
- Momentum driven by data center and AI expansion
- Factory repurposing is increasing production capacity
- Positive outlook with continued innovation and partnerships
Challenges Ahead
- No mention of geographic performance breakdown
- Gross margin down from same quarter last year
- Operating margin has declined YoY
- No employee count or hiring trend disclosed
- Limited segment revenue details provided
Historical Earnings Impact
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Avg. Return Before/After Earnings
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