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Jun 29, 2025
Wolfspeed Q4 2025 Earnings Report
Wolfspeed posted a significant loss in Q4 FY2025 amid restructuring and impairment charges, despite steady revenue from operations.
Key Takeaways
Wolfspeed's Q4 FY2025 revenue held at $197 million, but results were severely impacted by a $359 million goodwill impairment and $123 million in restructuring charges, leading to a GAAP net loss of $669 million. The company continues to face underutilization costs as it ramps up production at the Mohawk Valley Fab.
Revenue totaled $197 million, slightly down from $200.7 million in Q4 FY2024.
GAAP net loss widened to $669.3 million due to significant impairment and restructuring expenses.
Mohawk Valley Fab contributed $94.1 million in revenue.
Free cash flow remained deeply negative at -$454 million for the quarter.
Revenue by Segment
Forward Guidance
No formal forward guidance provided in the report.
Positive Outlook
- Mohawk Valley Fab ramping up and contributing $94.1M in revenue
- Executive confidence in long-term market position
- Strategic focus on restructuring and cost efficiency
- Strong IP portfolio cited as a differentiator
- Equity raise provided $203.9M in capital inflow
Challenges Ahead
- Significant GAAP net losses due to impairments
- Underutilization continues to pressure margins
- Free cash flow remains substantially negative
- Chapter 11 proceedings still pending resolution
- Total liabilities now exceed assets, resulting in negative shareholder equity
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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