Loading...
•
Jun 29
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.
Wolfspeed
Wolfspeed
Wolfspeed Revenue by Segment
Revenue by Segment
Power Products Revenue
CapyFin.comMaterials Products Revenue
CapyFin.com 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