Navitas Q2 revenue $10.5M (+22% QoQ); guides Q3 to $13.5M (+28% QoQ) with margin expansion

Navitas Semiconductor Corp

Revenue $10.5M, up 22% sequentially; non-GAAP gross margin 39.5% vs 39.0% prior quarter.
GAAP net loss $228.2M includes $203.1M non-cash earnout remeasurement; non-GAAP net loss $9.3M.
Cash $557.4M at June 30, up from $236.9M at Dec 31, 2025.
Q3 guidance: revenue $13.5M midpoint (+28% QoQ), non-GAAP gross margin 39.7%, OpEx $15.5-17.5M.
AI infrastructure markets to represent >1/3 of sales by year-end; new products for 800V architectures.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.