secwatch.observer — SEC 8-K summary
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Issuer:     Navitas Semiconductor Corp (NVTS)
CIK:        0001821769
Form:       8-K
Filed at:   2026-07-27T20:05:39+00:00
Accession:  0001628280-26-049795
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1821769/000162828026049795/0001628280-26-049795-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1821769/000162828026049795/i-20260727.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-049795

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer