earnings
confidence high
sentiment negative
materiality 0.75
Navitas Q4 2025 revenue $7.3M, down 59% YoY; guides Q1 growth to $8.0-8.5M
Navitas Semiconductor Corp
2025-FY EPS
reported -$0.57
vs consensus -$0.05
▼ miss
(-994.0%)
- Q4 revenue $7.3M vs $18.0M YoY; full-year revenue $39.4M, down 45% from $71.1M in 2024.
- GAAP loss from ops $41.4M including $16.6M restructuring charge; non-GAAP loss $12.1M.
- High-power markets (AI data centers, grid) contributed >50% of Q4 revenue; mobile <25%.
- Ended Q4 with $236.9M cash; raised $95.6M via November 2025 private placement.
- Q1 2026 guidance: revenue $8.0-8.5M, non-GAAP gross margin ~38.7%, opex ~$15M.