NASDAQ$NVTS

Navitas Semiconductor Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Navitas Semiconductor's financial performance improved in Q1 2024, marked by significant revenue growth and strategic technological advancements.

Navitas Semiconductor reported a 73% year-over-year increase in revenue for Q1 2024, reaching $23.2 million. The growth was driven by GaN adoption in mobile fast chargers and AI-based data centers, along with SiC sales in EV, solar, and industrial applications. The company's customer pipeline grew to $1.6 billion.

  • Revenue increased by 73% year-over-year, reaching $23.2 million.
  • GAAP loss from operations was $31.6 million, an improvement from $35.5 million in Q1 2023.
  • Customer pipeline grew to $1.6 billion, indicating strong future demand.
  • Cash and cash equivalents totaled $129.7 million as of March 31, 2024.

Headline financials

Total Revenue

$23.2M

Previous: $13.4M+73.5%
EPS

-$0.02

Previous: -$0.07+71.4%
GAAP Gross Margin

24.0%

No prior period
Non-GAAP Gross Margin

41.1%

No prior period
Capital Expenditures

-$2.9M

Previous: -$815K-255.6%
Free Cash Flow

-$6.58M

Previous: -$62.7M+89.5%
Net Income

-$3.68M

Previous: -$61.8M+94.0%
Operating Income

-$31.6M

Previous: -$35.5M+11.0%
Gross Profit

$9.52M

Previous: $5.49M+73.5%
R&D Expense

$20.2M

No prior period
Stock-Based Comp

$13.5M

Previous: $17.2M-21.0%

Revenue & EPS history

Navitas Semiconductor · Revenue · Quarterly

$23.2M

Q1 2024+73.5%vs Q1 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

For the second quarter of 2024, Navitas expects net revenues of $20 million, plus or minus $500 thousand. The company anticipates a non-GAAP gross margin of 40%, plus or minus 50 basis points, and non-GAAP operating expenses of approximately $21.5 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+3.6%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+15.8%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+32.0%

Q2 2022

Best reaction

-17.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+10.2%+14.3%+92.3%
Q4 2025+19.8%+15.6%+0.2%
Q3 2025-14.7%-36.0%-22.9%
Q1 2025-4.6%-6.0%+202.5%
Q4 2024-17.3%-15.6%-29.4%
Q3 2024-8.5%-16.3%+24.4%
Q2 2024-1.2%-7.1%-22.5%
Q1 2024-10.5%-12.7%-2.8%
Q4 2023-1.9%-6.8%-17.3%
Q3 2023+7.4%+9.9%+29.3%
Q2 2023+8.6%-4.6%-6.6%
Q1 2023+27.8%+36.0%+60.0%
Q4 2022+13.4%+20.1%+20.3%
Q3 2022+0.2%+21.2%-0.7%
Q2 2022+32.0%+6.8%-2.7%
Q1 2022+19.7%+25.9%+6.8%
Q2 2021-1.1%-1.8%-30.2%
Q4 2021-12.3%-13.1%-12.5%
Q3 2021+9.7%+23.3%+12.8%
Q1 2021-0.3%
Q4 2020-0.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro