NASDAQ$NVTS
Navitas Semiconductor Corporation · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Navitas reported Q4 2025 revenue of $7.3M as high-power mix surpassed mobile.
Q4 revenue $7.3M vs $10.1M Q3 and $18.0M prior-year Q4 as mobile wind-down continues. GAAP loss from operations $41.4M incl. $16.6M restructuring. High-power markets majority of revenue first time. Q1 2026 revenue guide $8.0M–$8.5M.
- Q4 revenue $7.3M.
- High-power majority of mix.
- Q1 2026 guide $8.0M–$8.5M.
- GlobalFoundries GaN partnership.
Headline financials
Revenue & EPS history
Navitas Semiconductor · Revenue · Quarterly
$7.3M
Forward guidance
Navitas 2.0 pivot targets AI data center, grid, and industrial electrification; sequential growth expected from Q1 2026.
Tailwinds
- Strategic foundry partnership.
- 650V GaN sampling for AI.
- Cost structure streamlined.
Headwinds
- Revenue declined YoY and QoQ.
- Large operating losses.
- Mobile consumer exposure winding down.
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 Q4 2025
+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
| Quarter | Report date | Reaction (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
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