Symbols

Navitas 2025 Q3 Earnings Revenue Dips 53.4% as Loss Narrows to $0.09 per Share

Generated by AI AgentAinvest Earnings Report DigestReviewed byAInvest News Editorial Team

Tuesday, Nov 4, 2025 2:13 pm ET1min read

Aime Summary

- NavitasNVTS-- Semiconductor (NVTS) reported Q3 2025 earnings with 53.4% revenue decline but narrower losses, outperforming analyst estimates amid strategic market exits.

- The company shifted focus to high-power AI/industrial markets, exiting low-margin China consumer segments while optimizing operations and product roadmaps.

- A partnership with NVIDIANVDA-- for 800V DC AI factory architectures highlighted its GaN/SiC technology leadership, though Q4 revenue guidance triggered post-earnings stock volatility.

- Analysts remain divided between growth potential in electrification/AI and concerns over margin pressures, with shares underperforming broader market benchmarks.

Navitas Semiconductor (NVTS) reported fiscal 2025 Q3 earnings on Nov 4, 2025, with revenue falling short of year-ago levels but outperforming analyst estimates. The company narrowed its per-share loss while projecting a revenue decline for Q4 amid strategic shifts.

, . The company attributed the decline to exiting low-margin consumer markets and streamlining operations. , signaling short-term challenges ahead.

Revenue

, . This steep reduction reflects Navitas’ deliberate exit from low-power China mobile/consumer markets and distribution network optimization. Despite the year-over-year contraction, .

Earnings/Net Income

, in line with expectations, . However, , . The adjusted EPS aligned with expectations, , highlighting ongoing financial challenges.

Post-Earnings Price Action Review

, . However, , indicating a volatile market response to the earnings report and strategic guidance. The sharp post-earnings sell-off followed the company’s Q4 revenue forecast, which fell below expectations.

CEO Commentary

CEO emphasized Navitas’ pivot to high-power markets, including AI data centers and industrial electrification, leveraging its leadership. He outlined plans to reallocate resources, optimize product roadmaps, and streamline go-to-market strategies to target higher-margin opportunities.

Guidance

, reflecting the strategic deprioritization of low-power China mobile/consumer markets. , . The outlook assumes a focus on high-power revenue growth despite near-term revenue contraction.

Additional News

Navitas’ partnership with NVIDIA as a power semiconductor partner for next-generation 800V DC AI factory architectures gained attention, underscoring its positioning in advanced high-power applications. , outperforming the S&P 500. Analysts remain divided, with some highlighting its growth potential in electrification and AI, while others caution about margin pressures and competition.

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