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Wolfspeed reported earnings Q2 FY2025 results ended on December 29, 2024

$WOLF (+1.2%)


- Revenue: $180.5M, -13% YoY from $208.4M

- Net loss: $372.2M vs net loss of $126.2M YoY

- GAAP gross margin: -21% vs +13% YoY

- Mohawk Valley Fab revenue: $52M vs $12M YoY


🌱Revenue & Growth

- Power Products revenue: $90.8M vs $107.7M YoY

- Materials Products revenue: $89.7M vs $100.7M YoY

- Total revenue decline of 13% YoY to $180.5M


💰Profits & Financials

- Non-GAAP gross margin: 2% vs 16% YoY

- Operating loss: $323.0M vs $98.1M YoY

- Cash and investments: $1.4B vs $2.17B at June 30, 2024

- Free cash flow: -$598.1M vs -$755.2M YoY


📌Business Highlights

- Completed $200M at-the-market equity offering

- Incurred $188.1M restructuring costs for facility optimization

- Transitioning from 150mm to 200mm silicon carbide devices


🔮Future Outlook

- Q3 FY2025 revenue guidance: $170M-$200M

- Q3 GAAP net loss targeted: $(295)M to $(270)M

- Q3 Non-GAAP net loss targeted: $(138)M to $(119)M

- Expects $72M restructuring costs in Q3

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