11Moยท

NVTS Q3โ€™25 Earnings Highlights

$NVTS (-9,09ย %)


๐Ÿ”น Revenue $10.1M (Est. $10.0M) ๐ŸŸข; down from $21.7M YoY

๐Ÿ”น Adj Loss/Share $0.05 (Est. -$0.05) ๐ŸŸก

๐Ÿ”น Cash & Equivalents $150.6M


Q4โ€™25 Outlook

๐Ÿ”น Revenue $7.0M (Est. $10.0M) ๐Ÿ”ด

๐Ÿ”น Non-GAAP Gross Margin ~38.5% ยฑ50bps

๐Ÿ”น Non-GAAP Opex ~$15M


Strategic & Market Updates

๐Ÿ”น โ€œNavitas 2.0โ€ pivot toward high-power GaN & SiC markets

๐Ÿ”น Focus: AI data centers, HPC, energy grid, and industrial electrification

๐Ÿ”น Partnered with NVIDIA for next-gen 800V DC AI factory power architecture

๐Ÿ”น Sampling 2.3kV & 3.3kV SiC modules for energy-storage and grid clients


๐Ÿ”ธ CEO: โ€œWeโ€™re pivoting decisively from consumer to high-power segments to drive scale, profitability, and long-term value.โ€

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