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$NXPI (+0,47%) | NXP Semiconductors Q3'24 Earnings Highlights:


๐Ÿ”น Revenue: $3.25B (Est. $3.36B) ๐Ÿ”ด; DOWN -5% YoY

๐Ÿ”น Adj EPS: $3.45 (Est. $3.42) ๐Ÿ˜

๐Ÿ”น Adj Gross Margin: 58.2%


Q4'24 Guidance:

๐Ÿ”น Revenue: $3.00B - $3.20B (Est. $3.36B) ๐Ÿ”ด; DOWN -12% to -6% YoY

๐Ÿ”น Adj EPS: $2.93 - $3.33 (Est. $3.62) ๐Ÿ”ด

๐Ÿ”น Adj Gross Margin: 57.0% - 58.0% (Est. 58.6%) ๐Ÿ”ด

๐Ÿ”น Adj Operating Margin: 33.1% - 35.0% (Est. 35.7%) ๐Ÿ”ด


Segment Performance:

๐Ÿ”น Automotive: $1.83B; DOWN -3% YoY

๐Ÿ”น Industrial & IoT: $563M; DOWN -7% YoY

๐Ÿ”น Mobile: $407M; UP +8% YoY

๐Ÿ”น Communications Infrastructure & Other: $451M; DOWN -19% YoY


Key Financial Metrics:

๐Ÿ”น Adj Operating Income: $1.15B; DOWN -4.2% YoY

๐Ÿ”น Free Cash Flow: $593M; DOWN -25% YoY

๐Ÿ”น Gross Margin: 57.4% vs. 57.2% YoY

๐Ÿ”น Adjusted Operating Margin: 35.5% vs. 35.0% YoY

๐Ÿ”น R&D Expenses: $577M; DOWN -4% YoY

๐Ÿ”น Inventory: $2.23B; UP +4.4% YoY

๐Ÿ”น Capital Expenditure: $186M; DOWN -7% YoY


Operational Highlights:

๐Ÿ”ธ Commenced construction of ESMC semiconductor fab in Dresden, Germany

๐Ÿ”ธ Formed VSMC manufacturing joint venture with Vanguard International

๐Ÿ”ธ Introduced Trimension SR250, first single-chip UWB solution for Industrial/IoT

๐Ÿ”ธ Launched MC33777 battery junction box IC for electric vehicles

๐Ÿ”ธ Announced new http://i.MX RT700 crossover MCU family for AI-enabled edge devices


CEO Kurt Sieversโ€™ Commentary:

ย ๐Ÿ”ธ "Despite achieving $3.25 billion in quarterly revenue, consistent with our guidance, we faced macroeconomic challenges, notably in the Industrial & IoT market. Our Q4 guidance reflects broad-based macro weakness, particularly in Europe and the Americas."

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