Navitas Semiconductor Corporation reported its unaudited third‑quarter 2025 financial results, showing an adjusted loss of $0.05 per share and revenue of $10.11 million. The loss was slightly better than the $0.06 per share loss reported in Q3 2024, but still below the $0.09 per share loss reported by some market outlets.
Revenue fell 53% from $21.7 million in Q3 2024 and was $3.6 million lower than the $14.5 million reported in Q2 2025. The decline was attributed to tariff risks in China affecting the company’s silicon‑carbide business and pricing pressure in its mobile‑device segment, which Navitas is now deprioritizing as part of its “Navitas 2.0” transformation.
The company forecast fourth‑quarter revenue of $6.75 million to $7.25 million, a range well below analyst estimates of $10.05 million. Navitas expects the lowest revenue period in the transition, with sequential growth anticipated to begin in Q1 2026 as the company focuses on high‑power markets such as AI data centers, performance computing, and industrial electrification.
Navitas continues to emphasize its leadership in gallium‑nitride and silicon‑carbide power semiconductors, positioning itself as a key partner for high‑voltage applications. The company’s strategic pivot involves streamlining its distribution network and concentrating on higher‑margin, high‑growth segments.
The earnings call, held at 5:00 PM EST, provided additional detail on the company’s operational strategy and financial outlook.
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