Earnings summaries and quarterly performance for Navitas Semiconductor.
Executive leadership at Navitas Semiconductor.
Board of directors at Navitas Semiconductor.
Research analysts who have asked questions during Navitas Semiconductor earnings calls.
JE
Jack Egan
Charter Equity Research
4 questions for NVTS
Also covers: ACLS, COHR, MPWR +1 more
JT
Jonathan Tanwanteng
CJS Securities
4 questions for NVTS
Also covers: APG, ATRO, CMCO +16 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
4 questions for NVTS
Also covers: AEVA, ALAB, AMBA +21 more
JM
Joseph Moore
Morgan Stanley
3 questions for NVTS
Also covers: ADI, AEVA, ALAB +22 more
Kevin Cassidy
Rosenblatt Securities
3 questions for NVTS
Also covers: ADEA, AMBA, BTDR +13 more
Ross Seymore
Deutsche Bank
3 questions for NVTS
Also covers: ADI, ALAB, AMBA +14 more
QB
Quinn Bolton
Needham & Company, LLC
2 questions for NVTS
Also covers: ALAB, ALGM, AMBA +22 more
BC
Blayne Curtis
Jefferies Financial Group
1 question for NVTS
Also covers: ADI, AIP, ALAB +19 more
MD
Madison De Paola
Rosenblatt Securities
1 question for NVTS
Also covers: ADEA, OUST
SM
Shadi Mitwalli
Needham & Company
1 question for NVTS
Also covers: AMBA, CPTN, IONQ +2 more
Tyler
Baird
1 question for NVTS
Recent press releases and 8-K filings for NVTS.
Navitas Semiconductor Outlines Navitas 2.0 Strategy and Market Opportunities
NVTS
New Projects/Investments
Revenue Acceleration/Inflection
- Navitas Semiconductor is accelerating its Navitas 2.0 strategy, shifting focus from consumer/mobile to high-power markets including AI data center, grid infrastructure, computing, and industrial.
- The company projects its total Serviceable Addressable Market (SAM) for Navitas 2.0 to reach approximately $3.5 billion by 2030, with $1.4 billion from AI data centers and $1 billion from grid infrastructure.
- Navitas utilizes Gallium Nitride (GaN) for applications like the 800-volt HVDC architecture in data centers and Silicon Carbide (SiC) for AC/DC conversion in data centers and ultra-high voltage grid infrastructure (1.2 kV and above).
- To manage the phase-out of GaN production by TSMC by mid-2027, Navitas is transitioning its GaN manufacturing to Powerchip (for 100-volt GaN) and GlobalFoundries (for 650-volt and lower voltage GaN, with production ramping by end of 2026).
Jan 14, 2026, 7:15 PM
Navitas Semiconductor Accelerates High-Power Market Strategy and Outlines Foundry Transition
NVTS
New Projects/Investments
Revenue Acceleration/Inflection
- Navitas Semiconductor is accelerating its "Navitas 2.0" strategy, pivoting away from consumer mobile to high-power markets including AI data centers, grid infrastructure, computing, and industrial.
- The company projects its total addressable market (SAM) for the Navitas 2.0 strategy to grow significantly by 2030, with details provided in the table below.
- Navitas focuses on two technologies: Gallium Nitride (GaN) for applications like 800V HVDC in data centers, and Silicon Carbide (SiC) for 1.2kV and above, used in data center PSUs and ultra-high voltage grid applications like solid-state transformers.
- The company is transitioning its GaN production from TSMC, which is phasing out by mid-2027, to GlobalFoundries as its long-term strategic partner, with mainstream production expected in 2027.
| Metric | FY 2030 |
|---|---|
| Total SAM (USD Billions) | $3.5 |
| SAM from AI Data Center (USD Billions) | $1.4 |
| SAM from Grid Infrastructure (USD Billions) | $1.0 |
Jan 14, 2026, 7:15 PM
Navitas Semiconductor Outlines Navitas 2.0 Strategy and Manufacturing Transition
NVTS
New Projects/Investments
Guidance Update
- Navitas Semiconductor's Navitas 2.0 strategy accelerates its pivot to high-power markets, focusing on AI data centers, grid infrastructure, computing, and industrial applications, while de-emphasizing consumer and EV markets.
- The company projects a total SAM opportunity of $3.5 billion by 2030 under the Navitas 2.0 strategy, split roughly $1.7 billion for GaN and $1.7 billion for SiC, with AI data centers and grid infrastructure being the primary drivers.
- For data centers, Navitas estimates GaN content per megawatt at $10,000-$15,000 and SiC content at $20,000-$25,000, with the 800-volt HVDC architecture primarily a GaN opportunity.
- Navitas is transitioning its GaN manufacturing from TSMC, which is phasing out GaN production by mid-2027, to a strategic partnership with GlobalFoundries for long-term production, with initial production expected by the end of 2026.
Jan 14, 2026, 7:15 PM
Navitas Semiconductor and GlobalFoundries Announce Strategic Partnership for U.S. GaN Technology
NVTS
New Projects/Investments
- Navitas Semiconductor and GlobalFoundries (GF) have entered into a long-term strategic partnership to strengthen and accelerate U.S.-based gallium nitride (GaN) technology, design, and manufacturing.
- This collaboration will focus on developing and delivering advanced GaN solutions for high-power applications, including AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification.
- Manufacturing of next-generation GaN technology will take place at GF's Burlington, Vermont facility, with development scheduled for early 2026 and production expected to commence later in 2026.
- The partnership aims to provide customers with advanced, secure, and scalable GaN solutions, supporting U.S. national security and competitiveness.
Nov 20, 2025, 1:30 PM
Navitas Semiconductor Corporation Enters Securities Purchase Agreement and Registers Shares for Resale
NVTS
- Navitas Semiconductor Corporation entered into a Securities Purchase Agreement on November 7, 2025, for the issuance and sale of securities to purchasers.
- The shares were issued in reliance on exemptions from registration provided by Section 4(a)(2) under the Securities Act and Regulation D.
- The company has agreed to restrictions on offering or selling additional equity securities for 60 days after the closing date, with specified exceptions.
- Navitas is registering the common stock to permit selling shareholders to offer these shares for resale from time to time.
Nov 10, 2025, 9:16 PM
Navitas Semiconductor Announces Private Placement of Common Stock
NVTS
New Projects/Investments
- Navitas Semiconductor Corporation announced a private placement of 14,814,813 shares of Class A common stock at a purchase price of $6.75 per share.
- The private placement is expected to generate approximately $100 million in gross proceeds and is anticipated to close around November 10, 2025.
- The net proceeds will be used for working capital and general corporate purposes, specifically to support the Navitas 2.0 strategy and accelerate the company's transformation into high-power markets.
Nov 7, 2025, 1:32 PM
Navitas Semiconductor Announces Strategic Pivot to High-Power Markets and Q3 2025 Results
NVTS
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Navitas Semiconductor is undergoing a significant transformation, "Navitas 2.0," pivoting away from consumer and mobile markets to focus on high-power, high-growth markets such as AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.
- For Q3 2025, the company reported revenue of $10.1 million and a gross margin of 38.7%.
- The company provided Q4 2025 revenue guidance of $7 million plus or minus $250,000, anticipating this quarter to be the revenue bottom due to deprioritizing lower-margin mobile business and channel inventory adjustments.
- Navitas expects to see gradual revenue growth throughout 2026 and improved gross margins, with material P&L contribution from AI data centers starting in 2027.
- NVIDIA has named Navitas a power semiconductor partner for its next-generation 800-volt DC AI factory power architecture.
Nov 3, 2025, 10:00 PM
Navitas announces Q3 2025 results and strategic pivot
NVTS
Earnings
CEO Change
Guidance Update
- Navitas reported Q3 2025 revenue of $10.1 million and a Non-GAAP Gross Margin of 38.7%.
- For Q4 2025, the company provided revenue guidance of $7 million +/- $0.25 million and Non-GAAP Gross Margin guidance of 38.5% +/- 0.5%.
- The company is undergoing a strategic transformation to "Navitas 2.0", pivoting towards high-growth, high-power markets including AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.
- This pivot, led by new President and CEO Chris Allexandre, involves resource reallocation and resetting the Q4 2025 revenue baseline by reducing exposure to lower-margin mobile revenue.
- 2026 is anticipated as a transition year, with expectations for continued sequential growth and gradual margin expansion driven by high-power revenue.
Nov 3, 2025, 10:00 PM
Navitas Announces Q3 2025 Results and Strategic Pivot to High-Power Markets
NVTS
Earnings
Guidance Update
Management Change
- Navitas reported Q3 2025 revenue of $10.1 million and a gross margin of 38.7%, which was up sequentially from 38.5% in Q2 2025.
- The company is undergoing a strategic transformation, "Navitas 2.0," pivoting from consumer and mobile markets to high-power, high-growth markets including AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.
- For Q4 2025, revenue is guided at $7 million plus or minus $250,000, reflecting the strategic decision to deprioritize lower-margin mobile business and adjust channel inventory. Management expects Q4 to mark the bottom for revenue before returning to gradual growth throughout 2026.
- Navitas was named a power semiconductor partner for NVIDIA's 800-volt DC AI factory power architecture, with material P&L contribution from AI data centers expected to begin in 2027.
Nov 3, 2025, 10:00 PM
Navitas Semiconductor Reports Q3 2025 Results and Initiates Strategic Pivot to High-Power Markets
NVTS
Earnings
Guidance Update
New Projects/Investments
- Navitas Semiconductor reported Q3 2025 revenue of $10.1 million and a non-GAAP gross margin of 38.7%, resulting in a loss from operations of $11.5 million.
- The company is undergoing a strategic transformation, "Navitas 2.0," to pivot from consumer and mobile markets towards high-power, high-growth segments such as AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.
- For Q4 2025, revenue is guided to $7 million ± $250,000, which is expected to be the bottom for revenue as the company strategically deprioritizes lower-profit mobile business and streamlines operations.
- This strategic shift is anticipated to drive gradual revenue growth and margin expansion throughout 2026, with material P&L contribution from AI data centers expected to begin in 2027.
Nov 3, 2025, 10:00 PM
Quarterly earnings call transcripts for Navitas Semiconductor.
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