Earnings summaries and quarterly performance for POWER INTEGRATIONS.
Executive leadership at POWER INTEGRATIONS.
Jennifer Lloyd
Chief Executive Officer
Balu Balakrishnan
Executive Chairman
Clifford Walker
Vice President, Corporate Development
Radu Barsan
Vice President, Technology
Robert Eric Verity
Interim Chief Financial Officer and Principal Accounting Officer
Sunil Gupta
Vice President, Operations
Board of directors at POWER INTEGRATIONS.
Research analysts who have asked questions during POWER INTEGRATIONS earnings calls.
Christopher Rolland
Susquehanna Financial Group
6 questions for POWI
David Williams
The Benchmark Company
6 questions for POWI
Ross Seymore
Deutsche Bank
5 questions for POWI
Tore Svanberg
Stifel Financial Corp.
5 questions for POWI
Auguste Richard
Northland Capital Markets
1 question for POWI
Jeremy Kwan
Stifel
1 question for POWI
Recent press releases and 8-K filings for POWI.
- Power Integrations reported Q4 2025 revenue of $103 million and non-GAAP earnings of $0.23 per share.
- For the full year 2025, revenue grew 6% and non-GAAP EPS increased 8%, generating $112 million in cash flow from operations. The company also returned $145 million to shareholders via buybacks and dividends.
- The company implemented a restructuring earlier this week, reducing its global workforce by about 7% to better align expenses with revenue, with non-GAAP operating expenses in Q4 2025 at $45 million, below the outlook of $47 million.
- Power Integrations expects Q1 2026 revenue between $104 million and $109 million, with non-GAAP operating expenses projected at $46 million \u00b1 $500,000.
- Nancy Erba joined as CFO last month, and the company anticipates the industrial market to be its fastest-growing segment in 2026, while automotive and data center growth are expected to take more time to become material.
- Full-year 2025 net revenue grew six percent to $443.5 million, with GAAP net income of $22.1 million or $0.39 per diluted share.
- For the fourth quarter of 2025, net revenue was $103.2 million, and GAAP net income was $13.3 million or $0.24 per diluted share.
- The company announced a seven percent workforce reduction and expects to incur a restructuring charge of $3.5 million to $4.0 million in the first quarter of 2026.
- Power Integrations forecasts revenue for the first quarter of 2026 to be in the range of $104 million to $109 million.
- Power Integrations reported Q3 2025 revenues of $119 million and non-GAAP diluted EPS of $0.36, with a non-GAAP gross margin of 55.1%.
- The company provided Q4 2025 revenue guidance of $100 million to $105 million, driven by a significant slowdown in consumer revenues, particularly from appliances, and a sequential decrease in industrial revenues. Non-GAAP gross margin for Q4 is expected to be between 53.5% and 54%.
- Strategic focus is shifting towards data center, automotive, and high-power markets, evidenced by a collaboration with NVIDIA on 800-volt DC power architecture and strong year-to-date revenue growth in industrial (up nearly 20%) and high-power gate drivers (up over 30%).
- The board declared a $0.005 per share dividend increase, effective Q1 2026, bringing the dividend to $0.215 per share, and the company returned $42 million through share buybacks and $11.8 million in dividends during Q3 2025.
- Power Integrations (POWI) reported net revenues of $118.9 million for the third quarter ended September 30, 2025, marking a three percent increase year-over-year.
- For Q3 2025, the company posted a GAAP net loss of $1.4 million, or $0.02 per diluted share, and non-GAAP net income of $20.2 million, or $0.36 per diluted share.
- During the quarter, Power Integrations repurchased 919 thousand shares for $42.4 million and announced an increase in its quarterly dividend to $0.215 per share for each of the four quarters of 2026.
- The industrial business saw a 20 percent year-over-year increase in Q3 2025, while orders for consumer appliances remained soft.
- For the fourth quarter of 2025, the company forecasts revenues to be in the range of $100 million to $105 million.
- Power Integrations reported net revenues of $118.9 million for the third quarter of 2025, representing a three percent increase compared to both the prior quarter and the third quarter of 2024.
- The company posted a GAAP net loss of $1.4 million or $0.02 per diluted share for Q3 2025, while non-GAAP net income was $20.2 million or $0.36 per diluted share.
- Cash flow from operations for the third quarter was $29.9 million.
- Power Integrations repurchased $42.4 million of shares during the quarter, completing its repurchase authorization, and announced an increase in its quarterly dividend to $0.215 per share for each of the four quarters of 2026.
- For the fourth quarter of 2025, the company expects revenues to be in the range of $100 million to $105 million.
- Power Integrations has detailed its 1250 V and 1700 V PowiGaN technology for next-generation 800 VDC AI data centers.
- The company is collaborating with NVIDIA on the 800 VDC power architecture.
- A new white paper, published at the 2025 OCP Global Summit, outlines the advantages and disadvantages of 1250 V PowiGaN technology compared to 650 V GaN and 1200 V SiC technologies.
- Power Integrations has presented its PowiGaN 1250 V and 1700 V technology for next-generation 800 VDC AI data centers.
- The company is collaborating with NVIDIA to accelerate the transition to 800 VDC power architectures.
- A new white paper details the performance benefits of 1250 V PowiGaN HEMT transistors, showing superior power density and efficiency (>98%) compared to competing 650 V GaN and 1200 V SiC devices for 800 VDC architectures.
- Power Integrations is the sole supplier of production-ready 1250 V and 1700 V high-voltage GaN switches, with over 175 million GaN switches in use since their initial launch in 2018.
- Power Integrations has detailed its 1250-V and 1700-V PowiGaN technology for next-generation 800-VDC AI data centers.
- The company is cooperating with NVIDIA to accelerate the transition to 800-VDC architecture and megawatt-scale racks.
- A new whitepaper highlights the performance advantages of Power Integrations' 1250 V PowiGaN HEMTs, demonstrating their ability to meet power density and efficiency requirements (>98%) for 800-VDC architectures.
- Power Integrations is the sole provider of high-voltage 1250-V and 1700-V GaN switches in mass production, with over 175 million GaN switches deployed in end products since 2018.
- Power Integrations detailed its 1250 V and 1700 V PowiGaN™ gallium nitride technology for next-generation 800 VDC AI data centers.
- A new whitepaper, published during the OCP Global Summit 2025, highlights the advantages of 1250 V PowiGaN technology over 650 V GaN and 1200 V SiC.
- The company is collaborating with NVIDIA on an 800 VDC power supply architecture.
- Power Integrations has detailed its 1250 V and 1700 V PowiGaN technology for next-generation 800 VDC AI data centers.
- The company is collaborating with NVIDIA to accelerate the transition to 800 VDC power architectures and gigawatt-scale racks.
- A new white paper demonstrates the efficiency advantages of 1250 V PowiGaN HEMTs, achieving >98% efficiency for 800 VDC architectures, surpassing 650 V GaN and 1200 V SiC competitors.
- Power Integrations is the sole supplier mass-producing 1250 V and 1700 V GaN switches and has over 1.75 billion GaN switches in use since launching its first GaN IC in 2018.
Quarterly earnings call transcripts for POWER INTEGRATIONS.
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