Navitas Semiconductor Beats Q4 Revenue by 5%, Guides Q1 Above $8 Million
Navitas Semiconductor posted Q4 revenue of $7.30 million, 5% above the $6.95 million consensus, with a loss of $0.05 per share. It projects Q1 revenue of $8.0–$8.5 million, topping the $7.345 million estimate, as high-power markets now account for over 50% of sales following a $95.6 million placement.
1. Q4 Financial Results
Navitas Semiconductor reported fourth-quarter revenue of $7.30 million, surpassing the $6.95 million consensus by 5%. The company recorded a net loss of $0.05 per share, matching analyst expectations and reflecting investments in product development.
2. Q1 Guidance and Outlook
Management forecast first-quarter revenue between $8.0 million and $8.5 million, above the $7.345 million estimate, signaling sequential top-line growth. The outlook reflects rising demand in high-power segments and reduced exposure to mobile markets.
3. Strategic Pivot to High-Power Markets
High-power products for AI data centers, grid infrastructure, performance computing and industrial electrification generated over 50% of Q4 sales for the first time. Navitas is targeting a combined $3.5 billion serviceable high-power market by 2030.
4. Private Placement Funding
In November 2025, Navitas completed a private placement that raised $95.6 million in net proceeds. These funds will support the company’s transition into higher-power markets and scale its GaN and SiC solution deployments.