NXP Semiconductors (NasdaqGS:NXPI) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsBill Betz - CFOChris Caso - Managing DirectorJeff Palmer - VP of Investor RelationsRafael Sotomayor - President and CEOTom O'Malley - Equity Research DirectorVijay Rakesh - Managing DirectorConference Call ParticipantsGary Mobley - Managing Director and Senior Equity AnalystJim Schneider - Senior Equity AnalystTore Svanberg - Managing Director and Senior Semiconductor AnalystWilliam Stein - Managing Di ...

NXP Semiconductors (NasdaqGS:NXPI) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsBill Betz - CFOChris Caso - Managing DirectorJeff Palmer - VP of Investor RelationsJoe Quatrochi - Executive DirectorJoshua Buchalter - Managing DirectorMatthew Prisco - DirectorRafael Sotomayor - President and CEORoss Seymore - Managing DirectorTom O'Malley - Equity Research DirectorVijay Rakesh - Managing DirectorVivek Arya - Managing DirectorConference Call ParticipantsGary Mobley - Managing Directo ...

NXP Semiconductors (NasdaqGS:NXPI) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Speaker2Ladies and gentlemen, thank you for standing by. Welcome to NXP fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you would need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To wit ...

NXP Investor Presentation Fourth Quarter 2025 February 2026 | Public | NXP and the NXP logo are trademarks of NXP B.V. All other product or service names are the property of their respective owners. © 2024 NXP B.V. Forward Looking Statements + + This document includes forward-looking statements which include statements regarding NXP's business strategy, financial condition, results of operations, market data, as well as any other statements which are not historical facts. By their nature, forward-looking st ...

Financial Performance - Fourth quarter revenue was $3.34 billion, up 7% year-on-year, while full-year revenue was $12.27 billion, down 3% year-on-year[2] - Fourth quarter GAAP gross margin was 54.2%, with a GAAP operating margin of 22.3% and GAAP diluted net income per share of $1.79; full-year GAAP gross margin was 54.7%[2] - Fourth quarter non-GAAP gross margin was 57.4%, with a non-GAAP operating margin of 34.6% and non-GAAP diluted net income per share of $3.35; full-year non-GAAP gross margin was 56.8%[2] - NXP Semiconductors reported revenue of $12.27 billion for the full year 2025, a decrease from $12.61 billion in 2024, representing a decline of approximately 2.7%[16] - The gross profit for Q4 2025 was $1.807 billion, compared to $1.678 billion in Q4 2024, reflecting an increase of 7.7% year-over-year[20] - Operating income for Q4 2025 was $744 million, down from $893 million in Q3 2025, indicating a decrease of 16.7%[20] - Net income attributable to stockholders for Q4 2025 was $455 million, compared to $631 million in Q3 2025, a decline of 28%[20] - NXP's GAAP net income for Q4 2025 was $468 million, a decrease of 27.6% from $646 million in Q3 2025 and a decrease of 7.4% from $505 million in Q4 2024[22] - The diluted GAAP net income per share attributable to stockholders for Q4 2025 was $1.79, a decrease from $2.48 in Q3 2025 and $1.93 in Q4 2024[24] Cash Flow and Capital Management - Cash flow from operations for the fourth quarter was $891 million, resulting in non-GAAP free cash flow of $793 million, or 23.8% of revenue; full-year cash flow from operations was $2.82 billion[2] - Capital return during the fourth quarter was $592 million, representing 74.7% of non-GAAP free cash flow, with share buybacks totaling $338 million[2] - Cash flows from operating activities for the full year 2025 were $2,820 million, slightly up from $2,782 million in 2024[22] - Non-GAAP free cash flow for Q4 2025 was $793 million, an increase from $509 million in Q3 2025 and $292 million in Q4 2024, representing 20% of revenue[30] - Total net cash provided by operating activities for Q4 2025 was $891 million, up from $585 million in Q3 2025 and $391 million in Q4 2024[30] - Cash and cash equivalents as of December 31, 2025, were $3.267 billion, down from $3.454 billion as of September 28, 2025[21] - NXP's total cash and cash equivalents at the end of Q4 2025 were $3,267 million, down from $3,454 million at the end of Q3 2025[22] Strategic Initiatives and Acquisitions - NXP announced the completion of the acquisitions of Aviva Links for $243 million and Kinara for $307 million in cash[2] - The company completed the sale of its MEMS sensors business line for $900 million in cash, with an additional contingent payment of up to $50 million[2] - NXP's strategic focus includes advancements in software-defined vehicles and physical AI, alongside disciplined investment and margin expansion[1] - The company emphasizes its commitment to innovation in automotive, industrial, IoT, mobile, and communications infrastructure markets[16] Future Guidance - The company expects first quarter 2026 total revenue guidance between $3.05 billion and $3.25 billion, reflecting a quarter-on-quarter decline of 3% to 9%[6] - NXP's guidance for first quarter 2026 includes a gross margin expectation of 55.2% to 56.3%[6] Research and Development - Research and development expenses for the full year 2025 totaled $2.36 billion, slightly up from $2.35 billion in 2024, marking an increase of 0.6%[20] - The company plans to continue investing in research and development, with GAAP R&D expenses of $665 million in Q4 2025, up from $575 million in Q3 2025[23] Risks and Challenges - NXP's forward-looking statements highlight potential risks including market demand fluctuations and global trade policy changes, which could impact future performance[17]

Major U.S. indexes finished Monday higher, led by a 1.05% jump in the Dow Jones Industrial Average to 49,407.66. The S&P 500 added 0.5% to 6,976.44, and the Nasdaq climbed 0.56% to 23,592.10.These are the top stocks that gained the attention of retail traders and investors through the day.Palantir Technologies Inc. (NASDAQ:PLTR)Palantir’s stock rose by 0.81%, closing at $147.78. The stock hit an intraday high of $151.40 and a low of $146.65, with a 52-week range of $66.12 to $207.52. The stock gained 6.97% ...

NXP Semiconductors (NXPI) reported $3.34 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.2%. EPS of $3.35 for the same period compares to $3.18 a year ago.The reported revenue represents a surprise of +0.97% over the Zacks Consensus Estimate of $3.3 billion. With the consensus EPS estimate being $3.30, the EPS surprise was +1.41%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

| | | Q4 2025 | | Q3 2025 | | Q4 2024 | Q-Q | Y - Y | | 2025 | | 2024 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Total Revenue | $ | 3,335 | $ | 3,173 | ਵ | 3,111 | 5% | 7% | 5 | 12,269 | ਵ | 12,614 | | GAAP Gross Profit | $ | 1,807 | S | 1,787 | રે | 1,678 | 1% | 8% | $ | 6,716 | 5 | 7,119 | | Gross Profit Adjustments(1) | સ્ત્ર | (106) | 8 | (23) | ಆ | (111) | | | ಳಿ | (250) | ಳಿ | (213) | | Non-GAAP Gross Profit | S | 1,913 | S | 1,810 | ਣ | 1,789 | 6% | 7% | S | ...

NXP Semiconductors (NXPI) came out with quarterly earnings of $3.35 per share, beating the Zacks Consensus Estimate of $3.3 per share. This compares to earnings of $3.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.41%. A quarter ago, it was expected that this chipmaker would post earnings of $3.11 per share when it actually produced earnings of $3.11, delivering no surprise.Over the last four quarters, the company has s ...

NXP Semiconductors on Monday forecast first-quarter revenue above Wall Street estimates, anticipating a robust automotive market and consistent industrial demand. ...