UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-34841 NXP Semiconductors N.V. (Exact name of registrant as specified in its charter) | Netherlands | 98-1144352 | | --- | --- | | ...

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Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $20.1 million, up 16% sequentially and 30% year-over-year, exceeding guidance [20] - Full year 2025 total revenue was $70.6 million, a 22% increase year-over-year [20] - Annual contract value plus royalties reached $83.6 million, a 28% year-over-year increase, marking a new record [21] - Remaining performance obligations (RPO) totaled $117 million, representing a 32% year-over-year increase, another record high [21] - Non-GAAP gross profit for Q4 was $18.5 million, with a gross margin of 92% [22] - Non-GAAP operating loss for Q4 was $2.2 million, above the top end of guidance [24] - GAAP net loss for Q4 was $8.5 million, with a diluted net loss per share of $0.19 [25] Business Line Data and Key Metrics Changes - The royalty stream increased by 50% year-over-year, with Q4 setting a new record [20] - FlexGen, an AI-driven smart NoC IP product, saw strong customer adoption, licensed for over 30 production device deployments [11] - Ncore, a cache coherent interconnect IP product, also experienced strength in licensing across various edge and server applications [12] Market Data and Key Metrics Changes - The largest impacts on revenue were seen in enterprise computing, automotive, and consumer electronics markets [7] - The number of large royalty reporters tripled in the last two years, indicating a diversified customer base [20] Company Strategy and Development Direction - The acquisition of Cycuity enhances Arteris' product portfolio, focusing on semiconductor cybersecurity assurance [8] - The company aims to address market concerns about increasing cybersecurity threats in semiconductor designs [9] - Arteris is positioned to support semiconductor applications in the AI era across various sectors, including automotive and aerospace [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory, expecting to report a non-GAAP operating profit as early as Q4 2026 [28] - The company anticipates continued strong demand for its products driven by the rise of AI and efficient data movement in semiconductors [7] Other Important Information - Free cash flow was positive at $3 million for Q4 and $5.3 million for the full year [26] - The company ended the year with $59.5 million in cash and no financial debt [26] Q&A Session Summary Question: Cross-sell opportunities and customer segments - Management highlighted that hardware security assurance is a growing issue, opening significant cross-sell opportunities across various semiconductor companies [30][31] Question: NXP's expanded use of Arteris solutions - Management confirmed that NXP is now using four solutions, indicating increased interest in deploying a complete suite of offerings [34][35] Question: Strength in royalties and market segments - Management noted that the growth in royalties is attributed to both customer diversification and the increase in large royalty reporters across various segments, particularly automotive [37][38] Question: Impact of security acquisition on P&L - Management clarified that approximately $7 million of the projected revenue for 2026 is expected from the Cycuity acquisition, with a slight contribution to operating loss anticipated [45][46]

Arteris 4Q 2025 Earnings Presentation Charlie Janac CEO Nick Hawkins CFO February 12, 2026 1 © 2026 Arteris, Inc. Disclaimer This presentation and the accompanying oral presentation have been prepared by Arteris, Inc. ("Arteris" or "the "Company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Arteris or any officer, director, employee, agent or advisor of Art ...

Core Viewpoint - NXP Semiconductors N.V. is a prominent player in the semiconductor industry, recognized for its innovative solutions in automotive, industrial, and IoT applications, with a price target set at $255 indicating a potential upside of 18.72% from its trading price of $214.79 [1] Financial Performance - The recent Q4 2025 earnings call highlighted NXPI's financial health and strategic initiatives, focusing on key metrics such as revenue growth and profit margins, which are essential for assessing the company's future prospects [2] - NXPI's current stock price is $220.66, reflecting a decrease of 4.51% or $10.42, with a daily trading range between $207.01 and $221.47, and a yearly peak of $255.45 and a trough of $148.09, indicating significant market performance fluctuations [3] Market Position - NXP Semiconductors has a market capitalization of approximately $55.53 billion and a trading volume of 8.44 million shares on the NASDAQ, underscoring its significant role in the semiconductor sector and robust investor interest, which is vital for market liquidity and price stability [4]

Chip stock performance outside of data centers and memory has been erratic at best, with idiosyncratic financial results being more the norm as companies work through a protracted trough in key markets like autos, industrials, and communications.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

Core Insights - Chip stock performance outside of data centers and memory has been erratic, with idiosyncratic financial results being more common as companies navigate a prolonged downturn in key markets such as autos, industrials, and communications [1]

Core Viewpoint - The Nasdaq Composite experienced a significant decline of 422.49 points, or 1.79%, closing at 23,169.62, indicating a harsh reality check for the tech sector as the "AI honeymoon phase" ends, resulting in a $1.1 trillion market cap erosion [1][16]. Group 1: Market Performance - The Nasdaq 100 specifically fell by 1.9%, while the S&P 500 Index retreated 1.12% to 6,898.54, and the Dow Jones Industrial Average slid 368 points to 49,039.05, highlighting the volatility in tech stocks [2][16]. - High-growth AI stocks reached multi-month lows, with the market shifting from pricing in potential to demanding immediate proof of productivity, which many incumbents have yet to deliver [4][17]. Group 2: Shift in AI Perception - A fundamental shift in enterprise views on Artificial Intelligence is occurring, with companies moving away from expensive SaaS licenses from traditional providers like Salesforce and ServiceNow towards open-source and bespoke internal solutions [3][17]. - This structural change has led to an 18% decline in software stocks over the last six months, contrasting sharply with the S&P 500's 9% gain during the same period [3][17]. Group 3: Impact on Specific Companies - PayPal saw a significant drop of 17.33% to close at $43.26, followed by TriNet Group, which fell 14.12% to $93.64, and other notable declines in companies like Intuit and Atlassian [7][17]. - ServiceNow and Salesforce experienced losses of 7% and 5% respectively, as fears grow that custom AI agents can automate tasks previously requiring costly third-party subscriptions [8][17]. Group 4: Hardware Sector Challenges - The hardware sector also faced challenges, with NXP Semiconductors leading the decline at 8.39% to $211.70, and design-tool companies like Synopsys and Cadence Design falling 7.50% and 6.37% respectively [10][17]. - Concerns about "capex exhaustion" are rising, as investors worry that significant capital expenditures on AI infrastructure are not yielding proportional revenue growth [10][17]. Group 5: Broader Market Trends - Despite the tech sector's downturn, there was a rotation into value and defensive sectors, with Walmart surging nearly 3% to join the $1 trillion market capitalization club, driven by gains in its digital business [12][17]. - The healthcare and consumer staples sectors also provided refuge for capital, with Merck climbing 3.5% and PepsiCo rising 4% due to resilient organic sales growth [13][17]. Group 6: Investor Sentiment and Future Outlook - Investor skepticism is growing regarding the actual productivity gains from AI, as job cuts in 2026 are trending 50% higher than the previous year, shifting the narrative from AI as a growth engine to a tool for margin preservation [15][16][17]. - The disconnect between high valuations of semiconductor stocks and their performance suggests that profit-taking may occur as AI-driven momentum stalls [11][17].

After an initial move to the upside, stocks have moved mostly lower over the course of the trading session on Tuesday. The Nasdaq and the S&P 500 have moved to the downside, although the narrower Dow is currently posting a modest gain.Currently, the Nasdaq is down 251.70 points or 1.1 percent at 23,340.41 and the S&P 500 is down 33.98 points or 0.5 percent at 6,942.46.The Dow, on the other hand, has given back ground after reaching a record intraday high but is currently up 60.72 points or 0.1 percent at 4 ...

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 ...