Core Insights - NXP Semiconductors reported solid fourth-quarter results with revenue of $3.34 billion, a 7% year-over-year increase, and non-GAAP earnings per share of $3.35, exceeding guidance by $0.07 [2][5][3] - The company is undergoing strategic portfolio shifts, halting new product development in RF Power and completing the divestiture of its MEMS sensor business for approximately $900 million [4][11][12] - NXP's cash flow generation remains strong, with non-GAAP free cash flow of $793 million, representing 24% of revenue, and a focus on returning capital to shareholders through buybacks and dividends [13][14] Financial Performance - Non-GAAP gross profit was reported at $1.91 billion with a gross margin of 57.4%, slightly missing guidance due to stronger mobile revenue [1] - Non-GAAP operating profit reached $1.15 billion, with an operating margin of 34.6%, reflecting an 80 basis point increase sequentially [1] - The company ended Q4 with net debt of $8.96 billion and a net leverage ratio of approximately 1.9x [3][13] Strategic Initiatives - NXP is redirecting resources towards software-defined vehicles and physical AI, following the halt of RF Power development, which incurred a $90 million restructuring charge [4][11] - The MEMS sensor business divestiture is expected to yield a one-time GAAP gain of approximately $630 million, with the sale anticipated to improve gross margins by 10 to 20 basis points [12] - Management is about 50% through planned investments in VSMC and ESMC, with expectations of further gross margin improvements when fully ramped [16] Market Outlook - For Q1 2026, NXP anticipates revenue of $3.15 billion, reflecting an 11% year-over-year increase, driven by inventory normalization and strength across various end markets [8][10] - The company expects a split performance in 2025, with a weaker first half followed by an accelerating second half as customer inventory digestion improves [6] - By end market, automotive revenue is projected at $7.1 billion, industrial & IoT at $2.3 billion, and mobile at $1.6 billion, with communications infrastructure down 24% year-over-year [6][7]

SOITEC REPORTS Q3’26 REVENUEFOCUS ON DISCIPLINED EXECUTION AS MARKET DYNAMICS REMAIN CONTRASTED Q3’26 revenue of €160m is up 18% at constant exchange rates and scope from Q2’26, above guidance, and down 29% year-on-year as reportedMaintaining cautious stance on market environment: strong dynamic in Artificial Intelligence offset by Automotive weakness and ongoing RF-SOI customer inventory correctionSoitec continues its actions to improve operational execution and cash generation, while maintaining selectiv ...

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 ...

Quick Read NXP Semiconductors (NXPI) reports Q4 2025 earnings today. Wall Street expects $3.31 EPS on $3.30B revenue. NXP’s automotive segment represents 58% of revenue. Analysts watch whether results exceed $1.90B. NXP shares gained 6.1% over three months versus the semiconductor sector’s 17.6% return. Investors rethink 'hands off' investing and decide to start making real money NXP Semiconductors (NASDAQ: NXPI) reports Q4 2025 earnings today after market close at 4:10 PM ET. Wall Street expects ...

Company Earnings - Meta Platforms (META) reported better than expected fourth quarter results and forecast first quarter revenues above analyst estimates, leading to a 9.2% spike in pre-market trading [2] - IBM Corp. (IBM) also exceeded expectations on both top and bottom lines in its fourth quarter results, resulting in a sharp increase in pre-market trading [2] - Tesla (TSLA) reported better than expected fourth quarter results, which may contribute to an upward movement in its stock [2] Market Reactions - Microsoft (MSFT) shares dropped by 6.3% in pre-market trading after reporting slowing cloud computing growth and disappointing third quarter operating margin guidance [3] - Major U.S. stock indexes ended the previous session mixed, with the S&P 500 down 0.57 points, the Dow up 12.19 points, and the Nasdaq up 40.35 points [4] - Gold stocks surged by 2.7% to a new record closing high amid rising gold prices, while computer hardware stocks also saw a 2.6% increase [8][9] Economic Indicators - The U.S. trade deficit widened significantly to $56.8 billion in November from a revised $29.2 billion in October, driven by a 5.0% spike in imports and a 3.6% drop in exports [26][27] - Initial jobless claims decreased to 209,000, down 1,000 from the previous week's revised level, while the four-week moving average increased to 206,250 [25][26]

By Nathan Vifflin Jan 29 (Reuters) - STMicroelectronics forecast first-quarter revenue slightly above market expectations on Thursday as its main markets showed signs of recovery, but warned restructuring ​costs would recur after it booked a $141 million hit in the fourth quarter. Shares ‌of the Franco-Italian group rose up to 5% in early trading and were 2.2% higher by 1115 GMT. "We are entering ‌2026 with better visibility than entering 2025, with the inventory correction in distribution progressive ...

While the artificial intelligence boom has continued to gather momentum in the United States and China, Europe's strengthening role in AI markets may be undervalued by investors, opening the door to fresh investment opportunities in the new year. In recent years, AI's share of total European venture capital has grown to 27% as the world continues to wake up to the continent's strong range of artificial intelligence talent. According to a recent report, the past five years have seen the United States allocat ...

Core Viewpoint - WISeKey's subsidiary SEALSQ has entered into a non-binding Memorandum of Understanding for a potential strategic investment and acquisition of Quobly, a pioneer in quantum microelectronics, aiming for an initial minority investment and a subsequent majority stake acquisition [1][3]. Group 1: Transaction Details - The proposed transaction involves a total investment of approximately $200 million by SEALSQ for a majority stake in Quobly [3]. - The negotiations are exclusive and will lead to a multi-stage transaction, contingent upon the completion of due diligence and regulatory approvals [2][3]. Group 2: Strategic Importance - This transaction aligns with SEALSQ's Quantum strategy and is supported by its dedicated Quantum Fund, which aims to promote secure and industrial-scale quantum technologies in Europe [3]. - The collaboration between SEALSQ and Quobly, initiated in November 2025, is expected to enhance their joint leadership in trustworthy quantum computing and expand their market presence in the EU and US [4]. Group 3: Technological Synergy - SEALSQ and Quobly plan to create a reference platform for secure quantum computing, integrating quantum-resistant security into future infrastructures for critical sectors such as defense, finance, and pharmaceuticals [5]. - Quobly's technology, which is CMOS-compatible, combined with SEALSQ's post-quantum security capabilities, aims to establish a trusted and sovereign quantum system for Europe [6]. Group 4: Company Background - Quobly, founded in 2022 in Grenoble, France, specializes in silicon-based quantum chips and has raised significant funding, including €19 million in 2023 and €21 million in 2025 for its Q100T program [7][9]. - The company has a strategic partnership with STMicroelectronics to accelerate the industrialization of its quantum chips, leveraging over 15 years of collaborative research [8].

Core Insights - SEALSQ Corp has entered into a non-binding Memorandum of Understanding for exclusive negotiations to invest in Quobly SAS, a French technology company specializing in silicon-based quantum computers, with the potential to acquire a majority stake [2][4][5]. Group 1: Transaction Details - The proposed transaction involves an initial minority investment followed by a potential majority stake acquisition, contingent upon definitive agreements and due diligence [2][3]. - SEALSQ plans to invest approximately $200 million in Quobly if the transaction is completed [4]. Group 2: Strategic Importance - This transaction aligns with SEALSQ's Quantum strategy and is supported by its dedicated Quantum Fund aimed at advancing secure quantum technologies in Europe [4][5]. - The collaboration between SEALSQ and Quobly, initiated in November 2025, aims to enhance market expansion in the EU and US and establish leadership in trustworthy quantum computing [5][6]. Group 3: Company Background - Quobly, founded in 2022, focuses on developing silicon-based quantum chips and has a strategic partnership with STMicroelectronics to industrialize its technology [8][9]. - The company has raised significant funding, including €19 million in 2023 and €21 million in 2025, to support its Q100T program, which is crucial for achieving fault-tolerant quantum computing [9].

Core Viewpoint - Soitec has appointed Laurent Rémont as Chief Executive Officer, effective April 1, 2026, to lead the company's development and capitalize on semiconductor market opportunities [2][5][6]. Group 1: Appointment Details - Laurent Rémont, currently Senior Vice President at Infineon Technologies, will join Soitec as a special advisor on March 16, 2026, before officially taking over as CEO [3][7]. - His appointment follows a rigorous selection process and is subject to shareholder approval at Soitec's Annual General Meeting in July 2026 [8]. Group 2: Background of Laurent Rémont - Rémont has extensive experience in the semiconductor industry, having held various positions at Infineon Technologies, Kontron AG, and STMicroelectronics, focusing on mobile communications, automotive, and artificial intelligence [4][9][10]. - He holds an engineering degree from Grenoble INP – ENSERG and has a proven track record in managing technological and industrial activities [11]. Group 3: Strategic Intent - The Board of Directors believes Rémont's expertise aligns with Soitec's strategic priorities, particularly in enhancing its product and technology portfolio around artificial intelligence [5][6]. - The company aims to build on its recent foundations to seize new growth opportunities in the semiconductor market [5]. Group 4: Company Overview - Soitec is a leader in innovative semiconductor materials, generating sales of €0.9 billion in the fiscal year 2024-2025 and employing over 2,200 people across various global locations [12]. - The company serves key markets including Mobile Communications, Automotive, and Edge and Cloud AI, holding nearly 4,300 patents [12].