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 & Strategy - NXP aims for high single-digit organic revenue growth, gross margin expansion above 60%, and returning 100% of excess free cash flow to owners[10] - NXP targets to double non-GAAP EPS by 2030+ through strategies like S32 SDV, intelligent edge systems, and hybrid manufacturing[11] - NXP's capital return policy focuses on returning all excess non-GAAP free cash flow to shareholders[89] - From 2018 to 2024, NXP's cumulative capital return was $19.5 billion, representing 109% of non-GAAP free cash flow, with a 25% compound annual growth rate (CAGR)[91] Market & Growth Drivers - The total semiconductor market is projected to reach $1.3 trillion, driven by macro trends like cloud AI and intelligent systems at the edge[16] - Automotive and Industrial sectors are expected to lead growth at the intelligent edge[17] - NXP anticipates revenue growth in the next 3 years (2024A-2027E) with core businesses growing at ~3% CAGR and accelerated growth areas at 15-25% CAGR, targeting ~$16.0 billion in revenue by 2027E[37] - Automotive revenue is projected to grow at 8-12% CAGR from 2024E to 2027E, reaching ~$9.5 billion, driven by megatrends like SDVs, xEVs, and ADAS[40, 43] - Industrial & IoT revenue is expected to grow at 8-12% CAGR from 2024 to 2027, reaching ~$3.1 billion, fueled by AI, low-power energy management, and automation[46, 49] Q1 2025 Results & Q2 2025 Guidance - NXP's Q1 2025 revenue was $2.835 billion, a 9% decrease quarter-over-quarter and year-over-year[76] - NXP projects Q2 2025 revenue between $2.8 billion and $3.0 billion, representing a -10% to -4% year-over-year change[102]