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Company Research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
Nordic Semiconductor
Nordic Semiconductor (NOD) investor relations material
Nordic Semiconductor Q4 2025 Post Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 Post Call earnings summary6 Feb, 2026
Executive summary
Q4 2025 revenue reached USD 170 million, up 13% year-over-year, with gross margin at 54.9% (52% adjusted for inventory write-down reversal).
Full-year 2025 revenue was USD 668 million, up 31% year-over-year, with full-year gross margin at 51.8% (51.1% adjusted).
EBITDA for Q4 was USD 15.0 million (USD 12.7 million adjusted); full-year EBITDA was USD 66.3 million (USD 66.5 million adjusted).
Strategic acquisitions (Memfault, Atlazo, Neuton) completed, enhancing software, cloud services, and lifecycle management capabilities.
Leadership in Bluetooth Low Energy certifications, with a 32% share of end-product certifications over the last 12 months.
Financial highlights
Q4 revenue: USD 169.5 million (+13% YoY); full-year: USD 667.6 million (+30.5% YoY).
Q4 gross margin: 54.9% (52% adjusted); full-year: 51.8% (51.1% adjusted).
Adjusted EBITDA margin was 7.5% in Q4; Q4 operating profit (EBIT) was USD 1.6 million.
Cash and cash equivalents at year-end: USD 307.4 million, with continued positive cash generation.
Capex intensity over the last 12 months was 3.4% of revenue.
Outlook and guidance
Q1 2026 revenue guidance is USD 175–195 million, representing 13% to 26% year-over-year growth.
Gross margin expected to remain above 50% in Q1 2026; long-term ambition to maintain gross margin above 50%.
Targeting average annual revenue growth above 20% through the end of the decade and ~25% EBITDA margin.
Contribution from nRF54 expected to be lower in Q1 than in Q4, providing a potential tailwind for later quarters.
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Next Nordic Semiconductor earnings date
Q1 202628 Apr, 2026
Nordic Semiconductor
Next Nordic Semiconductor earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Nordic Semiconductor ASA, a fabless semiconductor company, designs, develops, markets, and sells integrated circuits and related solutions for short-and long-range wireless applications. The company's product portfolio includes power amplifiers, frequency synthesizers, high-performance mixed-signal semiconductors for the Wi-Fi and Bluetooth markets, industrial and automotive solutions, as well as chipsets for programmable logic devices. Nordic Semiconductor is based in Trondheim, Norway.
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