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Company Research25 Sep 2024
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Nordic Semiconductor (NOD) investor relations material
Nordic Semiconductor Q3 2025 Post Call earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 Post Call earnings summary30 Oct, 2025
Executive summary
Q3 2025 revenue reached USD 179 million, up 13% year-over-year, with gross margin improving to 52% and adjusted EBITDA at USD 18.3 million, reflecting strong competitive positioning and broad-based growth.
Strategic acquisitions of Memfault and Neuton.ai completed, with USD 103 million in new equity raised to fund these deals.
Maintained leadership in Bluetooth Low Energy certifications, holding a 31% share in Q3 2025.
Continued innovation with the nRF54 Series and launch of new high-end SoC and cloud services, positioning for future growth.
Strategic transition underway to become a full technology solutions partner, integrating hardware, software, and cloud services.
Financial highlights
Gross profit was USD 92.9 million, up 18% year-over-year; adjusted EBITDA at USD 18.3 million (10.2% margin).
Q4 2025 revenue is forecasted between USD 155 million and USD 175 million, implying full-year revenue of USD 653 million to USD 673 million.
Cash and cash equivalents stood at USD 308.9 million at quarter-end, up 18% year-over-year.
Operating expenses increased due to acquisitions, higher payroll, and integration costs.
Capex intensity at 3.7% of revenue over the last 12 months, focused on supply chain and lab equipment.
Outlook and guidance
Full-year 2025 revenue is expected to show about 30% growth over 2024, with ambitions to maintain a 20% annual average growth rate through the decade.
Q4 2025 gross margin expected above 50%, with long-term targets of sustaining this level and achieving an EBITDA margin of ~25% within five years.
New product launches, especially the nRF54 Series, are expected to contribute more meaningfully to revenue from 2026 onward, with a gradual ramp as customer design cycles complete.
Management is optimistic about capacity to meet demand, with capital investments in test manufacturing equipment being accelerated.
nRF52's longevity: nRF54 strategy for similar success?
New portfolio's role in future market share gains?
Capacity for nRF54 Series ramp-up in 2026?
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Next Nordic Semiconductor earnings date
Q4 20255 Feb, 2026
Next Nordic Semiconductor earnings date
Q4 20255 Feb, 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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