The earnings call reflects a mixed sentiment with notable achievements in strategic acquisitions and cash returns. However, there are significant challenges such as revenue decline across major segments and poor market visibility. The positive aspects, such as better-than-expected Q4 revenue and strategic moves in the automotive sector, are balanced by the challenges in key segments and an overall uncertain demand environment.

Company Guidance

In the NXP fourth quarter earnings call, the company provided guidance for the first quarter of 2025, projecting revenue to be $2.825 billion, down 10% year-on-year and 9% sequentially. The non-GAAP gross margin is expected to be approximately 56.3%, with operating expenses estimated at $700 million. The anticipated non-GAAP operating margin is 31.5%, with non-GAAP earnings per share forecasted at $2.59. Inventory levels are expected to remain between eight to nine weeks, reflecting under-shipment against true end demand, particularly in the Automotive sector, which is projected to be down mid-single digits. Communication infrastructure and other segments are expected to see declines in the mid-20% range compared to the first quarter of 2024. Amidst a challenging macroeconomic environment, NXP has highlighted poor forward visibility and plans to continue managing costs while executing strategic acquisitions to bolster long-term growth, particularly in the automotive sector.

Better-than-Expected Q4 Revenue

Q4 revenue was $11 million above the midpoint of guidance, totaling $3.11 billion.

Mobile Segment Growth

Full year revenue for the Mobile segment was up 13% year-on-year.

Strategic Acquisitions

Announced two strategic acquisitions: Aviva Links for $243 million and TT Tech Auto for $625 million to enhance NXP's CoreRide vision for next-generation automotive platforms.

Stable Inventory Management

Distribution channel inventory was maintained at eight weeks, below the long-term target of 11 weeks.

Positive Cash Returns

Returned $2.41 billion to shareholders, equating to 115% of total non-GAAP free cash flow.

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NXP Semiconductors (NXPI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NXPI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 26, 2018	2018 (Q2)	- / 1.50	1.507	-0.73% (-0.01)	―	―
Oct 31, 2018	2018 (Q3)	- / 2.01	1.849	8.60% (+0.16)	―	―
Feb 07, 2019	2018 (Q4)	- / 2.13	1.962	8.72% (+0.17)	―	―
Apr 29, 2019	2019 (Q1)	- / 1.64	1.551	5.48% (+0.08)	―	―
Jul 30, 2019	2019 (Q2)	- / 1.90	1.496	26.80% (+0.40)	―	―
Oct 28, 2019	2019 (Q3)	- / 2.02	2.008	0.45% (<+0.01)	―	―
Feb 03, 2020	2019 (Q4)	- / 2.05	2.133	-3.89% (-0.08)	―	―
Apr 27, 2020	2020 (Q1)	- / 1.48	1.636	-9.66% (-0.16)	―	―
Jul 27, 2020	2020 (Q2)	- / -0.46	1.897	-124.14% (-2.35)	―	―
Oct 26, 2020	2020 (Q3)	- / 1.59	2.017	-21.02% (-0.42)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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NXPI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 03, 2025	$204.73	$202.40	-1.14%
Nov 04, 2024	$235.82	$223.63	-5.17%
Jul 22, 2024	$281.28	$259.96	-7.58%
Apr 29, 2024	$244.05	$253.00	+3.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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