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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vivek Arya | Bank of America | 14 (0%) |
| Tom O'Malley | Barclays | 12 (0%) |
| Chris Caso | Wolfe Research | 12 (17%) |
| Ross Seymore | Deutsche Bank | 12 (0%) |
| Joshua Buchalter | TD Cowen | 10 (10%) |
| Francois-Xavier Bouvignies | UBS | 10 (10%) |
| Joe Moore | Morgan Stanley | 8 (0%) |
| Stacy Rasgon | Bernstein | 8 (25%) |
| Jim Schneider | Goldman Sachs | 6 (0%) |
| CJ Muse | Cantor Fitzgerald | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 14 (0%) |
| Wolfe Research | 1 | 12 (17%) |
| Barclays | 1 | 12 (0%) |
| Cantor Fitzgerald | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.11B | -9.1% | $1.93 | -28.0% | 53.9% | 21.7% | 15.9% | $214M |
| FY2025 Q1 | $2.83B | -9.3% | $1.92 | -22.3% | 55.0% | 25.5% | 17.3% | $401M |
| FY2025 Q2 | $2.93B | -6.4% | $1.75 |
| 12 (0%) |
| Deutsche Bank | 1 | 12 (0%) |
| TD Cowen | 1 | 10 (10%) |
| UBS | 1 | 10 (10%) |
| Goldman Sachs | 2 | 8 (0%) |
NXP posted Q1 revenue of $3.18 billion, up 12% year-over-year, with EPS of $3.05 beating guidance by $0.08. Company-specific growth drivers accelerated at 18% year-over-year, and data center revenue was disclosed at $200 million with expectations to double in 2026. Gross margin expanded to 57.1%, on track toward the 60%+ target by 2028. Automotive content growth continued overcoming SAAR weakness, and supply chain tightness drove selective pricing adjustments. Management reaffirmed 2027 Analyst Day targets with strong conviction.
Demand | Revenue Growth | Inventory | Margin | Innovation & R&D | M&A | Competitive Dynamics | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 3 | 4 | 5 | 1 | 1 | 2 | 2 |
| 2025Q1 | 5 | 1 | 4 | 1 | 1 | 2 | 1 | 2 |
| 2025Q2 | 7 | 5 | 4 | 3 | 1 | 3 | 1 | |
| 2025Q3 | 12 | 6 | 5 | 3 | 4 | 1 | 2 | 1 |
| 2025Q4 | 9 | 10 | 3 | 3 | 4 | 4 | 1 | 2 |
| 2026Q1 | 9 | 3 | 1 | 2 | 5 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 8 | 5 | 7 | 12 | 9 | 9 |
| Revenue Growth | 3 | 1 | 5 | 6 | 10 | 3 |
| Inventory | 4 | 4 | 4 | 5 | 3 | 1 |
| Margin | 5 | 1 | 3 | 3 | 3 | 2 |
| Innovation & R&D | 1 | 1 | 1 | 4 | 4 | 5 |
| M&A | 1 | 2 | 3 | 1 | 4 | 1 |
| Competitive Dynamics | 2 | 1 | 2 | 1 | 3 | |
| Geographic Expansion | 2 | 2 | 1 | 1 | 2 |
| -31.1% |
| 53.4% |
| 23.5% |
| 15.2% |
| $943M |
| FY2025 Q3 | $3.17B | -2.4% | $2.48 | -11.1% | 56.3% | 28.1% | 19.9% | $508M |
| FY2025 Q4 | $3.33B | +7.2% | $1.79 | -7.3% | 53.6% | 27.9% | 13.6% | $793M |
| FY2026 Q1 | $3.18B | +12.2% | $4.43 | +130.7% | 56.2% | 27.8% | 35.3% | $714M |
| FY2026 Q2 | $3.50B | +19.5% | $3.02 | +72.6% | 57.3% | 30.6% | 21.9% | $939M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What NXPI and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Kinara was a great acquisition directly in the middle of our North Star, which is becoming intelligent systems at the edge.”
NXP's Kinara acquisition adds edge-AI capability to its i.MX processor line, with a sales funnel over $1 billion and revenue expected in second half 2027, central to NXP's edge-AI strategy.
“Aviva Links, I think, is a great platform that we got on SerDes platform.”
NXP's Aviva Links acquisition gives it an open-standard SerDes platform for in-vehicle sensor/display connectivity, opening a new automotive SAM with production expected in 2028.
“So I think let's start with TTTech. I think great engineering organization. They have been redeployed now to our internal efforts to do S32 CoreRide.”
NXP's acquired TTTech engineering team is being integrated into its S32 CoreRide automotive software-defined-vehicle platform, supporting NXP's zonal-architecture roadmap.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NXPI NXP Semiconductors | 7 | +12.2% | |
| ADI Analog Devices | 9 | +30.4% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 5 | -2.1% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +22.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 10 | +73.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |