Navitas Semiconductor

Navitas Semiconductor will release its Q3 2025 financial results on November 3rd, 2025, followed by a conference call. Analysts are focused on revenue growth driven by GaNFast IC adoption, gross margin performance, and technological advancements. The company’s expansion into markets like electric vehicles and commentary on the macroeconomic environment will also be key. The earnings release is expected to reveal if Navitas can capitalize on the growing GaN power market and maintain its leading position.

Chris Allexandre will succeed founder Gene Sheridan as Navitas Semiconductor’s CEO, effective September 1, 2025. Allexandre, formerly a Senior VP at Renesas, brings over 25 years of semiconductor experience spanning power management across diverse sectors. This appointment aims to accelerate Navitas’ growth in AI data centers and energy infrastructure, leveraging its GaN and SiC technologies. The transition marks a strategic pivot towards higher-power markets, but the departure of the founding CEO could create uncertainties.