Slide 1: Navitas 3Q25 Earnings Call
Navitas 3Q25 Earnings Call November 3, 2025 Exhibit 99.2
Slide 2: Forward-Looking Statements
2Copyright Navitas Semiconductor This presentation contains information about future events, our future strategies and our future financial performance, including predictions or trends in our industry and markets. Except for statements of historical fact, the information contained herein constitutes
Slide 3: Leading the Next Chapter of Power Transformation
3Copyright Navitas Semiconductor Leading the Next Chapter of Power Transformation • 25+ years of semiconductor industry experience in analog, power, mixed- signal, and digital products. • Prior leadership experience at Renesas Electronics’ Product Power Division, IDT, NXP, Fairchild Semiconductor, a
Slide 4: Navitas is Uniquely Positioned to Win in an Exciting High-Power Market
Navitas is Uniquely Positioned to Win in an Exciting High-Power Market Pioneered the GaN market and delivered in volume High-voltage SiC technology leadership AI DATA CENTERS ENERGY AND GRID INFRASTRUCTURE PERFORMANCE COMPUTING INDUSTRIAL ELECTRIFICATION Acceleration of Global Electrification is Cre
Slide 5: Who We Are Today and Who We Will Become
Who We Are Today and Who We Will Become Pioneered GaN technology and products to scale in power chargers Proven high-volume production and reliability Full breadth of portfolio and system engineering capabilities • New leadership • Resource reallocation and pivot to high power • Financial discipline
Slide 6: Decisive actions enabling the pivot to High Power
6Copyright Navitas Semiconductor Decisive actions enabling the pivot to High Power New leadership and organizational structure. Sharp focus on high-power markets: resource reallocation, especially an expansion in US and reduction in mobile segment. Consolidating and streamlining distribution towards
Slide 7: Non GAAP - Financial Performance & Outlook
7Copyright Navitas Semiconductor Non GAAP - Financial Performance & Outlook Q3’25 Q4’25 Revenue $10.1M $7M + / - $0.25M Gross Margin $ 38.7% 38.5% + / - 0.5% 1Q26 and throughout 2026 Continued QoQ sequential Growth Margin gradual expansion through mix improvement to high power • Q3’25: Delivered on
Slide 8: Key Developments and Product Roadmap
8Copyright Navitas Semiconductor Key Developments and Product Roadmap First Entry into the Mid-Voltage GaN Segment: Introduction of new 100V GaN FETs for AI power and high-performance applications. Technology Leadership in High-Voltage SiC: Sampling of new 2.3kV and 3.3kV high-voltage SiC modules to
Slide 9: Navitas 2.0: Investor Takeaways
9Copyright Navitas Semiconductor Navitas 2.0: Investor Takeaways New CEO with seasoned industry experience driving transformation, focused on efficiency and cost optimization.1 Strategic pivot to high-power markets: AI data center, performance computing, energy and grid infrastructure, and industria
Slide 10: Appendix: Reconciliation of Gross Profit Margin
10Copyright Navitas Semiconductor Appendix Reconciliation of Gross Profit Margin Q325 Actual Q425 Outlook (dollars in thousands) GAAP Net revenues 10,112$ 7,000$ Cost of revenues (exclusive of amortization of intangibles) (6,281) (4,385) Cost of revenues (amortization of intangibles) (4,038) (4,038)