Navitas Semiconductor Corporation · NASDAQ:NVTS

Navitas Semiconductor — Q2 2026 Earnings Presentation

7 slides from Navitas Semiconductor's earnings presentation, July 2026

  1. Slide 1: Navitas Semiconductor Investor Update Q2 2026

    Navitas Semiconductor Investor Update Q2 2026 JULY 2026 Proprietary - Navitas Semiconductor - All Rights Reserved

  2. Slide 2: Notice

    Notice Cautionary Statement Regarding Forward-Looking Statements This investor presentation includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward- looking statements are attempts to predict or indicate future events or tre

  3. Slide 3: Non-GAAP Financial Highlights

    Non-GAAP Financial Highlights Q2 2026 Q3 2026 Accelerating Momentum Actuals Guidance Revenue $10.5M $13.0M-$14.0M • Revenue: Anticipate continued sequential revenue growth in the third quarter and through QoQ Growth 22% 28%(1) the rest of 2026 as Navitas scales in AI Infrastructure and other high-po

  4. Slide 4: Financial Pivot

    Financial Pivot $16.0 $ in millions 80% Actual Revenue QoQ Revenue Growth 22% $15.0 % $14.0 $14.0 Estimated Revenue 70% QoQ Revenue Growth $13.0 Power (% Mobile Trendline: & Low % Mobile End Consumer) & Low-End Consumer 28% (1) (Q1-26 v. Q2-26) $12.0 $13.0 60% 50%+ Vast $11.0 majority $10.5 $10.1 $1

  5. Slide 5: Navitas 2.0 Pillars of Transformation

    Navitas 2.0 Pillars of Transformation Market Focus Technology Leadership Operational Efficiency Financial Discipline Navitas 2.0 laser focus on high-power Announced isolated TO-247 package for Technical partnership with Clear path to profitability remains a markets - AI Data Centers, Grid and 1200V

  6. Slide 6: AI Infrastructure - GaN/SiC content growth inflection points with 800V DC introduction steps

    AI Infrastructure - GaN/SiC content growth inflection points with 800V DC introduction steps 800V DC is inevitable due to AI Rack higher power and density requirements increase GaN + SiC dollar content in four inflection points 1 2 3 4 2H26 ramp → 1H27 acceleration Mid-2027 ramp Mid/late-2027 → 2028

  7. Slide 7: GAAP to Non-GAAP Reconciliation

    GAAP to Non-GAAP Reconciliation NAVITAS SEMICONDUCTOR CORPORATION RECONCILIATION OF GAAP RESULTS TO NON-GAAP FINANCIAL MEASURES - UNAUDITED (dollars in thousands) Three Months Ended September 30, 2025 December 31, 2025 March 31, 2026 June 30, 2026 RECONCILIATION OF GROSS PROFIT MARGIN GAAP Net reven

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