Navitas Semiconductor Corporation · NASDAQ:NVTS

Navitas Semiconductor — Q3 2026 Earnings Presentation

11 slides from Navitas Semiconductor's earnings presentation, Nov 3, 2026

  1. Slide 1: Navitas Semiconductor Investor Update Q3 2026

    Navitas Semiconductor Investor Update Q3 2026 NOVEMBER 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 2026 Accelerating Momentum Q2 Q3 Q4(1) FY(1) • Revenue: Anticipate continued sequential double digit revenue growth in the fourth Actual Guidance quarter - the highest dollar level in the past seven quarters Revenue $10.5M $14.0M $16.0M $49.1M • Q4 2026(1) – fourth quar

  4. Slide 4: Financial Pivot: Back to YoY Growth Driven by High Power

    Financial Pivot: Back to YoY Growth Driven by High Power $17.0 $ in millions $16.5 80% $16.0 Actual Revenue % QoQ Revenue Growth $15.0 Estimated Revenue 14%(1) $15.5 70% 33% $14.0 QoQ Revenue Growth $14.0 Power (%%Mobile Trendline: Mobile&&Low End Consumer) Low-End Consumer (Q2-26 v. Q3-26) $13.0 Va

  5. Slide 5: Navitas 2.0 – Right Strategy at the Right Time

    Navitas 2.0 – Right Strategy at the Right Time THE TRANSFORMATION AI INFRASTRUCTURE MOMENTUM COMPLETE AI POWER PORTFOLIO Grid-to-xPU 2025 Mobile / Low-end consumer Q4 2026 High-power >40% GRID RACK xPU expected share of revenue › › HV / UHV SiC GaN + SiC IVR Four high-power markets exiting 2026 AI D

  6. Slide 6: Navitas 2.0 Pillars of Transformation

    Navitas 2.0 Pillars of Transformation Market Focus Technology Leadership Operational Efficiency Financial Discipline Navitas 2.0 transformation is NVIDIA MGX Ecosystem partner, Integrated Fabless Manufacturing Clear path to profitability remains a essentially complete – High Power announcing cutting

  7. Slide 7: Breaking the AI Infrastructure Power Wall

    Breaking the AI Infrastructure Power Wall 7 Confidential and/or Proprietary - Navitas Semiconductor

  8. Slide 8: Navitas 2.0: Strategic Shift to High-Power Markets

    Navitas 2.0 : Strategic Shift to High-Power Markets FROM GRID TO xPU BREAKING THE AI INFRASTRUCTURE POWER WALL OUR IMPACT STRATEGIC PRIORITIES OUR TECHNOLOGIES Market Focus 2014 ~$3B 1 AI Infrastructure (AI Data Center + Energy & Grid Infra) • High FOUNDED MARKET CAP(1) Perf Computing • Industrial.

  9. Slide 9: Doubling SAM with a Focus on AI Infrastructure

    Doubling SAM with a Focus on AI Infrastructure Four focus markets 2030 SAM Doubling Navitas’ SAM to over $8 billion AI INFRASTRUCTURE $6.9 B $8 1 AI Datacenters GaN / SiC / IVR $5.3 B $7 IVR $6 $3.5 B 2 Grid & Energy $5 HV / UHV SiC $1.6 B Infrastructure SiC JFET $4 $1.0 B $3 3 High Performance GaN

  10. Slide 10: Navitas' GaN, SiC & IVR Portfolio Positioned Across Every Major AI Power Inflection

    Navitas’ GaN, SiC & IVR Portfolio Is Positioned Across Every Major AI Power Inflection 800V DC is inevitable as AI rack power and density increase, driving higher GaN + SiC content across four inflection points. IVR adoption enables the last step to high current demanding xPU 1 2 3 4 SiC in AC/DC PS

  11. Slide 11: 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 June 30, 2025 September 30, 2025 December 31, 2025 March 31, 2026 June 30, 2026 September 30, 2026 RECONCILIATION OF G

Navitas Semiconductor — Q3 2026 Earnings Presentation on 6ix