NVTS · NVTS Q2 FY2026 earnings call record财报电话会记录

“Therefore, we refer you to a more detailed discussion of risks and uncertainties in the company's filings with the Securities and Exchange Commission, including Forms 10-K and 10-Q.”

“As previously mentioned, total revenue increased 22% sequentially to $10.5 million, driven by growth across our high-power markets.”

“Our recently introduced 2.3 kV and 3.3 kV GeneSiC modules are receiving excellent feedback, and customers have begun requesting volume samples for system-level testing in the second half of the year.”

“On GaN, we are advancing our reference platform solutions, including the 800 V to 6 V DC/DC power delivery board demonstrated at recent industry events, with the 800 V to 12 V version in development.”

“Our 650 V 11 mΩ GaN FET remains the lowest RDS(on) high-voltage GaN device in the industry, and we have a significant number of customers preparing for mass production.”

“We recently introduced our isolated TO-247 product family, spanning 1.2 kV-3.3 kV, delivering module-like performance in standard discrete footprint with integrated isolation for direct cooling and simplify customers' manufacturing.”

“We continue accelerating towards our ambition to deliver best-in-class ultra-high voltage SiC technology and product and already in discussion with selected customers regarding the planned third quarter release of our new 6.5 kV SiC technology, which we expect to unveil very soon.”

“In addition to expanding our existing SiC portfolio and technology, last week, we announced a strategic partnership for Magnachip to license our GeneSiC Gen4 and Gen5 trench-assisted planar technology spanning 1.2 kV, 2.3 kV, 3.3 kV, and higher voltage.”

“As a result of improved product mix and higher quarterly revenue, gross margin expanded by 50 basis points sequentially and 100 basis points year-over-year to 39.5%.”

“The sequential $4.6 million increase in Q2 inventory and $15 million prepaid for future anticipated wafer receipts primarily reflects our measured investment to support customers' future anticipated AI data center growth.”

“Moving to guidance for the third quarter of 2026, we expect accelerated sequential growth, with revenue increasing 28% to $13.5 million ±$0.5 million.”

“Given some of this noise around 800 V architectures, can you just sort of comment on what you're seeing in terms of adoption of 800 V and whether there's any impact on your 2027 revenue outlook as a result of perhaps architecture shifting around?”