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NXP Semiconductors N.V. (NXPI) Presents at Morgan Stanley twenty fifth European Expertise, Media & Telecom Convention Transcript
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NXP Semiconductors N.V. (NXPI) Presents at Morgan Stanley twenty fifth European Expertise, Media & Telecom Convention Transcript

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Last updated: November 13, 2025 11:57 am
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Published: November 13, 2025
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Joseph Moore
Morgan Stanley, Analysis Division

Possibly I will simply kick issues off simply to degree set everybody within the viewers. Possibly stroll us by way of once more, key factors from Q3 and what you talked about for information, possibly even by finish markets, however what was the important thing factors not less than anyway?

Rafael Sotomayor
CEO, President & Government Director

Thanks. Sure, completely. In Q3, nicely, to begin with, I believe there are a number of alerts, proper, and several other explanation why we be ok with the trajectory of the enterprise to this point. For those who have a look at — this Q3 now would be the 2 quarters in a row, we’ve got sequential development. And let’s begin with the primary one. First one, we delivered $3.17 billion of income in Q3, which is barely above the midpoint of our steering. And what’s encouraging is what’s behind it, which is it was broad-based. Each area was up, each finish market was up. Our direct clients have been up, the channel was up. So while you have a look at an organization with this degree of variety, and you’ve got this, I’d say, this synchronized enchancment, that’s really a really wholesome indication of, I’d say, enterprise enchancment. When you’ve got this, sort of all the things is definitely going nicely.

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