Q4: 2026-02-02 Earnings Summary

EPS of $3.35 beats by $0.04

| Revenue of $3.34B (7.20% Y/Y) beats by $27.10M

NXP Semiconductors N.V. (NXPI) Q4 2025 Earnings Call February 3, 2026 8:00 AM EST

Company Participants

Jeff Palmer - Senior Vice President of Investor Relations Rafael Sotomayor - CEO, President & Executive Director Bill Betz - Executive VP & CFO

Conference Call Participants

Thomas O’Malley - Barclays Bank PLC, Research Division Matthew Prisco - Cantor Fitzgerald & Co., Research Division Ross Seymore - Deutsche Bank AG, Research Division Joseph Moore - Morgan Stanley, Research Division Joshua Buchalter - TD Cowen, Research Division Vivek Arya - BofA Securities, Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division Christopher Caso - Wolfe Research, LLC Gary Mobley - Loop Capital Markets LLC, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division William Stein - Truist Securities, Inc., Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by. Welcome to NXP Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to turn your conference over to Jeff Palmer, Senior Vice President, Investor Relations. Please go ahead.

Jeff Palmer Senior Vice President of Investor Relations

Thank you, Michelle, and good morning, everyone. Welcome to NXP Semiconductors earnings call today. With me on the call today is Rafael Sotomayor, NXP’s President and CEO; and Bill Betz, our CFO. The call today is being recorded will be available for replay from our corporate website.

The call will include forward-looking statements that involve risks and uncertainties that could cause NXP’s results to differ materially from management’s current expectations. These risks and uncertainties include, but are not limited to, statements regarding the macroeconomic impact on the specific end markets in which we operate, the sale of new and existing products and our expectations for the financial results for