AI brief of an SEC Form 8-K · Navitas Semiconductor Corp (NVTS)

Navitas Q3 revenue rises 38% to $14.0 million; GAAP net loss widens to $37.1 million

Mixed Impact 3 of 5 earnings Written later

Navitas reported unaudited third-quarter 2026 revenue of $14.0 million, up 33% from the prior quarter and 38% from a year earlier, and guided fourth-quarter revenue to $16.0 million at the midpoint. GAAP net loss was $37.1 million, wider than the $19.2 million loss a year earlier but much narrower than the $228.2 million loss in the second quarter, which included a $203.1 million earnout charge. The company also closed its Claros acquisition on October 6, 2026.

Key points

  • Q3 2026 revenue $14.0 million vs. $10.5 million in Q2 2026 and $10.1 million in Q3 2025
  • GAAP net loss $37.1 million vs. $19.2 million in Q3 2025; non-GAAP net loss $6.9 million vs. $10.2 million
  • Q4 2026 revenue guidance $16.0 million plus or minus $0.5 million; non-GAAP gross margin guided to 40.5%
  • Claros acquisition closed October 6, 2026; AI infrastructure expected to exceed 40% of total sales by year-end

The filing

CompanyNavitas Semiconductor Corp (NVTS)
Form8-K, current report
Filed with the SECNov 3, 2026, 4:08 PM ET
Accession number0001628280-26-069489

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:43 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 03, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.