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NXP Semiconductors
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Latest analysis
Updated Oct 27, 2026
NXP posts record Q3 2026 revenue of $3.79B (+19% YoY), raises data center outlook to $1B+ and guides Q4 to $3.85B with continued double-digit growth into 2027.
NXP Semiconductors delivered record Q3 2026 results across revenue, operating margin, and EPS, with every region growing double digits year-over-year. The most significant new disclosure is the upgrade of NXP's data center revenue outlook from $500M to over $1B 'in a couple of years,' anchored by control-plane processing, networking, and security products — a business the company characterizes as barely started. SDV adoption is accelerating with TTTech Auto (the Volkswagen-Rivian joint venture) standardizing on the S32K5 zonal platform, and a first humanoid robotics design win with an unnamed leading U.S. global technology company signals physical AI demand extending beyond automotive.
Tone: bullishRevenue
$12.3B
NXPI 10-K · FY 2025
Employees
32,169
Revenue growth YoY
-2.7%
Founded
2006
Profile
NXPI 10-K Item 1 · Feb 19, 2026NXP Semiconductors is a global semiconductor company with over 70 years of operating history, supplying embedded processing, mixed-signal analog-digital, power management, RF, security, and connectivity solutions. Its products serve four primary end markets: Automotive, Industrial & IoT, Mobile, and Communication Infrastructure & Other. NXP operates a hybrid manufacturing model combining wholly owned fabs, joint venture facilities, and third-party foundries.
Read filing description ↓ Collapse description ↑
NXP Semiconductors N.V. is a global semiconductor company and a long-standing supplier in the industry, with over 70 years of innovation and operating history. We provide leading solutions that leverage our combined portfolio of intellectual property, deep application knowledge, process technology and manufacturing expertise in the domains of embedded processing, mixed-signal analog-digital (mixed A/D), power management, digital signal processing, cryptography-security, high-speed interface, radio frequency (RF), and embedded system design. Our product solutions are used in a wide range of end market applications including: automotive, industrial & Internet of Things (IoT), mobile, and communication infrastructure. We engage with leading global companies and sell products in all major geographic regions. Using our strong Automotive & Industrial portfolios, we are enhancing our product offerings by providing system solution platforms including safety case enablement and software defined vehicle (SDV) middleware for the growing ecosystems in & around vehicles, smart factories, robotics, homes and buildings. We believe we have the broadest Arm processor portfolio in the industry, from microcontrollers to crossover processors and from application processors to communication processors. NXP is uniquely positioned to bring intelligent systems to the edge in Automotive and Industrial & IoT. With the intent to outpace market growth, we invest in research and development to extend or create leading market positions, with an emphasis on fast growing sizable market segments, such as Software-Defined Vehicle, Radar, Connected Edge Processing, Wired Networking and Energy Management Solutions to support the successful deployment of AI at the Edge.
Primary products
- Microcontrollers
- Application Processors
- Communication Processors
- Wireless Connectivity
- Analog and Interface Products
- Radio Frequency Devices
Business segments
End markets
Geographies
Named customers
Avnet accounted for 23% of our revenue in 2025 and 22% in 2024. No other distributor accounted for greater than 10% of our revenue. No direct customer accounted for more than 10% of our revenue in 2025 or 2024.
Named competitors
“We believe we have the broadest Arm processor portfolio in the industry, from microcontrollers to crossover processors and from application processors to communication processors.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue decreased $345 million or 2.7% year-on-year, driven by a sharp decline in the Communication Infrastructure & Other end market, partially offset by growth in Mobile.
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