Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors

3 weeks ago 12

Robert Izquierdo, The Motley Fool

Sun, July 19, 2026 astatine 5:38 PM CDT 3 min read

Advanced Micro Devices: Steady Scaling successful Revenue

Advanced Micro Devices (NASDAQ:AMD) chiefly develops and sells microprocessors, graphics processing units, and customized system-on-chip solutions to hardware manufacturers and nationalist unreality providers.

It committed implicit $10 cardinal to standard precocious packaging capabilities successful Taiwan, and it generated 14% nett income borderline for the 4th ended March 28, 2026.

Navitas Semiconductor: Navigating Revenue Volatility

Navitas Semiconductor (NASDAQ:NVTS) chiefly designs and markets gallium nitride and silicon carbide powerfulness integrated circuits for automotive, mobile, and user electronics applications.

It precocious responded to a patent infringement ailment filed by Wolfspeed, and it recorded -393% nett income borderline for the 4th ended March 31, 2026.

Why Revenue Matters for Retail Investors

Revenue serves arsenic a foundational indicator of full lawsuit request earlier operating expenses are subtracted. Tracking this fig helps investors recognize the full standard and top-line maturation trajectory of a business.

Advanced Micro Devices vs Navitas Semiconductor Revenue chart

Quarterly Revenue for Advanced Micro Devices and Navitas Semiconductor

Data source: Company filings. Data arsenic of July 17, 2026.

Foolish Take

While Advanced Micro Devices (AMD) and Navitas some payment from maturation successful the artificial quality sector, a examination of their gross trends reveals that AMD is enjoying acold greater success. It has experienced steadily rising income maturation portion Navitas has seen a downward trajectory.

However, Navitas' gross diminution is intentional. The institution decided to exit its mobile and user businesses successful China past twelvemonth to absorption connected AI. The China marketplace produced 60% of gross successful 2024.

Navitas absorption indicated income would statesman to retrieve this year. The company's first-quarter gross accrued implicit Q4, suggesting that the predicted betterment whitethorn beryllium happening. Even so, the stock terms has fallen successful caller days, partially owed to the Wolfspeed lawsuit, arsenic good arsenic Navitas' determination to prosecute a $500 cardinal at‑the‑market equity program, which threatens shareholder dilution.

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