Valens Semiconductor Ltd.
Valens Semiconductor Ltd. Q4 FY2025 earnings call
February 25, 2026 · fiscal period ended 2025-12
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-02-25
Management highlights
Yoram Salinger joined Valens and shared initial thoughts. Company created HDBaseT standard, HDBaseT Alliance has over 200 members. In audio video, VS3000 and VS6320 chips discussed; VS3000 sales ramped in 2025. In automotive, four A5 design wins, partnerships with Mobileye, Sony, etc. Reduced workforce to optimize cost structure. Guy Nathanzon discussed financial details including Q4 and full-year 2025 performance, and Q1 2026 and full-year 2026 guidance
Segment performance
In Q4 2025, revenue was $19,400,000, exceeding guidance. Full-year 2025 revenue was $70,600,000. Cross-Industry Business (CIB) accounted for $13,900,000 in Q4 2025, automotive was $4,100,000. CIB revenues in 2025 were $51,600,000 (73% of total), automotive was $19,000,000 (27% of total). Q4 2025 GAAP gross margin was 60.5%, full-year 2025 GAAP gross margin was 62.4%. Q1 2026 revenue expected to be $16,300,000 - $16,700,000. Full-year 2026 revenue expected $75,000,000 - $77,000,000 with midpoint 8% growth over 2025
Guidance
Q1 2026 revenue $16,300,000 - $16,700,000, gross margin 57% - 59%, adjusted EBITDA loss range. Full-year 2026 revenue $75,000,000 - $77,000,000 (8% growth over 2025), adjusted EBITDA loss approx $7,500,000
Q&A highlights
Q: Suji Desilva asked about drivers of Q4 upside and leveraging channels/partnerships for growth.
A: Yoram said not splitting Q4 guidance by business units, focusing on AV and automotive, and technology relevant for other markets.
Q: Quinn Bolton asked about refocusing on core markets and opportunities in other markets.
A: Yoram clarified focusing on AV and automotive but still looking at medical/industrial for large anchor deals.
Q: Quinn Bolton asked about AV market and legacy businesses.
A: Yoram said VS3000 and VS6320 are growing, but other chip families' status not concluded.
Q: Quinn Bolton asked about Q1 guidance.
A: Yoram said Q1 slower after strong Q4, macro factors influencing.
Q: Wei Mok asked about strategic vision, A5 design wins, and cost cuts.
A: Yoram emphasized core competencies, A5 design win timing, and cost cuts across company.
Q: Dave Storms asked about customer acquisition environment.
A: Yoram discussed focus on ecosystem for automotive and large opportunities for industrial/medical
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.04 | $-0.03 | -33.3% | $-0.02 |
| Revenue | $19.4M | $17.2M | +13.0% | $16.7M |
Transcript
February 25, 2026Full transcript unavailable for redistribution
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