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Edge12 Dec 2025
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The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Valens Semiconductor (VLN) investor relations material
Valens Semiconductor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Q3 2025 revenue reached $17.3 million, surpassing guidance and marking the sixth consecutive quarter of growth, with strong demand in POEV, industrial, medical, and automotive markets.
Leadership transition announced: Yoram Salinger appointed CEO effective November 13, 2025, with outgoing CEO Gideon Ben-Zvi remaining on the board.
Focused on diversification across ProAV, automotive, industrial machine vision, and medical markets, leveraging new chipsets and design wins.
Maintains a strong cash balance, supporting both organic and inorganic growth opportunities.
Strong product launches include the first end-to-end MIPI A-PHY platform and 4K endoscopy solutions.
Financial highlights
Q3 2025 revenue: $17.3M (vs. $17.1M in Q2 2025, $16M in Q3 2024).
GAAP gross margin: 63% (vs. 63.5% in Q2 2025, 56.4% in Q3 2024); non-GAAP: 66.7%.
Q3 2025 GAAP net loss: $7.3 million (vs. $7.2M in Q2 2025, $10.4M in Q3 2024).
Adjusted EBITDA loss: $4.3 million, better than guidance.
Cash, cash equivalents, and short-term deposits: $93.5 million as of September 30, 2025; no debt.
Outlook and guidance
Q4 2025 revenue expected between $18.2 million–$18.9 million, indicating a seventh consecutive quarter of growth.
Full-year 2025 revenue guidance: $69.4 million–$70.1 million, reflecting ~20% growth over 2024.
Q4 2025 gross margin expected at 58%–60%; adjusted EBITDA loss forecasted at $4.6 million–$4.2 million.
Long-term goals for 2029: revenue of $220–$300 million, gross margin 50%–60%, and adjusted EBITDA margin 15%–20%.
New CEO's strategy for accelerated growth?
What caused Q3 automotive gross margin drop?
Future capital allocation post share repurchase?
Automotive GM: Q4 recovery pace?
Medical endoscopy: what drives 2027-28 ramp?
MIPI A-PHY: key catalysts for broader adoption?
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Next Valens Semiconductor earnings date
Q4 202525 Feb, 2026
Next Valens Semiconductor earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Valens Semiconductor Ltd. is an Israeli company specializing in the development of semiconductor products for high-speed video and data transmission, primarily serving the audio-video and automotive industries. The company is renowned for its invention of HDBaseT technology, which allows for the simultaneous transmission of ultra-high-definition digital video and audio, Ethernet, USB, control signals, and power through a single cable over long distances. This technology has become the standard for digital connectivity in various markets, including enterprise, education, industrial, digital signage, medical, and residential sectors. Additionally, Valens provides chipsets supporting advanced driver-assistance systems and other automotive applications, featuring collaborations with companies like iCatch Technology to develop innovative solutions like a 360-degree multi-camera videoconferencing system. Valens operates globally, with its headquarters located in Hod Hasharon, Israel, and its shares are listed on the New York Stock Exchange.
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