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Mar 31

indie Semiconductor Q1 2025 Earnings Report

indie Semiconductor posted modest revenue growth while narrowing its operating losses and reaffirming its path to profitability with new design wins.

Key Takeaways

indie Semiconductor achieved 3.3% YoY revenue growth in Q1 2025 with $54.1M in sales, reduced both GAAP and non-GAAP losses, and initiated a restructuring plan to cut costs by up to $40M annually.

Revenue rose 3.3% YoY to $54.1M despite global macro headwinds

Reported GAAP net loss of $34.5M and EPS of -$0.18

Non-GAAP net loss improved to $17.3M with EPS of -$0.08

Launched cost-cutting initiative targeting $40M in annualized savings

Total Revenue
$54.1M
Previous year: $52.4M
+3.3%
EPS
-$0.08
Previous year: -$0.1
-20.0%
Revenue Growth
3.3%
Non-GAAP Gross Margin
49.5%
Previous year: 50.3%
-1.6%
Gross Profit
$12.5M
Cash and Equivalents
$237M
Previous year: $138M
+71.2%
Total Assets
$909M
Previous year: $804M
+13.1%

indie Semiconductor

indie Semiconductor

indie Semiconductor Revenue by Segment

indie Semiconductor Revenue by Geographic Location

Forward Guidance

indie Semiconductor expects Q2 2025 revenue between $50M and $53M, with a focus on margin improvement and execution of cost-saving measures.

Positive Outlook

  • Guides Q2 revenue midpoint at $51.5M
  • Strong ADAS design-win momentum including Bosch and Valeo
  • Multiple new product ramps expected in 2025
  • Cost-reduction initiative to save up to $40M annually
  • Continued growth in vision processor and in-cabin monitoring segments

Challenges Ahead

  • Gross margin declined slightly YoY to 49.5%
  • Non-GAAP net loss remained elevated at $17.3M
  • Macroeconomic headwinds and tariff uncertainties persist
  • Production ramp delays due to global market conditions
  • Operating expenses still high despite restructuring efforts

Revenue & Expenses

Visualization of income flow from segment revenue to net income