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Sep 30, 2022

indie Semiconductor Q3 2022 Earnings Report

indie Semiconductor exceeded bottom line expectations for Q3 2022.

Key Takeaways

indie Semiconductor reported record third quarter revenue of $30.0 million, a 147% increase year-over-year and a 17% increase sequentially. Non-GAAP gross margin expanded to 50.4%. The strategic backlog grew to $4.3 billion.

Revenue reached a record $30.0 million, up 147% year-over-year and 17% sequentially.

Non-GAAP gross margin expanded to 50.4%, up 740 basis points year-over-year and 180 basis points sequentially.

Strategic backlog increased to $4.3 billion, up from $2.6 billion last year.

The company commenced volume production of an automotive USB-PD programmable controller Power SoC.

Total Revenue
$30M
Previous year: $12.2M
+146.9%
EPS
-$0.1
Previous year: -$0.09
+11.1%
Non-GAAP Gross Margin
50.4%
Previous year: 43%
+17.2%
Gross Profit
$15M
Previous year: $5.23M
+187.9%
Cash and Equivalents
$150M
Previous year: $324M
-53.6%
Free Cash Flow
-$24.6M
Previous year: -$15.6M
+57.3%
Total Assets
$421M
Previous year: $359M
+17.5%

indie Semiconductor

indie Semiconductor

indie Semiconductor Revenue by Segment

Forward Guidance

For the fourth quarter of 2022, indie Semiconductor anticipates sales growth to an approximately $132 million annualized revenue run-rate with non-GAAP gross margin expansion into the 51 percent range. The company is on track to reach profitability in the second half of next year.

Positive Outlook

  • Sales growth to an approximately $132 million annualized revenue run-rate is expected.
  • Non-GAAP gross margin expansion into the 51 percent range is anticipated.
  • Company expects to maintain outsized top line growth.
  • Company expects to further expand gross margin.
  • Company is on track to reach profitability in the second half of next year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income