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Sep 30, 2023

indie Semiconductor Q3 2023 Earnings Report

indie Semiconductor exceeded growth expectations in Q3 2023.

Key Takeaways

indie Semiconductor reported a record revenue of $60.5 million for Q3 2023, up 101% year-over-year and 16% sequentially. The company's non-GAAP gross margin expanded to 52.7%. Strategic backlog increased to $6.3 billion.

Q3 revenue reached $60.5 million, a 101% increase year-over-year and 16% sequentially.

Non-GAAP gross margin expanded 226 basis points year-over-year to 52.7%.

Strategic backlog increased to $6.3 billion, up from $4.3 billion last year.

Company plans to double revenue in 2023.

Total Revenue
$60.5M
Previous year: $30M
+101.5%
EPS
-$0.08
Previous year: -$0.1
-20.0%
Gross Profit
$30.4M
Previous year: $15M
+101.8%
Cash and Equivalents
$161M
Previous year: $150M
+6.8%
Free Cash Flow
-$16.9M
Previous year: -$24.6M
-31.5%
Total Assets
$820M
Previous year: $421M
+94.5%

indie Semiconductor

indie Semiconductor

indie Semiconductor Revenue by Segment

Forward Guidance

For Q4 2023, indie Semiconductor expects revenue to be in the range of $70 million to $75 million and anticipates reaching non-GAAP EBITDA breakeven.

Positive Outlook

  • Accelerating revenue growth expected in Q4 2023.
  • Revenue expected to be in the $70M-$75M range.
  • Sustained non-GAAP gross margin expansion expected.
  • Operating expense leverage expected.
  • Intend to reach non-GAAP EBITDA breakeven in the current period.

Revenue & Expenses

Visualization of income flow from segment revenue to net income