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Mar 31

Innoviz Q1 2025 Earnings Report

Innoviz reported increased revenues and narrowed net loss in Q1 2025.

Key Takeaways

Innoviz achieved record revenues of $17.4 million in Q1 2025, reflecting strong growth driven by LiDAR shipments and NRE services, while net loss narrowed significantly year-over-year.

Revenue more than doubled year-over-year to $17.4 million.

Net loss decreased to $12.6 million from $30.1 million a year ago.

Innoviz expanded its NRE payment plan with customers to approximately $95 million.

Partnership with Fabrinet initiated for mass production of InnovizTwo LiDAR units.

Total Revenue
$17.4M
Previous year: $7.06M
+146.4%
EPS
-$0.07
Previous year: -$0.18
-61.1%
Operating Expenses
$21M
Previous year: $31.7M
-33.7%
R&D Expenses
$14.8M
Previous year: $23.8M
-37.8%
Sales & Marketing
$1.72M
Gross Profit
$6.98M
Previous year: -$1.3M
-638.3%
Cash and Equivalents
$13.4M
Previous year: $124M
-89.2%
Free Cash Flow
-$18.8M
Previous year: -$23M
-18.5%
Total Assets
$157M
Previous year: $185M
-15.0%

Innoviz

Innoviz

Forward Guidance

Innoviz reiterated its FY2025 targets, including a revenue range of $50-$60 million, additional NRE bookings, and new program wins.

Positive Outlook

  • FY25 revenue guidance of $50–$60 million maintained.
  • Additional $20–$50 million in NRE bookings expected in 2025.
  • 1–3 new program wins anticipated in 2025.
  • Partnership with Fabrinet to support scalable production.
  • Momentum with major OEMs and autonomous driving platforms like NVIDIA and Mobileye.

Challenges Ahead

  • Continued operating losses despite revenue growth.
  • High dependence on NRE bookings and milestone payments.
  • Exposure to evolving US tariff policies remains a risk.
  • Cash used in operations and investments remains significant.
  • No GAAP profitability guidance provided.