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Sep 30, 2025
Valens Q3 2025 Earnings Report
Valens Semiconductor exceeded revenue guidance and continued its growth trajectory in Q3 2025.
Key Takeaways
Valens Semiconductor posted strong Q3 2025 results with revenue beating guidance and the sixth consecutive quarter of growth. Despite a net loss, the company showed resilience across its key markets, particularly ProAV and medical. The quarter also marked a CEO transition.
Revenue by Segment
Forward Guidance
Valens expects continued momentum in Q4 2025, forecasting higher revenue and maintaining gross margins despite ongoing EBITDA losses.
Positive Outlook
- Q4 2025 revenue guidance of $18.2M–$18.9M, higher than Q3 2025
- Expected gross margin of 58%–60% aligns with historical performance
- Growth momentum continuing in ProAV and medical markets
- Strong cash position with no debt
- Improved adjusted EBITDA outlook vs prior quarters
Challenges Ahead
- Ongoing adjusted EBITDA losses projected for Q4 2025
- Automotive segment revenue down year-over-year
- Cash balance decreased from previous quarter due to share repurchases
- No active share repurchase program going forward
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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