NASDAQ$INDI

indie Semiconductor Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported a 29% year-over-year revenue increase to $52.4M with a non-GAAP gross margin of 50.3%.

indie Semiconductor reported a 29% year-over-year increase in revenue, reaching $52.4 million for Q1 2024. The company's non-GAAP gross margin was 50.3%. Despite automotive market contraction, indie exceeded industry peer growth, driven by Autotech market momentum. The company anticipates a return to high growth in the second half of the year, fueled by new product ramps and key vehicle launches.

  • indie Semiconductor's Q1 revenue increased 29% year-over-year to $52.4 million.
  • Non-GAAP gross margin was 50.3% for Q1 2024.
  • The company is ramping up Occupant Monitoring System (OMS) solutions for BMW and enabled Cadillac Escalade Augmented Reality (AR) navigational systems.
  • Q2 2024 revenue is expected to be flat to up 5% sequentially with non-GAAP gross margin expansion.

Headline financials

Total Revenue

$52.4M

Previous: $40.5M+29.4%
EPS (adj)

-$0.10

Previous: -$0.10+0.0%
Non-GAAP Gross Margin

50.3%

Previous: 52.2%-3.6%
Capital Expenditures

-$2.32M

Previous: -$3.2M+27.6%
Free Cash Flow

-$33.5M

Previous: -$75.9M+55.9%
Net Income

-$34.2M

Previous: -$72.7M+53.0%
Operating Income

-$49.6M

Previous: -$37M-34.3%
Gross Profit

$22.3M

Previous: $16.4M+35.8%

Revenue & EPS history

indie Semiconductor · Revenue · Quarterly

$52.4M

Q1 2024+29.4%vs Q1 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

indie Semiconductor · $60.5M total across 2 segments · Q3 2023

  • Product Revenue
    $53.4M+118.5%
  • Contract Revenue
    $7.11M+27.2%

Forward guidance

For Q2 2024, indie Semiconductor expects revenue to be flat to up 5% sequentially. Gross margin is projected to expand to the 51 to 52 percent range.

Tailwinds

  • Revenue expected to be flat to up 5% sequentially.
  • Gross margin expansion to the 51 to 52 percent range.
  • Richer product mix anticipated.
  • Flat expenses expected.
  • Narrower operating loss on a sequential basis expected.

Headwinds

  • Ongoing industry-wide inventory rebalancing causing market softness.
  • Certain information necessary to reconcile non-GAAP results and guidance to GAAP is difficult to estimate.
  • Reconciliation is dependent on future events outside of their control.
  • Reconciliation is not available without unreasonable efforts.
  • Forward-looking estimates of both GAAP and non-GAAP measures of our financial performance may differ materially from our actual results and should not be relied upon as statements of fact.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+5.9%

Avg return

Earnings day

+5.8%

Avg return

5 days after

+6.6%

Avg return

30 days after

58%

14 / 24 earnings

Positive

+57.0%

Q3 2024

Best reaction

-16.0%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%+0.2%-10.4%
Q4 2025+5.8%+5.0%-25.4%
Q3 2025+0.9%-8.4%-0.9%
Q1 2025+1.5%+2.3%+31.1%
Q3 2024+57.0%+36.1%+22.9%
Q2 2024-5.2%-12.9%-24.7%
Q1 2024-1.0%+3.3%+27.7%
Q4 2023-16.0%-11.9%-12.2%
Q3 2023+11.5%+29.4%+53.2%
Q2 2023-8.2%-11.0%-20.0%
Q1 2023+4.8%+6.9%+26.3%
Q4 2022+4.1%+2.7%+6.2%
Q3 2022+23.5%+16.8%-5.5%
Q2 2022+5.5%+5.5%+11.7%
Q1 2021+26.9%+24.8%+28.0%
Q1 2022+30.2%+32.6%+29.6%
Q4 2021-6.2%-1.5%-3.9%
Q3 2020+15.6%+16.5%-11.8%
Q3 2021+6.0%+22.5%-6.5%
Q2 2020-3.6%-5.8%+17.9%
Q4 2020-3.6%-5.8%+17.9%
Q2 2021-4.2%-7.9%+5.9%
Q1 2020+0.6%-0.1%+0.8%
Q4 2019-0.1%-0.1%+0.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro