NASDAQ$INDI

indie Semiconductor Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

indie Semiconductor exceeded Q2 2022 analyst expectations.

indie Semiconductor reported record revenue of $25.8 million, a 181% year-over-year increase and a 17% sequential increase. The company's non-GAAP gross margin expanded to 48.6%.

  • Delivered 181% Year-over-Year and 17% Sequential Revenue Growth to a Record $25.8M
  • Expanded Non-GAAP Gross Margin to 48.6%, up 650 Basis Points Year-over-Year and 120 Basis Points Sequentially
  • Commenced sampling of the automotive industry’s most integrated USB-PD programmable controller
  • Secured wireless charging and advanced lighting design wins at Honda, Hyundai / Kia and XPeng

Headline financials

Total Revenue

$25.8M

Previous: $9.18M+180.6%
EPS (adj)

-$0.11

Previous: -$0.16+31.3%
Non-GAAP Gross Margin

48.6%

Previous: 42.1%+15.4%
Capital Expenditures

-$1.85M

Previous: -$809K-128.2%
Free Cash Flow

-$6.08M

Previous: $5.34M-213.9%
Net Income

-$4.23M

Previous: $6.15M-168.9%
Operating Income

-$30M

Previous: -$18.5M-62.0%
Gross Profit

$10.6M

Previous: $3.86M+173.9%
Cash & Equivalents

$164M

Previous: $354M-53.8%
Total Assets

$446M

Previous: $386M+15.7%
Stock-Based Comp

$8.77M

Previous: $7.97M+10.0%

Revenue & EPS history

indie Semiconductor · Revenue · Quarterly

$25.8M

Q2 2022+180.6%vs Q2 2021
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

indie Semiconductor · $25.8M total across 2 segments · Q2 2022

  • Product Revenue
    $20.5M+130.1%
  • Contract Revenue
    $5.3M+1716.1%

Forward guidance

For the third quarter of 2022, indie Semiconductor anticipates top-line growth on the order of 140 to 150 percent year-over-year to an approximately $120 million annualized revenue run-rate at the midpoint with non-GAAP gross margin expansion into the 50 percent range.

Tailwinds

  • Expect to continue to far outpace indie’s addressable markets
  • Anticipate top-line growth on the order of 140 to 150 percent year-over-year
  • Approximately $120 million annualized revenue run-rate at the midpoint
  • Non-GAAP gross margin expansion into the 50 percent range
  • On track to reach profitability in the second half of next year

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 Q2 2022

Historical avgQ2 2022

+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%

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