NASDAQ$INVZ

Innoviz Technologies Ltd · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Innoviz Q1 2025: record $17.4M revenue, loss narrows on 34% opex cut

Innoviz Technologies reported Q1 2025 results on May 14, 2025 for the quarter ended March 31, 2025. Revenue more than doubled year over year to $17.4 million driven by NRE services, production units and sample shipments, while gross profit turned positive at $7.0 million. Operating expenses fell 34% to $21.0 million, reducing the net loss to $12.6 million from $30.1 million in Q1 2024. The company expanded its NRE payment plan to approximately $95 million, selected Fabrinet as manufacturing partner for InnovizTwo, and reiterated FY 2025 revenue guidance of $50–$60 million. Liquidity totaled approximately $85.4 million at quarter end.

  • Revenue surged to $17.4M from $7.1M year over year; gross profit was $7.0M versus a $(1.3)M loss in Q1 2024
  • Operating expenses declined 34% to $21.0M; net loss narrowed to $12.6M ($(0.07) per share)
  • NRE payment plan expanded to ~$95M from ~$80M; Fabrinet selected for InnovizTwo volume production
  • Accelerating LiDAR deliveries to VW for ID. Buzz AD ahead of 2026 robotaxi deployments with Uber and MOIA
  • FY 2025 targets reiterated: $50–$60M revenue, $20–$50M additional NRE bookings, and 1–3 new program wins

Headline financials

Total Revenue

$17.4M

Previous: $7.06M+146.4%
EPS (adj)

-$0.07

Previous: -$0.18+61.1%
Operating expenses

$21M

No prior period
Expanded NRE payment plan

$95M

No prior period
Net Income

-$12.6M

Previous: -$30.1M+58.1%
Operating Income

-$14M

Previous: -$33M+57.5%
Gross Profit

$6.98M

Previous: -$1.3M+638.3%
Cash & Equivalents

$85.4M

No prior period

Revenue & EPS history

Innoviz · Revenue · Quarterly

$17.4M

Q1 2025+146.4%vs Q1 2024
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Forward guidance

Innoviz reiterated FY 2025 revenue guidance of $50–$60 million (more than 2x 2024), $20–$50 million of additional NRE bookings, and 1–3 new program wins.

Tailwinds

  • Record Q1 revenue and gross margin progress toward full-year targets
  • Strong customer momentum with VW, Uber, NVIDIA and Mobileye platforms

Headwinds

  • Company remains unprofitable with $12.6M net loss in the quarter

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-2.4%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-7.8%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+13.4%

Q1 2024

Best reaction

-19.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-19.4%-23.9%
Q4 2025-2.0%-0.9%-31.7%
Q3 2025-5.7%-17.4%-23.0%
Q2 2025-12.8%-1.6%+1.6%
Q1 2025-6.8%-1.0%-9.4%
Q3 2024-13.2%-1.7%-15.9%
Q2 2024-0.2%-3.7%-27.9%
Q1 2024+13.4%+7.1%-5.4%
Q4 2023-5.4%-4.8%-19.6%
Q3 2023+4.8%+18.1%+8.4%
Q2 2023-3.5%-12.4%-41.4%
Q1 2023+6.8%+4.4%+14.0%
Q4 2022-16.5%-12.6%-26.3%
Q3 2022+10.3%+19.0%+2.8%
Q2 2022+9.8%+12.8%+4.8%
Q1 2022-13.6%-7.4%-6.0%
Q4 2021-5.7%-15.6%-4.2%
Q3 2021+1.3%+11.9%+19.4%
Q2 2021+3.5%-4.2%-19.4%
Q1 2021-7.1%+11.2%-0.6%
Q4 2020+5.9%+13.8%+6.5%
Q3 2020+0.9%-0.3%-0.3%
Q2 2020+1.0%+1.2%+1.5%
Q1 2020
Q4 2019

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