NASDAQ$INVZ

Innoviz Technologies Ltd · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Innoviz Q2 2025: revenue up 46% to $9.7M as LiDAR wins accelerate

Innoviz Technologies reported Q2 2025 results with revenue of $9.7 million, up 46% from $6.7 million in Q2 2024, driven by a mix of NRE services and LiDAR unit sales. H1 revenue of $27.1 million already exceeded full-year 2024 levels. Gross profit turned positive at $1.6 million versus a $(0.2) million loss a year ago. Operating expenses fell 20% to $18.5 million, including $2.3 million of share-based compensation. The company reported a net loss of $18.5 million, or $(0.09) per share, improved from a $(0.13) loss per share in Q2 2024. Q2 cash burn was approximately $7.3 million with liquidity of $79.4 million. Innoviz signed a development agreement with a top-5 passenger OEM and launched InnovizSMART for industrial applications.

  • Q2 revenue of $9.7M (+46% YoY); H1 revenue $27.1M exceeded all of 2024
  • Q2 net loss of $18.5M; EPS $(0.09) vs $(0.13) prior year
  • Operating expenses down 20% to $18.5M; Q2 cash burn ~$7.3M
  • Liquidity of $79.4M; SODW signed with top-5 passenger OEM for L3 program
  • Reiterating 2025 revenue guidance of $50–$60M; raising NRE bookings targets

Headline financials

Total Revenue

$9.75M

Previous: $6.66M+46.3%
EPS (adj)

-$0.09

Previous: -$0.13+30.8%
Total liquidity

$79.4M

No prior period
H1 2025 revenue

$27.1M

No prior period
Q2 cash burn

$7.3M

No prior period
Net Income

-$18.5M

Previous: -$21.2M+12.7%
Operating Income

-$17M

Previous: -$23.5M+27.7%
Gross Profit

$1.56M

Previous: -$237K+758.2%
Cash & Equivalents

$79.4M

No prior period

Revenue & EPS history

Innoviz · Revenue · Quarterly

$9.75M

Q2 2025+46.3%vs Q2 2024
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Forward guidance

Innoviz reiterates 2025 revenue guidance of $50–$60 million, more than 2x 2024 levels, and is raising NRE bookings targets after strong H1 performance.

Tailwinds

  • H1 revenue already above full-year 2024
  • Top-5 OEM development agreement for L3 production vehicle
  • InnovizSMART industrial LiDAR gaining early customer traction

Headwinds

  • Company remains unprofitable with $18.5M Q2 net loss
  • Continued dependence on NRE and early-stage LiDAR unit volumes

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 Q2 2025

Historical avgQ2 2025

-2.4%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-8.9%

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%-32.9%
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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