NYSE$VLN

Valens Semiconductor Ltd · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Valens Q1 2025: $16.8M revenue (+46%) but net loss $8.3M

Valens Semiconductor reported first quarter 2025 revenue of $16.8 million, up 46% year over year from $11.6 million, reflecting growth in its connectivity semiconductor business across audio-video and automotive markets. Gross profit rose to $10.6 million from $6.8 million, but operating loss narrowed modestly to $9.5 million from $11.3 million as R&D, sales and marketing, and G&A expenses increased with the business scale-up and Acroname integration. Net loss was $8.3 million, or $0.08 per share, compared with a $10.0 million loss ($0.10 per share) in Q1 2024. The company ended the quarter with $41.0 million in cash and $71.5 million in short-term deposits. Valens repurchased 3.2 million ordinary shares for $9.6 million during the quarter.

  • Revenue $16.8M (+46% YoY); gross profit $10.6M with gross margin expanding on higher volumes.
  • Operating loss $9.5M vs $11.3M prior year; net loss $8.3M ($0.08/share) vs $10.0M ($0.10).
  • R&D expense $10.6M; sales and marketing $5.6M as company invests in automotive connectivity.
  • Cash $41.0M plus short-term deposits $71.5M; repurchased $9.6M of shares in the quarter.
  • Acroname acquisition contributed $1.4M of Q1 revenue since the May 2024 close.

Headline financials

Total Revenue

$16.8M

No prior period
EPS (adj)

-$0.08

No prior period
Gross margin

62.9%

No prior period
Research and development expense

$10.6M

No prior period
Share repurchases

$9.59M

No prior period
Capital Expenditures

-$880K

No prior period
Net Income

-$8.31M

No prior period
Operating Income

-$9.46M

No prior period
Gross Profit

$10.6M

No prior period
Cash & Equivalents

$41M

No prior period
R&D Expense

$10.1M

No prior period

Revenue & EPS history

Valens · Revenue · Quarterly

$16.8M

Q1 2025
Beat estimate in 10 of 12 quarters(83%)
ActualEstimate

Revenue by segment

Valens · $16.9M total across 2 segments · Q1 2026

  • Cross-Industry Business
    $11M
  • Automotive
    $5.9M

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-2.6%

Avg return

Earnings day

-4.5%

Avg return

5 days after

-9.4%

Avg return

30 days after

18%

3 / 17 earnings

Positive

+8.9%

Q1 2026

Best reaction

-12.8%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.0%+5.2%-18.2%
Q1 2026+8.9%+5.2%-18.2%
Q3 2025-5.6%-13.3%-11.7%
Q2 2025-12.8%-8.4%-16.4%
Q1 2025-4.9%-10.8%-20.9%
Q4 2023-5.1%-2.1%-0.4%
Q3 2023-1.4%-3.7%+9.3%
Q2 2023+1.6%+0.4%+0.8%
Q1 2023-0.4%-2.8%-6.0%
Q4 2022-0.9%-10.2%-30.8%
Q3 2022+2.1%-3.1%+29.7%
Q2 2021-5.1%-10.9%-16.3%
Q2 2022+0.0%-0.3%+13.7%
Q1 2022-2.7%+11.7%-3.9%
Q4 2021-5.3%-12.6%-20.4%
Q4 2020-5.3%-12.6%-20.4%
Q3 2021-6.9%-7.3%-30.0%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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