NYSE$VLN
Valens Semiconductor Ltd · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
Valens Semiconductor reported Q2 2025 revenue of $17.1M with a GAAP net loss of $7.2M.
Revenue was $17.1 million, above guidance, with GAAP gross margin of 63.5%. The company posted a GAAP net loss of $7.2 million as it invested in automotive A-PHY adoption and ProAV connectivity. Management updated full-year 2025 revenue guidance to $66–71 million citing tariff impacts.
- Q2 revenue $17.1M (above guidance).
- GAAP gross margin 63.5%; cash $102.7M.
- ProAV demand strong; automotive pipeline expanding.
- Full-year revenue guidance trimmed on tariff uncertainty.
Headline financials
Revenue & EPS history
Valens · Revenue · Quarterly
$17.1M
Revenue by segment
Valens · $16.9M total across 2 segments · Q1 2026
- Cross-Industry Business$11M—65.1%
- Automotive$5.9M—34.9%
Forward guidance
Outlook emphasizes path to profitability, liquidity, and cost discipline.
Tailwinds
- Operating initiatives and partnership milestones.
- Cash runway and restructuring progress.
Headwinds
- Operating losses and financing needs.
- Competitive and regulatory uncertainty.
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 Q2 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
| Quarter | Report date | Reaction (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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