Valens Semiconductor .(US:VLN) Newsfile·2025-11-12 21:26Core Insights - Valens Semiconductor Ltd. (NYSE: VLN) reported Q3 2025 revenue of $17.3 million, exceeding guidance of $15.1-$15.6 million, marking the sixth consecutive quarter of growth [1][8] - The GAAP gross margin was 63.0% and non-GAAP gross margin was 66.7%, both above guidance, although slightly down from 63.5% in Q2 2025 [1][8] - Adjusted EBITDA loss was $(4.3) million, better than the expected range of $(7.4)-$(6.8) million [1][8] Financial Performance - Q3 2025 revenue of $17.3 million, up from $17.1 million in Q2 2025 and $16.0 million in Q3 2024 [1][8] - Management guided Q4 2025 revenue to be between $18.2 million and $18.9 million, with full-year growth expected to be near 20% year-over-year [1][8] - The company ended the quarter with $93.5 million in cash and no debt [1][8] Market Outlook - The company faces headwinds from tariff impacts, particularly in the automotive sector [1] - Despite mixed visibility into year-end, steady growth is expected through 2026 as ProAV normalizes and machine vision and medical programs ramp up, with automotive stabilizing alongside ongoing A-PHY ecosystem progress [1]