Core Insights - Valens Semiconductor Ltd. reported financial results for Q2 2025, achieving revenues of $17.1 million, marking the fifth consecutive quarter of growth [2][3] - The company updated its full-year 2025 revenue guidance to a range of $66 million to $71 million, reflecting a 14% to 23% increase compared to 2024, primarily due to the impact of tariffs [3][4] Financial Performance - Q2 2025 revenues reached $17.1 million, exceeding guidance of $16.5-$16.8 million, compared to $16.8 million in Q1 2025 and $13.6 million in Q2 2024 [4][17] - Q2 gross margin was 63.5% GAAP and 67.2% non-GAAP, compared to 62.9% GAAP in Q1 2025 and 61.4% GAAP in Q2 2024 [8][17] - Q2 net loss was $(7.2) million, an improvement from $(8.3) million in Q1 2025 and $(8.9) million in Q2 2024 [8][17] Segment Performance - Cross-Industry Business (CIB) revenues accounted for approximately 75% of total revenues at $12.8 million, up from $11.7 million in Q1 2025 and $8.1 million in Q2 2024 [4][5] - Automotive revenues represented about 25% of total revenues at $4.3 million, down from $5.1 million in Q1 2025 and $5.5 million in Q2 2024 [5] Business Highlights - Strong demand was noted in the ProAV market, with positive momentum in industrial machine vision [3] - The MIPI A-PHY standard continued to gain traction in the automotive sector, enhancing long-term market potential [3] - The company launched the first MIPI A-PHY standard platform in the industrial machine vision market [8] Cash Position - As of June 30, 2025, cash, cash equivalents, and short-term deposits totaled $102.7 million, down from $112.5 million as of March 31, 2025 [8][17] - The company utilized $10.2 million for a share repurchase program during Q2 2025 [8] Future Outlook - For Q3 2025, Valens Semiconductor expects revenues between $15.1 million and $15.6 million, with a gross margin range of 58.0% to 60.0% [9]

Core Viewpoint - Valens Semiconductor will release its second quarter 2025 financial results on August 6, 2025, and will host a conference call to discuss these results and the business outlook [1][2]. Company Overview - Valens Semiconductor (NYSE: VLN) is a leader in high-performance connectivity, providing chipsets that enhance digital experiences globally [3]. - The company's technology is integral to advanced audio-video installations, next-generation videoconferencing, and the development of ADAS and autonomous driving systems [3]. - Valens is known for setting industry standards, including HDBaseT® and MIPI A-PHY [3]. Conference Call Details - The conference call will take place on August 6, 2025, at 8:30 a.m. Eastern Time (ET) [2]. - Access numbers for the call include U.S: +1 (888) 281-1167, UK: 0 (808) 101-2717, Israel: 03 918 0610, and other: +972 3 918 0610 [2]. - A live webcast will be available on Valens Semiconductor's investor relations website, with a replay accessible shortly after the call [2].

Core Viewpoint - Valens Semiconductor is set to release its first quarter 2025 financial results on May 7, 2025, and will host a conference call to discuss these results and the business outlook [1][2]. Company Overview - Valens Semiconductor (NYSE: VLN) is a leader in high-performance connectivity, providing technology that enhances digital experiences globally [3]. - The company's chipsets are utilized in various devices, supporting advanced audio-video installations, next-generation videoconferencing, and the development of ADAS and autonomous driving technologies [3]. - Valens is recognized for setting industry standards, including HDBaseT® and MIPI A-PHY, showcasing its commitment to pushing connectivity boundaries [3]. Conference Call Details - The conference call will take place on May 7, 2025, at 8:30 a.m. Eastern Time, with access numbers provided for U.S., UK, Israel, and other regions [2]. - A live webcast of the conference call will be available on Valens Semiconductor's investor relations website, with a replay accessible shortly after the call concludes [2].