Core Viewpoint - Valens Semiconductor will host meetings with customers, analysts, and investors at CES 2026, showcasing its high-performance connectivity technology across various key markets [1][2]. Company Overview - Valens Semiconductor is a leader in high-performance connectivity, enabling digital experiences globally through its chipsets integrated into numerous devices [3]. - The company's technology supports advanced audio-video installations, next-generation videoconferencing, and the development of ADAS and autonomous driving [3]. - Valens sets industry standards with its technology, including HDBaseT® and MIPI A-PHY [3]. Event Details - Meetings will take place from January 6 to January 9, 2026, at Valens' Booth N231 in the North Hall of the LVCC during CES 2026 [1][2]. - Guy Nathanzon, the Chief Financial Officer, along with the sales team, will demonstrate the company's technology and its applications in various sectors such as Automotive, Professional Audio-Video, Industrial, Medical, Education, and Video Conferencing [2].

Core Insights - Valens Semiconductor Ltd. reported strong financial results for Q3 2025, achieving revenues of $17.3 million, marking the sixth consecutive quarter of growth [2][3][6] - The company has launched significant products in various sectors, including the first end-to-end camera-to-processor MIPI A-PHY platform and new medical imaging products [3][14] - A new CEO, Yoram Salinger, has been appointed, effective November 13, 2025, to further accelerate growth [3][14] Financial Highlights - Q3 2025 revenues reached $17.3 million, exceeding guidance of $15.1-$15.6 million, compared to $17.1 million in Q2 2025 and $16.0 million in Q3 2024 [5][6] - Gross margin for Q3 2025 was 63.0% (GAAP) and 66.7% (non-GAAP), surpassing the guidance of 58%-60% [5][6] - The company reported a net loss of $(7.3) million for Q3 2025, an improvement from $(10.4) million in Q3 2024 [6][18] Revenue Breakdown - Cross-Industry Business (CIB) revenues accounted for approximately 75% of total revenues at $13.2 million, up from $12.8 million in Q2 2025 and $9.4 million in Q3 2024 [6][18] - Automotive revenues represented about 25% of total revenues at $4.1 million, down from $4.3 million in Q2 2025 and $6.6 million in Q3 2024 [6][18] Cash Position - As of September 30, 2025, cash, cash equivalents, and short-term deposits totaled $93.5 million, with no debt [5][6] - The company allocated $3.6 million for a share repurchase program during Q3 2025 [7] Future Outlook - For Q4 2025, Valens expects revenues between $18.2 million to $18.9 million and a gross margin of 58% to 60% [9] - The full year 2025 revenue guidance is projected to be between $69.4 million to $70.1 million, reflecting a 20% increase compared to 2024 [9]

Company Overview - Valens Semiconductor (NYSE: VLN) is a leader in high-performance connectivity, enabling transformative digital experiences globally [5] - The company's chipsets are integrated into numerous devices, powering advanced audio-video installations, next-generation videoconferencing, and supporting the evolution of ADAS and autonomous driving [5] Product Innovations - Valens will showcase its innovative connectivity technology for AI applications at Embedded World 2025, collaborating with various companies in the machine vision market [1][4] - Two key connectivity standards, MIPI A-PHY and HDBaseT USB3, will be highlighted, providing significant design flexibility and cost-efficiency for robotics developers [2] Demonstrations and Applications - Demonstrations at Valens' booth will include advanced connectivity infrastructure for NVIDIA AI platforms, showcasing the ability to withstand 20 times more noise compared to legacy solutions [3] - The company will also address USB challenges for embedded systems, focusing on the extension and test automation for the USB 3 protocol [3][4] Market Impact - Valens' entry into the machine vision market is expected to disrupt the industry with its standard-compliant chipsets, allowing customers to explore new applications [4]