Valens Semiconductor .(US:VLN)2025-11-12 13:30Financial Performance & Guidance - Valens Semiconductor reported Q3 2025 revenue of $17335 million[70], with a GAAP gross margin of 630%[70] - The company's Q3 2025 Adjusted EBITDA loss was $4298 million[70] - Revenue guidance for Q4 2025 is $182-$189 million[71] - The company anticipates full year 2025 revenue between $694 million and $701 million[71], representing approximately 20% year-over-year growth[77] - The gross margin guidance for 2025 is 580%-600%[71] - Adjusted EBITDA loss for 2025 is projected to be between $42 million and $46 million[71] Market Opportunities & Strategy - Valens Semiconductor targets revenue of $220 million to $300 million by 2029[74] - The company is focused on growth in the Pro AV, Industrial Machine Vision, and Automotive markets[74] - The automotive total addressable market (TAM) is projected to reach $45 billion by 2029[34], with 14 billion chips per year[34] - The video conferencing total addressable market (TAM) is projected to reach $350 million by 2028/2029[25]