Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (VLN) Q2 25
Valens Semiconductor (NYSE:VLN) reported strong Q2 2025 financial results, with revenue reaching $17.1M, exceeding guidance of $16.5-$16.8M and marking the fifth consecutive quarter of growth. The company demonstrated year-over-year revenue growth of 26% from $13.6M in Q2 2024.
Key performance metrics include a GAAP gross margin of 63.5% (non-GAAP 67.2%), improving from 62.9% in Q1 2025. The adjusted EBITDA loss narrowed to $(4.0)M, better than the guided range of $(4.9)-$(4.4)M and improved from $(5.2)M in the previous year.
Notable developments include the launch of the first MIPI A-PHY standard platform in industrial machine vision and expansion of VS3000-based products to approximately 150, though tariff impacts continue to affect the automotive segment.
Valens Semiconductor (NYSE:VLN) ha registrato solidi risultati finanziari nel Q2 2025, con ricavi pari a $17.1M, superiori alle previsioni di $16.5-$16.8M e segnando il quinto trimestre consecutivo di crescita. L'azienda ha mostrato una crescita dei ricavi anno su anno del 26% da $13.6M nel Q2 2024.
I principali indicatori includono un margine lordo GAAP del 63.5% (non-GAAP 67.2%), in miglioramento rispetto al 62.9% del Q1 2025. La perdita di EBITDA rettificato si 猫 ridotta a $(4.0)M, meglio della guidance di $(4.9)-$(4.4)M e in miglioramento rispetto a $(5.2)M dell'anno precedente.
Tra gli sviluppi di rilievo vi sono il lancio della prima piattaforma standard MIPI A-PHY per la visione industriale e l'espansione dei prodotti basati su VS3000 a circa 150, sebbene gli impatti dei dazi continuino a influire sul segmento automotive.
Valens Semiconductor (NYSE:VLN) inform贸 s贸lidos resultados financieros en el 2T 2025, con ingresos de $17.1M, por encima de la gu铆a de $16.5-$16.8M y marcando el quinto trimestre consecutivo de crecimiento. La compa帽铆a registr贸 un crecimiento interanual de los ingresos del 26%, desde $13.6M en el 2T 2024.
Los indicadores clave incluyen un margen bruto GAAP del 63.5% (non-GAAP 67.2%), mejorando desde 62.9% en el 1T 2025. La p茅rdida de EBITDA ajustado se redujo a $(4.0)M, mejor que el rango previsto de $(4.9)-$(4.4)M y una mejora respecto a $(5.2)M del a帽o anterior.
Entre los hitos destaca el lanzamiento de la primera plataforma est谩ndar MIPI A-PHY para visi贸n industrial y la expansi贸n de productos basados en VS3000 a aproximadamente 150, aunque los efectos arancelarios siguen afectando al segmento automotriz.
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欤检殧 臧滊皽 靷暛鞙茧電� 靷办梾鞖� 毹胳嫚 牍勳爠 攵勳暭鞐愳劀 斓滌磮鞚� MIPI A-PHY 響滌 頂岆灚韽� 於滌嫓鞕� VS3000 旮半皹 鞝滍拡鞚� 鞎� 150臧� 靾橃鞙茧 頇曤寑頃� 鞝愳澊 鞛堨溂氅�, 甏�靹� 鞓來枼鞚� 瓿勳啀頃挫劀 鞛愲彊彀� 攵�氍胳棎 鞓來枼鞚� 氙胳箻瓿� 鞛堨姷雼堧嫟.
Valens Semiconductor (NYSE:VLN) a publi茅 de solides r茅sultats pour le T2 2025, avec un chiffre d'affaires de $17.1M, sup茅rieur aux pr茅visions de $16.5-$16.8M et marquant le cinqui猫me trimestre cons茅cutif de croissance. La soci茅t茅 a affich茅 une croissance annuelle du chiffre d'affaires de 26%, contre $13.6M au T2 2024.
Les indicateurs cl茅s comprennent une marge brute GAAP de 63.5% (non-GAAP 67.2%), en am茅lioration par rapport 脿 62.9% au T1 2025. La perte d'EBITDA ajust茅 s'est r茅duite 脿 $(4.0)M, meilleure que la fourchette pr茅vue de $(4.9)-$(4.4)M et en am茅lioration par rapport 脿 $(5.2)M l'ann茅e pr茅c茅dente.
Parmi les faits marquants figurent le lancement de la premi猫re plateforme standard MIPI A-PHY pour la vision industrielle et l'extension des produits bas茅s sur le VS3000 脿 environ 150, bien que les droits de douane continuent d'affecter le segment automobile.
Valens Semiconductor (NYSE:VLN) meldete starke Finanzergebnisse f眉r das Q2 2025 mit einem Umsatz von $17.1M, 眉ber der Prognose von $16.5-$16.8M und dem f眉nften Wachstumsquartal in Folge. Das Unternehmen verzeichnete ein Jahreswachstum beim Umsatz von 26% gegen眉ber $13.6M im Q2 2024.
Wesentliche Kennzahlen umfassen eine GAAP-Bruttomarge von 63.5% (non-GAAP 67.2%), eine Verbesserung gegen眉ber 62.9% im Q1 2025. Der bereinigte EBITDA-Verlust verringerte sich auf $(4.0)M, besser als die prognostizierte Spanne von $(4.9)-$(4.4)M und eine Verbesserung gegen眉ber $(5.2)M im Vorjahr.
Zu den bemerkenswerten Entwicklungen geh枚ren die Einf眉hrung der ersten MIPI A-PHY-Standardplattform im Bereich industrielle Maschinenvision und die Ausweitung von VS3000-basierten Produkten auf etwa 150, wobei Zolleffekte weiterhin das Automotive-Segment belasten.
- Revenue of $17.1M exceeded guidance and grew 26% year-over-year
- Gross margin improved to 63.5% GAAP (67.2% non-GAAP) from 62.9% in Q1
- Adjusted EBITDA loss improved to $(4.0)M from $(5.2)M last year
- Expanded VS3000-based product portfolio to ~150 products
- Successfully launched first MIPI A-PHY standard platform
- Company continues to operate at a loss with $(4.0)M adjusted EBITDA loss
- Facing headwinds from tariff impacts, particularly in automotive segment
- Uncertain outlook for end of FY25
Dallas, Texas--(Newsfile Corp. - August 12, 2025) - Valens Semiconductor Ltd. (NYSE: VLN): Stonegate Capital Partners updates their coverage on Valens Semiconductor Ltd. (NYSE: VLN). Valens Semiconductor posted 2Q25 revenue of
To view the full announcement, including downloadable images, bios, and more, .
Key Takeaways:
- Second quarter revenue of
$17.1M exceeded guidance, up26% Y/Y, driven by strong ProAV and industrial demand. - Adjusted EBITDA loss improved to
$(4.0)M , beating guidance and down from$(5.2)M last year. - Launched first MIPI A-PHY standard platform in industrial machine vision and expanded VS3000-based products to ~150.
Click image above to view full announcement.
About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.
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