Valens Semiconductor to Attend Investor Conferences in August, Presenting to Oppenheimer, Needham, Jefferies, and Evercore ISI.
ByAinvest
Thursday, Aug 7, 2025 6:33 am ET2min read
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The company's Q2 gross margin was 63.5% (non-GAAP gross margin was 67.2%), which was within the guidance range. This compares favorably to the Q1 2025 gross margin of 62.9% and the Q2 2024 gross margin of 61.4%. The Q2 GAAP net loss was $(7.2) million, compared to a net loss of $(8.3) million in Q1 2025 and $(8.9) million in Q2 2024. The adjusted EBITDA loss was $(4.0) million, which was better than the guidance range of $(4.9)-$(4.4) million [1].
Valens Semiconductor's CFO, Guy Nathanzon, commented on the financial results, stating, "Although we've adjusted our full-year 2025 revenue guidance to be in the range of $66 million to $71 million due to the impact of tariffs, our confidence in the company's long-term strategy and market opportunity remains unchanged." The company's cash balance as of June 30, 2025, was $102.7 million, compared to $112.5 million as of March 31, 2025. The company used $10.2 million for the share repurchase program during the second quarter [1].
Valens Semiconductor's Q2 2025 business highlights include the launch of the first MIPI A-PHY standard platform in the industrial machine vision market, developed by D3 Embedded, and a rise in the number of products based on the VS3000 chipset from around 100 to 150 by the end of 2024. The company also received strong endorsements for the MIPI A-PHY standard in automotive from Mobileye and a leading European OEM at the annual MIPI Alliance meeting. Valens Semiconductor won two prestigious industry awards and supplied the chipsets behind four additional customer wins for Apantac, Rethink AV, Hall Technologies, and Msolutions [1].
For Q3 2025, Valens Semiconductor expects revenues to range between $15.1 million and $15.6 million, gross margin to range between 58.0% and 60.0%, and adjusted EBITDA loss to range between $(7.4) million and $(6.8) million [1].
Valens Semiconductor's CFO, Guy Nathanzon, will participate in upcoming investor conferences including Oppenheimer's Technology, Internet & Communications Conference, Needham's Semiconductor & SemiCap Conference, Jefferies' Semiconductor, IT Hardware & Communications Conference, and Evercore ISI's Semi, IT Hardware & Networking Conference. Investors can schedule one-on-one meetings with Valens during these conferences by contacting their sales representative or Miri Segal at msegal@ms-ir.com [1].
References:
[1] https://www.prnewswire.com/il/news-releases/valens-semiconductor-reports-second-quarter-2025-results-302522997.html
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Valens Semiconductor's CFO, Guy Nathanzon, will participate in upcoming investor conferences including Oppenheimer's Technology, Internet & Communications Conference, Needham's Semiconductor & SemiCap Conference, Jefferies' Semiconductor, IT Hardware & Communications Conference, and Evercore ISI's Semi, IT Hardware & Networking Conference. Investors can schedule one-on-one meetings with Valens during these conferences by contacting their sales representative or Miri Segal at msegal@ms-ir.com.
Valens Semiconductor Ltd. (NYSE: VLN), a leader in high-performance connectivity, reported strong financial results for the second quarter of 2025, marking the fifth consecutive quarter of growth. The company reported Q2 revenues of $17.1 million, exceeding its guidance of $16.5-$16.8 million. This represents a significant increase from the $16.8 million reported in Q1 2025 and the $13.6 million in Q2 2024 [1].The company's Q2 gross margin was 63.5% (non-GAAP gross margin was 67.2%), which was within the guidance range. This compares favorably to the Q1 2025 gross margin of 62.9% and the Q2 2024 gross margin of 61.4%. The Q2 GAAP net loss was $(7.2) million, compared to a net loss of $(8.3) million in Q1 2025 and $(8.9) million in Q2 2024. The adjusted EBITDA loss was $(4.0) million, which was better than the guidance range of $(4.9)-$(4.4) million [1].
Valens Semiconductor's CFO, Guy Nathanzon, commented on the financial results, stating, "Although we've adjusted our full-year 2025 revenue guidance to be in the range of $66 million to $71 million due to the impact of tariffs, our confidence in the company's long-term strategy and market opportunity remains unchanged." The company's cash balance as of June 30, 2025, was $102.7 million, compared to $112.5 million as of March 31, 2025. The company used $10.2 million for the share repurchase program during the second quarter [1].
Valens Semiconductor's Q2 2025 business highlights include the launch of the first MIPI A-PHY standard platform in the industrial machine vision market, developed by D3 Embedded, and a rise in the number of products based on the VS3000 chipset from around 100 to 150 by the end of 2024. The company also received strong endorsements for the MIPI A-PHY standard in automotive from Mobileye and a leading European OEM at the annual MIPI Alliance meeting. Valens Semiconductor won two prestigious industry awards and supplied the chipsets behind four additional customer wins for Apantac, Rethink AV, Hall Technologies, and Msolutions [1].
For Q3 2025, Valens Semiconductor expects revenues to range between $15.1 million and $15.6 million, gross margin to range between 58.0% and 60.0%, and adjusted EBITDA loss to range between $(7.4) million and $(6.8) million [1].
Valens Semiconductor's CFO, Guy Nathanzon, will participate in upcoming investor conferences including Oppenheimer's Technology, Internet & Communications Conference, Needham's Semiconductor & SemiCap Conference, Jefferies' Semiconductor, IT Hardware & Communications Conference, and Evercore ISI's Semi, IT Hardware & Networking Conference. Investors can schedule one-on-one meetings with Valens during these conferences by contacting their sales representative or Miri Segal at msegal@ms-ir.com [1].
References:
[1] https://www.prnewswire.com/il/news-releases/valens-semiconductor-reports-second-quarter-2025-results-302522997.html

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