What is the revenue and EPS growth rate for indie Semiconductor year over year?

What is the market's earnings forecast for indie Semiconductor next quarter?

Did indie Semiconductor beat or miss consensus estimates last quarter?

What is indie Semiconductor's gross profit margin?

What guidance did indie Semiconductor's management provide for the next earnings period?

What factors drove the changes in indie Semiconductor's revenue and profit?

What is indie Semiconductor's latest dividend and current dividend yield?

What were the key takeaways from indie Semiconductor’s earnings call?

- **CFO Appointment**: Naixi Wu brings financial expertise to indie's strategic growth.
- **China Automotive Recovery**: 91 million vehicles sold, driving ADAS adoption.
- **Supply Chain Challenges**: Substrate shortages impacting 2026 production ramp.
- **Quantum Computing Expansion**: $1 million revenue in 2025, targeting $10 million in 2026.
- **Radar Program Growth**: 300,000 units shipped, with second-source manufacturing in China and Taiwan.
- **Wuxi Business Divestment**: Reducing gross margin to 47%, with 2026 revenue outlook of $54-60 million.


**【CEO Opening Remarks】**
- Announced the appointment of Naixi Wu as CFO, highlighting her expertise in financial reporting and leadership in complex transactions.
- Automotive market recovery in China, with 91 million vehicles sold in 2025, driven by ADAS adoption.
- Strategic backlog growth to $7.4 billion, with 400,000 units shipped in Q3.

**【CFO Financial Commentary】
- Q3 revenue of $53.7 million, non-GAAP gross margin of 49.6%, and operating expenses of $37.9 million.
- Supply chain challenges caused a $5 million shortfall in Q4 revenue, with substrate shortages expected to resolve in Q1 2026.
- Wuxi business divestment, contributing to $1.3 billion in strategic backlog.

**【Q&A Highlights】
- Substrate shortage impacting 2026 production ramp, resolved by Q1 2026.
- Quantum computing revenue of $1 million in 2025, with 2026 outlook of $10 million.
- Radar program expansion to 300,000 units, with second-source manufacturing in China and Taiwan.
- Robotics market adoption of vision processors, with 2026 production ramp.
- Wuxi business divestment reducing gross margin to 47%, with 2026 outlook of $54-60 million revenue.


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