Valens Semiconductor reports Q2 EPS (4c), consensus (3c)

Reports Q2 revenue $17.06M, consensus $16.7M. “We are pleased with our performance in Q2, where we exceeded our guidance and delivered revenues of $17.1 million,” said Gideon Ben-Zvi, CEO of Valens Semiconductor (VLN). “In the first half of 2025, we saw strong and growing demand, particularly within the ProAV market. Momentum in Industrial machine vision also remained positive; our strategic partnerships led to the design of robust new products, which we expect to begin commercialization by late 2026. In automotive, the MIPI A-PHY standard continued to gain industry traction, providing continued optimism about our long-term potential in this market. However, primarily due to the impact of tariffs, we are updating our full-year 2025 revenue guidance to be in the range of $66 million to $71 million, which still represents a 14% to 23% increase compared to 2024.”