Valens (VLN)
NYSE:VLN
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.04Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mixed but generally constructive picture: management reported a quarter that beat revenue and gross-margin guidance and showcased meaningful product and industry milestones (notably VS3000/VS6320 adoption and a first-of-its-kind A-PHY interoperability demo). At the same time, there are near-term financial and execution headwinds — a notable QoQ revenue decline driven by CIB digestion, a wider adjusted EBITDA loss versus the prior quarter, reduced cash versus last year, and dependency on a significant second-half ramp. Management highlighted design-win visibility that supports confidence in H2 acceleration, but timing and customer concentration (notably Mercedes in automotive) remain risks. Overall, positives around product momentum and margin outperformance were balanced by financial declines and execution/timing risks, with management expressing confidence in future growth.Company Guidance
Revenue Beat and Stable Year-over-Year
Q1 revenue of $16.9M exceeded the company's guidance range of $16.3M–$16.7M and was slightly higher than Q1 2025 ($16.8M), representing a ~+0.6% YoY increase. (Note: revenue was down QoQ from $19.4M, -12.9%.)
Gross Margin Outperformance
GAAP gross margin was 62.2%, above guidance (57%–59%) and up 1.7 percentage points vs. Q4 2025 (60.5%). Non-GAAP gross margin was 65.2%, up 1.3 percentage points from Q4 2025 (63.9%).
Product Adoption and Commercial Momentum in AV
Strong adoption of new chips: VS3000 (unique uncompressed HDMI 2.0 extension) and VS6320 (first dedicated USB 3.2 extension chip). Notable customer rollout: Extron’s DTP3 CrossPoint 42 series uses VS3000. Positive demonstrations and visibility at CES and ISE increased market interest in multi-camera extension, uncompressed 4K+USB3 single-box solutions and USB-C extension scenarios.
Automotive Traction and Industry Milestone (A-PHY)
Automotive revenue grew to $5.9M (35% of revenue), up ~+7.3% QoQ and +15.7% YoY. VA7000 chipset (MIPI A-PHY compliant) achieved a first-of-its-kind three-company interoperable demonstration at Auto China — a meaningful validation of the A-PHY ecosystem and a differentiator for OEMs concerned about vendor lock-in.
Segment Profitability and Mix Benefits
Cross-Industry Business (CIB) gross margin was 70.8% and Automotive margin was 46.2% in Q1. The sequential increase in CIB margin versus Q4 was attributed to product mix, supporting higher overall gross margin.
Operating Expense Discipline
Total operating expenses declined to $19.4M in Q1 from $20.9M in Q4 2025. R&D decreased to $10.3M (from $11.1M) and SG&A decreased to $9.4M (from $10.1M), showing cost control progress.
Improved Near-Term Adjusted EBITDA vs Guidance and Strong Balance Sheet
Adjusted EBITDA loss was $5.5M — a smaller loss than the guidance range ($7.9M–$7.5M). The company ended Q1 with $86.1M in cash, cash equivalents and short-term deposits and no debt, providing runway for product commercialization and investments.
Confident Outlook and Unchanged Full-Year Guide
Q2 revenue guidance of $17.2M–$17.6M (midpoint $17.4M) and unchanged full-year guidance of $75M–$77M reflect management confidence in product design-ins and expected second-half acceleration driven by customer product launches.
VLN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $2.70 | $2.95 | +9.26% |
Feb 25, 2026 | $1.53 | $1.54 | +0.65% |
Nov 12, 2025 | $1.80 | $1.70 | -5.56% |
Aug 06, 2025 | $2.38 | $2.08 | -12.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Valens (VLN) report earnings?
Valens (VLN) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Valens (VLN) earnings time?
Valens (VLN) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VLN EPS forecast?
VLN EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.