indie Semiconductor (INDI)
NASDAQ:INDI
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.08Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operational and commercial trajectory: revenue beat, strong core sequential growth (>20%), a significant $25M radar production order, multiple product ramps (iND880 production, camera mirror volumes), photonics and LiDAR technology wins (including 80% power and 40% size gains), improved non-GAAP operating loss and stronger liquidity after refinancing. Counterbalancing items include ongoing net losses, supply-chain and DRAM constraints, Wuxi-related headwinds and regulatory timing risk on the Wuxi divestiture. Overall, highlights substantially outweigh the lowlights given clear product commercialization, design-win ramps, and improved financial flexibility.Company Guidance
Revenue Beat and Year-over-Year Growth
Q1 revenue of $55.5M, $0.5M above the midpoint of guidance and up ~3% year-over-year.
Strong Core Business Momentum
Core business revenue of ~$34.1M, representing sequential growth of over 20% and driving improved revenue mix.
Tier 1 Radar Production Order
Received a $25M production order for Gen 8 77GHz 4TX/8RX radar from a Tier 1 partner supporting two OEMs (one European, one Asian), confirming multi-OEM acceptance and enabling production ramp.
Vision Processor Production Wins and DRAMless Advantage
iND880 entered production (eMirror at NIO) and camera mirror system with the largest Chinese OEM entering volume production; DRAMless architecture reduces BOM and mitigates DRAM supply/pricing constraints, expanding from China to global customers.
Photonics and Quantum Leadership
Announced the world's first commercial UV DFB laser at 399nm and expanded visible DFB family across key wavelengths, positioning indie as a supplier to neutral-atom quantum computing and engaging leading quantum companies.
LiDAR SoC Efficiency Gains
iND83301 SoC replaces FPGA-based processing in partner designs, delivering an ~80% reduction in power consumption and ~40% reduction in solution size while enabling a competitive cost position.
Improving Profitability Trajectory
Non-GAAP operating loss improved to $11.1M in Q1 from $15.1M in Q1 2025 ( ~$4.0M improvement, ~26% improvement), demonstrating progress toward profitability.
Strengthened Balance Sheet and Liquidity
Issued 4% convertible senior notes due 2031 (aggregate principal $170.5M, net proceeds ~$165M), used ~$108M to repurchase 2027 notes, extended debt maturities ~4 years, and exited the quarter with $184.7M cash (+$29M QoQ).
Confident Q2 Outlook
Q2 revenue guidance of $59M–$65M (midpoint $62M) with expected Wuxi contribution ~$25M and core contribution ~$37M; core growth guidance implies ~8% sequential growth (~20% YoY) and projected improvement in loss per share to $0.05 (midpoint).
New Customer Engagements in Robotics and Embodied AI
Growing interest and engagements across quantum, robotics, AMR, drones and embodied AI; partnership announced with Mahindra to supply OMS/DMS for the electric Origin SUV series and traction from AMR and humanoid robotics customers.
INDI 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
INDI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $4.49 | $4.30 | -4.23% |
Feb 19, 2026 | $3.43 | $3.63 | +5.83% |
Nov 06, 2025 | $4.66 | $4.68 | +0.43% |
Aug 07, 2025 | $3.82 | $4.02 | +5.24% |
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 indie Semiconductor (INDI) report earnings?
indie Semiconductor (INDI) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is indie Semiconductor (INDI) earnings time?
indie Semiconductor (INDI) earnings time is at Aug 06, 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 INDI EPS forecast?
INDI EPS forecast for the fiscal quarter 2026 (Q2) is -0.05.