Valens Semiconductor demonstrated strong growth in its core markets, particularly with the success of the VS3000 chip and recognition at industry events. However, the impact of global tariffs has led to a downward revision in revenue forecasts and increased financial losses, indicating challenges moving forward.

Company Guidance -

Q3 2025

During Valens Semiconductor's Q2 2025 earnings call, the company reported revenues of $17.1 million, surpassing the guidance range of $16.5 million to $16.8 million and marking the fifth consecutive quarter of growth. The GAAP gross margin was 63.5%, within the guidance range of 63% to 64%, while the adjusted EBITDA loss stood at $4.0 million, above expectations. Despite these positive results, global tariffs prompted a reduction in customer forecasts, leading Valens to update its full-year 2025 revenue guidance to between $66 million and $71 million, reflecting a 14% to 23% increase compared to 2024. The company continues to focus on its long-term strategy, targeting integration into high-end products and expanding its presence in markets such as machine vision and automotive.

Fifth Consecutive Quarter of Growth

Valens Semiconductor delivered revenues of $17.1 million in Q2 2025, exceeding their guidance and marking the fifth consecutive quarter of growth.

VS3000 Chip Success

The VS3000 chip saw increased demand, especially in the Pro AV market, with new products based on this chip increasing from around 100 at the end of 2024 to more than 150 by Q2 2025.

Recognition at InfoComm Events

Valens and its customers received awards at InfoComm events in Beijing and Orlando for innovation and technology application, particularly for the VS6320 and VA7000 chips.

Growth in Machine Vision Segment

Valens's A-PHY offering attracted strong interest in the machine vision market, with the VA7000 chipset enabling the market's first comprehensive camera to processor MIPI A-PHY platform.

Automotive Industry Momentum

Valens gained design wins with leading European OEMs for the VA7000 chipset, with demonstrations at Auto Shanghai showcasing A-PHY connectivity with major industry players.

Non-GAAP Gross Margin Improvement

Non-GAAP gross margin in Q2 was strong at 67.2%, compared to 66.7% in Q1 2025 and 64.5% in Q2 2024.

Valens (VLN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.07 / -	-0.03	―	―	―
Aug 06, 2025	2025 (Q2)	-0.03 / -0.04	-0.04	0.00% (0.00)
May 07, 2025	2025 (Q1)	-0.03 / -0.03	-0.06	50.00% (+0.03)
Feb 26, 2025	2024 (Q4)	-0.03 / -0.02	0.06	-133.33% (-0.08)
Nov 06, 2024	2024 (Q3)	-0.06 / -0.03	-0.08	62.50% (+0.05)
Aug 07, 2024	2024 (Q2)	-0.08 / -0.04	0	―
May 08, 2024	2024 (Q1)	-0.05 / -0.06	-0.03	-100.00% (-0.03)
Feb 28, 2024	2023 (Q4)	-0.01 / 0.06	-0.03	300.00% (+0.09)
Nov 08, 2023	2023 (Q3)	-0.10 / -0.08	-0.02	-300.00% (-0.06)
Aug 09, 2023	2023 (Q2)	-0.05 / 0.00	-0.08	―

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
Aug 06, 2025	$2.38	$2.08	-12.61%
May 07, 2025	$2.77	$2.36	-14.80%
Feb 26, 2025	$2.24	$2.13	-4.91%
Nov 06, 2024	$1.81	$1.80	-0.55%

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 Nov 05, 2025, Before Open (Confirmed).

What is Valens (VLN) earnings time?

Valens (VLN) earnings time is at Nov 05, 2025, 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 2025 (Q3) is -0.07.

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