VLN Research | Milton Maxwell

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

FY Q4 '25

Core focus clarified; adjacents selective

2/24/26Feb 24, 2026

Q&A clarified Valens' strategy: laser focus on AV and automotive cores, chasing medical/industrial only for large anchor deals to avoid dilution. New CEO Yoram highlighted Mobileye/Sony partnerships fueling four A5 design wins, with ramps eyed for 2027 but prone to delays—especially the China win. Q1 guidance down YoY flags post-Q4 budget flush and macro/tariffs, yet full-year 8% growth intact. Cost cuts hit across the board; breakeven unchanged at $110M-$120M revenue. Answers reaffirmed prepared remarks. Investors track auto execution.

Key Stats

Market Cap

156.62M

P/E (TTM)

-

Basic EPS (TTM)

-0.29

Dividend Yield

0%

About

Valens Semiconductor Ltd., together with its subsidiaries, provides semiconductor products for the audio-video and automotive industries. The company offers HDBaseT technology, which enables the simultaneous delivery of ultra-high-definition digital video and audio, Ethernet, USB, control signals, and power through a single long-reach cable. It also provides audio-video solutions for the enterprise, education, industrial, digital signage, and medical markets. In addition, it offers automotive chipsets that support advanced driver-assistance systems, automotive data solutions, infotainment, telematics, and backbone connectivity. The company's product series include VS100, VS2000, VS3000, VS6000, VS7000, VS6320, VA6000, and VA7000. Valens Semiconductor Ltd. was founded in 2006 and is headquartered in Hod HaSharon, Israel.

CEO

Mr. Amir Boim

IPO

9/30/2021

Website

https://www.valens.com

Employees

256

Sector

Technology

Industry

Semiconductors