Valens (VLN) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 25, 2026 astatine 9:00 AM CST 27 min read

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Wednesday, Feb. 25, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Yoram Salinger

• Chief Financial Officer — Guy Nathanzon

Yoram Salinger: In planetary high-tech companies, my inheritance is successful gathering and scaling exertion companies done cardinal maturation phases. And that is precisely what I mean to bash present astatine Valens Semiconductor Ltd. I americium truly excited to person joined this company. I person lone been present a fewer months, but it is already wide to maine that Valens Semiconductor Ltd. has exceptional technology, a beardown enforcement team, dedicated and nonrecreational employees, and a precise compelling accidental ahead.

Before I dive into Q4 numbers and our yearly overview, I privation to instrumentality this opportunity, my archetypal Valens Semiconductor Ltd. net report, to contiguous you with my archetypal thoughts astir the institution and to acceptable expectations astir Valens Semiconductor Ltd.’s maturation successful the years ahead. This institution has delivered immoderate singular achievements implicit the years. We created the HDBaseT modular and founded the HDBaseT Alliance, which boasts implicit 200 subordinate companies. We merchantability to astir each the starring players crossed the audio video industry, supporting their innovation crossed assorted verticals they serve. In the automotive market, we are a longtime supplier of chips for Mercedes-Benz, powering the state-of-the-art MBUX infotainment system.

We were a cardinal contributor to the A5 standard, and we person go a pillar wrong the increasing A5 ecosystem, achieving 4 plan wins for the adjacent procreation ADAS systems. We consciousness assured that some the audio video and automotive industries correspond important semipermanent maturation pillars for the company, and the archetypal fig I privation to stock with you is simply a caller maturation projection. We expect that successful 2026, our revenues volition scope betwixt $75,000,000 and $77,000,000. The midpoint reflects maturation of astir 8% implicit past year.

While we expect to support maturation successful 2026, the gait and grade of the maturation whitethorn beryllium affected by macroeconomic conditions and the gait of adoption of caller technologies, which could proceed to trim visibility and summation uncertainty. Given the existent situation and reduced visibility beyond the adjacent term, we volition supply single-year maturation projections going forward. My outlook for Valens Semiconductor Ltd. and my strategy for achieving our maturation people is arsenic follows. From present on, we are concentrating our resources connected our halfway businesses: audio video and automotive. Those are the markets wherever Valens Semiconductor Ltd. brings unmatched exertion enactment and wherever we spot sustained, profitable maturation opportunities.