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Valens Semiconductor Earnings Calls
| Release date | May 13, 2026 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0500 |
| EPS Surprise | 16.67% |
| Revenue estimate | 16.467M |
| Revenue actual | 16.859M |
| Revenue Surprise | 2.38% |
| Release date | Feb 25, 2026 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0400 |
| EPS Surprise | -33.33% |
| Revenue estimate | 18.775M |
| Revenue actual | 19.403M |
| Revenue Surprise | 3.34% |
| Release date | Nov 12, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0400 |
| EPS Surprise | 42.86% |
| Revenue estimate | 18.775M |
| Revenue actual | 17.335M |
| Revenue Surprise | -7.67% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0400 |
| EPS Surprise | -33.33% |
| Revenue estimate | 15.95M |
| Revenue actual | 17.059M |
| Revenue Surprise | 6.95% |
Last 4 Quarters for Valens Semiconductor
Below you can see how VLN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $2.08 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0400 |
| EPS surprise | -33.33% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $2.40 |
| Aug 01, 2025 | $2.38 |
| Aug 04, 2025 | $2.42 |
| Aug 05, 2025 | $2.38 |
| Aug 06, 2025 | $2.08 |
| Aug 07, 2025 | $2.12 |
| Aug 08, 2025 | $2.06 |
| Aug 11, 2025 | $2.18 |
| Aug 12, 2025 | $2.19 |
| 4 days before | -13.33% |
| 4 days after | 5.29% |
| On release day | 1.92% |
| Change in period | -8.75% |
| Release date | Nov 12, 2025 |
| Price on release | $1.70 |
| EPS estimate | -$0.0700 |
| EPS actual | -$0.0400 |
| EPS surprise | 42.86% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $1.56 |
| Nov 07, 2025 | $1.58 |
| Nov 10, 2025 | $1.60 |
| Nov 11, 2025 | $1.80 |
| Nov 12, 2025 | $1.70 |
| Nov 13, 2025 | $1.72 |
| Nov 14, 2025 | $1.74 |
| Nov 17, 2025 | $1.56 |
| Nov 18, 2025 | $1.52 |
| 4 days before | 8.97% |
| 4 days after | -10.59% |
| On release day | 1.18% |
| Change in period | -2.56% |
| Release date | Feb 25, 2026 |
| Price on release | $1.54 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0400 |
| EPS surprise | -33.33% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $1.49 |
| Feb 20, 2026 | $1.51 |
| Feb 23, 2026 | $1.48 |
| Feb 24, 2026 | $1.53 |
| Feb 25, 2026 | $1.54 |
| Feb 26, 2026 | $1.62 |
| Feb 27, 2026 | $1.48 |
| Mar 02, 2026 | $1.48 |
| Mar 03, 2026 | $1.44 |
| 4 days before | 3.36% |
| 4 days after | -6.49% |
| On release day | 5.19% |
| Change in period | -3.36% |
| Release date | May 13, 2026 |
| Price on release | $2.95 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0500 |
| EPS surprise | 16.67% |
| Date | Price |
|---|---|
| May 07, 2026 | $2.41 |
| May 08, 2026 | $2.79 |
| May 11, 2026 | $2.85 |
| May 12, 2026 | $2.70 |
| May 13, 2026 | $2.95 |
| May 14, 2026 | $3.37 |
| May 15, 2026 | $3.05 |
| May 18, 2026 | $2.82 |
| May 19, 2026 | $2.66 |
| 4 days before | 22.41% |
| 4 days after | -9.83% |
| On release day | 14.24% |
| Change in period | 10.37% |
Valens Semiconductor Earnings Call Transcript Summary of Q1 2026
Valens reported Q1 2026 revenue of $16.9M, beating the top end of guidance. GAAP gross margin was strong at 62.2% and non-GAAP gross margin was 65.2%. Adjusted EBITDA was a loss of $5.5M, better (smaller loss) than guided. Segment mix this quarter was ~65% cross-industry business (CIB) and ~35% automotive. Key product momentum: strong adoption of the VS3000 (unique in extending uncompressed HDMI 2.0 over category cable) and continued traction for the VS6320 (USB 3.2 extension), with new customer product launches and prominent demos at CES and ISE. In automotive, the VA7000 (MIPI A-PHY–compliant) showed meaningful progress, including the first three‑company interoperable A-PHY demonstration at Auto China — reinforcing the standard-based, multi‑vendor value proposition. Balance sheet: $86.1M in cash, cash equivalents and short-term deposits and no debt at quarter end. Q2 guidance: revenue $17.2M–$17.6M, gross margin 60%–62%, adjusted EBITDA loss $4.9M–$4.4M. Full-year revenue guidance remains $75M–$77M, anticipating a material step-up in H2 driven by product launches/design‑win ramp. Leadership note: CFO Guy Nathanzon will leave the company on July 13, 2026; a search for a replacement is underway.
