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Valens Semiconductor Beats Q1 and Guides to Q2 Growth as CFO Plans Exit

Management signals a stronger second half powered by new chip design-ins alongside upcoming customer launches.

Overview

  • Valens reported Q1 revenue of $16.9 million, topping guidance, with a 62.2% GAAP gross margin.
  • Adjusted EBITDA came in at a $5.5 million loss, which was smaller than anticipated.
  • The company guided Q2 revenue to $17.2 million to $17.6 million and kept its 2026 outlook at $75 million to $77 million.
  • Leaders cited strong uptake of the VS3000 and VS6320 chips in pro A/V gear and showed the VA7000 automotive chipset working with other vendors’ systems.
  • CFO Guy Nathanson announced his departure, and the company has begun a search for his replacement.