UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...

Valens Semiconductor Ltd (NYSE:VLN) Q3 2022 Results Conference Call November 9, 2022 8:30 AM ET Company Participants Daphna Golden - VP of IR Gideon Ben-Zvi - CEO Dror Heldenberg - CFO Conference Call Participants Rick Schafer - Oppenheimer Suji Desilva - Roth Capital Brian Dobson - Chardan Capital Markets (Transcript provided to Seeking Alpha by the company.) Operator Good morning. My name is Yoni, and I will be your conference operator today. At this time, I would like to welcome everyone to Valens Semico ...

Exhibit 99.1 Valens Semiconductor Reports Third Quarter 2022 Results Achieves Record Quarterly Revenues and Strong Gross Margin Increases 2022 Guidance and Reiterates Adjusted EBITDA Breakeven Expected Exiting 2023 HOD HASHARON, ISRAEL, November 9, 2022 – Valens Semiconductor Ltd. (NYSE: VLN), a premier provider of high-speed connectivity solutions for the audio-video and automotive markets, today reported financial results for the third quarter ended September 30, 2022. "For the fourth quarter of 2022, rev ...

Table of Contents Exhibit 99.1 VALENS SEMICONDUCTOR LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS (Unaudited) JUNE 30, 2022 Table of Contents VALENS SEMICONDUCTOR LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS (Unaudited) AS OF JUNE 30, 2022 CONTENTS CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (Unaudited)- IN U.S. DOLLARS ($): Balance sheets 3-4 Statements of operations 5 Statements of changes in shareholder's equity 6 Statements of cash flows 7 Notes to consolidated financial statement ...

业绩总结 - 2022年第二季度收入为2250万美元，同比增长28.6%[32] - 2022年上半年收入为4410万美元，同比增长42.5%[33] - 2022年全年收入预期上调至8910万至8980万美元[34] - 2022年第二季度毛利润为1580万美元，毛利率为70.2%[32] - 2022年上半年毛利润为3120万美元，毛利率为70.8%[33] - 2022年第三季度预计收入为2250万至2280万美元[34] - 2022年第三季度毛利率预计为65.4%至66.1%[34] - 2022年全年毛利率预期上调至68.0%至68.5%[34] 用户数据 - 截至2022年第二季度，已售出超过3000万颗芯片[9] - 预计2025年和2026年每年将生产约1亿辆汽车，假设每辆车平均有10个传感器链接，预计每年将需要约20亿个芯片[28] 未来展望 - 预计2023年调整后EBITDA将实现盈亏平衡[9] - 调整后EBITDA的盈亏平衡预计在2023年底实现[34] - 2022年汽车业务收入预计将比2021年翻倍[30] 新产品和新技术研发 - 公司在音视频和汽车市场具有显著的第一 mover 优势[8] - 公司已获得超过115项专利[8] - 公司在汽车行业的VA6000芯片组已在梅赛德斯-奔驰车辆中投入使用，合同价值数亿美元[21] 市场扩张和合作 - 预计未来将与超过30家潜在客户和合作伙伴进行合作，包括8家OEM[21] - 汽车市场的可寻址市场预计到2026年将达到至少80亿美元[9] 财务状况 - 现金及现金等价物和短期存款截至2022年6月30日为1.57亿美元[8] - 2022年第二季度调整后EBITDA为负450万美元，较上年同期的负210万美元有所增加[32] - 2022年上半年调整后EBITDA为负860万美元，较上年同期的负640万美元有所增加[33] - 2022年第三季度调整后EBITDA预计为-620万至-560万美元[34] - 2022年全年调整后EBITDA预期改善至-2570万至-2430万美元[34] 负面信息 - 2022年第二季度每股亏损为0.10美元，非GAAP每股亏损为0.08美元[32] - 2022年上半年每股亏损为0.15美元，非GAAP每股亏损为0.13美元[33]

Valens Semiconductor Ltd. (NYSE:VLN) Q2 2022 Results Conference Call August 10, 2022 8:30 AM ET Valens Semiconductor Ltd. (VLN) Q2 2022 Results Conference Call August 10, 2022 8:30 AM ET Company Participants Daphna Golden - VP, IR Gideon Ben-Zvi - CEO Dror Heldenberg - CFO Conference Call Participants Suji Desilva - ROTH Capital Blake Friedman - Bank of America Operator Good morning. My name is Yoni, and I will be your conference Operator today. At this time, I would like to welcome everyone to Valens Semic ...

| --- | --- | --- | --- | --- | |-------------|-------|-------|-------|-------| | | | | | | | (NYSE: VLN) | | | | | Disclaimer Forward-Looking Statements Certain statements in this presentation (this "Presentation") are "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forwardlooking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect, ...

Valens Semiconductor Ltd. (NYSE:VLN) Q1 2022 Earnings Conference Call May 11, 2022, 08:30 AM ET Company Participants Daphna Golden - VP, IR Gideon Ben-Zvi - CEO Dror Heldenberg - CFO Conference Call Participants Atif Malik - Citi Rick Schafer - Oppenheimer Suji Desilva - ROTH Capital Brian Dobson - Chardan Presentation Operator Good morning. My name is Yoni, and I will be your conference operator today. At this time, I would like to welcome everyone to Valens Semiconductor's First Quarter 2022 Earnings Conf ...

Valens Semiconductor Ltd. (NYSE:VLN) Q4 2021 Results Earnings Conference Call March 2, 2022 8:30 AM ET Company Participants Daphna Golden - Vice President, Investor Relations Gideon Ben-Zvi - Chief Executive Officer Dror Heldenberg - Chief Financial Officer Conference Call Participants Suji Desilva - ROTH Capital Partners Vivek Arya - Bank of America Securities Wei Mok - Oppenheimer & Co. Inc. Atif Malik - Citigroup Brian Dobson - Chardan Capital Markets Daphna Golden Thank you and welcome, everyone, to Val ...

| --- | --- | --- | --- | --- | |-------------|-------|-------|-------|-------| | | | | | | | (NYSE: VLN) | | | | | Disclaimer Forward-Looking Statements Certain statements in this presentation (this "Presentation") are forward-looking statements. "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast ...