Valens Semiconductor (VLN) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michal Ben Ari - Investor Relations ManagerGideon Ben-Zvi - CEOGuy Nathanzon - Chief Financial OfficerWei Mok - Equity Research Conference Call Participants Quinn Bolton - Senior AnalystSuji Desilva - MD & Senior Research AnalystRobert Lynch - Associate Analyst - Equity Research 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 V ...

Valens Semiconductor (NYSE:VLN) May 2025 1 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. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect," "anticipate," "believe," "seek," "target" or other similar expressions that predi ...

核心观点 - Valens Semiconductor Ltd 在FY24面临半导体行业整体放缓及库存调整的挑战 但公司仍专注于长期增长 为2025年反弹奠定基础 [1] - 公司取得三项与欧洲领先汽车OEM的设计胜利 涉及符合MIPI A-PHY标准的芯片组 [1][6] - 收购Acroname以加速工业及专业AV市场的USB产品创新 [1] - 成功商业化VS6320芯片组 已吸引超过50家客户 [1] - 公司宣布五年计划 目标收入增长超过四倍 以应对高速连接解决方案需求的增长 [1] 财务表现 - Q4营收及调整后EBITDA超出指引 [6] - 截至Q4 公司保持强劲流动性 约1.31亿美元 [6] 战略布局 - 扩展至高增长领域 包括工业机器视觉 [1] - 通过收购和设计胜利加速技术创新及市场渗透 [1][6]

Valens Semiconductor Ltd. (NYSE:VLN) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Michal Ben Ari - Investor Relations Gideon Ben-Zvi - Chief Executive Officer Guy Nathanzon - Chief Financial Officer Conference Call Participants Neil Young - Needham & Company Wei Mok - Oppenheimer Suji Desilva - Roth Capital Dave Storms - Stonegate 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 Valen ...