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    Robert Lynch • Stonegate Capital Partners

    Robert Lynch's questions to Valens Semiconductor Ltd (VLN) leadership

    Robert Lynch's questions to Valens Semiconductor Ltd (VLN) leadership • Q2 2025

    Question

    Robert Lynch of Stonegate Capital Partners asked about customer acquisition trends in the Industrial Machine Vision segment following the D3 Embedded platform launch and inquired about momentum in other end markets like ProAV.

    Answer

    CEO Gideon Ben-Zvi highlighted a strong product-market fit and growing design win pipeline for the VA7000 and VS6320 chipsets in Machine Vision. For ProAV, he noted a market recovery, albeit slowed by tariffs, and pointed to the growing conference room market as a new opportunity and a key derivative segment for growth.

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    Robert Lynch's questions to Valens Semiconductor Ltd (VLN) leadership • Q1 2025

    Question

    Robert Lynch of Stonegate Capital Partners asked for more detail on the significant year-over-year improvement in automotive gross margins, seeking specifics beyond 'cost optimization' and questioning the sustainability of these levels. He also inquired about the company's approach to working capital management amid supply chain volatility.

    Answer

    CFO Guy Nathanzon attributed the automotive margin improvement to ongoing manufacturing cost reduction efforts and product mix, noting these are routine activities. CEO Gideon Ben-Zvi explained the working capital strategy, stating that Valens uses its strong balance sheet to maintain inventory buffers, ensuring it remains a reliable supplier. Guy Nathanzon added that with lead times normalizing, inventory is managed efficiently while keeping buffers to guarantee on-time delivery to customers.

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