Earnings summaries and quarterly performance for indie Semiconductor.
Executive leadership at indie Semiconductor.
Board of directors at indie Semiconductor.
Research analysts who have asked questions during indie Semiconductor earnings calls.
Anthony Stoss
Craig-Hallum Capital Group LLC
4 questions for INDI
Cody Grant Acree
The Benchmark Company
4 questions for INDI
Craig Ellis
B. Riley Securities
3 questions for INDI
Jonathan Tanwanteng
CJS Securities
3 questions for INDI
Ross Seymore
Deutsche Bank
3 questions for INDI
Sujeeva De Silva
Roth MKM
2 questions for INDI
Grant Joslin
UBS
1 question for INDI
Mayur Popuri
B. Riley Securities
1 question for INDI
Suji Desilva
ROTH MKM
1 question for INDI
Recent press releases and 8-K filings for INDI.
- Indie reported Q3 2025 revenue of $53.7 million and a non-GAAP net loss per share of $0.07 on a base of 217.4 million shares.
- For Q4 2025, the company expects revenue in the range of $54 million to $60 million, with an estimated $5 million shortfall due to package substrate shortages, which are anticipated to be resolved in Q1 2026. Non-GAAP net loss per share is projected to be $0.07.
- Indie's strategic backlog expanded to $7.4 billion as of Q3 2025, compared to $7.1 billion a year ago, with a materially strengthened composition due to a higher gross margin product mix following the divestment of Wuxi.
- Naishi Wu was appointed Chief Financial Officer for Indie, effective immediately. Additionally, Indie closed the acquisition of Emotion3D on September 26, 2025, and entered an agreement on October 28, 2025, to sell its equity interest in Wuxi Indie Micro for approximately $135 million.
- indie Semiconductor, Inc. reported Q3 2025 revenue of $53.7 million and a Non-GAAP gross margin of 49.6 percent, with a Non-GAAP loss per share of $0.07.
- The company's strategic backlog increased to $7.4 billion, driven by ADAS and industrial design wins.
- Key business developments include a Tier 1 partner launching a Gen8 radar product with indie's chipset, commencing supply to humanoid robotics market leaders, and shipping first connectivity ICs to a leading North American EV manufacturer.
- For Q4 2025, indie Semiconductor forecasts revenue between $54 million and $60 million (midpoint $57 million) and a Non-GAAP gross margin of 46% to 47%, noting a $5 million negative impact on the revenue outlook due to package substrate shortages.
- Naixi Wu was appointed Chief Financial Officer, effective November 6, 2025.
- indie Semiconductor reported Q3 2025 revenue of $53.7 million and a Non-GAAP loss per share of $0.07.
- The company's strategic backlog expanded to $7.4 billion, driven by ADAS and industrial design wins.
- Key business highlights include a Tier 1 partner introducing a Gen8 radar product incorporating indie's chipset and commencing supply to humanoid robotics market leaders.
- Naixi Wu was appointed as Chief Financial Officer.
- For Q4 2025, indie expects revenue between $54 million and $60 million, with Non-GAAP gross margin in the range of 46% to 47%.
- indie Semiconductor, Inc. (INDI) entered into an Asset Purchase Agreement on October 27, 2025, to sell its entire 34.38% equity interest in Wuxi indie Microelectronics Technology Co., Ltd. to United Faith Auto-Engineering Co., Ltd..
- The purchase price for indie's interest is RMB 960,834,355, or approximately $135 million, payable in cash.
- The transaction is subject to customary closing conditions, including shareholder approval from United Faith and all required regulatory approvals, and is expected to close in late 2026.
- For the three and six months ended June 30, 2025, Wuxi accounted for 42% and 38% of indie's consolidated revenue, respectively, and approximately 10% of consolidated operating expenses for each period.
- indie (INDI) has entered into a definitive Asset Purchase Agreement to sell its 34.38% equity interest in Wuxi indie Microelectronics Technology Co., Ltd. to United Faith Auto-Engineering Co., Ltd. for approximately $135 million in cash.
- The transaction is subject to customary closing conditions, including shareholder and regulatory approvals, and is expected to close in late 2026.
- This sale aligns with indie's strategic progression to focus on higher-value ADAS and automated driver and safety solutions.
- Until closing, Wuxi's operations will be reported as discontinued operations, and its financial results will be deconsolidated from indie's future consolidated financial statements upon closing.
- INDI Semiconductor projects its total addressable market (SAM) to grow from $19 billion in 2021 to $40 billion by 2026, driven by automotive megatrends.
- The company has a $2.6 billion strategic backlog and had shipped over 140 million devices into Automotive Tier 1s by 2021.
- INDI is capitalizing on disruptive automotive trends like UX/Connectivity, ADAS/AV, and EV, enhanced by acquisitions such as TeraXion for LIDAR and ON Semiconductor and Symeo for Radar solutions.
Quarterly earnings call transcripts for indie Semiconductor.
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