indie Semiconductor

INDI

Market cap $742M

indie Semiconductor: Still Waiting On Inflection

indie Semiconductor, Inc. (INDI) Q4 2025 Earnings Call Transcript

indie Semiconductor, Inc. (INDI) came out with a quarterly loss of $0.07 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.07 per share a year ago.

ALISO VIEJO, Calif.--(BUSINESS WIRE)--indie Semiconductor, Inc. (Nasdaq: INDI), an automotive solutions innovator, today announced fourth quarter results for the period ended December 31, 2025. Q4 revenue was $58.0 million. On a GAAP basis, fourth quarter 2025 operating loss was $33.9 million compared to $33.9 million a year ago. Non-GAAP operating loss for the fourth quarter of 2025 was $10.1 million, compared to $14.2 million a year ago, representing continued progress towards profitability.

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

ALISO VIEJO, Calif.--(BUSINESS WIRE)--indie Semiconductor (Nasdaq: INDI), an automotive solutions innovator, has announced today that it has been selected by Mahindra & Mahindra Limited to enable one of the most advanced in-cabin driver and occupant monitoring systems (DOMS) in the Indian market for their Electric Origin SUVs XEV 9e and BE 6. The partnership will integrate our cutting-edge CABIN EYE® perception software developed by emotion3D, recently acquired by indie, with EyeDentity, Ma.

ALISO VIEJO, Calif.--(BUSINESS WIRE)--indie Semiconductor (Nasdaq: INDI), an automotive solutions innovator, plans to conduct a conference call with analysts to discuss its fourth quarter 2025 results and business outlook on February 19, 2026, at 5:00 p.m. Eastern time. After the close of the market on February 19 and prior to the conference call, indie Semiconductor (“indie”) will issue a copy of the earnings press release via Business Wire. The press release may also be viewed on indie's webs.

indie Semiconductor, Inc. offers a compelling long-term story in auto tech, robotics, and quantum computing, but revenue momentum remains elusive. INDI boasts a $7.4 billion strategic backlog, yet market confidence is waning due to slow conversion of orders to sales. Despite high-profile robotics clients and new auto OEM ramps, 2027 revenue targets have been sharply reduced, reflecting execution risk.

ALISO VIEJO, Calif.--(BUSINESS WIRE)--indie Semiconductor (Nasdaq: INDI), an automotive solutions innovator, today announced that it has granted equity awards (the “Inducement Grants”) under its 2023 Inducement Incentive Plan to new employees who joined indie. The grants were previously approved by the Compensation Committee of the Board of Directors of indie Semiconductor. Information regarding the equity awards can be found on the company's investor relations website at: https://investors.ind.

indie Semiconductor, Inc. ( INDI ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Donald McClymont - Co-Founder, CEO & Director Mark Tyndall - Executive VP of Corporate Development & Investor Relations Conference Call Participants Ashish Gupta Cody Grant Acree - The Benchmark Company, LLC, Research Division Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Craig Ellis - B. Riley Securities, Inc., Research Division Anthony Stoss - Craig-Hallum Capital Group LLC, Research Division Jonathan Tanwanteng - CJS Securities, Inc. Presentation Operator Greetings, and welcome to indie's Q3 2025 Earnings Call.