Guy Nathanzon on profitability
From Valens Semiconductor Ltd. Company Webcast @ Lytham Partners 2025 Consumer & Technology Summit · · Lytham Partners
“The company can be IBIDA positive at annual run rate of revenue of around $120 million.”
On , Guy Nathanzon, CFO at Valens Semiconductor, spoke about profitability during Valens Semiconductor Ltd. Company Webcast @ Lytham Partners 2025 Consumer & Technology Summit on Lytham Partners.
About Guy Nathanzon
Guy Nathanzon, CFO of Valens Semiconductor, presented at the Lytham Partners 2025 Consumer & Technology Summit on September 1, 2025. He described Valens as a fabless semiconductor company focused on high-performance connectivity, delivering high-quality video with low latency over long cable distances. Nathanzon noted that the company has been established for about 20 years, is publicly traded on the New York Stock Exchange since 2021, has 260 employees, and has sold more than 40 million chipsets. He reported Q2 2024 revenue of $17.1 million and stated that the company addresses a $5 billion market opportunity. Nathanzon highlighted three verticals: automotive, which he said represents $65 to $110 million in revenue with a target gross margin of 35 to 45%; a third vertical in machine vision, which he said represents a nearly half-billion-dollar market opportunity by 2029; and industrial applications, where he said the company has design wins in mass production. Nathanzon stated that the company's goal is to generate revenue of $200 to $300 million by 2029 with gross margins above 50%. He also said the company can become EBITDA positive at an annual revenue run rate of around $120 million. For the current year, he provided revenue guidance of $66 to $71 million, citing recovery and adoption of the 6320 solution in industrial machine vision and automotive. He described the company's opportunity as 30 to 40% average annual gross revenue growth, a diversified customer base, and a long-term profitable business model with a strong cash balance.