Q2 2026 indie Semiconductor Inc Earnings Call Transcript

Aug 6, 2026 / 09:00 PM GMT

Release Date Price: R$15.94

Transcript 10-Q8-K

Key Points

Positve

Revenue grew 24% year-over-year to $64 million, exceeding guidance midpoint.
77 GHz radar chipset gaining traction with new OEM wins in North America and China, including a design win with Volvo.
Record quarter for Quantum bookings, with growing demand for photonics products.
IND-881 SoC and IND880 DRAM-less architecture are winning design wins, especially in China and physical AI markets.
Non-GAAP operating loss improved to $8.9 million from $14.5 million year-over-year, showing progress toward profitability.

Negative

Net loss of $11.7 million and loss per share of $0.05 in Q2 2026.
Cash decreased by $35.7 million sequentially due to operating losses, inventory buildup, and increased receivables.
Wuxi subsidiary divestiture still pending regulatory approval, with closing expected later this year.
Gross margin guidance not provided, but Wuxi is a drag on margins.
Physical AI and quantum revenue remain nascent and not yet significant to overall results.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INDI.OQ - indie Semiconductor Inc
Q2 2026 indie Semiconductor Inc Earnings Call
Aug 06, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, and welcome to Indy's second quarter 2026 earnings call. Currently, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference is being recorded. I will now like to turn the call over to Ashish Gupta, Investor Relations. Mr. Gupta, please go ahead.

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Unidentified_2 [2]
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Thank you, operator. Good afternoon, and welcome to Indy's second-quarter 2026 earnings call. Joining me today are Donal McClymon, Indy's CEO and co-founder Naixi Wu, Indy's CFO and Mark

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