Indie Semiconductor plans to announce its financial results for the third quarter of fiscal year 2026 on November 5, 2026. The automotive solutions innovator will release the earnings press release after the market close via Business Wire.

Conference call details

Following the press release, indie will host a conference call with analysts to discuss its business outlook and Q3FY26 performance. The call is scheduled for 5:00 pm Eastern time on November 5, 2026.

Investors can access the live webcast through the Financials tab on the Investors page of indie’s website. For telephone participation, domestic callers should dial (877) 451-6152, while international participants can use (201) 389-0879.

Replay availability

A replay of the conference call will be available starting at 9:00 pm Eastern time on November 5, 2026. The recording remains accessible until 11:59 pm Eastern time on November 19, 2026.

Replay access options include:

• Webcast: Financials tab on the Investors page of indie’s website
• Telephone (Domestic): (844) 512-2921, Access ID: 13762494
• Telephone (International): (412) 317-6671, Access ID: 13762494

Company profile

Headquartered in Aliso Viejo, California, indie develops next-generation hardware, system solutions, and perception software technologies. The company focuses on accelerating ADAS intelligence across automotive, quantum, and Physical AI applications. Its platforms span radar, computer vision, LiDAR, and ultrasound to support advanced safety and automation capabilities for leading automotive OEMs.

Indie Semiconductor reported second-quarter fiscal year 2026 revenue of $64 million, a 24% increase year-over-year, surpassing the midpoint of its prior guidance. This growth reflects accelerating demand in the automotive semiconductor sector, particularly for radar and vision solutions.

The company highlighted significant momentum in its core business, driven by new design wins and expanding applications in physical AI and quantum photonics. Management noted that the automotive market continues to recover steadily, supported by improving vehicle production and sustained demand for electric vehicles, with China remaining the strongest end market followed by the U.S. and Europe.

Strategic Wins and Product Expansion

A key highlight of the quarter was a design win with a leading Tier 1 supplier supporting Volvo for the company's 77 GHz radar chipset. This follows an initial $25 million production order announced in the previous quarter. Radar technology is increasingly foundational in automotive applications, with most implementations averaging four to five radars per car. Indie Semiconductor is also seeing traction with its 120 GHz radar solutions, which offer higher spatial resolution for physical AI applications.

In the vision portfolio, the IND881 edge AI SoC is gaining adoption for low-power, real-time processing tasks. The company also capitalized on surging DRAM prices by promoting its cost-optimized IND880 DRAMless architecture, which helps customers mitigate supply constraints. This solution has secured design wins with leading Chinese OEMs and Cadillac across various vehicle classes.

Financial Outlook and Portfolio Adjustments

For Q3FY26, Indie Semiconductor expects revenue between $67 million and $73 million. The guidance reflects continued growth from the core business and contributions from the Wuxi subsidiary, pending its divestiture. The company is also progressing with the acquisition of the CMOS Image Sensor group from ams OSRAM AG, which is under regulatory review and anticipated to close prior to year-end.

What the Numbers Show

The divergence between revenue growth and margin expectations highlights a strategic transition. While revenue grew 24% YoY, management indicated that the pending divestiture of Wuxi Indie Micro is viewed as a potential drag on gross margins. This suggests that the current revenue base includes lower-margin operations that will be removed upon transaction closure, potentially improving the blended gross margin profile toward the company's long-term goal of exceeding 50%. Additionally, the reliance on DRAM supply constraints to drive immediate adoption of the IND880 architecture indicates a near-term revenue boost tied to external market volatility rather than purely organic product cycle maturity.