Aug. 12 at 4:05 PM
$VLN bought more today. From the call:
* CIB momentum: “more and more products are being shipped to the market” using Valens chipsets.
* VS6320 + 4K reference design generated “millions of dollars in bookings.”
* Several customers have “completed qualification and are now beginning volume production.”
* Crestron and Extron are launching products using Valens’ latest chips.
* Barco gives management “a ton of confidence” ClickShare-related products will ship in “high volumes in the years to come.”
* Raised 2026 guide is explicitly CIB-driven, led by VS3000/VS6320 adoption.
* Automotive de-risked: “our piece… has been completed and delivered.”
* All 4 VA7000 programs are on track; Tier 1s are advancing toward OEM production.
* 2027 auto revenue ramp reiterated.
* Valens is in “several evaluation processes… with multiple OEMs.”
