indie Semiconductor reports Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 5, 2026, indie Semiconductor, Inc. ("indie" or the "Company") issued a press release announcing its financial results for the third quarter ended September 30, 2026.¹ A copy of the press release is attached as Exhibit 99.1.²

A conference call with simultaneous webcast to discuss the financial results for the third quarter ended September 30, 2026 will be held today, November 5, 2026 at 5:00 p.m.^{3 3}Eastern Time.³ After the live webcast of the conference call, an audio replay will remain available until November 19, 2026 under the Financials tab on the Investors page of indie's website at www.indie.inc.

The information furnished in this Current Report on Form 8-K ("Current Report") pursuant to Items 2.02 and 7.01, including Exhibit 99.1 attached hereto, shall not be deemed "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended ("Exchange Act"), or otherwise subject to the liabilities of that Section and shall not be incorporated by reference into any registration statement or other document pursuant to the Securities Act of 1933 ("Securities Act"), except as shall be expressly set forth by specific reference in such filing.

Item 7.01 Regulation FD Disclosure.

The information set forth under Item 2.02 in this Current Report is incorporated into this Item 7.01 by reference .

In advance of the conference call discussed in the press release, the Company will post to its website, http://www.indie.inc, a quarterly presentation containing supplemental business and financial information¹¹ for the Company's third quarter ended September 30, 2026.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.

Description

99.1

Press release of the Registrant dated November 5, 2026 announcing its results of operations for the third quarter ended September 30, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

INDIE SEMICONDUCTOR, INC.

November 5, 2026

By:

/s/ Naixi Wu

Name:

Naixi Wu

Title:

Chief Financial Officer

(Principal Financial Officer and Principal Accounting Officer)

indie Reports Third Quarter 2026 Results, Delivering 31% Year-over-Year Revenue Growth

• Radar chipset selected by one of the top three North American OEMs

ALISO VIEJO, Calif. – November 5, 2026 – indie Semiconductor, Inc. (Nasdaq: INDI), a Physical AI and automotive market leader with the industry's broadest multi-modal sensor portfolio, today announced third quarter results for the period ended September 30, 2026. Q3 revenue was $70.2 million, up 31 percent year over year.⁴ On a GAAP basis operating loss for the third quarter of 2026 was $39.0 million, compared to $38.3 million a year ago.⁵ Non-GAAP operating loss for the third quarter of 2026 was $7.2 million, compared to $11.3 million a year ago⁶, representing continued significant progress towards achieving profitability. Third quarter 2026 GAAP loss per share was $0.18, while Non-GAAP loss per share was $0.05.⁷

"We reported strong third quarter results, with revenue up 31 percent year-over-year, ahead of our outlook, and our non-GAAP operating loss narrowed by more than a third," said Donald McClymont, indie's co-founder and chief executive officer. "Our radar chipset, in high-volume production, has been selected by one of the top three North American OEMs, our sensing and perception portfolio is expanding rapidly into Physical AI, and with our fourth quarter outlook implying approximately 33 percent year-over-year growth, indie is very well positioned for the future."

Business Highlights

• Secured 40+ vision design wins YTD in 2026, including Physical AI (humanoid robots, drones)

• Won eMirror and side-view mirror designs at major Indian and Korean OEMs

• Won emotion3D in-cabin software program for an Australian-market vehicle with production starting in 2027

• Delivered record quantum revenue and bookings, including largest CV-QKD order and two integrated laser NRE contracts

• Photonic SLED products selected for CHIME satellite space program

• Named "In-Cabin Solution of the Year" by AutoTech Breakthrough for our combined SoC and perception software solution

Q4 2026 Outlook

We provide guidance on a non-GAAP basis only because certain information necessary to reconcile such results and guidance to GAAP is difficult to estimate and dependent on future events outside of our control and, therefore, is not available without unreasonable efforts. Please refer to the header captioned "Discussion Regarding the Use of Non-GAAP Financial Measures" in this release for a further discussion of our use of non-GAAP measures.

For the fourth quarter of 2026, indie expects revenue to be between $73 million and $81 million.⁹ At the midpoint of this outlook, the Company anticipates approximately 33 percent year-over-year growth with approximately $47 million from the core business and $30 million from Wuxi indie Micro.¹⁰

indie's Q3 2026 Conference Call

indie Semiconductor will host a conference call with analysts to discuss its third quarter 2026 results and business outlook today at 5:00 p.m. Eastern time.

To listen to the conference call via the Internet, please go to the Financials tab on the Investors page of indie's website. To listen to the conference call via telephone, please call (877) 451-6152 (domestic) or (201) 389-0879 (international).

A replay of the conference call will be available beginning at 9:00 p.m. Eastern time on November 5, 2026, until 11:59 p.m. Eastern time on November 19, 2026, under the Financials tab on the Investors page of indie's website, or by calling (844) 512-2921 (domestic) or (412) 317-6671 (international), Access ID: 13762494.

About indie

Headquartered in Aliso Viejo, CA, indie is a leader in Physical AI and automotive, offering the industry's broadest multi-modal sensor portfolio spanning radar, computer vision, LiDAR, and ultrasonic technologies. Through high-performance, highly integrated semiconductors, photonics, system solutions, and perception software, indie enables perception, understanding, and interaction with the physical world. Our platforms power advanced safety, automation, and positioning capabilities for leading automotive OEMs, intelligent machines, and emerging AI-driven systems, including quantum applications, worldwide.

Please visit us at www.indie.inc to learn more.

#indieSemi_earnings

Safe Harbor Statement

This communication contains "forward-looking statements" (including within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended). Such statements can be identified by words such as "will likely result," "expect," "anticipate," "estimate," "believe," "intend," "plan," "project," "outlook," "should," "could," "may" or words of similar meaning and include, but are not limited to, projected financial information, statements regarding our future revenue, future business and financial performance and prospects, including statements regarding our fourth quarter 2026 outlook, our product portfolio expansion, including into Physical AI, and our positioning for future growth. Such forward-looking stat