INDIE SEMICONDUCTOR, INC., 10-K filed on 2/27/2026
Annual Report
v3.25.4
Cover Page - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Feb. 24, 2026
Jun. 30, 2025
Document Information [Line Items]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2025    
Current Fiscal Year End Date --12-31    
Document Transition Report false    
Entity File Number 001-40481    
Entity Registrant Name INDIE SEMICONDUCTOR, INC.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 88-1735159    
Entity Address, Address Line One 32 Journey    
Entity Address, City or Town Aliso Viejo    
Entity Address, State or Province CA    
Entity Address, Postal Zip Code 92656    
City Area Code 949    
Local Phone Number 608-0854    
Title of 12(b) Security Class A common stock, par value $0.0001 per share    
Trading Symbol INDI    
Security Exchange Name NASDAQ    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 693.5
Documents Incorporated by Reference

Portions of the definitive Proxy Statement (the “2026 Proxy Statement”) for the registrant’s 2026 Annual Meeting of Stockholders are incorporated by reference into Part III, Items 10, 11, 12, 13 and 14 of this Form 10-K. This Proxy Statement will be filed within 120 days after the end of the fiscal year covered by this report.

   
Entity Central Index Key 0001841925    
Amendment Flag false    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Auditor Firm ID 185    
Auditor Name KPMG LLP    
Auditor Location Irvine, CA    
Auditor Opinion

Opinion on the Consolidated Financial Statements

We have audited the accompanying consolidated balance sheets of indie Semiconductor, Inc. and subsidiaries (the Company) as of December 31, 2025 and 2024, the related consolidated statements of operations, comprehensive loss, stockholders’ equity (deficit) and noncontrolling interest, and cash flows for each of the years in the three-year period ended December 31, 2025, and the related notes (collectively, the consolidated financial statements). In our opinion, the consolidated financial statements present fairly, in all material respects, the financial position of the Company as of December 31, 2025 and 2024, and the results of its operations and its cash flows for each of the years in the three-year period ended December 31, 2025, in conformity with U.S. generally accepted accounting principles.

We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the Company’s internal control over financial reporting as of December 31, 2025, based on criteria established in Internal Control – Integrated Framework (2013) issued by the Committee of Sponsoring Organizations of the Treadway Commission, and our report dated February 27, 2026 expressed an unqualified opinion on the effectiveness of the Company’s internal control over financial reporting.

   
Class A      
Document Information [Line Items]      
Entity Common Stock, Shares Outstanding   207,145,558  
Class V      
Document Information [Line Items]      
Entity Common Stock, Shares Outstanding   16,515,147  
v3.25.4
Audit Information
12 Months Ended
Dec. 31, 2025
Auditor Information [Abstract]  
Auditor Firm ID 185
Auditor Name KPMG LLP
Auditor Location Irvine, CA
v3.25.4
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 145,456 $ 274,248
Restricted cash 10,285 10,300
Accounts receivable, net of allowance for doubtful accounts of $163 as of December 31, 2025 and $1,970 as of December 31, 2024 57,485 52,005
Inventory 48,618 49,887
Prepaid expenses and other current assets 23,924 22,308
Total current assets 285,768 408,748
Property and equipment, net 43,349 34,281
Intangible assets, net 195,908 208,944
Goodwill 292,644 266,368
Operating lease right-of-use assets 14,363 16,107
Other assets and deposits 8,754 6,938
Total assets 840,786 941,386
Liabilities and stockholders' equity    
Accounts payable 21,832 28,326
Accrued payroll liabilities 9,889 5,573
Contingent considerations 611 3,589
Accrued expenses and other current liabilities 24,772 29,297
Intangible asset contract liability 5,875 5,875
Current debt obligations 13,567 12,220
Total current liabilities 76,546 84,880
Long-term debt, net of current portion 339,834 369,097
Intangible asset contract liability, net of current portion 5,705 11,965
Deferred tax liabilities, non-current 14,198 11,660
Operating lease liability, non-current 13,046 14,278
Other long-term liabilities 7,444 4,111
Total liabilities 456,773 495,991
Commitments and contingencies (Note 21)
Stockholders’ equity    
Preferred stock, $0.0001 par value, 10,000,000 shares authorized; 0 shares issued or outstanding 0 0
Additional paid-in capital 998,730 936,564
Accumulated deficit (637,110) (494,044)
Accumulated other comprehensive loss (3,611) (24,655)
indie’s stockholders’ equity 358,031 417,886
Noncontrolling interest 25,982 27,509
Total stockholders' equity 384,013 445,395
Total liabilities and stockholders' equity 840,786 941,386
Class A    
Stockholders’ equity    
Common stock 20 19
Class V    
Stockholders’ equity    
Common stock $ 2 $ 2
v3.25.4
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Allowance for doubtful accounts $ 163 $ 1,970
Preferred stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Preferred stock, shares authorized (in shares) 10,000,000 10,000,000
Preferred stock, shares issued (in shares) 0 0
Preferred stock, shares outstanding (in shares) 0 0
Class A    
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, shares authorized (in shares) 600,000,000 600,000,000
Common stock, shares issued (in shares) 205,823,653 190,888,408
Common stock, shares outstanding (in shares) 204,098,653 189,163,408
Class V    
Common stock, par value (in dollars per share) $ 0.0001 $ 0.0001
Common stock, shares authorized (in shares) 40,000,000 40,000,000
Common stock, shares issued (in shares) 16,521,251 17,671,251
Common stock, shares outstanding (in shares) 16,521,251 17,671,251
v3.25.4
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenue:      
Total revenue $ 217,394 $ 216,682 $ 223,169
Operating expenses:      
Cost of goods sold 130,762 126,373 133,606
Research and development 154,092 175,112 154,507
Selling, general, and administrative 77,689 80,945 70,479
Restructuring costs 9,066 4,332 0
Total operating expenses 371,609 386,762 358,592
Loss from operations (154,215) (170,080) (135,423)
Other income (expense), net:      
Interest income 7,292 4,588 7,801
Interest expense (17,642) (9,258) (8,650)
Gain from change in fair value of warrants 0 0 7,066
Gain (loss) from change in fair value of contingent considerations and acquisition-related holdbacks 6,970 29,041 (2,985)
Gain from extinguishment of debt 2,623 0 0
Other income (expense) 1,247 (400) (1,175)
Total other income, net 490 23,971 2,057
Net loss before income taxes (153,725) (146,109) (133,366)
Income tax benefit 3,013 1,922 4,534
Net loss (150,712) (144,187) (128,832)
Less: Net loss attributable to noncontrolling interest (7,646) (11,584) (11,207)
Net loss attributable to indie Semiconductor, Inc. (143,066) (132,603) (117,625)
Net loss attributable to common shares —basic (143,066) (132,603) (117,625)
Net loss attributable to common shares —diluted $ (143,066) $ (132,603) $ (117,625)
Net loss per share attributable to common shares - basic $ (0.73) $ (0.76) $ (0.81)
Net loss per share attributable to common shares - diluted $ (0.73) $ (0.76) $ (0.81)
Weighted average common shares outstanding - basic 197,246,432 175,029,650 145,188,867
Weighted average common shares outstanding - diluted 197,246,432 175,029,650 145,188,867
Product revenue      
Revenue:      
Total revenue $ 206,961 $ 202,698 $ 195,624
Contract revenue      
Revenue:      
Total revenue $ 10,433 $ 13,984 $ 27,545
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Statement of Comprehensive Income [Abstract]      
Net loss $ (150,712) $ (144,187) $ (128,832)
Other comprehensive loss:      
Foreign currency translation adjustments 23,828 (18,814) 5,781
Comprehensive loss (126,884) (163,001) (123,051)
Less: Comprehensive loss attributable to noncontrolling interest (4,862) (11,913) (11,545)
Comprehensive loss attributable to indie Semiconductor, Inc. $ (122,022) $ (151,088) $ (111,506)
v3.25.4
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (DEFICIT) AND NONCONTROLLING INTEREST - USD ($)
$ in Thousands
Total
GEO
Indie Switzerland
Indie FFO
Common Stock Class A
Common Stock Class V
Common Stock
Common Stock Class A
Common Stock
Common Stock Class A
GEO
Common Stock
Common Stock Class A
Indie Switzerland
Common Stock
Common Stock Class A
Indie FFO
Common Stock
Common Stock Class V
Additional Paid-In Capital
Additional Paid-In Capital
GEO
Additional Paid-In Capital
Indie Switzerland
Additional Paid-In Capital
Indie FFO
Accumulated Deficit
Accumulated Other Comprehensive Income
Total Stockholders' Equity (Deficit) Attributable to indie Semiconductor, Inc.
Total Stockholders' Equity (Deficit) Attributable to indie Semiconductor, Inc.
GEO
Total Stockholders' Equity (Deficit) Attributable to indie Semiconductor, Inc.
Indie Switzerland
Total Stockholders' Equity (Deficit) Attributable to indie Semiconductor, Inc.
Indie FFO
Noncontrolling Interest
Noncontrolling Interest
GEO
Noncontrolling Interest
Indie Switzerland
Noncontrolling Interest
Indie FFO
Beginning balance (in shares) at Dec. 31, 2022             126,824,465       21,381,476                            
Beginning balance at Dec. 31, 2022 $ 314,332           $ 13       $ 2 $ 568,564       $ (243,816) $ (11,951) $ 312,812       $ 1,520      
Vesting of equity awards (in shares)             712,653                                    
Share-based compensation 43,279                     43,279           43,279              
Issuance per Exchange of Class V to Class A (in shares)             2,687,144       (2,687,144)                            
Issuance per Exchange of Class V to Class A                       (3,280)           (3,280)       3,280      
Issuance per Exchange of ADK LLC units to Class A (in shares)             175,622                                    
Issuance per Exchange of ADK LLC units to Class A                       (17)           (17)       17      
Wuxi Equity Incentive Plan ("EIP") capital paid in 12,346                     4,244           4,244       8,102      
Issuance per net settlement of bonus (in shares)             752,242                                    
Issuance per net settlement of bonus 6,757                     6,757           6,757              
Issuance per net settlement of equity awards and cash exercise of stock options (in shares)             3,898,090                                    
Issuance per net settlement of equity awards and cash exercise of stock options 31                     (681)           (681)       712      
Issuance in connection with At-The-Market equity offering (in shares)             5,219,500                                    
Issuance in connection with At-The-Market equity offering 51,998                     45,475           45,475       6,523      
Issuance per exchange for warrants (in shares)             7,730,692                                    
Issuance per exchange for warrants 38,331           $ 1         34,086           34,087       4,244      
Issuance per settlement of contingent considerations and acquisition-related holdbacks (in shares)             727,871                                    
Issuance per settlement of contingent considerations and acquisition-related holdbacks 5,159                     4,531           4,531       628      
Stock issued due to acquisitions (in shares)               6,868,768 6,613,786 982,445                              
Stock issued due to acquisitions 23,479 $ 75,556 $ 42,791 $ 9,834       $ 1 $ 1       $ 65,106 $ 37,455 $ 8,223       $ 65,107 $ 37,456 $ 8,223   $ 10,449 $ 5,335 $ 1,611
Net loss (128,832)                             (117,625)   (117,625)       (11,207)      
Foreign currency translation adjustment 5,443                               5,781 5,781       (338)      
Ending balance (in shares) at Dec. 31, 2023             163,193,278       18,694,332                            
Ending balance at Dec. 31, 2023 477,025           $ 16       $ 2 813,742       (361,441) (6,170) 446,149       30,876      
Vesting of equity awards (in shares)             61,683                                    
Share-based compensation 63,973                     63,973           63,973              
Issuance per Exchange of Class V to Class A (in shares)             1,023,081       (1,023,081)                            
Issuance per Exchange of ADK LLC units to Class A (in shares)             151,992                                    
Issuance per net settlement of bonus (in shares)             536,519                                    
Issuance per net settlement of bonus 3,771                     2,814           2,814       957      
Issuance per net settlement of equity awards and cash exercise of stock options (in shares)             8,149,638                                    
Issuance per net settlement of equity awards and cash exercise of stock options 54           $ 1         53           54              
Issuance in connection with At-The-Market equity offering (in shares)             3,787,725                                    
Issuance in connection with At-The-Market equity offering 19,419                     17,427           17,427       1,992      
Shares issued for Investment in Expedera (in shares)             525,000                                    
Shares issued for Investment in Expedera 3,385           $ 1         2,963           2,964       421      
Issuance per settlement of contingent considerations and acquisition-related holdbacks (in shares)             11,734,492                                    
Issuance per settlement of contingent considerations and acquisition-related holdbacks 64,149           $ 1         56,931           56,932       7,217      
Stock issued due to acquisitions 0                                                
2024 Convertible Note Capped Call Transactions (23,380)                     (21,339)           (21,339)       (2,041)      
Net loss (144,187)                             (132,603)   (132,603)       (11,584)      
Foreign currency translation adjustment (18,814)                               (18,485) (18,485)       (329)      
Ending balance (in shares) at Dec. 31, 2024         189,163,408 17,671,251 189,163,408       17,671,251                            
Ending balance at Dec. 31, 2024 445,395           $ 19       $ 2 936,564       (494,044) (24,655) 417,886       27,509      
Share-based compensation 50,350                     50,350           50,350              
Issuance per Exchange of Class V to Class A (in shares)             1,150,000       (1,150,000)                            
Issuance per Exchange of ADK LLC units to Class A (in shares)             44,863                                    
Issuance per net settlement of bonus (in shares)             2,630,958                                    
Issuance per net settlement of bonus 11,015                     8,125           8,125       2,890      
Issuance per net settlement of equity awards and cash exercise of stock options (in shares)             9,428,845                                    
Issuance per net settlement of equity awards and cash exercise of stock options 7           $ 1         6           7              
Issuance per settlement of contingent considerations and acquisition-related holdbacks (in shares)             1,680,579                                    
Issuance per settlement of contingent considerations and acquisition-related holdbacks 4,130                     3,685           3,685       445      
Stock issued due to acquisitions 0                                                
Net loss (150,712)                             (143,066)   (143,066)       (7,646)      
Foreign currency translation adjustment 23,828                               21,044 21,044       2,784      
Ending balance (in shares) at Dec. 31, 2025         204,098,653 16,521,251 204,098,653       16,521,251                            
Ending balance at Dec. 31, 2025 $ 384,013           $ 20       $ 2 $ 998,730       $ (637,110) $ (3,611) $ 358,031       $ 25,982      
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash flows from operating activities:      
Net loss $ (150,712) $ (144,187) $ (128,832)
Adjustments to reconcile net loss to net cash used in operating activities:      
Depreciation and amortization 40,413 39,777 31,848
Amortization of inventory step-up 0 901 9,826
Allowance for credit losses and inventory reserves 1,705 3,888 892
Share-based compensation 65,108 67,240 43,710
Amortization of discount and cost of issuance of debt 2,734 1,172 997
Asset impairment in relation to restructuring 3,607 998 0
Gain from change in fair value of warrants 0 0 (7,066)
(Gain) loss from change in fair value of contingent considerations and acquisition-related holdbacks (6,970) (29,041) 2,985
(Gain) loss from change in fair value of currency forward contract (821) 1,650 850
Gain from extinguishment of debt (2,623) 0 0
Deferred tax liabilities (536) (5,366) (4,198)
Amortization of right-of-use assets 3,174 3,284 2,737
Other 0 0 14
Changes in operating assets and liabilities:      
Accounts receivable (2,861) 9,592 (32,199)
Inventory 2,524 (16,967) (5,785)
Accounts payable (7,737) 10,991 (1,697)
Accrued expenses and other current liabilities 1,155 3,539 (3,211)
Accrued payroll liabilities 152 (289) (562)
Prepaid, other current and noncurrent assets (1,094) 963 (10,298)
Operating lease liabilities (3,071) (2,934) (2,500)
Other long-term liabilities (1,277) (3,812) (1,896)
Net cash used in operating activities (57,130) (58,601) (104,385)
Cash flows from investing activities:      
Purchases of property and equipment (14,294) (14,337) (12,752)
Payments for acquired software license 0 (1,722) 0
Business combinations, net of cash acquired (17,673) (3,200) (94,990)
Net cash used in investing activities (31,967) (19,259) (107,742)
Cash flows from financing activities:      
Proceeds from issuance of common stock/At-the-market offering 0 19,847 53,136
Offering costs for the issuance of common stock/At-the-market offering 0 (428) (1,138)
Wuxi EIP capital paid in 0 0 12,346
2029 convertible note capped call transactions 0 (23,380) 0
Proceeds from issuance of debt obligations 2,405 230,361 1,148
Issuance and debt discount costs related to debt obligations (50) (667) 0
Repurchase of debt obligations (26,829) 0 0
Payments on debt obligations (3,981) (7,965) (12,831)
Payments on financed software (7,958) (5,451) (9,125)
Deferred payments on business combination (2,534) (3,036) 0
Proceeds from exercise of stock options 6 53 31
Net cash provided by (used in) financing activities (38,941) 209,334 43,567
Effect of exchange rate changes on cash, and cash equivalents (769) 1,396 (1,641)
Net increase (decrease) in cash and cash equivalents (128,807) 132,870 (170,201)
Cash, cash equivalents, and restricted cash at beginning of period 284,548 151,678 321,879
Cash, cash equivalents, and restricted cash at end of period 155,741 284,548 151,678
Supplemental disclosure of cash flow information:      
Cash paid for taxes 674 0 0
Cash paid for interest 15,048 7,435 7,421
Supplemental disclosure of non-cash investing and financing activities:      
Purchases of property and equipment, accrued but not paid (460) 352 (300)
Fair value of common stock issued for investment in Expedera 0 3,428 0
Fair value of common stock issued for business combination 0 0 128,181
Fair value of common stock issued to satisfy contingent considerations and acquisition-related holdbacks 0 64,148 5,159
Fair value of common stock issuable for business combination 0 0 23,479
Contingent consideration for business combination 7,287 4,599 81,745
Accrual for purchase consideration for business combination $ 2,970 $ 800 $ 800
v3.25.4
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Pay vs Performance Disclosure      
Net Income (Loss) $ (143,066) $ (132,603) $ (117,625)
v3.25.4
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2025
shares
Trading Arrangements, by Individual  
Material Terms of Trading Arrangement

On December 8, 2025, Ichiro Aoki, President of the Company, adopted a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) for the sale of up to 1,000,000 shares of Class A common stock until June 30, 2026.

 

On December 12, 2025, Naixi Wu, Chief Financial Officer of the Company, adopted a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) for the sale of up to 269,464 shares of Class A common stock until December 15, 2027.

Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
Ichiro Aoki [Member]  
Trading Arrangements, by Individual  
Name Ichiro Aoki
Title President
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 8, 2025
Expiration Date June 30, 2026
Aggregate Available 1,000,000
Naixi Wu [Member]  
Trading Arrangements, by Individual  
Name Naixi Wu
Title Chief Financial Officer
Rule 10b5-1 Arrangement Adopted true
Adoption Date December 12, 2025
Expiration Date December 15, 2027
Aggregate Available 269,464
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

ITEM 1C. CYBERSECURITY

Risk Assessment

We have developed policies and processes for assessing, identifying, and managing material risk from cybersecurity threats informed by industry-recognized standards. We have integrated these processes into our overall risk management systems and programs. Our cybersecurity program includes, among other things: procedures to assess material risk from cybersecurity threats, protocols to monitor

any potential unauthorized access to, or conducted through, our information systems that may result in adverse effects on the confidentiality, integrity, or availability of our information systems or any information residing therein, mechanisms to safeguard network infrastructure, mandatory employee training on information security, and assessing the sufficiency of existing policies, procedures, systems, controls and other safeguards in place to manage such risks. As part of our risk management process, we have engaged and expect to continue to engage third party experts to help identify and assess risks from cybersecurity threats. Our risk management process is also designed to address cybersecurity risks associated with our use of third-party service providers, and includes procedures such as reviewing security audits and controls of these providers during the onboarding process.

In connection with these risk assessments, we design, implement and maintain reasonable safeguards to minimize the identified risks and address identified gaps in existing safeguards, update existing safeguards as necessary and monitor the effectiveness of our safeguards.

As of December 31, 2025, we have not identified any risks from cybersecurity threats (including as a result of any previous cybersecurity incidents) that have materially affected our business strategy, our results of operations or our financial condition, but there can be no guarantee that we will not experience a cybersecurity incident in the future. We can give no assurance that we have detected or protected against all cybersecurity threats over cybersecurity incidents.

For further discussion of cybersecurity risks, please see our Risk Factors discussion under the heading, “Risks Related to Our Intellectual Property, Technology and Cybersecurity.

Governance

Our Board of Directors (the “Board”) is responsible for the overall oversight of the Company’s strategy and risk management. The Board has delegated oversight of the management of systemic risks, including cybersecurity, to the Audit Committee of the Board (the “Audit Committee”), in accordance with the Audit Committee's charter. The Audit Committee receives routine reports from management concerning our significant cybersecurity threats and the processes we have implemented to address them and engages in discussions with management regarding the Company’s significant risk exposures and the measures implemented to monitor and control these risks. These discussions include a review of our cybersecurity-related risk assessment and management policies. Additionally, management updates the Audit Committee regarding significant cybersecurity incidents as necessary.

Management, in coordination with our information technology department, is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Management, along with our information technology department, is responsible for approving budgets, approving cybersecurity processes, and reviewing cybersecurity assessments and other cybersecurity-related matters.

Our cybersecurity incident response and vulnerability management processes are designed to escalate cybersecurity incidents to members of management depending on the circumstances. Our information technology department works with management, including the Chief Operating Officer and Chief Financial Officer, to help mitigate and remediate cybersecurity incidents of which they are notified. Our information technology department, led by our director of information technology, includes individuals with over 20 years of prior work experience in various roles involving security, compliance, systems and risk management implementation. In addition, our incident response processes include procedures for reporting material cybersecurity incidents to the Audit Committee for material cybersecurity incidents.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

We have developed policies and processes for assessing, identifying, and managing material risk from cybersecurity threats informed by industry-recognized standards. We have integrated these processes into our overall risk management systems and programs. Our cybersecurity program includes, among other things: procedures to assess material risk from cybersecurity threats, protocols to monitor

any potential unauthorized access to, or conducted through, our information systems that may result in adverse effects on the confidentiality, integrity, or availability of our information systems or any information residing therein, mechanisms to safeguard network infrastructure, mandatory employee training on information security, and assessing the sufficiency of existing policies, procedures, systems, controls and other safeguards in place to manage such risks. As part of our risk management process, we have engaged and expect to continue to engage third party experts to help identify and assess risks from cybersecurity threats. Our risk management process is also designed to address cybersecurity risks associated with our use of third-party service providers, and includes procedures such as reviewing security audits and controls of these providers during the onboarding process.

Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

Our Board of Directors (the “Board”) is responsible for the overall oversight of the Company’s strategy and risk management. The Board has delegated oversight of the management of systemic risks, including cybersecurity, to the Audit Committee of the Board (the “Audit Committee”), in accordance with the Audit Committee's charter. The Audit Committee receives routine reports from management concerning our significant cybersecurity threats and the processes we have implemented to address them and engages in discussions with management regarding the Company’s significant risk exposures and the measures implemented to monitor and control these risks. These discussions include a review of our cybersecurity-related risk assessment and management policies. Additionally, management updates the Audit Committee regarding significant cybersecurity incidents as necessary.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Board of Directors (the “Board”) is responsible for the overall oversight of the Company’s strategy and risk management. The Board has delegated oversight of the management of systemic risks, including cybersecurity, to the Audit Committee of the Board (the “Audit Committee”), in accordance with the Audit Committee's charter.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block]

Our cybersecurity incident response and vulnerability management processes are designed to escalate cybersecurity incidents to members of management depending on the circumstances. Our information technology department works with management, including the Chief Operating Officer and Chief Financial Officer, to help mitigate and remediate cybersecurity incidents of which they are notified. Our information technology department, led by our director of information technology, includes individuals with over 20 years of prior work experience in various roles involving security, compliance, systems and risk management implementation. In addition, our incident response processes include procedures for reporting material cybersecurity incidents to the Audit Committee for material cybersecurity incidents.

Cybersecurity Risk Role of Management [Text Block]

Management, in coordination with our information technology department, is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Management, along with our information technology department, is responsible for approving budgets, approving cybersecurity processes, and reviewing cybersecurity assessments and other cybersecurity-related matters.

Our cybersecurity incident response and vulnerability management processes are designed to escalate cybersecurity incidents to members of management depending on the circumstances. Our information technology department works with management, including the Chief Operating Officer and Chief Financial Officer, to help mitigate and remediate cybersecurity incidents of which they are notified. Our information technology department, led by our director of information technology, includes individuals with over 20 years of prior work experience in various roles involving security, compliance, systems and risk management implementation. In addition, our incident response processes include procedures for reporting material cybersecurity incidents to the Audit Committee for material cybersecurity incidents.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]

Management, in coordination with our information technology department, is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Management, along with our information technology department, is responsible for approving budgets, approving cybersecurity processes, and reviewing cybersecurity assessments and other cybersecurity-related matters.

Our cybersecurity incident response and vulnerability management processes are designed to escalate cybersecurity incidents to members of management depending on the circumstances. Our information technology department works with management, including the Chief Operating Officer and Chief Financial Officer, to help mitigate and remediate cybersecurity incidents of which they are notified.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our information technology department, led by our director of information technology, includes individuals with over 20 years of prior work experience in various roles involving security, compliance, systems and risk management implementation.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block] The Audit Committee receives routine reports from management concerning our significant cybersecurity threats and the processes we have implemented to address them and engages in discussions with management regarding the Company’s significant risk exposures and the measures implemented to monitor and control these risks. These discussions include a review of our cybersecurity-related risk assessment and management policies. Additionally, management updates the Audit Committee regarding significant cybersecurity incidents as necessary.

Management, in coordination with our information technology department, is responsible for hiring appropriate personnel, helping to integrate cybersecurity risk considerations into our overall risk management strategy, and communicating key priorities to relevant personnel. Management, along with our information technology department, is responsible for approving budgets, approving cybersecurity processes, and reviewing cybersecurity assessments and other cybersecurity-related matters.

Our cybersecurity incident response and vulnerability management processes are designed to escalate cybersecurity incidents to members of management depending on the circumstances. Our information technology department works with management, including the Chief Operating Officer and Chief Financial Officer, to help mitigate and remediate cybersecurity incidents of which they are notified. Our information technology department, led by our director of information technology, includes individuals with over 20 years of prior work experience in various roles involving security, compliance, systems and risk management implementation. In addition, our incident response processes include procedures for reporting material cybersecurity incidents to the Audit Committee for material cybersecurity incidents.

Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Nature of the Business and Basis of Presentation
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Nature of the Business and Basis of Presentation

1) Nature of the Business and Basis of Presentation

indie Semiconductor, Inc. (“indie”) and its predecessor for accounting purposes, Ay Dee Kay, LLC, a California limited liability company (“ADK LLC”) and its subsidiaries are collectively referred to herein as the “Company.” The Company offers highly innovative automotive semiconductors and software solutions for Advanced Driver Assistance Systems (“ADAS”), autonomous vehicle, connected car, user experience and electrification applications. The Company focuses on edge sensors across multiple modalities spanning LiDAR, radar, ultrasound and computer vision. These functions represent the core underpinnings of both electric and autonomous vehicles, while the advanced user interfaces are transforming the in-cabin experience to mirror and seamlessly connect to the mobile platforms people rely on every day. indie is an approved vendor to Tier 1 automotive suppliers and its platforms can be found in marquee automotive manufacturers around the world. Headquartered in Aliso Viejo, California, indie has design centers and sales offices in Austin, Texas; Detroit, Michigan; San Jose, California; Cordoba, Argentina; Budapest, Hungary; Dresden, Frankfurt an der Oder, Munich and Nuremberg, Germany; Edinburgh, Scotland; Schlieren, Switzerland; Rabat, Morocco; Haifa, Israel; Quebec City and Toronto, Canada; Seoul, South Korea; Tokyo, Japan; and several locations throughout China. The Company engages subcontractors to manufacture its products. The majority of these subcontractors are located in Asia.

Execution of At-The-Market Agreement

On August 26, 2022, the Company entered into an At Market Issuance Agreement (“ATM Agreement”) with B. Riley Securities, Inc., Craig-Hallum Capital Group LLC and Roth Capital Partners, LLC (collectively as “Sales Agents”) relating to shares of its Class A common stock, par value $0.0001 per share (the “Class A common stock”). In accordance with the terms of the ATM Agreement, the Company may offer and sell shares of its Class A common stock having an aggregate offering price of up to $150,000 from time to time through the Sales Agents, acting as the Company’s agent or principal. The ATM Agreement was previously registered on the registration statement on Form S-3 (Registration No.333-267120) (the “2022 Registration Statement”), which expired on September 7, 2025. Prior to its expiration, on August 29, 2025, the Company filed with the SEC a prospectus supplement to its automatic shelf registration on Form S-3ASR (Registration No. 333-285653) to register the offering of the unsold securities of $59,813 pursuant to the ATM Agreement. The Company implemented and renewed this program for the flexible access that it provides to the capital markets. As of December 31, 2025, indie has raised gross proceeds of $90,187, issued 11,138,984 shares of Class A common stock at an average per-share sales price of $8.10 through this program, incurred issuance costs of $1,942 and had approximately $59,813 available for future issuances under the ATM Agreement. During the year ended December 31, 2025, there was no ATM related activity. During the year ended December 31, 2024, indie raised gross proceeds of $19,847 and issued 3,787,725 shares of Class A common stock at an average per-share sales price of $5.24. For the year ended December 31, 2024, indie incurred total issuance costs of $428. During the year ended December 31, 2023, indie raised gross proceeds of $53,136 and issued 5,219,500 shares of Class A common stock at an average per-share sales price of $10.18. For the year ended December 31, 2023, indie incurred total issuance costs of $1,138.

Warrant Exchange

On September 22, 2023, indie announced the commencement of an exchange offer (the “Offer”) and consent solicitation (the “Consent Solicitation”) relating to its outstanding (i) warrants exercisable for one share of the Company’s Class A common stock (the “Class A common stock”) for $11.50 per share, which are listed for trading on The Nasdaq Stock Market LLC (the “Public Warrants”) and (ii) private placement warrants exercisable for one share of the Company’s Class A common stock for $11.50 per share (the “Private Warrants”, and together with the Public Warrants, the “Warrants”).

The Offer and the Consent Solicitation expired at 11:59 p.m., Eastern Time on October 20, 2023. Upon expiration of the Offer and the Consent Solicitation, 24,658,461 Warrants, or approximately 90.0% of the outstanding Warrants, were tendered. Subsequently, the Company issued 7,027,517 shares of Class A common stock, or an exchange ratio of 0.285, for the Warrants tendered in the Offer on October 25, 2023. Additionally, the Company received the approval of approximately 89.8% of the outstanding Warrants to amend the warrant agreement governing the Warrants (the “Amendment No. 2”), which exceeded the majority of the outstanding warrants required to effect the Amendment No. 2. The Amendment No. 2 permitted the Company to require that each Warrant that remained outstanding upon settlement of the Exchange Offer to be converted into 0.2565 shares of Class A common stock, which was a ratio 10.0% less than the exchange ratio applicable to the Exchange Offer.

The Company completed its exchange of the remaining 2,741,426 untendered Warrants on November 9, 2023 through the issuance of 703,175 shares of Class A common stock. As a result of the completion of the Exchange Offer and the exchange for the remaining untendered Warrants, the Public Warrants were suspended from trading on the Nasdaq Capital Market as of the close of business on November 8, 2023, and delisted.

Recent Acquisition

On September 26, 2025 (the “emotion3D Closing Date”), Ay Dee Kay Ltd. completed its acquisition of emotion3D GmbH (“emotion3D”). The acquisition was consummated pursuant to a Share Purchase Agreement (the “SPA”) whereby Ay Dee Kay Ltd. acquired all of the outstanding common shares of emotion3D. The aggregate consideration for the emotion3D acquisition consisted of (i) $17,673 in cash (including debt paid at closing and net of cash acquired); (ii) certain contingent consideration with total preliminary fair value of $7,287 at closing, payable in cash or shares of Class A common stock at indie's sole discretion, subject to emotion3D's achievement of certain revenue-based milestones through February 28, 2027; and (iii) certain holdbacks and adjustments totaling $2,970 subject to final release 24 months from the emotion3D Closing Date. The purchase price is subject to working capital and other adjustments as provided in the Share Purchase Agreement.

See Note 3 — Business Combinations for a full description of all of the Company's recent acquisitions.

Amendments to Articles of Incorporation

The Company held its 2025 annual meeting of stockholders (the “2025 Annual Meeting”) on June 4, 2025. At the 2025 Annual Meeting, the Company’s stockholders approved the amendment of the Company’s existing Amended and Restated Certificate of Incorporation to increase the number of authorized shares of Class A common stock from 400,000,000 to 600,000,000.

The Board of Directors previously approved the Charter Amendment, subject to and conditioned upon stockholder approval at the 2025 Annual Meeting. Following stockholder approval of the Charter Amendment, the Company prepared an Amended and Restated Certificate of Incorporation to reflect the Charter Amendment. The Amended and Restated Certificate of Incorporation became effective upon its filing with the Secretary of State of the State of Delaware on June 5, 2025.

Risks and Uncertainties

The Company is impacted by macroeconomic conditions including continued inflation, rising prices or rising interest rates, geopolitical tensions, the risk of recession, and the effect of trade policies, which have a combined effect on overall economic activity and consumer demand for automotive products that has resulted in lower production levels for the Company’s products. Tariffs against semiconductor producing countries such as Taiwan, and retaliatory tariffs by countries such as China, could cause a decrease in the sales of the Company’s products to customers, other customers selling to end users, or other global customers, which could materially and adversely affect the Company’s business, financial condition and results of operation.

The ultimate impact of any tariffs will depend on various factors, including the outcome of ongoing tariff negotiations, the timing of implementation, and the amount, scope and nature of the tariffs.

Additionally, the conflict in the Middle East and the implication of this event has created global political and economic uncertainty. The Company is closely monitoring developments, including potential impact to the Company’s business, customers, suppliers, its

employees and operations in Israel, the Middle East and elsewhere. At this time, the impact to indie is subject to change given the volatile nature of the situation.

Basis of Presentation

The consolidated financial statements are prepared in accordance with generally accepted accounting principles in the United States of America (“U.S. GAAP”) and the rules and regulations of the U.S. Securities and Exchange Commission (“SEC”). Any reference in these notes to applicable guidance is meant to refer to the authoritative U.S. GAAP as found in the Accounting Standards Codification (“ASC”) and the Accounting Standards Updates (“ASU”) of the Financial Accounting Standards Board (“FASB”). The consolidated financial statements include the consolidated accounts of the Company’s majority-owned subsidiary, ADK LLC, of which approximately 92% was owned by indie as of December 31, 2025. ADK LLC’s consolidated financial statements include its wholly-owned subsidiaries indie Services Corporation, indie LLC and indie City LLC, all California entities, Ay Dee Kay Limited (“Ay Dee Kay Ltd.”), a private limited company incorporated under the laws of Scotland, indie semiconductor Germany GmbH, Symeo GmbH and indie Semiconductor FFO GmbH, which was previously known as Silicon Radar GmbH (“indie FFO”), all of which are private limited liability companies incorporated under the laws of Germany, indie Technologies Switzerland AG, which was previously known as Exalos AG (“indie Switzerland”), a company limited by shares organized under the laws of Switzerland, indie Kft, a limited liability company incorporated under the laws of Hungary, indie Photonics Canada Inc., which was previously known as TeraXion Inc. (“indie Canada”) and Geo Semiconductor Canada Inc., both incorporated under the laws of Canada, indie Semiconductor Israel Ltd., a private limited company incorporated under the laws of Israel, Ay Dee Kay S.A., a limited liability company incorporated under the laws of Argentina, indie Semiconductor Morocco, a limited liability company under the laws of Morocco, indie Semiconductor Japan KK, a limited liability company under the laws of Japan, indie China Technology Co., Ltd (Shanghai), a private limited company incorporated under the laws of People's Republic of China, Wuxi indie Microelectronics (“Wuxi”), a Chinese entity with approximately 59% voting controlled and approximately 34% owned by the Company as of December 31, 2025 and Wuxi’s wholly-owned subsidiaries, indie Semiconductor Suzhou, indie Semiconductor HK, Ltd and Shanghai Ziying Microelectronics Co., Ltd.

All significant intercompany accounts and transactions of the Company's subsidiaries have been eliminated in consolidation. The noncontrolling interest attributable to the Company’s less-than-wholly-owned subsidiary is presented as a separate component from stockholders’ equity (deficit) in the consolidated balance sheets, and a noncontrolling interest in the consolidated statements of operations and consolidated statements of stockholders’ equity (deficit) and noncontrolling interest (see Note 2 — Summary of Significant Accounting Policies — Consolidation).

v3.25.4
Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies
2)
Summary of Significant Accounting Policies

Use of Estimates

The preparation of consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the dates of the consolidated financial statements and the reported amounts of expenses during the reporting period. Actual results could differ materially from those estimates and assumptions.

On an ongoing basis, management evaluates its estimates assumptions, including those related to (i) the collectability of accounts receivable; (ii) write-down for excess and obsolete inventories; (iii) valuation of acquired intangibles and goodwill; (iv) warranty obligations; (v) the value assigned to and estimated useful lives of long-lived assets; (vi) the realization of tax assets and estimates of tax liabilities and tax reserves; (vii) amounts recorded in connection with acquisitions; (viii) recoverability of intangible assets and goodwill; (ix) the recognition and disclosure of fair value of debt instruments and contingent liabilities; (x) the computation of share-based compensation; (xi) accrued expenses; and (xii) the recognition of revenue based on a cost-to-cost measure of progress for certain engineering services contracts. These estimates are based on historical data and experience, as well as various other factors that management believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying value of assets and liabilities that are not readily apparent from other sources. The Company engages third-party valuation specialists to assist with estimates related to the valuation of certain financial instruments and assets acquired in connection with acquisitions as well as the valuation of reporting units and certain intangible assets in connection with quantitative impairment analyses

over goodwill and intangible assets. Such estimates often require the selection of appropriate valuation methodologies and models, and significant judgment in evaluating ranges of assumptions and financial inputs. Actual results may differ from those estimates under different assumptions or circumstances.

Foreign Currency

Certain of the Company’s self-sustaining foreign subsidiaries use their respective local currency as their functional currency. Assets and liabilities for these subsidiaries have been translated into U.S. dollars at the exchange rates prevailing at the end of the period and results of operations at the average exchange rates for the period. Unrealized exchange gains and losses arising from the translation of the financial statements of our non-U.S. functional currency operations are accumulated in the cumulative translation adjustments account in accumulated other comprehensive loss.

For those foreign subsidiaries where the U.S. dollar is the functional currency, all foreign currency-denominated accounts are remeasured into U.S. dollars. Unrealized exchange gains and losses arising from remeasurements of foreign currency-denominated assets and liabilities are included within Other income (expense), net in the consolidated statements of operations and comprehensive loss. Gains and losses arising from international intercompany transactions that are of a long-term investment nature are reported in the same manner as translation gains and losses. Realized exchange gains and losses are included in net income for the periods presented.

Forward Exchange Contracts

The Company’s forward exchange contracts, which are used to hedge anticipated U.S. dollar denominated sales and purchases as well as other foreign currency denominated sales and purchases such as Canadian Dollar, Euro and Great British Pound do not qualify for hedge accounting and are recognized at fair value. Any change in the fair value of these contracts is reflected as part of Other income (expense), net in the consolidated statement of operations.

Consolidation

The consolidated financial statements comprise the financial statements of the Company, its wholly owned subsidiaries, and subsidiaries that it controls due to ownership of a majority voting interest. Subsidiaries are fully consolidated from the date of acquisition, being the date on which the Company obtains control, and continue to be consolidated until the date when such control ceases. All significant intercompany accounts and transactions are eliminated in consolidation. The Company recognizes noncontrolling interest related to its less-than-wholly-owned subsidiary as equity in the consolidated financial statements separate from the parent entity’s equity. The net loss attributable to noncontrolling interest is included in net loss in the consolidated statements of operations and comprehensive loss.

Cash and Cash Equivalents

Cash and cash equivalents are defined as short-term, highly liquid investments with original maturities of 90 days or less at the date of purchase. As of December 31, 2025 and 2024, cash and cash equivalents consisted of money market funds and cash deposits that were held by reputable financial institutions in local jurisdictions of the Company’s subsidiaries including primarily the United States, Austria, Canada, China, Germany, Great Britain and Switzerland denominated in U.S. dollars and local currency.

Restricted Cash

The Company’s restricted cash consists of cash that the Company is contractually obligated to maintain in accordance with the terms of its Wells Fargo Bank revolving line of credit agreement.

Accounts Receivable

Accounts receivable consist of amounts due primarily from customers for product sales and engineering services agreements. Accounts receivable are recorded at the invoiced amount and do not bear interest. The Company accounts for potential losses in accounts receivable utilizing the allowance method. The Company closely monitors outstanding accounts receivable and considers its knowledge of customers, historical losses, and current and expected economic conditions in establishing the allowance for doubtful accounts. The

Company wrote off $1,831 of accounts receivable, which was fully reserved under the allowance for doubtful accounts in the prior years, for the year ended December 31, 2025. The Company did not have any write-offs in any other periods presented.

Concentration of Credit Risk

The Company deposits its cash with large financial institutions. At times, the Company’s cash balances with individual banking institutions will exceed the limits insured by the FDIC, however, the Company has not experienced any losses on such deposits.

The Company extends credit to its customers based upon an evaluation of the customers’ financial condition and credit history and generally does not require collateral. Credit losses, if any estimated, are provided for in the consolidated financial statements and consistently have been within management’s expectations. See Note 15 — Revenue — Concentrations.

Inventory

The Company values inventories at the lower of cost or net realizable value on a first-in, first-out basis. Cost is computed using standard cost, which approximates actual cost, on a first-in, first-out basis. Inventories are reduced for write-downs based on periodic reviews for evidence of slow-moving or obsolete parts. The write-down is based on the comparison between inventory on hand and forecasted customer demand for each specific product. Once written down, inventory write-downs are not reversed until the inventory is sold or scrapped. Inventory write-downs are also established when conditions indicate the net realizable value is less than cost due to physical deterioration, technological obsolescence, changes in price level or other causes. All inventory provisions are recorded to cost of goods sold in the consolidated statement of operations.

Property and Equipment, net

The Company’s property and equipment primarily consist of lab equipment, production tooling and masks, equipment, furniture and fixtures, leasehold improvements, and computer hardware and software. Property and equipment are recorded at cost less accumulated depreciation. Depreciation is calculated using the straight-line method based on the estimated useful lives of between three and seven years and for leasehold improvements the lesser of the remaining lease term or useful life. Major improvements are capitalized while routine repairs and maintenance are charged to expense when incurred.

Production masks with discernible future benefits, namely that they will be used to manufacture products to service customer demand, are capitalized and amortized over the estimated useful life of four years. Production masks being used for research and development or testing do not meet the criteria for capitalization and are expensed as research and development costs.

The Company recorded $376 of impairment charges related to certain software licenses as part of its 2025 Restructuring Plan.

Business Combinations

The Company accounts for its business acquisitions under the ASC Topic 805, Business Combinations guidance for business combinations. The total cost of acquisitions is allocated to the underlying identifiable net assets based on their respective estimated fair values. Determining the fair value of assets acquired and liabilities assumed requires management’s judgment and often involves the use of significant estimates and assumptions, including assumptions with respect to future cash inflows and outflows, discount rates, asset lives and market multiples, among other items.

Intangible Assets, net

The Company’s intangible assets include intangible assets acquired from business combinations, intellectual property (“IP”) and software licensed from third parties. The majority of the intangible assets have finite lives, except for those related to in-progress research and development (“IPR&D”), and are amortized over a period of two to twelve years, on a straight-line basis, which approximates the pattern in which economic benefits of these assets are expected to be utilized. IPR&D is considered to have indefinite life until the abandonment or completion of the associated research and development efforts. If the development is abandoned in the future, these assets will be expensed in the period of abandonment. If and when the development activities are completed, IPR&D assets will be

reclassified to developed technology, management will make a determination of the useful lives and methods of amortization of these assets.

Goodwill

Goodwill represents the excess of the fair value of purchase consideration of an acquired business over the fair value of the identifiable net assets acquired. Goodwill is not amortized but is tested for impairment at a reporting unit level on an annual basis on October 1, or more frequently if circumstances change or an event occurs that would more likely than not reduce the fair value of a reporting unit below its carrying amount.

Significant judgment may be required when goodwill is assessed for impairment. Qualitative factors may be assessed to determine whether it is more likely than not that the fair value of the reporting unit is less than its carrying amount. If the assessment of all relevant qualitative factors indicates that it is more likely than not that the fair value of a reporting unit is greater than its carrying amount, a quantitative goodwill impairment test is not necessary. These qualitative factors may include, but are not limited to, a significant change in the macroeconomic and business climate, medium to long-term revenue forecasts per industry trend and/or product launch timeline, operating performance indicators, adequacy of capital level to support ongoing business needs, and other factors. If the assessment of all relevant qualitative factors indicates that it is more likely than not that the fair value of a reporting unit is less than its carrying amount, the Company will perform a quantitative goodwill impairment test. The quantitative impairment test for goodwill consists of a comparison of the fair value of a reporting unit with its carrying value, including the goodwill allocated to that reporting unit. If the carrying value of a reporting unit exceeds its fair value, the Company will recognize an impairment loss equal to the amount of the excess, limited to the amount of goodwill allocated to that reporting unit. Application of the impairment test requires judgment, including the identification of reporting units, assignment of assets and liabilities to reporting units and the determination of fair value of each reporting unit. For the year ended December 31, 2025, the Company performed a quantitative analysis over its two reporting units on October 1 using a combination of the income and market valuation approaches. The fair value of both reporting units exceeded their carrying values. For the years ended December 31, 2024 and 2023, the Company performed a qualitative analysis over its two reporting units on October 1 and concluded that it was not more likely than not that the fair value of the reporting units were less than their carrying amount. As a result, the Company did not record any impairment to goodwill for the years ended December 31, 2025, 2024 and 2023.

Impairment of Long-Lived Assets

The Company reviews its long-lived assets, consisting of property and equipment, right-of-use assets and intangible assets, for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. The Company regularly reviews its operating performance for indicators of impairment. Factors considered important that could trigger an impairment review include a significant underperformance relative to expected historical or projected future operating results, or a significant change in the manner of the use of the assets. Recoverability of assets to be held and used is measured by a comparison of the carrying amount of an asset (or asset group) to estimated undiscounted future cash flows expected to be generated by the asset (or asset group). If the carrying amount of an asset (or asset group) exceeds its estimated undiscounted future cash flows, an impairment charge is recognized to the extent the fair value is less than the carrying value. The Company recorded $3,260 of impairment charges related to certain software licenses as part of its 2025 Restructuring Plan. The Company recorded $998 of impairment charges related to certain property and equipment and right-of-use assets for the year ended December 31, 2024 as part of its 2024 Restructuring Plan initiative that commenced in August 2024 (see Note 4 — Restructuring Costs). As a result, all pre-tax charges related to such initiatives are separately reflected in Restructuring costs in the consolidated statement of operations. The Company did not record any impairment to long-lived assets for the years ended December 31, 2023.

Fair Value Measurements

Fair value is defined as the price that would be received upon the sale of an asset or paid to transfer a liability in an orderly transaction between willing, able and knowledgeable market participants at the measurement date. Fair value measurements are not adjusted for transaction costs. In addition, a three-tiered hierarchy for inputs is used in management’s determination of fair value of financial instruments that emphasizes the use of observable inputs over the use of unobservable inputs by requiring that the observable inputs be used when available. Observable inputs are market participant assumptions based on market data obtained from sources independent of

the Company. Unobservable inputs are the reporting entity’s own assumptions about market participants based on the best information available under the circumstances. In assessing the appropriateness of using observable inputs in making its fair value determinations, the Company considers whether the market for a particular security is “active” or not based on all the relevant facts and circumstances.

Valuation service providers typically obtain data about market transactions and other key valuation model inputs from multiple sources and, through the use of widely accepted valuation models, provide a single fair value measurement for individual securities for which a fair value has been requested under the terms of service agreements. The inputs used by the valuation service providers include, but are not limited to, market prices from recently completed transactions and transactions of comparable securities, interest rate yield curves, credit spreads, currency rates and other market observable information, as applicable. The valuation models consider, among other things, market observable information as of the measurement date as well as the specific attributes of the security being valued including its term, interest rate, credit rating, industry sector and, when applicable, collateral quality and other issue or issuer specific information. When market transactions or other market observable data is limited, the extent to which judgment is applied in determining fair value is greatly increased.

As a basis for considering such assumptions, a three-tier value hierarchy is used in management’s determination of fair value based on the reliability and observability of inputs as follows:

Level 1 — Valuations are based on unadjusted quoted prices in active markets that the Company has the ability to access for identical, unrestricted assets and do not involve any meaningful degree of judgment. An active market is defined as a market where transactions for the financial instrument occur with sufficient frequency and volume to provide pricing information on an ongoing basis;

Level 2 — Valuations are based on direct and indirect observable inputs other than quoted market prices included in Level 1. Level 2 inputs include quoted prices for similar assets in active markets and inputs other than quoted prices that are observable for the asset, such as the terms of the security and market-based inputs; and

Level 3 — Valuations are based on techniques that use significant inputs that are unobservable. The valuation of Level 3 assets and liabilities requires the greatest degree of judgment. These measurements may be made under circumstances in which there is little, if any, market activity for the asset or liability. The Company’s assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment. In making the assessment, the Company considers factors specific to the asset. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, the level in the fair value hierarchy within which the fair value measurement is classified is determined based on the lowest level input that is significant to the fair value measurement in its entirety.

See Note 11 — Contingent and Earn-Out Liabilities and Note 12 — Fair Value Measurements for additional information.

The Company’s fair value measurements in each reporting period include cash equivalents, debt instruments, share-based awards, contingent considerations and earn-out liabilities. The Company’s financial instruments of accounts receivable, accounts payable and accrued expenses are stated at their carrying value, which approximates fair value due to the short time to the expected receipt or payment date. The Company continues to remeasure its contingent considerations and earn-out liabilities associated with business combinations using Level 3 fair value measurements.

Warrant Liability

The Company accounted for the Public Warrants and the Private Warrants, which were issued on June 10, 2021 in connection with the Transaction (as defined below), in accordance with ASC 815-40, Derivatives and Hedging—Contracts in Entity’s Own Equity (“ASC 815”), under which the Warrants do not meet the criteria for equity classification and must be recorded as liabilities. As the Warrants did not meet the definition of a derivative as contemplated in ASC 815, the warrants were measured at fair value at inception and at each reporting date in accordance with ASC 820, Fair Value Measurement, with changes in fair value recognized as a component of Other income (expense), net on the consolidated statement of operations. During the year ended December 31, 2023, indie completed

the exchange of the Warrants, which eliminated the need for future remeasurement of the warrant liabilities. See Note 1 - Nature of the Business and Basis of Presentation - Warrant Exchange for further information.

Segment Information

Operating segments are defined as components of an enterprise about which separate financial information is available that is evaluated regularly by the chief operating decision maker in deciding how to allocate resources and in assessing performance. The chief operating decision maker (“CODM”) is the Chief Executive Officer. The Company has multiple business activities and are managed and held accountable for operations, operating results and plans for levels or components below the consolidated unit level by individual segment managers. However, discrete financial information is not reviewed by the CODM as the operating results of the Company are reviewed by the CODM only on a consolidated basis. Accordingly, the Company has one operating segment, and therefore, one reportable segment.

Revenue

Revenue is primarily derived from the design and sale of semiconductor solutions. Revenue is recognized within the scope of ASC 606, Revenue from Contracts with Customers. The Company recognizes product revenue in the consolidated statement of operations when it satisfies performance obligations under the terms of its contracts and upon transfer of control at a point in time when title transfers either upon shipment to or receipt by the customer as determined by the contractual shipping terms of the contract, net of accruals for estimated sales returns and allowances. To date, total returns and allowances issued by the Company has been de minimis. Sales and other taxes the Company collects, if any, are excluded from revenue. Product revenue arrangements do not contain significant financing components.

The Company generally offers a limited warranty to customers covering a period of twelve months which obligates the Company to repair or replace manufacturing defective products. The warranty is not sold separately and does not represent a separate performance obligation. Therefore, such warranties are accounted for under ASC 460, Guarantees, and the estimated costs of warranty claims are accrued as cost of goods sold in the period the related revenue is recorded. Infrequently, the Company offers an extended limited warranty to customers for certain products. The Company accrues for known warranty and indemnification issues if a loss is probable and can be reasonably estimated. As of December 31, 2025, total warranty liability is not material.

Engineering services contracts with customers typically contain only one distinct performance obligation, which is primarily design services for integrated circuits (“ICs”) based on agreed upon specifications. Engineering services contracts typically also include the purchase, at the customer’s option, of the designed products at agreed upon prices subsequent to completion of the design services. The Company has determined that the option to purchase these products is not a material right and has not allocated transaction price to this provision.

For these engineering services arrangements, revenue is recognized over time as services are provided based on the terms of the contract on an input basis, using costs incurred as the measure of progress and is recorded as contract revenue in the consolidated statement of operations. The costs incurred represent the most reliable measure of transfer of control to the customer. Revenue is deferred for amounts billed or received prior to delivery of the services.

Practical Expedients and Elections

ASC 606 requires disclosure of the aggregate amount of transaction price that is allocated to performance obligations that have not yet been satisfied as of the reporting periods presented. The guidance provides certain practical expedients that limit this requirement and, therefore, disclosure of the value of unsatisfied performance obligations for (i) contracts with an original expected length of one year or less and (ii) contracts for which revenue is recognized at the amount to which the Company has the right to invoice for services performed

is not provided. The Company has elected not to disclose the aggregate amount of transaction prices associated with unsatisfied or partially unsatisfied performance obligations for contracts where these criteria are met.

The Company’s policy is to capitalize any incremental costs incurred to obtain a customer contract, only to the extent that the benefit associated with the costs is expected to be longer than one year. Capitalizable contract costs were not significant as of both December 31, 2025 and 2024 and accordingly, no costs have been capitalized.

The Company accounts for shipping and handling activities related to contracts with customers as costs to fulfill the promise to transfer the associated products. When shipping and handling costs are incurred after a customer obtains control of the products, the Company has elected to account for these as costs to fulfill the promise and not as a separate performance obligation. Shipping and handling costs associated with the distribution of products to customers are insignificant, but if incurred, are recorded in cost of goods sold generally when the related product is shipped to the customer.

Upon adoption of ASC 842, Leases, the Company elected the package of practical expedients permitted under the transition guidance, which does not require reassessment of prior conclusions related to contracts containing a lease, lease classification and initial direct lease costs. Further, the Company elected to exclude short-term leases (term of 12 months or less) from the balance sheet presentation and accounted for non-lease and lease components in a contract as a single lease for certain asset classes.

Cost of Goods Sold

Cost of goods sold includes cost of materials and contract manufacturing services, including semiconductor wafers processed by third-party foundries, costs associated with packaging, assembly, testing and shipping products. In addition, cost of goods sold includes the costs of personnel, certain royalties for embedded intellectual property, production tooling used in the manufacturing process, logistics, warranty, and amortization of production mask costs. Cost of goods sold also include amortization of certain intangible assets acquired through business combinations.

In addition to generating revenues from product shipments, the Company recognizes revenues related to certain engineering services contracts which help offset the costs of developing ICs for customers. The costs associated with fulfilling these contracts are expensed as incurred as research and development in the period incurred.

Research and Development Expenses

Research and development expenses consist of costs incurred in performing product design and development activities including employee compensation and benefits, third-party fees paid to consultants, occupancy costs, pre-production engineering mask costs, engineering samples and prototypes, packaging, test development and product qualification costs. In certain situations, the Company enters into engineering services agreements with certain customers to develop ICs. The costs incurred in satisfying these contracts are recorded as research and development expenses. Research and development expenses also include amortization of certain intangible assets acquired through business combinations. All research and development costs are expensed as incurred.

Selling, General, and Administrative Expenses

Selling, general, and administrative expenses include employee compensation and benefits for executive management, finance, sales, accounting, legal, human resources and other administrative personnel. In addition, it includes marketing and advertising, outside legal, tax and accounting services, insurance, and occupancy costs and related overhead costs allocated based on headcount. Selling, general, and administrative costs also include amortization of certain intangible assets acquired through business combinations. Selling, general, and administrative costs are expensed as incurred.

Restructuring Costs

In May 2025, the Company initiated a restructuring plan designed to improve operational efficiencies, reduce operating costs, better align the Company's workforce with top strategic priorities and key growth opportunities, and exit over time some of the Company's lower margin products outside of the ADAS application (the "2025 Restructuring Plan"). The 2025 Restructuring Plan includes, but is

not limited to, consolidation of facilities, reduction of workforce in various geographic locations, impairment of certain intangible assets related to intellectual property licenses and early termination of certain contractual obligations.

 

In August 2024, the Company initiated a plan intended to improve its operating performance (the “2024 Restructuring Plan”). The 2024 Restructuring Plan consisted of actions including, but not limited to, workforce and facilities reductions.

 

Due to the size, nature and frequency of both the 2025 Restructuring Plan and the 2024 Restructuring Plan, they are fundamentally different from the Company’s ongoing productivity actions. As a result, all pre-tax charges related to aforementioned initiatives are separately reflected in Restructuring costs in the consolidated statement of operations.

Share-Based Compensation

The Company recognizes compensation expense for all share-based payment awards made to employees and directors. The fair value of share-based payment awards is amortized over the requisite service period, which is defined as the period during which an employee is required to provide service in exchange for an award. The Company generally uses a straight-line attribution method for all grants that include only a service condition. Awards with both performance and service conditions are expensed over the service period for each separately vesting tranche.

Share-based compensation expense recognized during the period includes actual expense on vested awards and expense associated with unvested awards. Forfeitures are recorded as incurred.

The determination of fair value of restricted and certain market- or performance-based stock awards and units is based on the value of the Company’s stock on the date of grant with performance-based awards and units adjusted for the actual outcome of the underlying vesting conditions. The determination of fair value of shares issued through the Company’s Employee Equity Participation Plan and options granted are based on the Black-Scholes model. The fair value of market-based awards is based on Monte Carlo Simulations analysis.

Income Taxes

On June 10, 2021, we completed a series of transactions (the “Transaction”) with Thunder Bridge Acquisition II, Ltd (“TB2”) pursuant to the Master Transactions Agreement dated December 14, 2020, as amended on May 3, 2021 (the “MTA”). In connection with the Transaction, Thunder Bridge II Surviving Pubco, Inc, a Delaware corporation (“Surviving Pubco”), was formed to be the successor public company to TB2, TB2 was domesticated into a Delaware corporation and merged with and into a merger subsidiary of Surviving Pubco, and Surviving Pubco changed its name to indie Semiconductor, Inc. As a result of the Transaction, indie Semiconductor, Inc. became the holding company for ADK LLC. ADK LLC is treated as a partnership for U.S. federal and most applicable state and local income tax purposes. As a partnership, ADK LLC is not subject to U.S. federal and certain state and local income taxes. Any taxable income or loss generated by ADK LLC is passed through to and included in the taxable income or loss of its members, including indie, based on its economic interest held in the partnership. indie is taxed as a corporation and is subject to U.S. federal, state and local income taxes with respect to its allocable share of any taxable income or loss of ADK LLC, as well as any stand-alone income or loss generated by indie.

Income taxes are recognized based upon our underlying annual blended federal, state and foreign income tax rates for the year. As the sole managing member of ADK LLC, indie Semiconductor, Inc. consolidates the financial results of ADK LLC and its subsidiaries. Further, indie Semiconductor Inc. is taxed as a corporation and is subject to U.S. federal, state and local income taxes with respect to its allocable share of any taxable income or loss of ADK LLC, as well as any stand-alone income or loss generated by indie. Income tax benefits for the year ended December 31, 2025 are primarily related to the Company’s foreign operations and U.S. subsidiaries that are nonconsolidated for tax purposes. Income tax benefits for the year ended December 31, 2024 are primarily related to our foreign operations.

The Company accounts for income taxes under the asset and liability method pursuant to ASC 740 for its corporate subsidiaries. Under this method, the Company recognizes deferred tax assets and liabilities for the future tax consequences attributable to differences

between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. A valuation allowance is recorded for deferred tax assets if it is more likely than not that some portion or all of the deferred tax assets will not be realized based on all available positive and negative evidence. As of December 31, 2025, the Company continues to maintain a full valuation allowance against its deferred tax assets in the United States, but has released the valuation allowance for entities in China.

The Company recognizes liabilities for uncertain tax positions based on a two-step process regarding recognition and measurement. The Company recognizes a tax benefit only if it is more likely than not the tax position will be sustained on examination by the local taxing authorities based on the technical merits of the position. The Company then measures the tax benefits recognized in the financial statements from such positions based on the largest benefit greater than 50% likelihood of being realized upon ultimate settlement with the related tax authority. The changes in recognition or measurement are reflected in the period in which the change in judgment occurs based on new information not previously available. As of December 31, 2025, the Company has not identified any uncertain tax positions.

The Company records interest and penalties related to unrecognized tax benefits in its tax provision. As of December 31, 2025, no accrued interest or penalties are recorded on the consolidated balance sheet, and the Company has not recorded any related expenses.

Comprehensive Loss

Other comprehensive loss consists of two components, net loss and other comprehensive income (loss) (“OCI”). OCI refers to revenue, expenses and gains and losses that under U.S. GAAP are recorded as an element of stockholders’ equity and excluded from net income (loss). indie’s OCI consists of foreign currency translation adjustments from its subsidiaries not using the U.S. dollar as their functional currency. Foreign currency translation gain (loss) adjustments of $23,828, ($18,814) and $5,781 represent the difference between net loss and comprehensive loss for the years ended December 31, 2025, 2024 and 2023, respectively.

Net Loss Per Share Attributable to Common Stockholders

The Company’s basic net loss per share attributable to common stockholders is calculated by dividing the net loss attributable to common stockholders by the weighted-average number of shares of common stock outstanding for the period. The computation of net loss attributable to common stockholders is computed by deducting net earnings or loss attributable to non-controlling interests from the consolidated net earnings or loss. The diluted net loss per share attributable to common stockholders is computed by giving effect to all potential dilutive common stock equivalents outstanding for the period. The dilutive effect of these potential common shares is reflected in diluted earnings per share by application of (i) the treasury stock method for assumed exercise of stock options, vesting of outstanding equity awards; and (ii) if-converted method for assumed issuance of shares related to the convertible debt.

Stock Repurchase

The Company accounts for stock repurchases in the consolidated balance sheet by reducing common stock for the par value of the shares, reducing paid-in capital for the amount in excess of par to zero during the period in which the shares are repurchased, and recording the residual amount, if any, to retained earnings.

Recent Accounting Pronouncements

Recently Issued Not Yet Adopted Accounting Pronouncements

In December 2025, the FASB issued ASU 2025-12, Codification Improvements. The amendments in this update address changes to the Codification that clarify, correct errors and make minor improvements, making the Codification easier to understand and apply. The new guidance will be applied prospectively and is effective for fiscal years beginning after December 15, 2026, and interim periods within those annual reporting periods, with the option to apply retrospectively. Early adoption is permitted. The adoption of this guidance is not expected to have a significant impact on the Company's consolidated financial statements.

In December 2025, the FASB issued ASU 2025-11, Interim Reporting (Topic 270): Narrow-Scope Improvements (ASU 2025-11), to amend the guidance in “Interim Reporting” (Topic 270). The update provides clarifications intended to improve the consistency and usability of interim disclosure requirements, including a comprehensive listing of required interim disclosures and a new disclosure principle for reporting material events occurring after the most recent annual period. The amendments do not change the underlying objectives of interim reporting but are designed to enhance clarity in application. The guidance is effective for fiscal years beginning after December 15, 2027, including interim periods within those fiscal years. The Company is currently evaluating the impact that the new guidance will have on the presentation of our consolidated financial statements and accompanying notes.


In July 2025, the FASB issued ASU No. 2025-05,
Financial Instruments — Credit Losses (Topic 326): Measurements of Credit Losses for Accounts Receivable and Contract Assets (ASU 2025-05). The amendments in this update provide a practical expedient related to the estimation of expected credit losses for current accounts receivable and current contract assets that arise from transactions accounted for under FASB Accounting Standards Codification 606. Under ASU 2025-05, an entity is required to disclose whether it has elected to use the practical expedient. An entity that makes the accounting policy election is required to disclose the date through which subsequent cash collection are evaluated. ASU 2025-05 is effective for the Company beginning in the fiscal year ending February 28, 2027. The Company is currently evaluating the impacts of the adoption of ASU 2025-05 on the consolidated financial statements.

 

In November 2024, the FASB issued ASU No. 2024-03, Income Statement — Reporting Comprehensive Income — Expenses Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, which provides guidance to enhance disclosures related to the disaggregation of income statement expenses. The standard requires, in the notes to the financial statements, disclosure of specified information about certain costs and expenses which includes purchases of inventory, employee compensation, depreciation, and intangible asset amortization included in each relevant expense caption. The standard also requires amounts that are already required to be disclosed under U.S. GAAP in the same disclosure as the other disaggregation requirements, disclosure of a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively, and disclosure of the total amount of selling expenses and, in annual reporting periods, an entity's definition of selling expenses. The amendments in this standard are effective for annual periods beginning after December 15, 2026, and interim periods beginning after December 15, 2027. Companies have the option to apply the guidance either on a retrospective or prospective basis, and early adoption is permitted. The standard will become effective for indie for its fiscal year 2027 annual financial statements and interim financial statements thereafter and may be applied prospectively to periods after the adoption date or retrospectively for all prior periods presented in the financial statements, with early adoption permitted. The Company plans to adopt the standard when it becomes effective beginning in its fiscal year 2027 annual financial statements and is currently evaluating the impact this guidance will have on its consolidated financial statements.

Recently Adopted Accounting Pronouncements

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740) — Improvements to Income Tax Disclosures, to require enhanced income tax disclosures to provide information to assess how an entity’s operations and related tax risks, tax planning, and operational opportunities affect its tax rate and prospects for future cash flows. The amendments in this update provide that a business entity disclose (1) a tabular income tax rate reconciliation, using both percentages and amounts, (2) separate disclosure of any individual reconciling items that are equal to or greater than 5% of the amount computed by multiplying the income (loss) from continuing operations before income taxes by the applicable statutory income tax rate, and disaggregation of certain items that are significant and (3) amount of income taxes paid (net of refunds received) disaggregated by federal, state and foreign jurisdictions, including separate disclosure of any individual jurisdictions greater than 5% of total income taxes paid. These amendments are effective for the Company for annual periods in 2025, applied prospectively, with early adoption and retrospective application permitted. The Company adopted the guidance as of December 31, 2025 on a prospective basis. The adoption of ASU 2023-09 did not have a material impact on the Company's consolidated financial statements (see Note 18 - Income Taxes for further information).

v3.25.4
Business Combinations
12 Months Ended
Dec. 31, 2025
Business Combination, Asset Acquisition, and Joint Venture Formation [Abstract]  
Business Combinations Business Combinations

The Company acquired indie Switzerland in September 2023, Kinetic in January 2024, and emotion3D in September 2025. These acquisitions were recorded by allocating the purchase consideration to the net assets acquired based on their estimated fair values at the acquisition date. The excess of the purchase consideration for the acquisition over the fair value of the net assets acquired is recorded as goodwill. The following presents the preliminary allocation of the purchase consideration to the assets acquired and liabilities assumed for emotion3D and the final allocation of the purchase consideration to the assets acquired and liabilities assumed for indie Switzerland and Kinetic as of December 31, 2025:

 

 

 

emotion3D GmbH

 

 

Kinetic

 

 

indie Switzerland

 

 

Purchase price — cash consideration paid

 

$

16,621

 

 

$

3,200

 

 

$

 

 

Purchase price — cash consideration accrued

 

 

2,970

 

 

 

1,300

 

 

 

 

Debt paid at closing

 

 

2,002

 

 

 

 

 

 

 

 

Less: cash acquired

 

 

(950

)

 

 

 

 

(3,439

)

 

Net cash consideration

 

$

20,643

 

 

$

4,500

 

 

$

(3,439

)

 

 

 

 

 

 

 

 

 

 

 

 

Purchase price — equity consideration issued (common stock)

 

$

 

 

$

 

 

$

42,791

 

 

Purchase price — equity consideration issuable (common stock)

 

 

 

 

 

 

2,500

 

 

Total equity consideration

 

$

 

 

$

 

 

$

45,291

 

 

 

 

 

 

 

 

 

 

 

 

 

Contingent consideration

 

 

7,287

 

 

 

4,599

 

 

 

9,755

 

 

Net consideration

 

$

27,930

 

 

$

9,099

 

 

$

51,607

 

 

 

 

 

 

 

 

 

 

 

 

 

Estimated fair value of net assets and liabilities assumed:

 

 

 

 

 

 

 

 

 

 

Current assets other than cash

 

$

2,220

 

 

$

5,306

 

 

$

4,531

 

 

Property and equipment

 

 

120

 

 

 

950

 

 

 

1,253

 

 

Developed technology

 

 

7,877

 

 

 

250

 

 

 

23,100

 

 

In-process research & development

 

 

511

 

 

 

1,250

 

 

 

7,600

 

 

Customer relationships

 

 

3,954

 

 

 

160

 

 

 

6,870

 

 

Backlog

 

 

400

 

 

 

170

 

 

 

1,220

 

 

Trade name

 

 

599

 

 

 

15

 

 

 

4,300

 

 

Other non-current assets

 

 

73

 

 

 

729

 

 

 

 

Current liabilities

 

 

(1,145

)

 

 

(753

)

 

 

(3,541

)

 

Deferred revenue

 

 

 

 

 

 

 

 

Deferred tax liabilities, non-current

 

 

(3,073

)

 

 

 

 

(8,660

)

 

Other non-current liabilities

 

 

 

 

 

(217

)

 

 

 

Total fair value of net assets acquired

 

$

11,536

 

 

$

7,860

 

 

$

36,673

 

 

Goodwill

 

$

16,394

 

 

$

1,239

 

 

$

14,934

 

 

 

For all acquisitions, trade receivables and payables, as well as other current and non-current assets and liabilities and deferred revenue, were valued at the existing carrying value as they represented the fair value of those items at the acquisition date, based on management’s judgments and estimates.

 

Acquisition of emotion3D

On September 26, 2025, Ay Dee Kay Ltd. completed its acquisition of emotion3D. The acquisition was consummated pursuant to the SPA whereby Ay Dee Kay Ltd. acquired all of the outstanding common shares of emotion3D. The aggregate consideration for the emotion3D acquisition consisted of (i) $17,673 in cash (including debt paid at closing and net of cash acquired); (ii) certain contingent consideration with total preliminary fair value of $7,287 at closing, payable in cash or shares of Class A common stock at indie's sole discretion, subject to emotion3D's achievement of certain revenue-based milestones through February 28, 2027; and (iii) certain holdbacks and adjustments totaling $2,970 subject to final release 24 months from the emotion3D Closing Date. The purchase price is

subject to working capital and other adjustments as provided in the Share Purchase Agreement.

The Company paid a premium (i.e., goodwill) over the fair value of the net tangible and identified intangible assets acquired. This acquisition brings the Company an engineering development team with broad experience in development of advanced perception algorithms and software for in-cabin sensing, ADAS and automated driving. The goodwill is expected to be deductible for tax purposes.

indie incurred various acquisition-related costs, which were primarily legal expense, and recorded these as part of the Selling, General and Administrative expenses. Total costs incurred are $232 for the twelve months ended December 31, 2025.

The Company maintains certain holdbacks for a total of $2,970 subject to final release 24 months from the Deal Closing Date. The aggregate holdbacks balance consisted of (i) an initial fixed purchase price holdback of $250 (the "Holdback Amount (PP)"), payable in cash and due 20 business days after both parties have agreed on the final closing accounts within 30 business days after the emotion3D Closing Date; (ii) a subsidies holdback of $720 (the "Holdback Amount (Subsidies)"), payable in cash on December 31, 2025; and (iii) an indemnity holdback of $2,000 ("Holdback Amount (Indemnity)"), payable in cash with 50% due 12 months from the emotion3D Closing Date and the remainder 24 months from the emotion3D Closing Date. In December 2025, the Company settled the Holdback Amount (PP) with a credit of $102 paid to the Company and through the issuance $148 in cash, respectively. In January 2026, the Company settled the Holdback Amount (Subsidies) with a cash payment of $720. All holdbacks are maintained for the purpose of providing security against any adjustment to the amounts at closing. All of the remaining holdback balances, with the exception of 50% of the Holdback Amount (Indemnity) of $1,000 reflected in Other long-term liabilities, are reflected in Accrued expenses and other current liabilities in the consolidated balance sheet as of December 31, 2025.

Total purchase consideration transferred at the emotion3D Closing Date also included contingent considerations that had a total preliminary fair value of $7,287 as of the acquisition date. The preliminary acquisition date fair value of the contingent considerations was determined based on the Company’s assessment of the probability of achieving the performance targets that ultimately obligate the Company to transfer additional consideration to the seller. The contingent consideration is comprised of up to three tranches and all are payable in cash or Class A common stock, at indie’s sole election. The first tranche of earnout pays up to a maximum of $4,000, upon achievement of total revenue target of EUR 3,650 (or $4,163) for the full year ended December 31, 2025, provided only a maximum total of EUR 2,100 can be counted towards the milestone between January 1, 2025 and the Deal Closing Date (the "First Earnout"). The second tranche of earnout pays up to a maximum of $6,000, upon achievement of a revenue target of $6,300 between January 1, 2026 through February 28, 2027 (the "Second Earnout"). In the case where the First Earnout is not achieved in full and emotion3D achieves total revenue in excess of $8,400 within the same period as relevant for the Second Earnout, emotion3D is entitled to a third tranche of earnout that pays up to a maximum of $1,250, upon achievement of a revenue target equal to $8,400 plus the corresponding revenue shortfall from the First Earnout (the "Third Earnout"). The corresponding revenue shortfall from the First Earnout is calculated by actual revenue achieved during the First Earnout measurement period and a ceiling of $4,163. The fair value of any outstanding contingent consideration liabilities will be remeasured as of the end of each reporting period with any resulting remeasurement gains or losses recognized in the consolidated statement of operations. As the potential payment of the Third Earnout is dependent upon the shortfall in the First Earnout and the over-achievement in the Second Earnout, the preliminary fair value of the Third Earnout has been considered as part of the First Earnout. The First Earnout is reflected in Contingent considerations and the Second Earnout is reflected in Other long-term liabilities in the consolidated balance sheet as of December 31, 2025.

Pro forma financial information for emotion3D is not disclosed as the results are not material to the Company’s consolidated financial statements.

 

Acquisition of Kinetic

On January 25, 2024 (the “Kinetic Closing Date”), indie and ADK LLC completed its acquisition of Kinetic. The acquisition was consummated pursuant to an executed APA to acquire certain research and development personnel, intellectual property and business properties from Kinetic, in support of a custom product development for a North American electric vehicle OEM. The closing consideration consisted of (i) $3,200 in cash as the Initial Cash Consideration, net of an adjustment holdback amount of $500 and an indemnity holdback amount of $800, (ii) the Production Earnout with fair value of $2,348, payable in cash or Class A common stock, subject to achievement of certain production based milestones 24 months after the Kinetic Closing Date, and (iii) the Revenue Earnout

with fair value of $2,251, payable in cash or Class A common stock, subject to achievement of certain revenue based milestones 12 months after the Kinetic Closing Date. The purchase price is subject to working capital and other adjustments as provided in the APA. The indemnity holdback amount was payable within five business days after the 18-month anniversary of the Kinetic Closing Date and is payable in shares of Class A common stock.

The Company paid a premium (i.e., goodwill) over the fair value of the net tangible and identified intangible assets acquired as this acquisition brings the Company a new family of smart connectivity solutions that enable high-speed networking of displays and controllers throughout the vehicle, which already generated interest from OEMs. The goodwill is expected to be deductible for tax purposes.

indie incurred various acquisition-related costs, which were primarily legal expense, and recorded these as part of the Selling, General and Administrative expenses. Total costs incurred are $352 for the twelve months ended December 31, 2024.

The Company maintained an adjustment holdback and an indemnity holdback for the purpose of providing security against any adjustment to the amounts at closing. The adjustment holdback of $500 and the indemnity holdback of $800 were both released through a cash settlement in July 2024 and August 2025, respectively.

Total purchase consideration transferred at the Kinetic Closing Date also included contingent consideration that had a total fair value of $4,599 as of the acquisition date. The acquisition date fair value of the contingent considerations was determined based on the Company’s assessment of the probability of achieving the performance targets that ultimately obligate the Company to transfer additional consideration to the seller. The contingent consideration is comprised of two tranches and both are payable in cash or Class A common stock, at indie’s election. The Production Earnout pays up to a maximum of $3,000, upon fulfillment of certain production volume of a predetermined product within 24-month period ending on January 24, 2026. The Revenue Earnout paid up to a maximum of $2,500 upon the achievement of a minimum revenue threshold of $12,000 for the 12-month period ended on January 24, 2025. The fair value of any outstanding contingent consideration liabilities was remeasured as of the end of each reporting period with any resulting remeasurement gains or losses recognized in the consolidated statement of operations. In April 2025, the Company settled the Revenue Earnout through the issuance of $2,500 in cash. In December 2025, it was determined that the second tranche of the contingent consideration would not be met and the fair value was reduced to zero. There was no liability remaining on the consolidated balance sheet on December 31, 2025. The changes in fair value since the acquisition date were recorded in Other income (expense), net in the consolidated statement of operations.

Pro forma financial information for Kinetic is not disclosed as the results are not material to the Company’s consolidated financial statements.

As of December 31, 2024, the Company finalized the opening net assets acquired and goodwill as follows:

 

 

 

Preliminary
Valuation

 

 

Adjustment

 

 

Final Valuation

 

Inventory

 

 

4,444

 

 

 

(734

)

 

 

3,710

 

Property and equipment

 

 

962

 

 

 

(12

)

 

 

950

 

Developed technology

 

 

455

 

 

 

(205

)

 

 

250

 

In-progress research & development

 

 

750

 

 

 

500

 

 

 

1,250

 

Customer relationships

 

 

250

 

 

 

(90

)

 

 

160

 

Backlog

 

 

19

 

 

 

151

 

 

 

170

 

Trade name

 

 

97

 

 

 

(82

)

 

 

15

 

Goodwill

 

 

767

 

 

 

472

 

 

 

1,239

 

 

Changes in fair value of inventory, property and equipment were a result of gathering additional information during the measurement period. The Company also revised the initial values of intangible assets as a result of switching from utilizing publicly available benchmarking information to determine the fair value of the intangible assets to primarily utilizing an income method based on forecasts of expected future cash flows.

Developed technology relates to the high-speed data connectivity technology, which can be applied to various automotive usage and immediately expands indie’s automotive user experience product and technology. Developed technologies was valued using relief from royalty of the income approach. The selected royalty rate was determined based on an analysis of licensing agreements related to similar technologies and was further adjusted to reflect the maintenance R&D expenses associated with sustaining the technology. The economic useful life was determined to be two years based on the remaining technology cycle related to each developed technology, as well as the cash flows over the forecast period.

Customer relationships represent the fair value of future projected revenue that will be derived from sales of products to existing customers of Kinetic. The fair value was determined by applying the excess earnings method of the income approach. The economic useful life was determined to be ten years.

Backlog relates to various purchase orders in place with Kinetic’ customers at the time of the acquisition. The fair value was determined by applying the excess earnings method of the income approach. The economic useful life was determined to be two years.

Trade name relates to the “Kinetic” trade name. The fair value was determined by applying the relief from royalty of the income approach. The selected royalty rate was determined based on an analysis of licensing agreements related to similar brand names. The economic useful life was determined to be three years.

The fair value of IPR&D was determined using the relief from royalty of the income approach. The selected royalty rate was determined based on an analysis of licensing agreements related to similar technologies and was further adjusted to reflect the maintenance R&D expenses associated with sustaining the technology.

Under both the relief from royalty and multi-period excess earnings methods, the fair value models incorporated estimates of future cash flows, estimates of allocations of certain assets and cash flows, estimates of future growth rates and management’s judgment regarding the applicable discount rates to use to discount such estimates of cash flows. Because the estimates and assumptions made by management at the time of the acquisitions are unobservable and significant to the overall fair value measurement of these acquired identifiable intangible assets, the corresponding fair values are classified as Level 3 fair value hierarchy measurements.

Acquisition of indie Switzerland

On September 18, 2023, Ay Dee Kay Ltd. completed its acquisition of indie Switzerland, pursuant to that Share Sale and Purchase Agreement by and among Ay Dee Kay Ltd., the Company and all of the stockholders of indie Switzerland, whereby Ay Dee Kay Ltd. acquired all of the outstanding common shares of indie Switzerland. The closing consideration consisted of (i) approximately 6,613,786 shares of Class A common stock of the Company, with a fair value of $42,791; (ii) a contingent consideration with fair value of $9,755 at closing, payable in cash or Class A common stock, subject to indie Switzerland's achievement of certain revenue-based milestones through September 30, 2025; and (iii) a holdback of $2,500 subject to final release 12 months from the acquisition date payable in shares of Class A common stock. The purchase price is subject to working capital and other adjustments as provided in the Share Sale and Purchase Agreement.

The Company paid a premium (i.e., goodwill) over the fair value of the net tangible and identified intangible assets acquired as this acquisition immediately expands the Company’s ADAS and User Experience product and technology offering to its global Tier 1 and automotive OEM customer base. Specifically, indie can now leverage indie Switzerland's technology portfolio to extend its FMCW LiDAR portfolio. The goodwill is not expected to be deductible for tax purposes.

The Company incurred various acquisition-related costs, which were primarily legal expenses and recorded as part of the Selling, General and Administrative expenses. Total costs incurred were $384 and $621 for the years ended December 31, 2024 and 2023, respectively.

The Company maintained an adjustment holdback for the purpose of providing security against any adjustment to the amounts at closing. The holdback period extended for 12 months from the closing date and was paid in shares of Class A common stock. On September 27, 2024, the adjustment holdback was settled and 610,975 shares of Class A common stock were issued with a final fair value of $2,548. Accordingly, the fair value of the adjustment holdback liability was reduced to zero as of December 31, 2024 and a loss of $48 was recorded in Other income (expense), net for the year ended December 31, 2024 in the consolidated statement of operations.

Total purchase consideration transferred at closing also included contingent consideration that had a fair value of $9,755 as of the acquisition date. The acquisition date fair value of the contingent consideration was determined based on the Company’s assessment of the probability of achieving the performance targets that ultimately obligate the Company to transfer additional consideration to the seller through the Monte Carlo simulation. The contingent consideration is comprised of two tranches, with maximum payout up to $13,500 and $6,500, respectively, both subject to indie Switzerland achieving certain revenue targets. Both tranches are payable in cash or Class A common stock, at indie’s election, up to a maximum of $20,000, upon the achievement of a revenue threshold of $19,000 for the 12-month period ended on September 30, 2024 and the achievement of a revenue threshold of $21,000 for the 12-month period ending on September 30, 2025, respectively. The fair value of any outstanding contingent consideration liabilities are remeasured as of the end of each reporting period with any resulting remeasurement gains or losses recognized in the consolidated statement of operations. In November 2024, the Company settled the first tranche through the issuance of 2,845,243 shares of Class A common stock with a fair value of $9,930 at the time of issuance, and a cash payment of $2,536. In September 2025, it was determined that the second tranche of the contingent consideration was not met and the fair value was reduced to zero. There was no liability remaining on the consolidated balance sheet as of December 31, 2025. The changes in fair value since the acquisition date were recorded in Other income (expense), net in the consolidated statement of operations.

As of September 30, 2024, the Company finalized the opening net assets acquired and goodwill as follows:

 

 

 

Preliminary
Valuation

 

 

Adjustment

 

 

Final Valuation

 

Purchase price — contingent considerations

 

$

13,225

 

 

$

(3,470

)

 

$

9,755

 

 

 

 

 

 

 

 

 

 

 

Inventory

 

 

1,934

 

 

 

123

 

 

 

2,057

 

Property and equipment

 

 

1,001

 

 

 

252

 

 

 

1,253

 

Developed technology

 

 

7,968

 

 

 

15,132

 

 

 

23,100

 

In-progress research & development

 

 

7,968

 

 

 

(368

)

 

 

7,600

 

Customer relationships

 

 

5,312

 

 

 

1,558

 

 

 

6,870

 

Backlog

 

 

664

 

 

 

556

 

 

 

1,220

 

Trade name

 

 

3,984

 

 

 

316

 

 

 

4,300

 

Deferred tax liabilities, non-current

 

 

(5,330

)

 

 

(3,330

)

 

 

(8,660

)

Operating lease right-of-use assets step-up

 

 

664

 

 

 

(664

)

 

 

Goodwill

 

 

31,979

 

 

 

(17,045

)

 

 

14,934

 

 

Change in the contingent considerations was driven by updating the valuation methodology from probability-weighted method to Monte Carlo Simulations analysis. The Company initially used the probability-weighted method to determine the fair value of the equity-based earn out as certain information was not available to conduct the Monte Carlo Simulations analysis.

Changes in fair value of inventory, property and equipment, operating lease right-of-use assets step-up and deferred tax liabilities were a result of gathering additional information during the measurement period. The Company also revised the initial values of intangible assets as a result of switching from utilizing publicly available benchmarking information to determine the fair value of the intangible assets to primarily utilizing an income method based on forecasts of expected future cash flows. As a result, the Company recorded an adjustment to increase the amortization of intangible assets of $554 in the consolidated statement of operations during the year ended December 31, 2024 that would have been recorded during the year ended December 31, 2023 if the adjustment to the intangible assets had been recognized as of the date of the acquisition.

Developed technology relates to near-infrared super-luminescent diodes (“SLEDs”), which can be used in Fiber-Optic Gyroscopes (“FOG”) for aerospace and defense navigation systems and sensors for fiber-optic sensing applications. indie Switzerland's existing SLEDs technology is complementary to indie Canada’s fiber-optic technology and immediately expands indie’s ADAS and user experience product and technology. Developed technology was valued using relief from royalty of the income approach. The selected royalty rate was determined based on an analysis of licensing agreements related to similar technologies and was further adjusted to reflect the maintenance R&D expenses associated with sustaining the technology. The economic useful life was determined to be ten years based on the technology cycle related to each developed technology, as well as the cash flows over the forecast period.

Customer relationships represent the fair value of future projected revenue that will be derived from sales of products to existing customers of indie Switzerland. The fair value was determined by applying the excess earnings method of the income approach. The economic useful life was determined to be seven years.

Backlog relates to various purchase orders in place with indie Switzerland's customers at the time of the acquisition. The fair value was determined by applying the excess earnings method of the income approach. The economic useful life was determined to be two years.

Trade name relates to the “indie Switzerland” trade name. The fair value was determined by applying the relief from royalty of the income approach. The selected royalty rate was determined based on an analysis of licensing agreements related to similar brand names. The economic useful life was determined to be seven years.

The fair value of IPR&D was determined using the relief from royalty of the income approach. The selected royalty rate was determined based on an analysis of licensing agreements related to similar technologies and was further adjusted to reflect the maintenance R&D expenses associated with sustaining the technology.

Under both the relief from royalty and multi-period excess earnings methods, the fair value models incorporated estimates of future cash flows, estimates of allocations of certain assets and cash flows, estimates of future growth rates and management’s judgment regarding the applicable discount rates to use to discount such estimates of cash flows. Because the estimates and assumptions made by management at the time of the acquisitions are unobservable and significant to the overall fair value measurement of these acquired identifiable intangible assets, the corresponding fair values are classified as Level 3 fair value hierarchy measurements.

Pro forma financial information for indie Switzerland is not disclosed as the results are not material to the Company’s consolidated financial statements.

v3.25.4
Restructuring Costs
12 Months Ended
Dec. 31, 2025
Restructuring Charges [Abstract]  
Restructuring Costs
4)
Restructuring Costs

2025 Restructuring Plan

On May 12, 2025, the Company initiated a restructuring plan designed to improve operational efficiencies, reduce operating costs, better align the Company's workforce with top strategic priorities and key growth opportunities, and exit over time some of the Company's lower margin products outside of the ADAS application (the "2025 Restructuring Plan"). The 2025 Restructuring Plan includes, but is not limited to, consolidation of facilities, reduction of workforce in various geographic locations, impairment of certain intangible assets related to intellectual property licenses and early termination of certain contractual obligations.

The 2025 Restructuring Plan is deemed to be fundamentally different from the Company's ongoing productivity action due to its size, nature and frequency. As a result, all pre-tax charges related to such initiatives are separately reflected in Restructuring costs in the consolidated statement of operations for the year ended December 31, 2025. Liabilities associated with the 2025 Restructuring Plan are included in Accrued payroll liabilities and Accrued expenses and other current liabilities in the consolidated balance sheet for personnel and non-personnel related charges, respectively. During the year ended December 31, 2025, the Company recorded total restructuring charges of $9,066, most of which were related to personnel costs and impairment of long-lived assets. The following table summarizes the provisions, respective payments and remaining accrued balance for charges incurred as of December 31, 2025:

 

 

Personnel Cost

 

 

Long-Lived Asset Impairment

 

 

Other Exit Costs

 

 

Total

 

Balance as of December 31, 2024

 

$

 

 

$

 

 

$

 

 

$

 

  Provision for net charges incurred

 

 

5,132

 

 

 

3,725

 

 

 

209

 

 

 

9,066

 

  Cash payments

 

 

(3,506

)

 

 

 

 

 

(209

)

 

 

(3,715

)

  Non-cash reductions

 

 

(489

)

 

 

(3,725

)

 

 

-

 

 

 

(4,214

)

  Other adjustments

 

 

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2025

 

$

1,137

 

 

$

 

 

$

 

 

$

1,137

 

The 2025 Restructuring Plan was substantially completed as of December 31, 2025.

2024 Restructuring Plan

 

In August 2024, the Company initiated the 2024 Restructuring Plan, which consisted of actions including but not limited to, workforce and facilities reductions. These actions commenced during the third quarter of 2024 and were substantially completed at December 31, 2024. Due to the size, nature and frequency of this Plan, it is fundamentally different from the Company’s ongoing productivity actions. As a result, all pre-tax charges related to such initiatives are separately reflected in Restructuring costs in the Company’s consolidated statement of operations for the year ended December 31, 2024. Liabilities associated with the Restructuring Plan are separately reflected in Accrued payroll liabilities and Accrued expenses and other current liabilities in the Company’s consolidated balance sheet for personnel and non-personnel related charges, respectively. For the year ended December 31, 2024, the Company incurred total charges

of $4,332 and remaining liabilities as of December 31, 2024 totaled $884. For the year ended December 31, 2025, remaining liabilities were de minimus.

v3.25.4
Inventory
12 Months Ended
Dec. 31, 2025
Inventory Disclosure [Abstract]  
Inventory
5)
Inventory

Inventory consists of the following:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Raw materials

 

$

9,161

 

 

$

13,915

 

Work-in-process

 

 

31,222

 

 

 

19,531

 

Finished goods

 

 

8,235

 

 

 

16,441

 

Inventory

 

$

48,618

 

 

$

49,887

 

 

During the years ended December 31, 2025, 2024 and 2023, the Company recognized write-downs in the value of inventory of $1,654, $1,918, and $746, respectively.

v3.25.4
Property and Equipment, Net
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Property and Equipment, Net
6)
Property and Equipment, Net

Property and equipment, net consists of the following:

 

 

 

 

December 31,

 

 

 

Useful life

 

2025

 

 

2024

 

 

 

(in years)

 

 

 

 

 

 

Production tooling

 

4

 

$

26,194

 

 

$

21,256

 

Lab equipment

 

4

 

 

17,446

 

 

 

14,484

 

Office equipment

 

3 - 7

 

 

12,758

 

 

 

10,162

 

Leasehold improvements

 

*

 

 

2,308

 

 

 

1,921

 

Construction in progress

 

 

 

 

15,010

 

 

 

7,597

 

Property and equipment, gross

 

 

 

 

73,716

 

 

 

55,420

 

Less: Accumulated depreciation

 

 

 

 

30,367

 

 

 

21,139

 

Property and equipment, net

 

 

 

$

43,349

 

 

$

34,281

 

 

* Leasehold improvements are amortized over the shorter of the remaining lease term or estimated useful life of the leasehold improvement.

The Company recognized depreciation expense of $8,380, $6,533, and $5,367 for the years ended December 31, 2025, 2024 and 2023, respectively. The Company recorded $376 and $116 of impairment charges related to certain property and equipment for the years ended December 31, 2025 and 2024 as part of its 2025 Restructuring Plan and 2024 Restructuring Plan, respectively.

Fixed assets not yet in service, or construction in progress, consist primarily of capitalized internal-use software and certain tooling and other equipment that are not yet ready to be placed into service.

v3.25.4
Intangible Assets, Net
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Intangible Assets, Net
7)
Intangible Assets, Net

Intangible assets, net consist of the following:

 

 

December 31, 2025

 

 

December 31, 2024

 

 

Weighted
Average
Remaining
Useful Life

 

 

Gross
Carrying
Amount

 

 

Accumulated
Amortization

 

 

Net
Carrying
Amount

 

 

Weighted
Average
Remaining
Useful Life

 

 

Gross
Carrying
Amount

 

 

Accumulated
Amortization

 

 

Net
Carrying
Amount

 

Developed technology

 

 

5.4

 

 

$

137,371

 

 

$

(52,477

)

 

$

84,894

 

 

 

5.8

 

 

$

121,893

 

 

$

(33,609

)

 

$

88,284

 

Software licenses

 

 

1.6

 

 

 

20,392

 

 

 

(12,289

)

 

$

8,103

 

 

 

2.8

 

 

 

23,706

 

 

 

(6,243

)

 

 

17,463

 

Customer relationships

 

 

6.8

 

 

 

47,113

 

 

 

(14,372

)

 

$

32,741

 

 

 

7.6

 

 

 

43,159

 

 

 

(9,118

)

 

 

34,041

 

Intellectual property licenses

 

 

0.3

 

 

 

1,962

 

 

 

(1,736

)

 

$

226

 

 

 

0.8

 

 

 

1,947

 

 

 

(1,736

)

 

 

211

 

Trade names

 

 

4.1

 

 

 

26,899

 

 

 

(11,627

)

 

$

15,272

 

 

 

4.9

 

 

 

26,301

 

 

 

(7,496

)

 

 

18,805

 

Backlog

 

 

1.3

 

 

 

2,696

 

 

 

(2,482

)

 

$

214

 

 

 

0.6

 

 

 

2,296

 

 

 

(1,683

)

 

 

613

 

Effect of exchange rate on gross carrying amount

 

 

 

 

 

3,898

 

 

 

 

 

$

3,898

 

 

 

 

 

 

(6,662

)

 

 

 

 

 

(6,662

)

Intangible assets with finite lives

 

 

 

 

 

240,331

 

 

 

(94,983

)

 

 

145,348

 

 

 

 

 

 

212,640

 

 

 

(59,885

)

 

 

152,755

 

IPR&D

 

 

 

 

 

50,301

 

 

 

 

 

$

50,301

 

 

 

 

 

 

57,390

 

 

 

 

 

 

57,390

 

Effect of exchange rate on gross carrying amount

 

 

 

 

 

259

 

 

 

 

 

$

259

 

 

 

 

 

 

(1,201

)

 

 

 

 

 

(1,201

)

Total intangible assets with indefinite lives

 

 

 

 

 

50,560

 

 

 

 

 

 

50,560

 

 

 

 

 

 

56,189

 

 

 

 

 

 

56,189

 

Total intangible assets

 

 

 

 

$

290,891

 

 

$

(94,983

)

 

$

195,908

 

 

 

 

 

$

268,829

 

 

$

(59,885

)

 

$

208,944

 

 

The Company obtained software licenses, which it uses for its research and development efforts related to its products. In both fiscal 2025 and 2024, the Company acquired developed technology, customer relationships, trade names, backlog and IPR&D as a result of business combinations. See Note 3 — Business Combinations for additional information. Further, during the year ended December 31, 2024, the Company acquired $20,585 of software licenses with a contractual life of three years and retired fully amortized intangible assets of $20,345 of software licenses.

Intangible assets with finite lives are amortized on a straight-line basis over the expected period to be benefited by future cash flows. The Company monitors and assesses both the above intangible assets with finite lives and IPR&D for impairment on a periodic basis. For the year ended December 31, 2025, the Company recorded $3,260 of impairment charges related to certain software licenses as part of its 2025 Restructuring Plan (see Note 4 - Restructuring Costs). For the years ended December 31, 2024 and 2023, the Company determined that there was no impairment of intangible assets.

Amortization of intangible assets for the years ended December 31, 2025, 2024 and 2023 was $32,033, $33,244, and $26,481, respectively, and is included within Cost of goods sold, Research and development expenses, and Selling, general and administrative expenses based on their respective nature, in the consolidated statements of operations.

Based on the amount of definite-lived intangible assets subject to amortization as of December 31, 2025, amortization expense for each of the next five fiscal years is expected to be as follows:

 

2026

 

$

32,432

 

2027

 

 

26,486

 

2028

 

 

23,065

 

2029

 

 

21,371

 

2030

 

 

6,555

 

Thereafter

 

 

35,439

 

Total

 

$

145,348

 

v3.25.4
Goodwill
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill
8)
Goodwill

The following table sets forth the carrying amount and activity of goodwill as of December 31, 2025:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Balance as of the beginning of the period

 

$

266,368

 

 

$

295,096

 

Acquisitions (Note 3)

 

 

16,394

 

 

 

1,239

 

Measurement period adjustment for business combinations from prior year

 

 

 

 

 

(17,045

)

Effect of exchange rate on goodwill

 

 

9,882

 

 

 

(12,922

)

Balance as of the end of the period

 

$

292,644

 

 

$

266,368

 

 

During the year ended December 31, 2025, the change in goodwill was primarily related to a $16,394 increase due to the acquisition of emotion3D that was completed during the period, as well as a $9,882 increase in value due to the effect of exchange rates on goodwill.

 

The change in goodwill during the year ended December 31, 2024, was primarily driven by a $1,239 increase due to the acquisition of Kinetic completed during the period, a $17,045 decrease related to the completion of the purchase price allocation for indie Switzerland, as well as a $12,922 decrease in value due to effect of exchange rate on goodwill.

 

See Note 3 — Business Combinations for a detailed discussion of goodwill acquired as well as adjustments due to finalization of the business combination valuations.

The Company tests its goodwill for impairment annually as of the first day of its fourth fiscal quarter and in interim periods if certain events occur indicating the carrying value of goodwill may be impaired. For the year ended December 31, 2025, the Company performed a quantitative analysis over its two reporting units on October 1 using a combination of income and market approaches. The fair value of both reporting units exceeded their carrying values. For the years ended December 31, 2024 and 2023, the Company performed a qualitative analysis over its two reporting units on October 1 and concluded that it was not more likely than not that the fair value of the reporting units were less than their carrying amount. As a result, there were no impairment of goodwill recorded during the years ended December 31, 2025, 2024 and 2023.

v3.25.4
Debt
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Debt
9)
Debt

The following table sets forth the components of debt as of December 31, 2025 and 2024:

 

 

December 31,

 

 

 

2025

 

 

2024

 

 

Principal
Outstanding

 

 

Unamortized
Discount
and
Issuance Cost

 

 

Carrying
Amount

 

 

Principal
Outstanding

 

 

Unamortized
Discount
and
Issuance Cost

 

 

Carrying
Amount

 

2027 Notes

 

$

130,000

 

 

$

(1,752

)

 

$

128,248

 

 

$

160,000

 

 

$

(3,262

)

 

$

156,738

 

2029 Notes

 

218,500

 

 

 

(7,223

)

 

 

211,277

 

 

 

218,500

 

 

 

(8,857

)

 

 

209,643

 

CIBC loan, due 2026

 

 

1,129

 

 

 

(3

)

 

 

1,126

 

 

 

2,368

 

 

 

(2

)

 

 

2,366

 

Total term loans

 

 

349,629

 

 

 

(8,978

)

 

 

340,651

 

 

 

380,868

 

 

 

(12,121

)

 

 

368,747

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revolving line of credit

 

 

12,762

 

 

 

(12

)

 

 

12,750

 

 

 

12,583

 

 

 

(13

)

 

 

12,570

 

Total debt

 

$

362,391

 

 

$

(8,990

)

 

$

353,401

 

 

$

393,451

 

 

$

(12,134

)

 

$

381,317

 

 

The outstanding debt as of December 31, 2025 and 2024 is classified in the consolidated balance sheets as follows:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Current liabilities – Current debt obligations

 

$

13,567

 

 

$

12,220

 

Noncurrent liabilities – Long-term debt net of current maturities

 

 

339,834

 

 

 

369,097

 

Total debt

 

$

353,401

 

 

$

381,317

 

 

2029 Notes

On December 6, 2024, indie completed a private offering of 3.50% Convertible Senior Notes (the “2029 Initial Notes”). The Notes were sold under a purchase agreement (the “2029 Notes Purchase Agreement”), dated as of December 3, 2024, entered into by and between the Company and Deutsche Bank Securities Inc., as representative of the several initial purchasers named therein (collectively the “2029 Notes Initial Purchasers”) pursuant to which the Company agreed to sell $190,000 aggregate principal amount of the “2029 Initial Notes. The Company also agreed to grant an option, during a 13-day period beginning on, and including, the date on which the notes are first issued (the “2029 Notes Option”) to the 2029 Notes Initial Purchasers to purchase all or part of an additional $28,500 aggregate principal amount of the 3.50% Convertible Senior Notes due 2029 (the “2029 Additional Notes” and, together with the 2029 Initial Notes, the “2029 Notes”). On December 5, 2024, the 2029 Notes Initial Purchasers exercised the 2029 Notes Option in full, bringing the total aggregate principal amount for the 2029 Notes to $218,500.

On December 3, 2024, in connection with the pricing of the 2029 Notes, the Company entered into privately negotiated capped call transactions (the “2029 Notes Base Capped Call Transactions”) with each of Deutsche Bank AG, London Branch, through its agent Deutsche Bank Securities Inc., Mizuho Markets Americas LLC, with Mizuho Securities USA LLC acting as agent, Royal Bank of Canada, represented by RBC Capital Markets, LLC as its agent, The Bank of Nova Scotia, UBS AG, London Branch, represented by UBS Securities LLC as its agent, and Wells Fargo Bank, National Association (the “2029 Option Counterparties”). In addition, on December 5, 2024, in connection with the 2029 Notes Initial Purchasers’ exercise of the 2029 Notes Option in full, the Company entered into additional capped call transactions (the “2029 Notes Additional Capped Call Transactions” and, together with the 2029 Notes Base Capped Call Transactions, the “2029 Notes Capped Call Transactions”) with each of the 2029 Notes Option Counterparties. The 2029 Notes Capped Call Transactions cover, subject to customary anti-dilution adjustments substantially similar to those applicable to the 2029 Notes, the aggregate number of shares of the Company’s Class A common stock that initially underlie the 2029 Notes, and are expected generally to reduce the potential dilution to the Company’s common stock upon any conversion of the 2029 Notes and/or offset any cash payments the Company may be required to make in excess of the principal amount of converted 2029 Notes, as the case may be, with such reduction and/or offset subject to a cap, based on the cap price of the 2029 Notes Capped Call Transactions. The cap price of the 2029 Notes Capped Call Transactions is initially $8.06 per share, which represents a premium of 100% over the last reported sale price of the Company’s Class A common stock on The Nasdaq Capital Market on December 3, 2024. The cost of the 2029 Notes Capped Call Transactions was $23,380. The Company recorded the 2029 Notes Capped Call Transactions as separate transactions from the issuance of the 2029 Notes. The cost of $23,380 incurred to purchase the 2029 Notes Capped Call Transactions was recorded as a reduction to additional paid-in capital on the consolidated balance sheet as of December 31, 2024.

The 2029 Notes will be convertible into cash, shares of the Company’s Class A common stock, or a combination of cash and shares of Class A common stock, at the Company’s election, at an initial conversion rate of 194.6188 shares of Class A common stock per $1,000 principal amount of the 2029 Notes, which is equivalent to an initial conversion price of approximately $5.14 per share of Class A common stock. The initial conversion price of the 2029 Notes represents a premium of approximately 27.50% over the $4.03 per share last reported sale price of the Class A common stock on The Nasdaq Capital Market on December 3, 2024. The conversion rate will be subject to adjustment upon the occurrence of certain specified events, but will not be adjusted for any accrued and unpaid interest, except under the limited circumstances described in the Indenture, dated as of December 6, 2024, between indie and U.S. Bank Trust Company, National Association, as trustee (the “2024 Indenture”). In addition, upon the occurrence of a “Make-Whole Fundamental Change” (as defined in Section 1.01 of the 2024 Indenture) prior to the maturity date, or if the Company delivers a notice of redemption, the Company will, in certain circumstances, increase the conversion rate by a number of additional shares of Class A common stock (not to exceed 248.1399 shares of Class A common stock per $1,000 principal amount of the 2029 Notes, subject to adjustment in the same manner as

the conversion rate) for 2029 Notes that are converted in connection with such Make-Whole Fundamental Change or for notes called (or deemed called) for redemption that are converted in connection with such notice of redemption.

The 2029 Notes are convertible at the option of the holders (in whole or in part) at any time prior to the close of business on the business day immediately preceding September 15, 2029 only under the following circumstances: (1) during any calendar quarter commencing after the calendar quarter ending on March 31, 2025 (and only during such calendar quarter), if the last reported sale price of the common stock, as determined by the Company, for at least 20 trading days (whether or not consecutive) during a period of 30 consecutive trading days ending on, and including, the last trading day of the immediately preceding calendar quarter is greater than or equal to 130% of the conversion price on each applicable trading day; (2) during the five business day period after any ten consecutive trading day period (the “measurement period”) in which the “Trading Price” (as defined in Section 1.01 of the 2024 Indenture) per $1,000 principal amount of 2029 Notes for each trading day of the measurement period was less than 98% of the product of the last reported sale price of common stock and the conversion rate on each such trading day; (3) if the Company calls such 2029 Notes for redemption, at any time prior to the close of business on the second scheduled trading day prior to the redemption date, but only with respect to the 2029 Notes called (or deemed called) for redemption; or (4) upon the occurrence of certain corporate events as specified in the 2024 Indenture. On or after September 15, 2029, until the close of business on the second scheduled trading day immediately preceding the maturity date, holders may convert all or a portion of their 2029 Notes, in multiples of $1,000 principal amount, at any time, regardless of the foregoing circumstances. Upon conversion, the Company will pay or deliver, as the case may be, cash, shares of common stock or a combination of cash and shares of common stock, at the Company’s election, in amounts determined in the manner set forth in the 2024 Indenture.

The 2029 Notes are not redeemable at the Company’s option prior to December 20, 2027. The Company may redeem for cash all or any portion of the 2029 Notes (subject to a partial redemption limitation), at the Company’s option, on or after December 20, 2027 if the last reported sale price of the common stock, as determined by the Company, has been at least 130% of the conversion price then in effect for at least 20 trading days (whether or not consecutive) during any 30 consecutive trading day period (including the last trading day of such period) ending on, and including, the trading day immediately preceding the date on which the Company provides notice of redemption at a redemption price equal to 100% of the principal amount of the 2029 Notes to be redeemed, plus accrued and unpaid interest to, but excluding, the redemption date. If the Company redeems fewer than all the outstanding 2029 Notes, at least $50,000 aggregate principal amount of 2029 Notes must be outstanding and not subject to redemption as of the relevant redemption notice date. No sinking fund is provided for the 2029 Notes.

The 2029 Notes have been recorded as long-term debt in its entirety pursuant to ASU 2020-06. The carrying value of the 2029 Notes is presented net of $8,967 of discount and issuance costs, which are amortized to interest expense over the respective terms of these borrowings. As of December 31, 2025 and 2024, the total carrying value of the 2029 Notes, net of unamortized discount, was $211,277 and $209,643, respectively. As of December 31, 2025, the total fair value of the 2029 Notes was $227,087 or approximately 104% of the aggregate principal amount of the 2029 Notes. As of December 31, 2024, the total fair value of the 2029 Notes was $228,333 or approximately 105% of the aggregate principal amount of the 2029 Notes. The estimated fair values are based on Level 2 inputs as the fair value is based on quoted prices for the Company’s debt and comparable instruments in inactive markets. The amortization of the debt discount and cost of issuance resulted in non-cash interest expense of $1,634 and $109 for the years ended December 31, 2025 and 2024, respectively, and is included in Interest Expense in the Company’s consolidated statements of operations.

2027 Notes

On November 16, 2022, the Company entered into a purchase agreement (the “Purchase Agreement”) with Goldman Sachs & Co. LLC, as representative of the initial purchasers (collectively the “Initial Purchasers”), pursuant to which the Company agreed to sell $140,000 aggregate principal amount of 4.50% Convertible Senior Notes due 2027 (the “Initial Notes”). The Company also agreed to grant an option, exercisable within the 30-day period immediately following the date of the Purchase Agreement (the “Option”) to the Initial Purchasers to purchase all or part of an additional $20,000 aggregate principal amount of 4.50% Convertible Senior Notes due 2027 (the “Additional Notes” and, together with the Initial Notes, the “2027 Notes”). On November 17, 2022, the Initial Purchasers exercised the Option in full, bringing the total aggregate principal amount for the 2027 Notes to $160,000. The sale of the 2027 Notes closed on November 21, 2022. The 2027 Notes were issued pursuant to an Indenture dated November 21, 2022 (the “2022 Indenture”), between the Company and U.S. Bank Trust Company, National Association, as trustee (the “Trustee”). Interest on the 2027 Notes is payable

semiannually in arrears on May 15 and November 15 of each year, beginning on May 15, 2023. The 2027 Notes will mature on November 15, 2027, unless earlier repurchased, redeemed or converted.

The 2027 Notes will be convertible into cash, shares of the Company’s Class A common stock, or a combination of cash and shares of Class A common stock, at the Company’s election, at an initial conversion rate of 115.5869 shares of Class A common stock per $1,000 principal amount of the 2027 Notes, which is equivalent to an initial conversion price of approximately $8.65 per share of Class A common stock. The initial conversion price of the 2027 Notes represents a premium of approximately 30% over the $6.655 per share last reported sale price of the Class A common stock on The Nasdaq Capital Market on November 16, 2022. The conversion rate will be subject to adjustment upon the occurrence of certain specified events, but will not be adjusted for any accrued and unpaid interest, except under the limited circumstances described in the 2022 Indenture. In addition, upon the occurrence of a “Make-Whole Fundamental Change” (as defined in Section 1.01 of the 2022 Indenture) prior to the maturity date, or if the Company delivers a notice of redemption, the Company will, in certain circumstances, increase the conversion rate by a number of additional shares of Class A common stock (not to exceed 150.2629 shares of Class A common stock per $1,000 principal amount of the 2027 Notes, subject to adjustment in the same manner as the conversion rate) for 2027 Notes that are converted in connection with such Make-Whole Fundamental Change or for notes called (or deemed called) for redemption that are converted in connection with such notice of redemption.

The 2027 Notes are convertible at the option of the holders (in whole or in part) at any time prior to the close of business on the business day immediately preceding August 15, 2027 only under the following circumstances: (1) during any calendar quarter commencing after the calendar quarter ending on December 31, 2022 (and only during such calendar quarter), if the last reported sale price of the Class A common stock for at least 20 trading days (whether or not consecutive) during any 30 consecutive trading days ending on, and including, the last trading day of the immediately preceding calendar quarter is greater than or equal to 130% of the conversion price on each applicable trading day; (2) during the five business day period after any five consecutive trading day period (the “measurement period”) in which the “Trading Price” (as defined in Section 1.01 of the 2022 Indenture) per $1,000 principal amount of 2027 Notes for each trading day of the measurement period was less than 98% of the product of the last reported sale price of Class A common stock and the conversion rate on each such trading day; (3) if the Company calls such 2027 Notes for redemption, at any time prior to the close of business on the second scheduled trading day immediately preceding the redemption date, but only with respect to the 2027 Notes called (or deemed called) for redemption; or (4) upon the occurrence of certain corporate events as specified in the 2022 Indenture. On or after August 15, 2027 until the close of business on the second scheduled trading day immediately preceding the maturity date, holders may convert all or a portion of their 2027 Notes, in multiples of $1,000 principal amount, at any time, regardless of the foregoing circumstances. Upon conversion, the Company will pay or deliver, as the case may be, cash, shares of Class A common stock or a combination of cash and shares of Class A common stock, at the Company’s election, in amounts determined in the manner set forth in the 2022 Indenture.

The Company may not redeem the 2027 Notes prior to November 20, 2025. indie may redeem for cash all or any portion of the 2027 Notes, at indie’s option, on or after November 20, 2025 if the last reported price of indie’s Class A common stock has been at least 130% of the conversion price then in effect for at least 20 trading days (whether or not consecutive) during any 30 consecutive trading day period (including the last trading day of such period) ending on, and including, the trading day immediately preceding the date on which indie provides notice of redemption, at a redemption price equal to 100% of the principal amount of the 2027 Notes to be redeemed, plus accrued and unpaid interest to, but excluding, the redemption date.

Upon the occurrence of a “Fundamental Change” (as defined in Section 1.01 of the 2022 Indenture), subject to certain conditions and certain limited exceptions, holders may require the Company to repurchase for cash all or any portion of their 2027 Notes in principal amounts of $1,000 or an integral multiple thereof at a fundamental change repurchase price in cash equal to 100% of the principal amount of the 2027 Notes to be repurchased, plus accrued and unpaid interest to, but excluding, the fundamental change repurchase date.

The 2027 Notes are senior unsecured obligations of the Company and rank: (i) senior in right of payment to any indebtedness of the Company that is expressly subordinated in right of payment to the 2027 Notes; (ii) equal in right of payment to any unsecured indebtedness of the Company that is not so subordinated; (iii) effectively junior in right of payment to any senior, secured indebtedness of the Company to the extent of the value of the assets securing such indebtedness; and (iv) structurally junior to all indebtedness and other liabilities (including trade payables) of the Company’s subsidiaries.

The 2027 Notes have been recorded as long-term debt in its entirety pursuant to ASU 2020-06. The carrying value of the 2027 Notes is presented net of $5,374 of discount and issuance costs, which are amortized to interest expense over the respective terms of these borrowings. As of December 31, 2025 and 2024, the total carrying value of the 2027 Notes, net of unamortized discount, was $128,248 and $156,738, respectively. As of December 31, 2025, the total fair value of the 2027 Notes was $124,982 or approximately 96% of the aggregate principal amount of the 2027 Notes. As of December 31, 2024, the total fair value of the 2027 Notes was $146,416 or approximately 92% of the aggregate principal amount of the 2027 Notes. The estimated fair values are based on Level 2 inputs as the fair value is based on quoted prices for the Company’s debt and comparable instruments in inactive markets. The amortization of the debt discount and cost of issuance resulted in non-cash interest expense of $1,050, $1,026, and $970 for the years ended December 31, 2025, 2024, and 2023, respectively, and is included in Interest Expense in the Company’s consolidated statements of operations.

During the year ended December 31, 2022, in connection with the offering of the 2027 Notes, the Company entered into privately negotiated transactions through one of the initial purchasers or its affiliate to repurchase 1,112,524 shares of Class A common stock, at an average cost of $6.65 per share, for approximately $7,404.

In June 2025, the Company entered into several separate, privately negotiated purchase agreements to repurchase $30,000 in aggregate principal amount of the 2027 Notes at a discount. In addition to the repurchased principal, the total repurchase price of $26,844 also included transaction-related professional fees of $158. The repurchase was accounted for as an extinguishment of debt, which resulted in a pre-tax gain of $2,623, which included the accelerated recognition of unamortized issuance cost and debt discount affiliated with the repurchased principal of $515. This gain was recorded as Gain from extinguishment of debt in the Company's consolidated statements of operations for the year ended December 31, 2025. Concurrent with the repurchase, the Company repaid $143 of accrued interest associated with the repurchased principal. The repurchase of the 2027 Notes and repayment of accrued interest were funded by the Company's on-hand cash. Upon completion of this repurchase, $130,000 principal amount of the 2027 Notes remains outstanding.

indie Semiconductor Revolving Line of Credit

On March 29, 2024, the Company entered into a revolving line of credit agreement with Wells Fargo Bank, National Association (“Wells Fargo”) with a credit limit of $10,000, bearing interest at the Secured Overnight Financing Rate (“SOFR”) plus 1.75%. The outstanding principal balance was due and payable in full on March 28, 2025. This revolving line of credit was renewed on March 29, 2025, and the outstanding principal balance is due and payable in full on March 27, 2026. Interest is payable monthly beginning on May 1, 2025 through the maturity date. This line of credit required the Company to collateralize a cash balance equal to the total outstanding balance in a cash security account with Wells Fargo, which resulted in total restricted cash of $10,000 as of December 31, 2025. Fees of $50 incurred will be amortized over the life of the credit agreement. This revolving line of credit had an outstanding balance of $10,000 as of December 31, 2025. During the year ended December 31, 2025, the Company paid $581 in interest expense, which represented a weighted average interest rate of approximately 5.8% and the non-cash interest was de minimus. During the year ended December 31, 2024, both cash and non-cash interest expense were de minimus.

indie Canada Revolving Credit

In connection with the acquisition of indie Canada on October 12, 2021, the Company assumed a revolving credit with the Canadian Imperial Bank of Commerce (“CIBC”) with a credit limit of CAD9,440 bearing interest at prime rate plus 0.25%, repayable in monthly installments of CAD155 plus interest, maturing in October 2026. The repayment of monthly installments reduces the credit limit over time. CIBC also reserves the right to request full repayment of a portion or all outstanding balances at any time. At December 31, 2025

and 2024, the outstanding principal balance of the loan was $1,129 and $2,368 (or CAD 1,548 and CAD 3,405), respectively. During the year ended December 31, 2025 and 2024, both cash and non-cash interest expense were de minimus.

indie Canada also has an authorized credit facility up to CAD6,000 at December 31, 2025 and 2024, respectively, from CIBC, bearing interest at prime rate plus 0.25%. The credit facility permits the Company to request incremental loans in an aggregate principal amount not to exceed the sum of an amount equal to the greater of $6,000. This line of credit had an outstanding balance of $2,453 and $2,583 (or CAD 3,363 and CAD 3,713) as of December 31, 2025 and 2024, respectively. During the year ended December 31, 2025 and 2024, both cash and non-cash interest expense were de minimus.

Wuxi Revolving Line of Credit

On September 27, 2024, Wuxi entered into a short-term loan agreement with the Bank of Ningbo Co., Ltd. with an aggregate principal balance of CNY40,000 (or approximately $5,705) bearing interest of 3.50% per annum and maturing on December 27, 2024. This short-term loan was fully paid on December 27, 2024. During the year ended December 31, 2024, the cash and non-cash interest were individually and in the aggregate de minimus.

The table below sets forth the components of interest expense for the years ended December 31, 2025, 2024 and 2023:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Interest expense on the 2027 Notes

 

 

 

 

 

 

 

 

 

Stated interest at 4.50% per annum

 

$

6,591

 

 

$

7,220

 

 

$

7,200

 

Amortization of discount and issuance cost

 

 

1,050

 

 

 

1,026

 

 

 

970

 

Total interest expense related to the 2027 Notes

 

 

7,641

 

 

 

8,246

 

 

 

8,170

 

Interest expense on the 2029 Notes

 

 

 

 

 

 

 

 

 

Stated interest at 3.50% per annum

 

 

7,648

 

 

 

524

 

 

 

 

Amortization of discount and issuance cost

 

 

1,634

 

 

 

109

 

 

 

 

Total interest expense related to the 2029 Notes

 

 

9,282

 

 

 

633

 

 

 

 

Interest expense on other debt obligations:

 

 

 

 

 

 

 

 

 

Contractual interest

 

 

669

 

 

 

342

 

 

 

455

 

Amortization of discount and issuance cost

 

 

50

 

 

 

37

 

 

 

25

 

Total interest expense related to other debt obligations

 

 

719

 

 

 

379

 

 

 

480

 

 

 

 

 

 

 

 

 

 

 

Total interest expense

 

$

17,642

 

 

$

9,258

 

 

$

8,650

 

 

The future maturities of the debt obligations are as follows:

 

2026

 

$

13,891

 

2027

 

 

130,000

 

2028

 

 

 

2029

 

 

218,500

 

2030

 

 

 

Total

 

$

362,391

 

v3.25.4
Warrant Liability
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Warrant Liability
10)
Warrant Liability

In connection with the June 10, 2021 Transaction, the Company issued 17,250,000 Public Warrants, 8,625,000 Private Placement Warrants and 1,500,000 Working Capital Warrants, which were fully exchanged to Class A common stock on November 9, 2023.

On November 9, 2023, the Warrants were remeasured to their fair value of $38,331 and reclassified per ASC 815-40 to Additional Paid in Capital in the consolidated balance sheet. The total change in fair value of a $7,066 net gain since December 31, 2022 was recorded to Other income (expense), net in the consolidated statement of operations.

There is no liability remaining on the Company’s consolidated balance sheet as of the years ended December 31, 2025 and 2024.

v3.25.4
Contingent and Earn-Out Liabilities
12 Months Ended
Dec. 31, 2025
Reverse Capitalization [Abstract]  
Contingent and Earn-Out Liabilities
11)
Contingent and Earn-Out Liabilities

Earn-Out Milestones

In connection with the Transaction, certain of indie’s stockholders are entitled to receive up to 10,000,000 earn-out shares of the Company’s Class A common stock if the earn-out milestones are met. The earn-out milestones represent two independent criteria, each of which entitles the eligible stockholders to 5,000,000 earn-out shares per milestone met. Each earn-out milestone is considered met if at any time following the Transaction and prior to December 31, 2027, the volume weighted average price of indie’s Class A common stock is greater than or equal to $12.50 or $15.00 for any twenty trading days within any thirty-trading day period, respectively. Further, the earn-out milestones are also considered to be met if indie undergoes a Sale. A Sale is defined as the occurrence of any of the following for indie: (i) engage in a “going private” transaction pursuant to Rule 13e-3 under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise cease to be subject to reporting obligations under Sections 13 or 15(d) of the Exchange Act; (ii) Class A common stock ceases to be listed on a national securities exchange, other than for the failure to satisfy minimum listing requirements under applicable stock exchange rules; or (iii) change of ownership (including a merger or consolidation) or approval of a plan for complete liquidation or dissolution.

These earn-out shares had been categorized into two components: (i) those associated with stockholders with vested equity at the closing of the Transaction that will be earned upon achievement of the earn-out milestones (the “Vested Shares”) and (ii) those associated with stockholders with unvested equity at the closing of the Transaction that will be earned over the remaining service period with the Company on their unvested equity shares and upon achievement of the Earn-Out Milestones (the “Unvested Shares”). The Vested Shares were classified as liabilities in the consolidated balance sheet and the Unvested Shares are equity-classified share-based compensation to be recognized over time. The earn-out liability was initially measured at fair value at the closing of the Transaction and subsequently remeasured at the end of each reporting period. The change in fair value of the earn-out liability was recorded as part of Other income (expense), net in the consolidated statement of operations.

The estimated fair value of the earn-out liability was determined using a Monte Carlo Simulations analysis that simulated the future path of the Company’s stock price over the earn-out period. The assumptions utilized in the calculation are based on the achievement of certain stock price milestones including projected stock price, volatility, and risk-free rate.

As of December 31, 2021, there was no liability remaining on the consolidated balance sheet.

Contingent Considerations

On May 13, 2020, in connection with the acquisition of City Semiconductor, Inc. (“City Semi”), the Company recorded contingent consideration as a long-term liability at an initial fair value of $1,180. The contingent consideration is comprised of two tranches. The first tranche was payable, up to a maximum of $500, upon the achievement of cash collection targets within 12 months of the acquisition, and $456 was achieved in May 2021. The second tranche was payable, up to a maximum of $1,500, upon the shipment of a product incorporating the acquired developed technology. In September 2021, the Company paid off the first tranche of the contingent consideration. In April 2023, the Company settled $500 of the $1,500 second tranche through the issuance of 73,311 shares of Class A common stock with a fair value of $608 at the time of issuance. In January 2024, the Company settled $500 of the $1,000 second tranche through the issuance of 62,562 shares of Class A common stock with a fair value of $500 at the time of issuance. The fair value of the remaining $500 second tranche contingent consideration liabilities was $500 as of December 31, 2024. On January 2, 2025, the second tranche of contingent consideration was settled through the issuance of 114,127 shares of Class A common stock with a fair value of $480 at the time of issuance and a cash payment of $34. There was no liability remaining on the consolidated balance sheet on December 31, 2025.

On January 4, 2022, in connection with the acquisition of Symeo, the Company recorded contingent considerations as a current and a long-term liability at an initial fair value of $4,390 and $3,446, respectively. The contingent consideration is comprised of two tranches. The first tranche was payable upon the achievement of a revenue threshold of $5,000 by March 31, 2023. The second tranche was

payable upon Symeo’s achievement of a revenue threshold of $6,000 by March 31, 2024. On October 26, 2023, the Company issued 363,194 of Class A common stock, with a fair value of $1,900 at the time of issuance to Analog Devices, Inc., as final settlement for the achievement of the first tranche of the contingent considerations. The second tranche of contingent consideration liability was fully released during the year ended December 31, 2024 as the earnout milestone was not met. The final change in fair value of $7 was recorded in Other income (expense), net in the consolidated statement of operations for the year ended December 31, 2024. There was no liability remaining on the consolidated balance sheet on December 31, 2025.

On February 21, 2023, in connection with the acquisition of indie FFO, the Company recorded contingent considerations as a current and a long-term liability at an initial fair value of $4,155 and $5,085, respectively. The contingent consideration is comprised of two tranches. The first tranche was payable upon the achievement of a revenue threshold of $5,000 for the 12-month period ending on February 21, 2024. The second tranche was payable upon indie FFO’s achievement of a revenue threshold of $7,000 for the 12-month period ending on February 21, 2025. Both tranches were payable in cash or in Class A common stock at indie’s discretion. Should indie elect to pay in Class A common stock, the number of shares issuable equals the earnout amount divided by a VWAP for 20 days ending prior to the due date for payment. In May 2024, the Company settled the first tranche through the issuance of 1,103,140 shares of Class A common stock with a fair value of $6,045 at the time of issuance. The fair value of the second tranche contingent consideration liability as of December 31, 2024 was reduced to zero. In February 2025, the second tranche of the contingent consideration was not met. The change in fair value since the acquisition date was recorded in Other income (expense), net in the consolidated statement of operations. There was no liability remaining on the consolidated balance sheet on December 31, 2025.

On March 3, 2023, in connection with the acquisition of GEO, the Company recorded contingent considerations as a current and a long-term liability at an initial fair value of $38,828 and $20,452, respectively. The contingent consideration is comprised of two tranches. The first tranche was payable upon the achievement of a revenue threshold of $20,000 for the 12-month period ended on March 31, 2024. The second tranche was payable upon GEO’s achievement of a revenue threshold of $10,000 for the 6-month period ended on September 30, 2024. Both tranches were payable in cash or Class A common stock, at indie’s election and the number of shares issuable equals the earnout amount divided by the Earnout Parent Trading Price. Payment in cash was determined by the number of shares payable multiplied by the Earnout Parent Trading Price. In May 2024, the Company settled the first tranche through the issuance of 6,096,951 shares of Class A common stock with a fair value of $40,667 at the time of issuance. In December 2024, the Company settled the second tranche through the issuance of 1,015,621 shares of Class A common stock with a fair value of $4,459 at the time of issuance. The change in fair value since the acquisition date was recorded in Other income (expense), net in the consolidated statement of operations. There was no liability remaining on the consolidated balance sheet on December 31, 2025.

On September 18, 2023, in connection with the acquisition of indie Switzerland, the Company recorded contingent considerations as a current and a long-term liability at an initial fair value of $7,328 and $2,427, respectively. The contingent consideration is comprised of two tranches. The first tranche was payable upon the achievement of a revenue threshold of $19,000 for the 12-month period ended on September 30, 2024. The second tranche was payable upon indie Switzerland's achievement of a revenue threshold of $21,000 for the 12-month period ending on September 30, 2025. Both tranches are payable in cash or in shares at indie’s discretion. On November 7, 2024, the first tranche of contingent consideration was settled through the issuance of 2,845,243 shares of Class A common stock with a fair value of $9,930 at the time of issuance, and cash payment of $2,536. In September 2025, it was determined that the second tranche of the contingent consideration was not met and the fair value was reduced to zero. There was no liability remaining on the consolidated balance sheet on December 31, 2025. The changes in fair value since the acquisition date were recorded in Other income (expense), net in the consolidated statement of operations.

On January 25, 2024, in connection with the acquisition of Kinetic, the Company recorded contingent considerations as a current and a long-term liability at an initial fair value of $2,251 and $2,348, respectively. The contingent consideration is comprised of two tranches. The first tranche was payable upon the achievement of a revenue threshold of $12,000 for the 12-month period ended on January 25, 2025. The second tranche is payable upon achievement of certain production-based milestones for the 24-month period ending on January 25, 2026. Both tranches are payable in cash or in shares at indie’s discretion. In April 2025, the Company settled the first tranche through the issuance of $2,500 in cash. In December 2025, it was determined that the second tranche of the contingent consideration would not be met and the fair value was reduced to zero. There was no liability remaining on the consolidated balance sheet on December

31, 2025. The changes in fair value since the acquisition date were recorded in Other income (expense), net in the consolidated statement of operations.

On September 26, 2025, in connection with the acquisition of emotion3D, the Company recorded contingent considerations as a current and a long-term liability at an initial fair value of $3,092 and $4,195, respectively. The contingent consideration is comprised of three tranches. Total purchase consideration transferred at the Deal Closing Date also included contingent consideration that had a total preliminary fair value of $7,287 as of the acquisition date. The preliminary acquisition date fair value of the contingent considerations was determined based on the Company’s assessment of the probability of achieving the performance targets that ultimately obligate the Company to transfer additional consideration to the seller. The contingent consideration is comprised of up to three tranches and all are payable in cash or Class A common stock, at indie’s sole election. The First Earnout pays up to a maximum of $4,000, upon achievement of a total revenue target of EUR 3,650 (or $4,163) for the full year ended December 31, 2025, provided only a maximum total of EUR 2,100 can be counted towards the milestone between January 1, 2025 through the Deal Closing Date. The Second Earnout pays up to a maximum of $6,000, upon achievement of revenue target of $6,300 between January 1, 2026 through February 28, 2027. In the case where the First Earnout is not achieved in full and emotion3D achieves total revenue in excess of $8,400 within the same period as relevant for the Second Earnout, emotion3D is entitled to the Third Earnout that pays up to a maximum of $1,250, upon achievement of a revenue target equal to $8,400 plus the corresponding revenue shortfall from the First Earnout. The corresponding revenue shortfall from the First Earnout is calculated by actual revenue achieved during the First Earnout measurement period and a ceiling of $4,163. The fair value of any outstanding contingent consideration liabilities will be remeasured as of the end of each reporting period with any resulting remeasurement gains or losses recognized in the consolidated statement of operations. As the potential payment of the Third Earnout is dependent upon the shortfall in the First Earnout and the over-achievement in the Second Earnout, the preliminary fair value of the Third Earnout has been considered as part of the First Earnout. The First Earnout is reflected in Contingent considerations and the Second Earnout is reflected in Other long-term liabilities in the consolidated balance sheet as of December 31, 2025. The fair value of the first, second, and third tranche contingent consideration liabilities as of December 31, 2025 was $611, $4,179, and $696, respectively.

See Note 3 — Business Combinations for additional information.

v3.25.4
Fair Value Measurements
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Fair Value Measurements
12)
Fair Value Measurements

The Company’s debt instruments are recorded at their carrying values in its consolidated balance sheets, which may differ from their respective fair values. The estimated fair value of the Company’s 2027 Notes and 2029 Notes are both based on Level 2 inputs as the fair value is based on quoted prices for the Company’s debt (see Note 9 Debt for additional information). The fair values of the Company’s short- term loans generally approximated their carrying values.

At December 31, 2025 and 2024, the Company held currency forward contracts with an aggregated notional amount of $10,046 and $28,160, respectively, to sell United States dollars and to buy various foreign currencies such as Canadian dollars and Euro, among others, at a forward rate. Any changes in the fair value of these contracts are recorded in Other income (expense), net in the consolidated statement of operations. During the years ended December 31, 2025, 2024 and 2023, the Company recorded a net gain (loss) of $821, ($1,649) and ($848), respectively.

The following table presents the Company’s fair value hierarchy for financial assets and liabilities:

 

 

Fair Value Measurements as of December 31, 2025

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

emotion3D GmbH Contingent Consideration - First Tranche

 

$

 

 

$

 

 

$

611

 

 

$

611

 

emotion3D GmbH Contingent Consideration - Second Tranche

 

$

 

 

$

 

 

$

4,179

 

 

$

4,179

 

emotion3D GmbH Contingent Consideration -Third Tranche

 

$

 

 

$

 

 

$

696

 

 

$

696

 

emotion3D Subsidies Holdback

 

$

720

 

 

$

 

 

$

 

 

$

720

 

emotion3D Indemnity Holdback

 

$

2,000

 

 

$

 

 

$

 

 

$

2,000

 

 

 

 

Fair Value Measurements as of December 31, 2024

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Kinetic Contingent Consideration — First Tranche

 

$

 

 

$

 

 

$

2,455

 

 

$

2,455

 

Kinetic Contingent Consideration — Second Tranche

 

$

 

 

$

 

 

$

1,908

 

 

$

1,908

 

indie Switzerland Contingent Consideration — Second Tranche

 

$

 

 

$

 

 

$

634

 

 

$

634

 

GEO Indemnity Holdback

 

$

6,344

 

 

$

 

 

$

 

 

$

6,344

 

City Semi Contingent Consideration — Second Tranche

 

$

 

 

$

 

 

$

500

 

 

$

500

 

 

As of December 31, 2025 and 2024, the Company’s cash and cash equivalents, including restricted cash, were all held in cash or Level 1 instruments where the fair values approximate the carrying values.

Level 3 Disclosures

Contingent Considerations

Contingent considerations were valued based on the consideration expected to be transferred. The Company estimated the fair value based on a Monte Carlo Simulations analysis to simulate the probability of achievement of various milestones identified within each contingent consideration arrangement, using certain assumptions that require significant judgment and discount rates. The discount rates were based on the estimated cost of debt plus a premium, which included consideration of expected term of the earn-out payment, yield on treasury instruments and an estimated credit rating for the Company.

Because the acquisition related to emotion3D occurred within the last twelve months, the significant information to be obtained and analyzed and the fact that emotion3D resides in a foreign jurisdiction, the Company’s fair value estimates for the associated contingent consideration were valued based on a probability method as of December 31, 2025.

See Note 11 — Contingent and Earn-Out Liabilities for additional information of our Level 3 disclosures.

The following table presents the significant unobservable inputs assumed for each of the fair value measurements:

 

 

December 31,
2025

 

 

December 31,
2024

 

 

Input

 

 

Input

 

Liabilities:

 

 

 

 

 

 

emotion3D GmbH Contingent Consideration - Second Tranche

 

 

 

 

 

 

Market yield rate

 

 

10.53

%

 

N/A

 

Scenario probability

 

 

80.00

%

 

N/A

 

emotion3D GmbH Contingent Consideration - Third Tranche

 

 

 

 

 

 

Market yield rate

 

 

10.53

%

 

N/A

 

Scenario probability

 

 

64.00

%

 

N/A

 

Kinetic Contingent Consideration - First Tranche

 

 

 

 

 

 

Market yield rate

 

N/A

 

 

 

7.34

%

Scenario probability

 

N/A

 

 

 

100.00

%

Kinetic Contingent Consideration - Second Tranche

 

 

 

 

 

 

Market yield rate

 

N/A

 

 

 

7.68

%

Scenario probability

 

N/A

 

 

 

70.00

%

indie Switzerland Contingent Consideration — Second Tranche

 

 

 

 

 

 

Discount rate

 

N/A

 

 

 

10.20

%

Volatility

 

N/A

 

 

 

60.00

%

City Semi Contingent Consideration — Second Tranche

 

 

 

 

 

 

Discount rate

 

N/A

 

 

 

12.65

%

 

v3.25.4
Stockholders' Equity
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Stockholders' Equity
13)
Stockholders’ Equity

Wuxi Capital Raise

On November 29, 2022, the Company entered into and closed an agreement with multiple investors in China, including two of the top four Chinese automotive OEMs, that secured a strategic investment (“Wuxi Capital Raise”) through Wuxi indie Microelectronics Ltd. (“Wuxi”), indie’s majority controlled subsidiary. The Wuxi Capital Raise provided Wuxi additional funding of CNY300,000 (approximately $42,000) by issuing 371,160 shares from Wuxi, which represents 16% of Wuxi’s equity at the time of issuance. The funds raised are intended to promote Wuxi’s business development and strengthen its capabilities. Pursuant to the terms of the agreement, these investors subscribed for the 371,160 shares at CNY808.28 per share. As a result, indie’s ownership in Wuxi has reduced from 45% to 38% ownership control, with indie having 59% voting control. As indie continues to control Wuxi’s Board of Directors and has the majority of the voting interests, Wuxi’s financial results will continue to be consolidated with those of ADK LLC and its other wholly-owned subsidiaries. Minority interests held in Wuxi are accounted for as non-controlling interests in the Company’s consolidated financial statements. Among other provisions, this agreement includes certain liquidation preferences for the investors (“Deemed Liquidation Event”) as well as an ability to exchange their Wuxi shares for shares of indie’s Class A common stock in the event Wuxi does not successfully complete a local initial public offering (“IPO”) by December 31, 2027 (the “Conversion”). A Deemed Liquidation Event includes but not limited to (a) a change of control of the Company or its surviving entity in a single, or series of related transactions, or merger, division, reorganization, acquisition, or business integration between the Company and any third parties, excluding any corporate restricting as duly approved pursuant to the AOA; or (b) a sale, transfer or otherwise disposal of the all or substantially all assets of the Company, in a single, or series of related transactions. Upon a Deemed Liquidation Event prior to IPO, the distribution will be made in cash in order of the liquidation preferences pursuant to the investment agreement for an amount that is the higher of (i) an amount equal to 100% of the applicable original issue price with an annual simple premium of 8% (calculated from the transaction closing date of November 29, 2022 to the date of the Liquidation Event), or (ii) an amount equal to the total liquidation proceeds received by the Company or the stockholders (as the case may be) directly in a Liquidation Event, multiplied by the stockholder’s proportionate ownership percentage, plus all accrued or declared but unpaid dividends of such share.

Pursuant to the investment agreement, Wuxi shall use commercially reasonable efforts to meet the conditions for the IPO and list shares by a Chinese or overseas securities trading institutions and consummate an IPO as early as possible. If Wuxi is unable to consummate an IPO, indie undertakes to exchange the shares issued in this capital raise for indie’s Class A common stock equal to the total capital raised plus a premium of 8% per year (simple interest) between the execution date and December 31, 2027. The total amount is calculated using the exchange rate at the time of the stock exchange and the value of each of Class A common stock is based on the stock price at that time, but the exchange shall not exceed a total of 6,000,000 shares of Class A common stock.

Wuxi Equity Incentive Plan Paid-In Capital

In December 2023, employees in Wuxi exercised stock options granted to them through the Wuxi Equity Incentive Plan (the “Wuxi EIP”) and paid CNY87,959 (or approximately $12,346) in capital contributions to Wuxi.

The Wuxi EIP was approved by Wuxi’s Board of Directors and is a long-term incentive plan under which equity awards may be granted to employees of Wuxi in the form of options to purchase Wuxi common shares at a fixed strike price in the future after certain vesting conditions are met and which are then subject to certain holding conditions (“Options”). Options granted under the Wuxi EIP are equity-classified awards and subject to vest either six years from the grant date or when Wuxi achieves a successful IPO on a local stock exchange, whichever that is later. No compensation cost will be recognized until a qualifying event (i.e., IPO) is deemed probable to occur as these Options are considered to have no value until an IPO becomes probable. Upon occurrence of the qualifying event, the compensation cost will be recognized in full for vested Options. As of December 31, 2025 and 2024, there was $11,802 of total unrecognized compensation cost related to these Options. These unrecognized compensation costs will be recognized in full when a qualifying event satisfying the in-substance performance condition becomes probable.

Further, per the Wuxi EIP, recipients of the Options should complete all capital contributions and payment of the incentive share price (the “Paid in Capital Contribution”) after Wuxi and the intermediary agencies (including securities companies, law firms, and accounting

firms) that apply for IPO have reached an IPO application schedule and before the last financial benchmark date of Wuxi’s IPO application. The Paid in Capital Contribution is akin to an early exercise. Given that Wuxi has no obligation to return the paid-in capital contribution to the recipient of the award in any event (i.e., an unsuccessful IPO, termination of employment), the Company concludes that the Paid in Capital Contribution made by the recipient is classified into Additional paid-in capital on the consolidated balance sheet as of December 31, 2023.

The funds are being used for Wuxi’s general corporate purposes.

Stock Repurchase Program

On November 16, 2022, indie’s Board of Directors authorized the repurchase, from time to time, of up to $50,000 of indie’s Class A common stock and/or warrants to purchase Class A common stock. This was inclusive of the concurrent repurchase of shares of Class A common stock described in Note 9Debt, under the 2027 Notes, which allowed for a portion of net proceeds to be used to repurchase up to $25,000 of Class A common stock. For the year ended December 31, 2022, in connection with the concurrent repurchase, the Company has repurchased 1,112,524 shares of Class A common stock, at an average cost of $6.65 per share, for approximately $7,404. There were no repurchases of common stock for the year ended December 31, 2025 or 2024, respectively. As of December 31, 2025, there is $42,596 available for future repurchase under the program.

v3.25.4
Noncontrolling Interest
12 Months Ended
Dec. 31, 2025
Noncontrolling Interest [Abstract]  
Noncontrolling Interest
14)
Noncontrolling Interest

In connection with the closing of the Transaction on June 10, 2021, certain members of ADK LLC (the “ADK Minority Holders”) retained approximately 26% membership interest in ADK LLC. The ADK Minority Holders may from time to time, after December 10, 2021, exchange with indie, such holders’ units in ADK LLC for an equal number of shares of indie’s Class A common stock. As a result, indie’s ownership interest in ADK LLC will increase over time as the exchanges occur. The ADK Minority Holders’ ownership interests are accounted for as noncontrolling interests in the Company’s consolidated financial statements. The Company’s ownership of ADK LLC was approximately 92% and 91% as of December 31, 2025 and 2024, respectively.

In connection with the Transaction, the Company issued to ADK LLC Minority Holders an aggregate of 33,827,371 shares of Class V common stock of indie (the “Class V Holders”), which can be exchanged to Class A common stock at an exchange ratio of one to one. The shares of Class V common stock provides no economic rights in indie to the holder thereof; however, each Class V Holder is entitled to vote with the holders of Class A common stock of indie, with each share of Class V common stock entitling the holder to one (1) vote per share of Class V common stock at the time of such vote (subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications). As of December 31, 2025 and 2024, the Company had an aggregate of 16,521,251 and 17,671,251 shares of Class V common stock issued and outstanding, respectively.

ADK LLC held approximately 59% voting control and approximately 34.38% ownership interest in Wuxi as of December 31, 2025 and 2024, respectively. From time to time, Wuxi has sold equity ownership and the transactions have reduced ADK LLC’s controlling interest in Wuxi on the consolidated balance sheets. As of December 31, 2025, ADK LLC maintained its controlling ownership in Wuxi. Accordingly, Wuxi’s financial statements are consolidated with those of ADK LLC and its other wholly-owned subsidiaries. Minority interests held in Wuxi are accounted for as non-controlling interests in the Company’s consolidated financial statements.

v3.25.4
Revenue
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Revenue
15)
Revenue

Disaggregation of Revenue

The Company disaggregates revenue from contracts with customers by geographic region, as the Company’s management believes it best depicts how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors.

The following tables present revenue disaggregated by geography of the shipping location for the years ended December 31, 2025, 2024 and 2023:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

United States

 

$

33,386

 

 

$

38,197

 

 

$

53,558

 

Greater China

 

 

102,872

 

 

 

98,307

 

 

 

101,323

 

Europe

 

 

42,855

 

 

 

37,337

 

 

 

36,042

 

South Korea

 

 

15,049

 

 

 

15,211

 

 

 

18,768

 

Rest of North America

 

 

3,229

 

 

 

4,438

 

 

 

8,475

 

Rest of Asia Pacific

 

 

18,498

 

 

 

21,245

 

 

 

2,949

 

South America

 

 

1,505

 

 

 

1,947

 

 

 

2,054

 

Total

 

$

217,394

 

 

$

216,682

 

 

$

223,169

 

 

Contract Balances

Certain assets or liabilities are recorded depending on the timing of revenue recognition, billings and cash collections on a contract-by-contract basis. Contract liabilities primarily relate to deferred revenue, including advance consideration received from customers for contracts prior to the transfer of control to the customer, and therefore revenue is recognized upon delivery of products and services or as the services are performed.

The following table presents the assets and liabilities associated with the engineering services contracts recorded on the consolidated balance sheet as of December 31, 2025 and 2024:

 

 

 

 

December 31,

 

 

 

Balance Sheet Classification

 

2025

 

 

2024

 

Unbilled revenue

 

Prepaid expenses and other current assets

 

$

4,814

 

 

$

9,154

 

Contract liabilities

 

Accrued expenses and other current liabilities

 

$

4,601

 

 

$

2,735

 

 

During the year ended December 31, 2025, 2024 and 2023, the Company recognized $2,001, $1,708, and $1,734, respectively, of revenue related to amounts that were previously included in deferred revenue at the beginning of the period. Deferred revenue fluctuates over time due to changes in the timing of payments received from customers and revenue recognized for services provided.

Revenue related to remaining performance obligations represents the amount of contracted development arrangements that has not been recognized, which includes deferred revenue on the consolidated balance sheet and unbilled amounts that will be recognized as revenue in future periods. As of December 31, 2025, the amount of performance obligations that have not been recognized as revenue was $2,139, of which approximately 100% is expected to be recognized as revenue over the next 12 months. This amount excludes the value of remaining performance obligations for contracts with an original expected length of one year or less. Variable consideration that has been constrained is excluded from the amount of performance obligations that have not been recognized.

Concentrations

As identified below, one of our customers accounted for more than 10% of the Company’s total revenue for the year ended December 31, 2023. No individual customer accounted for more than 10% of the Company’s total revenue for the years ended December 31, 2025 and 2024:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Customer A

 

 

6.0

%

 

 

9.3

%

 

 

14.8

%

 

The loss of this customer would have a material impact on the Company’s consolidated financial results.

Two large customers represented 11% and 10% of accounts receivable as of December 31, 2025, respectively. One large customer represented 11% of accounts receivable as of December 31, 2024. No other individual customer represented more than 10% of accounts receivable at December 31, 2025 and 2024, respectively.

v3.25.4
Share-Based Compensation
12 Months Ended
Dec. 31, 2025
Share-Based Payment Arrangement [Abstract]  
Share-Based Compensation Share-Based Compensation

2021 Omnibus Equity Incentive Plan

The Company’s Board of Directors adopted the indie Semiconductor, Inc. 2021 Omnibus Equity Incentive Plan (the “2021 Plan”) effective June 10, 2021, which provides for the granting of nonqualified stock options, incentive stock options, restricted stock awards, stock appreciation rights, performance stock awards, unrestricted stock awards, distribution equivalent rights or any combination of the foregoing to employees and directors for a total of 10,368,750 shares. On June 22, 2022, the Company’s Board of Directors and stockholders approved an increase of shares by 10,500,000 to a total of 20,868,750 shares. On June 21, 2023, June 13, 2024, and June 4, 2025, the Company’s Board of Directors and stockholders approved an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A common stock reserved for issuance thereunder by 7,000,000 shares, 7,000,000 shares and 17,000,000 shares, to a current approved total of 51,868,750 shares. The primary purpose of the 2021 Plan is to enhance the Company’s ability to attract, motivate and retain the services of qualified employees, officers and directors.

The Company accounts for share-based compensation arrangements with employees and non-employees in accordance with ASC 718-10, Compensation — Stock Compensation, which requires the Company to account for the compensation expense related to all equity awards on a fair value based method. Further, the Company treats equity awards with multiple vesting tranches as a single award for expense attribution purposes and recognize compensation expense on a straight-line basis over the required service vesting period of the entire award.

As of December 31, 2025, there were 10,772,489 award units available for future grant under the 2021 Plan.

Employee Equity Purchase Program

Effective July 1, 2023, certain of the Company’s Board of Directors elected to receive up to 100% of their director and chair cash retainers in the form of a quarterly fully-vested stock award of the Company’s Class A common stock. On August 17, 2023, the Company’s Board of Directors approved the launch of an Employee Equity Purchase Program (the “EEPP”), which allows (i) the Company’s Section 16 officers to make quarterly elections to receive up to 50% of their cash base salary in the form of a quarterly fully-vested stock award of Company’s Class A common stock; and (ii) its non-Section 16 officer employees to make semi-annual elections to receive up to 25% of their cash base salary in the form of a monthly fully-vested stock award of Company’s Class A common stock. As part of the program incentive, the non-Section 16 officer employees receive additional benefits such as a premium via an exchange ratio of 1.15 cash to stock and a conversion price equal to the lower of (x) the first trading day of the plan period or (y) the award vesting date. Any awards issued under the EEPP are granted through the 2021 Plan. Shares granted under EEPP for the Company’s Section 16 officers are liability-classified awards and the fair value of the awards is equal to the deferred salary amount. Shares granted under EEPP for non-Section 16 officers are equity-classified awards and the fair value of the awards is estimated through the Black-Scholes option pricing model.

The EEPP commenced its first plan period on August 16, 2023 for the Section 16 officers and on September 1, 2023 for the employees. For the year ended December 31, 2025, 2024 and 2023, the Company incurred $9,362, $19,789 and $4,099 in share-based compensation expense associated with this program, respectively, inclusive of the value of the stock issued in lieu of the cash based salary.

2023 Employment Inducement Incentive Plan

On March 22, 2023, the Company’s Board of Directors approved the indie Semiconductor, Inc. 2023 Inducement Incentive Plan (the “2023 Inducement Plan”), which became effective on such date without stockholder approval pursuant to Rule 5635(c)(4) of The Nasdaq Stock Market LLC listing rules (“Rule 5635(c)(4)”). The 2023 Inducement Plan provides for the grant of nonqualified stock options, stock appreciation rights, restricted stock awards, restricted stock units and other stock- or performance-based awards. In accordance with Rule 5635(c)(4), awards under the 2023 Inducement Plan may only be made to a newly hired employee who has not previously been a member of indie’s Board of Directors, or an employee who is being rehired following a bona fide period of non-employment by indie as a material inducement to the employee’s entering into employment with the Company. A total of 2,000,000 shares of Class A common stock were reserved for issuance under the 2023 Inducement Plan. On June 21, 2023, the Company’s Board of Directors approved an additional 4,000,000 shares of Class A common stock to be reserved for issuance under the 2023 Inducement Plan, or a total of 6,000,000 shares. To the extent that an award lapses, expires, is cancelled, is terminated, unexercised or ceases to be exercisable for any reason, or the rights of its recipient terminate, any shares subject to such award shall again be available for the grant of a new award under the 2023 Inducement Plan.

As of December 31, 2025, there were 2,441,611 Class A common stock shares available for future grant under the 2023 Inducement Plan. For the year ended December 31, 2025, 2024 and 2023 the Company incurred $4,284, $5,787 and $3,730 in share-based compensation expense associated with this program, respectively.

Since inception of the 2021 Plan and 2023 Inducement Plan, equity awards granted are primarily all in the form of restrictive stock units (“RSU”). These RSUs primarily have a four-year vesting schedule and vests annually in equal installments. The grant date fair value of RSUs issued per the 2021 Plan and 2023 Inducement Plan was valued based on the value of the Class A common stock on the date of grant. The RSUs are equity classified. Occasionally, the Company may grant equity awards in the forms of options or equity awards with either market condition (“MSU”) or performance conditions (“PSU”) through either plan. Options typically have a four-year vesting schedule in equal annual installments and a ten-year term from the original grant date. The grant date fair value of Options issued was valued based on a Black-Scholes model at the time of the grant. Vesting for both the MSUs and PSUs require the award recipients’ continuous service with the Company and achievement of predetermined milestones. The grant date fair value of PSUs was based on the value of the Class A common stock on the date of grant. The grant date fair value of MSUs was determined using the Monte Carlo Simulations analysis.

Unvested Earn-out Shares

A portion of the earn-out shares were issued to individuals with unvested equity awards. While the payout of these shares requires achievement of the earn-out milestones, the individuals are required to complete the remaining service period associated with these unvested equity awards to be eligible to receive the earn-out shares. As a result, these unvested earn-out shares are equity-classified awards that operate substantially the same as an RSU. The aggregated grant date fair value of these shares totaled $3,919 (or $9.20 per share). The grant date fair value of the earn-out shares was valued based on the fair value of the earn-out liability at inception divided by total shares subject to the earn-out liability.

Stock compensation expense is recorded in cost of goods sold, research and development and general and administrative expenses based on the classification of the work performed by the grantees.

The following table sets forth the share-based compensation for the periods presented:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Cost of goods sold

 

$

1,432

 

 

$

985

 

 

$

363

 

Research and development

 

 

39,600

 

 

 

43,449

 

 

 

25,750

 

Selling, general, and administrative

 

 

23,621

 

 

 

22,375

 

 

 

17,597

 

Restructuring costs

 

 

455

 

 

 

431

 

 

 

 

Total

 

$

65,108

 

 

$

67,240

 

 

$

43,710

 

 

 

Total stock compensation expense for the year ended December 31, 2025 above included an accrual of $3,500 that represents awards issuable upon distribution of the Company’s annual incentive plan. There was no accrual for distribution of the Company’s annual incentive plan for either years ended December 31, 2024 and 2023.

The following table sets forth the changes in the Company’s outstanding 2021 Omnibus Equity Incentive Plan non-option awards for the years ended December 31, 2025 and 2024:

 

 

 

Number of Shares

 

 

Weighted
average grant
date fair value

 

 

Shares Retained to Cover Statutory Minimum Withholding Taxes

Nonvested shares as of December 31, 2023

 

 

13,652,946

 

 

$

6.80

 

 

 

Granted

 

 

10,449,306

 

 

$

6.08

 

 

 

Vested

 

 

(7,565,367

)

 

$

6.76

 

 

Forfeited

 

 

(1,710,039

)

 

$

7.23

 

 

 

Nonvested shares as of December 31, 2024

 

 

14,826,846

 

 

$

7.09

 

 

 

Granted

 

 

15,265,807

 

 

$

3.63

 

 

 

Vested

 

 

(11,213,339

)

 

$

5.28

 

 

Forfeited

 

 

(3,133,046

)

 

$

7.09

 

 

 

Nonvested shares as of December 31, 2025

 

 

15,746,268

 

 

$

5.01

 

 

 

 

As of December 31, 2025 there was $41,141 of total unrecognized compensation costs related to all nonvested shares, which is expected to be recognized over a weighted-average remaining vesting period of 1.2 years.

The following table sets forth the changes in the Company’s outstanding 2023 Inducement Plan non-option awards for the year ended December 31, 2025 and 2024:

 

 

 

Number of Shares

 

 

Weighted average grant date fair value

 

 

Shares Retained to Cover Statutory Minimum Withholding Taxes

Nonvested shares as of December 31, 2023

 

 

1,614,463

 

 

$

8.97

 

 

 

Granted

 

 

1,071,639

 

 

$

6.16

 

 

 

Vested

 

 

(548,986

)

 

$

8.75

 

 

Forfeited

 

 

(269,800

)

 

$

9.23

 

 

 

Nonvested shares as of December 31, 2024

 

 

1,867,316

 

 

$

7.48

 

 

 

Granted

 

 

1,351,300

 

 

$

4.01

 

 

 

Vested

 

 

(728,579

)

 

$

7.53

 

 

Forfeited

 

 

(306,723

)

 

$

6.35

 

 

 

Nonvested shares as of December 31, 2025

 

 

2,183,314

 

 

$

5.48

 

 

 

As of December 31, 2025 there was $9,760 of total unrecognized compensation costs related to all nonvested shares, which is expected to be recognized over a weighted-average remaining vesting period of 2.5 years.

The following table sets forth the changes in the Company’s outstanding options in the 2021 Plan for the years ended December 31, 2025 and 2024:

 

 

Options

 

 

Weighted-
average
exercise
price

 

 

Weighted-
average
remaining
contractual
term (years)

 

 

Aggregate
intrinsic
value

 

Outstanding at December 31, 2023

 

 

318,208

 

 

$

10.58

 

 

 

8.08

 

 

$

 

Granted

 

 

 

$

 

 

 

 

 

 

 

Exercised

 

 

 

$

 

 

 

 

 

 

 

Forfeited or expired

 

 

(17,743

)

 

$

6.60

 

 

 

 

 

 

 

Outstanding at December 31, 2024

 

 

300,465

 

 

$

10.82

 

 

 

7.06

 

 

$

 

Granted

 

 

 

$

 

 

 

 

 

 

 

Exercised

 

 

 

$

 

 

 

 

 

 

 

Forfeited or expired

 

 

(54,640

)

 

$

8.75

 

 

 

 

 

 

 

Outstanding at December 31, 2025

 

 

245,825

 

 

$

11.28

 

 

 

6.03

 

 

$

 

Exercisable at December 31, 2025

 

 

184,364

 

 

$

11.28

 

 

 

6.03

 

 

$

 

Vested or expected to vest

 

 

184,364

 

 

$

11.28

 

 

 

6.03

 

 

$

 

 

There were no options granted for both years ended December 31, 2025 or 2024.

There were no stock options exercised under the 2021 Plan during the years ended December 31, 2025 and 2024.

As of December 31, 2025, the Company had $11 of unrecognized stock-based compensation expense related to stock options. This cost is expected to be recognized over a weighted-average period of 0.4 year.

There were no options granted under the 2023 Inducement Plan for both years ended December 31, 2025 and 2024.

indie Canada Option Plan

On October 12, 2021, the Company assumed fully vested indie Canada options, which became exercisable to purchase 1,542,332 shares of indie Class A common stock with a fair value of $17,249 in connection with the acquisition. The options have a 10-year term from the original grant date. The consummation of the indie Canada acquisition is considered to be a qualifying liquidation event per the original option plan, all of the options became fully vested upon the acquisition date. As such, there is no further stock-based compensation expense to be recognized.

The following table sets forth the changes in the Company’s outstanding options for the years ended December 31, 2025 and 2024:

 

 

Options

 

 

Weighted-
average
exercise
price

 

 

Weighted-
average
remaining
contractual
term (years)

 

 

Aggregate
intrinsic
value

 

Outstanding at December 31, 2023

 

 

924,680

 

 

$

0.17

 

 

 

3.82

 

 

$

7,343

 

Exercised

 

 

(297,017

)

 

$

0.18

 

 

 

 

 

 

 

Forfeited or expired

 

 

 

 

$

 

 

 

 

 

 

 

Outstanding at December 31, 2024

 

 

627,663

 

 

$

0.16

 

 

 

2.81

 

 

$

2,470

 

Exercised

 

 

(117,885

)

 

$

0.05

 

 

 

 

 

 

 

Forfeited or expired

 

 

(6,388

)

 

$

3.59

 

 

 

 

 

 

 

Outstanding at December 31, 2025

 

 

503,390

 

 

$

0.16

 

 

 

1.80

 

 

$

1,718

 

Exercisable at December 31, 2025

 

 

503,390

 

 

$

0.16

 

 

 

1.80

 

 

$

1,718

 

Vested or expected to vest

 

 

503,390

 

 

$

0.16

 

 

 

1.80

 

 

$

1,718

 

 

 

v3.25.4
Net Loss per Common Share
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Net Loss per Common Share
17)
Net Loss per Common Share

Basic and diluted net loss per common share was calculated as follows:

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Numerator:

 

 

 

 

 

 

 

 

 

Net loss

 

$

(150,712

)

 

$

(144,187

)

 

$

(128,832

)

Less: Net loss attributable to noncontrolling interest

 

 

(7,646

)

 

 

(11,584

)

 

 

(11,207

)

Net loss attributable to common stockholders — basic

 

$

(143,066

)

 

$

(132,603

)

 

$

(117,625

)

 

 

 

 

 

 

 

 

 

Net loss attributable to common shares — dilutive

 

$

(143,066

)

 

$

(132,603

)

 

$

(117,625

)

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted average shares outstanding — basic

 

 

197,246,432

 

 

 

175,029,650

 

 

 

145,188,867

 

 

 

 

 

 

 

 

 

 

Weighted average common shares outstanding—diluted

 

 

197,246,432

 

 

 

175,029,650

 

 

 

145,188,867

 

 

 

 

 

 

 

 

 

 

Net loss per share attributable to common shares— basic

 

$

(0.73

)

 

$

(0.76

)

 

$

(0.81

)

Net loss per share attributable to common shares— diluted

 

$

(0.73

)

 

$

(0.76

)

 

$

(0.81

)

 

The Company’s potentially dilutive securities, which include unvested Class B units, unvested phantom units, unvested restricted stock units, convertible Class V common shares, unexercised options, earn-out shares, escrow shares, and convertible debt have been excluded from the computation of diluted net loss per share as the effect would be to reduce the net loss per share. The 2029 Notes Capped Call Transactions were excluded from the calculation of dilutive potential common shares as their effect is anti-dilutive. For the years ended December 31, 2025, 2024 and 2023, the weighted average number of shares outstanding used to calculate both basic and diluted net loss per share attributable to common shares is the same because the Company reported a net loss for each of these periods and the effect of inclusion would be antidilutive. The Company excluded the following potential shares, presented based on amounts outstanding at each period end, from the computation of diluted net loss per share attributable to stockholders for the periods indicated as their inclusion would have had an anti-dilutive effect:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Unvested Class B units

 

 

 

 

 

 

 

 

61,683

 

Unvested Phantom units

 

 

 

 

 

 

 

 

290,138

 

Unvested Restricted stock units

 

 

17,929,582

 

 

 

16,694,162

 

 

 

14,915,588

 

Convertible Class V common shares

 

 

16,521,251

 

 

 

17,671,251

 

 

 

18,694,332

 

Unexercised options

 

 

61,461

 

 

 

150,240

 

 

 

223,753

 

Earn-out Shares

 

 

5,000,000

 

 

 

5,000,000

 

 

 

5,000,000

 

Escrow Shares

 

 

1,725,000

 

 

 

1,725,000

 

 

 

1,725,000

 

2027 Convertible notes into Class A common shares

 

 

15,026,297

 

 

 

18,497,110

 

 

 

18,497,110

 

2029 Convertible notes into Class A common shares

 

 

42,524,208

 

 

 

42,524,208

 

 

 

 

 

 

98,787,799

 

 

 

102,261,971

 

 

 

59,407,604

 

v3.25.4
Income Taxes
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Income Taxes
18)
Income Taxes

On July 4, 2025, the One Big Beautiful Bill Act (“OBBBA”) was enacted in the U.S. The OBBBA includes significant provisions, such as the permanent extension of certain expiring provisions of the Tax Cuts and Jobs Act, modifications to the international tax framework and the restoration of favorable tax treatment for certain business provisions. The legislation has multiple effective dates, with certain

provisions effective in 2025 and others implemented through 2027. There is no material impact on the Company's consolidated financial statements.

In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures, which requires public entities to provide disclosure of specific categories in the rate reconciliation, as well as additional information on income taxes paid. The Company adopted ASU 2023-09 for the year ended December 31, 2025, and applied the new disclosure requirements prospectively to the current annual period. Prior period disclosures have not been adjusted to reflect the new disclosure requirements.

The components of loss before income taxes for the years ended December 31, 2025, 2024 and 2023 are as follows:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

United States

 

$

(151,679

)

 

$

(144,808

)

 

$

(140,371

)

Foreign

 

 

(2,046

)

 

 

(1,301

)

 

 

7,005

 

Total

 

$

(153,725

)

 

$

(146,109

)

 

$

(133,366

)

 

The components of the benefits for income taxes for the years ended December 31, 2025, 2024 and 2023 are as follows:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Current expense:

 

 

 

 

 

 

 

 

 

Federal

 

$

95

 

 

$

41

 

 

$

96

 

State

 

 

 

 

 

69

 

 

 

23

 

Foreign

 

 

1,215

 

 

 

1,886

 

 

 

766

 

Total current expense:

 

$

1,310

 

 

$

1,996

 

 

$

885

 

Deferred expense:

 

 

 

 

 

 

 

 

 

Federal

 

$

(128

)

 

$

(4

)

 

$

(2,000

)

State

 

 

11

 

 

 

(5

)

 

 

(5

)

Foreign

 

 

(4,206

)

 

 

(3,909

)

 

 

(3,414

)

Total deferred expense:

 

$

(4,323

)

 

$

(3,918

)

 

$

(5,419

)

Total income tax benefit

 

$

(3,013

)

 

$

(1,922

)

 

$

(4,534

)

A reconciliation of the federal statutory income tax rate to the effective tax rate for the year ended December 31, 2025 after the adoption of ASU 2023-09 is as follows:

 

 

 

For the Year Ended December 31,

 

 

 

2025

 

 

 

(in thousands)

 

 

Percent

 

Income tax provision at U.S. statutory federal rate

 

$

(32,282

)

 

 

21.00

%

Foreign tax effects

 

 

 

 

 

 

    Canada

 

 

 

 

 

 

        Provincial income tax provision

 

 

(2,200

)

 

 

1.42

%

        Change in valuation allowance

 

 

2,069

 

 

 

(1.34

)%

         Other

 

 

(382

)

 

 

0.25

%

    China

 

 

(1,931

)

 

 

1.25

%

    Other

 

 

(117

)

 

 

0.08

%

Change in valuation allowance

 

 

29,062

 

 

 

(18.75

)%

Other

 

 

 

 

 

 

    Noncontrolling interest

 

 

2,851

 

 

 

(1.84

)%

    Other

 

 

(83

)

 

 

0.01

%

Provision for income taxes

 

$

(3,013

)

 

 

1.91

%

 

A reconciliation of the federal statutory income tax rate to the effective tax rate for years prior to the adoption of ASU 2023-09 is as follows:

 

 

 

 

 

 

2024

 

 

2023

 

Income tax provision at U.S. statutory federal rate

 

$

(30,683

)

 

$

(27,721

)

State income tax provision, net of federal income tax effect

 

 

389

 

 

 

(1,216

)

Foreign rate differential

 

 

(1,571

)

 

 

(2,445

)

Noncontrolling interest

 

 

2,965

 

 

 

4,858

 

Change in valuation allowance

 

 

24,358

 

 

 

19,511

 

Section 162(m) addback on executive compensation

 

 

 

 

 

565

 

GILTI inclusion, net

 

 

4,102

 

 

 

2,881

 

Other

 

 

(1,482

)

 

 

(967

)

Provision for income taxes

 

$

(1,922

)

 

$

(4,534

)

 

The components of deferred tax assets (liabilities) as of December 31, 2025 and 2024 are as follows:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

Investment in Ay Dee Kay, LLC

 

$

50,477

 

 

$

58,005

 

Net operating loss (“NOL”) carryforwards

 

 

93,492

 

 

 

68,102

 

Tax credits

 

 

11,434

 

 

 

6,789

 

Other deferred tax assets

 

 

13,174

 

 

 

9,696

 

Total deferred tax assets before valuation allowance

 

 

168,577

 

 

 

142,592

 

Valuation allowance

 

 

(162,194

)

 

 

(137,444

)

Deferred tax assets – net of valuation allowance

 

$

6,383

 

 

$

5,148

 

 

 

 

 

 

 

 

Intangibles

 

$

(17,178

)

 

$

(15,659

)

Other deferred tax liabilities

 

 

(1,064

)

 

 

(1,149

)

Total deferred tax liabilities

 

 

(18,242

)

 

 

(16,808

)

Net deferred tax liabilities

 

$

(11,859

)

 

$

(11,660

)

 

The Company did not have any material tax payments or refunds during the year ended December 31, 2025.

 

Changes in the valuation allowance for deferred tax assets during the years ended December 31, 2025 and 2024, are as follows:

 

 

 

2025

 

 

2024

 

Valuation Allowance as on January 1st

 

$

137,444

 

 

$

109,701

 

Increases recorded to tax provision

 

 

26,138

 

 

 

27,743

 

Decreases recorded as a benefit to income tax provision

 

 

(1,388

)

 

 

Valuation Allowance as on December 31st

 

$

162,194

 

 

$

137,444

 

 

As of December 31, 2025, the Company has $91,495 of deferred tax assets in domestic NOLs, which was primarily related to U.S. Federal NOLs of $423,400. The U.S. Federal NOLs are comprised of NOLs with an indefinite carry-forward pursuant to the Tax Cuts and Jobs Act of 2017, and NOLs that will begin to expire if not utilized by 2029. The Company also recorded $9,016 of California NOLs, which have a carry-forward period of 20 years, and will begin to expire if not utilized by 2041. The Company also has $1,739 of NOLs in China which have a 5-year carry-forward period and $7,704 of NOLs in Germany which have an indefinite carryforward period and are subject to annual change-of-control utilization limitations, $3,838 federal NOLs in Canada which have a 20-year carry-forward period, and $3,825 NOLs in Canadian provinces which also have a 20-year carry-forward period.

In evaluating its ability to realize its net deferred tax assets, the Company considered all available positive and negative evidence, such as past operating results, forecasted earnings, prudent and feasible tax planning strategies, and the future realization of the tax benefits of existing temporary differences in accordance with the relevant accounting guidance under ASC 740. Based on forecasted earnings,

the Company does not reasonably anticipate future taxable income in the U.S. jurisdiction. Further, when considering its history of generating net operating losses, management concluded that it is more likely than not that the Company’s domestic deferred assets will not be realized and continues to maintain a full valuation allowance for U.S. domestic deferred tax assets as of December 31, 2025. Additionally, due to a history of losses and forecasted earnings the Company does not reasonably anticipate that it will realize a benefit of Canada deferred tax assets and maintains a full valuation allowance over them as of December 31, 2025.

A reconciliation of the beginning and ending amount of unrecognized tax benefits for the years ended December 31, 2025, 2024 and 2023 are as follows:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Balance at January 1st

 

$

696

 

 

$

696

 

 

$

 

Additions for purchase accounting

 

 

 

 

 

 

 

 

696

 

Balance at December 31st

 

$

696

 

 

$

696

 

 

$

696

 

 

The Company does not provide for foreign income and withholding, U.S. Federal, or state income taxes expense or tax benefits for the difference between the financial reporting basis over the tax basis of its investments in foreign subsidiaries to the extent such amounts are indefinitely reinvested to support operations and continued growth plans outside the U.S. The Company reviews its indefinite reinvestment assertion on a quarterly basis and evaluates its plans for reinvestment. This includes a review of the Company’s ability to control repatriation, its ability to mobilize funds without triggering basis differences, and the profitability of U.S. operations, their cash requirements and the need, if any, to repatriate funds. If the Company’s intent and ability with respect to reinvestment of earnings of non-U.S. subsidiaries changes, deferred U.S. income taxes, foreign income taxes, and foreign withholding taxes may have to be accrued. For the year ended December 31, 2025, the Company intends to indefinitely reinvest earnings and profits, and has not recorded a deferred tax liability.

 

The Company files a federal income tax return and various state income tax returns in the United States. The Company's tax returns for years 2012-2024 remain open to examination by the IRS, and tax years 2019-2024 remain open to California State Tax examination. Additionally, ADK LLC files a federal and various state partnership returns. ADK LLC's tax returns for years 2022-2024 remain open to examination by the IRS, and tax years 2021-2024 remain open to California State Tax examination.

 

The calculation of the Company’s tax liabilities involves dealing with uncertainties in the application of complex tax laws and regulations for the jurisdictions in which it operates or does business in. A tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, on the basis of the technical merits.

The Company records tax positions as liabilities and adjusts these liabilities when its judgment changes as a result of the evaluation of new information not previously available. Because of the complexity of some of these uncertainties, the ultimate resolution may result in a payment that is materially different from the Company’s current estimate of the recognized tax benefit liabilities. These differences will be reflected as increases or decreases to income tax expense in the period in which new information is available. As of December 31, 2025, the Company has not recorded any uncertain tax positions in its financial statements.

The Company records interest and penalties related to unrecognized tax benefits in provision of income taxes. As of December 31, 2025, no accrued interest or penalties are recorded in the consolidated balance sheets, and the Company has not recorded any related expenses.

The Company is also party to a Tax Receivable Agreement (“TRA”). Following the Transaction, ADK LLC unitholders’ exchange of ADK LLC units for indie Class A Common stock are expected to result in increases in the Company’s tax basis in its interest in ADK LLC. These increases in tax basis are expected to increase (for tax purposes) depreciation and amortization deductions allocable to the Company, and therefore reduce the amount of tax that the Company would otherwise be required to pay in the future. As a result, the Company has entered into a TRA with certain members of ADK LLC prior to the Transaction. Under the TRA, the Company will be obligated to pay such parties or their permitted assignees 85% of the amount of cash tax savings, if any, in U.S. federal, state, and local

taxes that the Company realizes, or is deemed to realize as a result of future tax benefits from increases in tax basis. The TRA liability is accounted for as a contingent liability within accounts payable, accrued expenses and other liabilities on the consolidated balance sheets with amounts accrued when deemed probable and estimable.

v3.25.4
Leases
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Leases
19)
Leases

The Company’s lease arrangements consist primarily of corporate and manufacturing facility agreements. The leases expire at various dates through 2035, some of which include options to extend the lease term. The options with the longest potential total lease term consist of options for extension of up to five years following expiration of the original lease term. All of the leases are operating leases. The Company is headquartered in Aliso Viejo, California and has various research and design centers, sales support offices, and manufacturing facilities throughout the world. The key lease terms for the principal locations are summarized below:

The Company holds a six-year operating lease for its 18,000 square foot headquarters in Aliso Viejo, California, which is payable monthly with periodic rent adjustments over the lease term. The lease required a security deposit of $30, which is recorded in other assets on the Company’s consolidated balance sheets. In November 2022, this lease was extended through the end of October 2028. Rent expense is approximately $40 per month.

In October 2021, the Company entered into a five-year operating lease for its design center in Austin, Texas. Rent for the associated office is payable monthly with periodic rent adjustments over the lease term, which expires in June 2027. Rent expense is approximately $14 per month.

In May 2021, the Company entered into a seven-year operating lease for a location in Detroit, Michigan, which is payable monthly with periodic rent adjustments over the lease term. The lease will expire in 2028 with a monthly rent of approximately $24 per month.

In March 2024, the Company entered into a six-year operating lease for an office in San Jose, California. Rent for the associated office is payable monthly over the lease term, which expires in April 2030. The lease requires a security deposit of $210. Rent expense is approximately $94 per month.

The Company holds a five-year operating lease for its Scotland Design Center in Edinburgh, Scotland, which is payable monthly with periodic rent adjustments over the lease term. On April 1, 2024, this lease was extended through the end of June 2029. Rent expense is approximately $18 per month.

The Company holds an operating lease for its location in Haifa, Israel. In February 2024, this lease was renewed for three-years through the end of January 2027. Rent expense is approximately $16 per month.

In August 2023, the Company entered into a ten-year operating lease for an office in Ontario, Canada in connection with the acquisition of GEO. Rent for the associated office is payable monthly with periodic rent adjustments over the lease term, which expires in February 2033. Rent expense is approximately $13 per month.

In October 2021, the Company acquired indie Canada and assumed its existing operating lease for an office building and a warehouse in Quebec City, Canada. Rent for the associated office is payable at approximately $58 per month. The lease will expire on May 31, 2032.

In September 2023, the Company entered into a five-year operating lease for an office in Schlieren, Switzerland in connection with the acquisition of indie Switzerland. Rent for the associated office is payable monthly with periodic rent adjustments over the lease term, which expires in February 2028. Rent expense is approximately $15 per month.

In November 2022, the Company entered into an operating lease in Shanghai, China. Rent expense is approximately $14 per month. This lease will expire on January 15, 2026.

In November 2022, the Company entered into a three-year operating lease in Suzhou, China. This lease was extended through the end of November 2026. Rent expense is approximately $7 per month.

The company holds an operating lease for its location in Budapest, Hungary. In May 2024, this lease was renewed for two-years through the end of June 2026. Rent expense is approximately $7 per month.

In January 2024, the Company entered into a five-year operating lease in Frankfurt (Oder), Germany. Rent expense is approximately $9 per month. This lease will expire on December 31, 2028.

In May 2025, the Company entered into a ten-year operating lease in Nuremburg, Germany. Rent for the associated office is payable monthly with periodic rent adjustments over the lease term, which expires in April 2035. Rent expense is approximately $10 per month.

The total monthly rent for the remaining locations of the Company around the world is not material.

The Company recorded $882 of impairment charges related to certain right-of-use assets for the year ended December 31, 2024 as part of its restructuring initiative that commenced in August 2024 (see Note 4 - Restructuring costs).

The table below represents lease-related assets and liabilities recorded on the consolidated balance sheet as of December 31, 2025 and 2024 are as follows:

 

 

 

Balance Sheet Classification

 

December 31, 2025

 

 

December 31, 2024

 

Assets

 

 

 

 

 

 

 

 

Operating lease right-of-use assets

 

Operating lease right-of-use assets

 

$

14,363

 

 

$

16,107

 

 

 

 

 

 

 

 

 

Liabilities

 

 

 

 

 

 

 

 

Operating lease liabilities (current)

 

Accrued expenses and other current liabilities

 

$

3,227

 

 

$

2,984

 

Operating lease liabilities (noncurrent)

 

Operating lease liability, non-current

 

 

13,046

 

 

 

14,278

 

Total lease liabilities

 

 

 

$

16,273

 

 

$

17,262

 

 

Lease Costs

The following lease costs were included in the consolidated statements of operations for the years ended December 31, 2025, 2024 and 2023:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Operating lease cost

 

$

4,280

 

 

$

4,237

 

 

$

3,406

 

Short-term lease cost

 

 

 

 

 

 

 

 

17

 

Variable lease cost

 

 

586

 

 

 

473

 

 

 

179

 

Total lease cost

 

$

4,866

 

 

$

4,710

 

 

$

3,602

 

 

Supplemental Information

The table below presents supplemental information related to operating leases as of December 31, 2025 and 2024:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

Cash paid for amounts included in the measurement of operating lease liabilities

 

$

4,174

 

 

$

3,888

 

Right-of-use assets obtained in exchange for new operating lease liabilities

 

$

1,123

 

 

$

5,172

 

Weighted average remaining lease term — operating leases

 

5.03 years

 

 

5.37 years

 

Weighted average discount rate — operating leases

 

 

6.56

%

 

 

6.47

%

 

Undiscounted Cash Flows

The table below reconciles the undiscounted cash flows for each of the first five years and total of the remaining years to the operating lease liabilities recorded on the consolidated balance sheet as December 31, 2025:

 

2026

 

$

4,193

 

2027

 

 

4,120

 

2028

 

 

3,834

 

2029

 

 

2,866

 

2030

 

 

1,759

 

Thereafter

 

 

2,388

 

Total minimum lease payments

 

 

19,160

 

Less imputed interest

 

 

(2,887

)

Present value of future minimum lease payments

 

 

16,273

 

Less current obligations under leases

 

 

(3,227

)

Long-term lease obligations

 

$

13,046

 

v3.25.4
Divestiture of Wuxi
12 Months Ended
Dec. 31, 2025
Discontinued Operations and Disposal Groups [Abstract]  
Divestiture of Wuxi Divestiture of Wuxi

 

On October 27, 2025, the Company, through its subsidiary Ay Dee Kay, LLC, entered into an Asset Purchase Agreement (the “Wuxi Agreement”) with United Faith Auto-Engineering Co., Ltd., a publicly-listed company in the People’s Republic of China (“United Faith”), pursuant to which indie has agreed to sell ADK’s entire 34.38% of the outstanding equity interest in Wuxi indie Microelectronics Technology Co., Ltd., a Chinese entity (“Wuxi”) to United Faith (the “Wuxi Divestiture”).

 

Pursuant to the Wuxi Agreement, subject to the satisfaction of closing conditions and receipt of all required regulatory approvals, United Faith will purchase all of ADK’s outstanding equity interest in Wuxi for a total gross transaction consideration of RMB 960,834, or approximately $134,893 (based on the exchange rate in effect on October 24, 2025), payable in cash to ADK, net of applicable local taxes.

 

The Wuxi Agreement contains certain customary representations, warranties and covenants. The representations and warranties of parties under the Wuxi Agreement will not survive closing, and there is no post-closing indemnification arrangement for breaches of representations, warranties or covenants. The Wuxi Agreement’s covenants include obligations of (i) ADK to assist Wuxi to maintain its ordinary course of business operations during the period between signing the Wuxi Agreement and closing the Wuxi Divestiture, (ii) United Faith to use reasonable best efforts to obtain its shareholder approval of the purchase of all of the outstanding equity of Wuxi (the “Whole Transaction”), (iii) both ADK and United Faith to use reasonable best efforts to cooperate with Wuxi to prepare documents and make all filings necessary to complete the Wuxi Divestiture, and (iv) both parties to register the Wuxi Divestiture and the Whole Transaction with the relevant authorities, as may be applicable.

 

The Wuxi Agreement also contains customary closing conditions, including (i) receipt of shareholder approval of the Whole Transaction by United Faith’s shareholders and (ii) the receipt of all required regulatory approvals of the Whole Transaction, including approval by the Shenzhen Stock Exchange and the China Securities Regulatory Commission.

 

The Wuxi Agreement may be terminated prior to closing (i) upon mutual agreement by both parties, (ii) by ADK, should United Faith fail to obtain its shareholder approval of the Whole Transaction, (iii) by ADK, should United Faith fail to obtain all necessary regulatory approvals for the Whole Transaction within eighteen (18) months of the signing date, (iv) by either party, should the other party materially breach any representation, warranty or covenant in the Wuxi Agreement; and (v) by either party, upon the occurrence of a Force Majeure (as such term is defined in the Wuxi Agreement) which effects continue for thirty (30) days or more, rendering a party unable to continue performance under the Wuxi Agreement.

 

The Wuxi Divestiture has been approved by the Boards of Directors of both indie and United Faith.

 

During the period between entering into the Wuxi Agreement and prior to closing the Wuxi Divestiture, the divestiture of Wuxi will meet the criteria to be reported as discontinued operations when indie determines that it is probable that United Faith will receive all necessary local regulatory approvals within the requisite period under applicable accounting guidance. Upon the completion of this potential Wuxi Divestiture, indie will fully deconsolidate the financial results of Wuxi and in return, recognize a pre-tax gain/loss, which would be presented in indie’s then consolidated statements of operations. For the years ended December 31, 2025, 2024 and 2023, Wuxi accounted for 43%, 38% and 31% of indie’s consolidated revenue, respectively. For the same periods, Wuxi accounted for approximately 11%, 10% and 9% of indie’s consolidated operating expenses, respectively. Further, as of December 31, 2025, Wuxi accounted for approximately 12% and 3% of indie’s consolidated total assets and total liabilities, respectively. As of December 31, 2024, Wuxi accounted for approximately 10% and 4% of indie's consolidated total assets and total liabilities, respectively. Following any deconsolidation of Wuxi, indie will no longer include any financial results of Wuxi in its future consolidated financial statements.

 

indie cannot provide any assurance regarding the timing for the completion of the Wuxi Divestiture, that the closing conditions of the Wuxi Divestiture, including, but not limited to, approval of the Whole Transaction by United Faith shareholders and receipt of all required regulatory approvals, will be satisfied, or that the Wuxi Divestiture will be completed.

 

As of both December 31, 2025 through February 27, 2026, management determined that the Wuxi Asset Sale has not met the requisites under applicable accounting guidance to be presented as discontinued operations within indie's consolidated financial statements.

v3.25.4
Commitments and Contingencies
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies

Litigation

From time to time, the Company may be a party to routine claims or litigation matters that arise in the ordinary course of its business. These may include disputes and lawsuits related to intellectual property, mergers and acquisitions, licensing, contract law, tax, regulatory, distribution arrangements, employee relations and other matters. Periodically, the Company reviews the status of these matters and assesses its potential financial exposure. If the potential loss from any claim or legal proceeding is considered probable and a range of possible losses can be estimated, the Company accrues a liability for the estimated loss. Legal proceedings are subject to uncertainties, and the outcomes are difficult to predict. Because of such uncertainties, accruals are based only on the best information available at the time. As additional information becomes available, the Company continues to reassess the potential liability related to pending claims and litigation and may revise estimates.

Royalty Agreement

The Company has entered into license agreements to use certain technology in its design and manufacture of its products. The agreements require royalty fees for each semiconductor sold using the licensed technology. Total royalty expense incurred in connection with these contracts during the years ended December 31, 2025, 2024 and 2023 was $2,096, $2,325, and $3,808, respectively. These expenses are included in cost of goods sold in the consolidated statements of operations. Accrued royalties of $169 and $658 are included in Accrued expenses and other current liabilities in the Company’s consolidated balance sheets as of December 31, 2025 and 2024, respectively.

Tax Distributions

To the extent the Company has funds legally available, the Board of Directors will approve distributions to each member of ADK LLC, prior to March 15 of each year, in an amount per unit that, when added to all other distributions made to such member with respect to the previous calendar year, equals the estimated federal and state income tax liabilities applicable to such member as the result of its, his or her ownership of the units and the associated net taxable income allocated with respect to such units for the previous calendar year. There were no distributions approved by the Board of Directors or paid by the Company during both the years ended December 31, 2025 and 2024.

v3.25.4
Supplemental Financial Information
12 Months Ended
Dec. 31, 2025
Payables and Accruals [Abstract]  
Supplemental Financial Information

21) Supplemental Financial Information

Accrued expenses and other current liabilities consist of the following:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Holdbacks and deferred payments for business combination

 

 

1,720

 

 

 

7,050

 

Accrued taxes

 

 

4,858

 

 

 

3,113

 

Operating lease liabilities, current

 

 

3,227

 

 

 

2,984

 

Deferred revenue

 

 

4,601

 

 

 

2,735

 

Accrued interest

 

 

1,396

 

 

 

1,679

 

Accrued royalties

 

 

169

 

 

 

658

 

Other (1)

 

 

8,801

 

 

 

11,078

 

Accrued expenses and other current liabilities

 

$

24,772

 

 

$

29,297

 

 

(1)
Amount represents accruals for various operating expenses such as professional fees, open purchase orders and other estimates that are expected to be paid within the next 12 months.
v3.25.4
Geographical Information
12 Months Ended
Dec. 31, 2025
Segments, Geographical Areas [Abstract]  
Geographical Information

22) Geographical Information

Long-lived assets include property and equipment, net, which were based on the physical location of the assets as of the end of period presented:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

United States

 

$

19,135

 

 

$

13,640

 

Canada

 

 

2,945

 

 

 

3,657

 

Germany

 

 

8,666

 

 

 

6,585

 

China

 

 

8,342

 

 

 

6,882

 

Israel

 

 

684

 

 

 

1,095

 

Switzerland

 

 

3,123

 

 

 

1,826

 

Rest of world

 

 

454

 

 

 

596

 

Total

 

$

43,349

 

 

$

34,281

 

v3.25.4
Segment Reporting
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Segment Reporting

23) Segment Reporting

The Company designs, develops, manufactures and markets a broad range of integrated circuits (“ICs”). It operates and tracks its results in one reportable segment. indie’s Chief Executive Officer is the Chief Operating Decision Maker (“CODM”). The CODM utilizes financial information presented on a consolidated basis to assess performance and to make key operating decisions such as the determination of resource allocations. The CODM also utilizes the Company’s consolidated long-range plan, which includes product development roadmaps and long-range consolidated financial models, as a key input to resource allocation. The CODM also makes decisions on resource allocation, assesses performance of the business, and monitors budget versus actual results using consolidated operating income (loss) from operations. The CODM does not review any measures of financial results beyond what is presented in the accompanying statement of operations.

Significant expenses within income (loss) from operations include cost of revenue, research and development, and selling, general and administrative expenses, which are each separately presented on the Company’s consolidated statement of operations. The Company’s long-lived assets consist primarily of property, plant and equipment, net and right-of-use assets.

v3.25.4
Subsequent Events
12 Months Ended
Dec. 31, 2025
Subsequent Events [Abstract]  
Subsequent Events
25.
Subsequent Events

For its consolidated financial statements as of December 31, 2025 and the year then ended, management reviewed and evaluated material subsequent events from the consolidated balance sheet date of December 31, 2025 through February 27, 2026, the date the consolidated financial statements were issued.

v3.25.4
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Use of Estimates

Use of Estimates

The preparation of consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the dates of the consolidated financial statements and the reported amounts of expenses during the reporting period. Actual results could differ materially from those estimates and assumptions.

On an ongoing basis, management evaluates its estimates assumptions, including those related to (i) the collectability of accounts receivable; (ii) write-down for excess and obsolete inventories; (iii) valuation of acquired intangibles and goodwill; (iv) warranty obligations; (v) the value assigned to and estimated useful lives of long-lived assets; (vi) the realization of tax assets and estimates of tax liabilities and tax reserves; (vii) amounts recorded in connection with acquisitions; (viii) recoverability of intangible assets and goodwill; (ix) the recognition and disclosure of fair value of debt instruments and contingent liabilities; (x) the computation of share-based compensation; (xi) accrued expenses; and (xii) the recognition of revenue based on a cost-to-cost measure of progress for certain engineering services contracts. These estimates are based on historical data and experience, as well as various other factors that management believes to be reasonable under the circumstances, the results of which form the basis for making judgments about the carrying value of assets and liabilities that are not readily apparent from other sources. The Company engages third-party valuation specialists to assist with estimates related to the valuation of certain financial instruments and assets acquired in connection with acquisitions as well as the valuation of reporting units and certain intangible assets in connection with quantitative impairment analyses

over goodwill and intangible assets. Such estimates often require the selection of appropriate valuation methodologies and models, and significant judgment in evaluating ranges of assumptions and financial inputs. Actual results may differ from those estimates under different assumptions or circumstances.

Foreign Currency

Foreign Currency

Certain of the Company’s self-sustaining foreign subsidiaries use their respective local currency as their functional currency. Assets and liabilities for these subsidiaries have been translated into U.S. dollars at the exchange rates prevailing at the end of the period and results of operations at the average exchange rates for the period. Unrealized exchange gains and losses arising from the translation of the financial statements of our non-U.S. functional currency operations are accumulated in the cumulative translation adjustments account in accumulated other comprehensive loss.

For those foreign subsidiaries where the U.S. dollar is the functional currency, all foreign currency-denominated accounts are remeasured into U.S. dollars. Unrealized exchange gains and losses arising from remeasurements of foreign currency-denominated assets and liabilities are included within Other income (expense), net in the consolidated statements of operations and comprehensive loss. Gains and losses arising from international intercompany transactions that are of a long-term investment nature are reported in the same manner as translation gains and losses. Realized exchange gains and losses are included in net income for the periods presented.

Forward Exchange Contracts

Forward Exchange Contracts

The Company’s forward exchange contracts, which are used to hedge anticipated U.S. dollar denominated sales and purchases as well as other foreign currency denominated sales and purchases such as Canadian Dollar, Euro and Great British Pound do not qualify for hedge accounting and are recognized at fair value. Any change in the fair value of these contracts is reflected as part of Other income (expense), net in the consolidated statement of operations.

Consolidation

Consolidation

The consolidated financial statements comprise the financial statements of the Company, its wholly owned subsidiaries, and subsidiaries that it controls due to ownership of a majority voting interest. Subsidiaries are fully consolidated from the date of acquisition, being the date on which the Company obtains control, and continue to be consolidated until the date when such control ceases. All significant intercompany accounts and transactions are eliminated in consolidation. The Company recognizes noncontrolling interest related to its less-than-wholly-owned subsidiary as equity in the consolidated financial statements separate from the parent entity’s equity. The net loss attributable to noncontrolling interest is included in net loss in the consolidated statements of operations and comprehensive loss.

Cash and Cash Equivalents

Cash and Cash Equivalents

Cash and cash equivalents are defined as short-term, highly liquid investments with original maturities of 90 days or less at the date of purchase. As of December 31, 2025 and 2024, cash and cash equivalents consisted of money market funds and cash deposits that were held by reputable financial institutions in local jurisdictions of the Company’s subsidiaries including primarily the United States, Austria, Canada, China, Germany, Great Britain and Switzerland denominated in U.S. dollars and local currency.

Restricted Cash

Restricted Cash

The Company’s restricted cash consists of cash that the Company is contractually obligated to maintain in accordance with the terms of its Wells Fargo Bank revolving line of credit agreement.

Accounts Receivable

Accounts Receivable

Accounts receivable consist of amounts due primarily from customers for product sales and engineering services agreements. Accounts receivable are recorded at the invoiced amount and do not bear interest. The Company accounts for potential losses in accounts receivable utilizing the allowance method. The Company closely monitors outstanding accounts receivable and considers its knowledge of customers, historical losses, and current and expected economic conditions in establishing the allowance for doubtful accounts. The

Company wrote off $1,831 of accounts receivable, which was fully reserved under the allowance for doubtful accounts in the prior years, for the year ended December 31, 2025. The Company did not have any write-offs in any other periods presented.

Concentration of Credit Risk

Concentration of Credit Risk

The Company deposits its cash with large financial institutions. At times, the Company’s cash balances with individual banking institutions will exceed the limits insured by the FDIC, however, the Company has not experienced any losses on such deposits.

The Company extends credit to its customers based upon an evaluation of the customers’ financial condition and credit history and generally does not require collateral. Credit losses, if any estimated, are provided for in the consolidated financial statements and consistently have been within management’s expectations. See Note 15 — Revenue — Concentrations.

Inventory

Inventory

The Company values inventories at the lower of cost or net realizable value on a first-in, first-out basis. Cost is computed using standard cost, which approximates actual cost, on a first-in, first-out basis. Inventories are reduced for write-downs based on periodic reviews for evidence of slow-moving or obsolete parts. The write-down is based on the comparison between inventory on hand and forecasted customer demand for each specific product. Once written down, inventory write-downs are not reversed until the inventory is sold or scrapped. Inventory write-downs are also established when conditions indicate the net realizable value is less than cost due to physical deterioration, technological obsolescence, changes in price level or other causes. All inventory provisions are recorded to cost of goods sold in the consolidated statement of operations.

Property and Equipment, net

Property and Equipment, net

The Company’s property and equipment primarily consist of lab equipment, production tooling and masks, equipment, furniture and fixtures, leasehold improvements, and computer hardware and software. Property and equipment are recorded at cost less accumulated depreciation. Depreciation is calculated using the straight-line method based on the estimated useful lives of between three and seven years and for leasehold improvements the lesser of the remaining lease term or useful life. Major improvements are capitalized while routine repairs and maintenance are charged to expense when incurred.

Production masks with discernible future benefits, namely that they will be used to manufacture products to service customer demand, are capitalized and amortized over the estimated useful life of four years. Production masks being used for research and development or testing do not meet the criteria for capitalization and are expensed as research and development costs.

The Company recorded $376 of impairment charges related to certain software licenses as part of its 2025 Restructuring Plan.

Business Combinations

Business Combinations

The Company accounts for its business acquisitions under the ASC Topic 805, Business Combinations guidance for business combinations. The total cost of acquisitions is allocated to the underlying identifiable net assets based on their respective estimated fair values. Determining the fair value of assets acquired and liabilities assumed requires management’s judgment and often involves the use of significant estimates and assumptions, including assumptions with respect to future cash inflows and outflows, discount rates, asset lives and market multiples, among other items.

Intangible Assets, net

Intangible Assets, net

The Company’s intangible assets include intangible assets acquired from business combinations, intellectual property (“IP”) and software licensed from third parties. The majority of the intangible assets have finite lives, except for those related to in-progress research and development (“IPR&D”), and are amortized over a period of two to twelve years, on a straight-line basis, which approximates the pattern in which economic benefits of these assets are expected to be utilized. IPR&D is considered to have indefinite life until the abandonment or completion of the associated research and development efforts. If the development is abandoned in the future, these assets will be expensed in the period of abandonment. If and when the development activities are completed, IPR&D assets will be

reclassified to developed technology, management will make a determination of the useful lives and methods of amortization of these assets.

Goodwill

Goodwill

Goodwill represents the excess of the fair value of purchase consideration of an acquired business over the fair value of the identifiable net assets acquired. Goodwill is not amortized but is tested for impairment at a reporting unit level on an annual basis on October 1, or more frequently if circumstances change or an event occurs that would more likely than not reduce the fair value of a reporting unit below its carrying amount.

Significant judgment may be required when goodwill is assessed for impairment. Qualitative factors may be assessed to determine whether it is more likely than not that the fair value of the reporting unit is less than its carrying amount. If the assessment of all relevant qualitative factors indicates that it is more likely than not that the fair value of a reporting unit is greater than its carrying amount, a quantitative goodwill impairment test is not necessary. These qualitative factors may include, but are not limited to, a significant change in the macroeconomic and business climate, medium to long-term revenue forecasts per industry trend and/or product launch timeline, operating performance indicators, adequacy of capital level to support ongoing business needs, and other factors. If the assessment of all relevant qualitative factors indicates that it is more likely than not that the fair value of a reporting unit is less than its carrying amount, the Company will perform a quantitative goodwill impairment test. The quantitative impairment test for goodwill consists of a comparison of the fair value of a reporting unit with its carrying value, including the goodwill allocated to that reporting unit. If the carrying value of a reporting unit exceeds its fair value, the Company will recognize an impairment loss equal to the amount of the excess, limited to the amount of goodwill allocated to that reporting unit. Application of the impairment test requires judgment, including the identification of reporting units, assignment of assets and liabilities to reporting units and the determination of fair value of each reporting unit. For the year ended December 31, 2025, the Company performed a quantitative analysis over its two reporting units on October 1 using a combination of the income and market valuation approaches. The fair value of both reporting units exceeded their carrying values. For the years ended December 31, 2024 and 2023, the Company performed a qualitative analysis over its two reporting units on October 1 and concluded that it was not more likely than not that the fair value of the reporting units were less than their carrying amount. As a result, the Company did not record any impairment to goodwill for the years ended December 31, 2025, 2024 and 2023.

Impairment of Long-Lived Assets

Impairment of Long-Lived Assets

The Company reviews its long-lived assets, consisting of property and equipment, right-of-use assets and intangible assets, for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. The Company regularly reviews its operating performance for indicators of impairment. Factors considered important that could trigger an impairment review include a significant underperformance relative to expected historical or projected future operating results, or a significant change in the manner of the use of the assets. Recoverability of assets to be held and used is measured by a comparison of the carrying amount of an asset (or asset group) to estimated undiscounted future cash flows expected to be generated by the asset (or asset group). If the carrying amount of an asset (or asset group) exceeds its estimated undiscounted future cash flows, an impairment charge is recognized to the extent the fair value is less than the carrying value. The Company recorded $3,260 of impairment charges related to certain software licenses as part of its 2025 Restructuring Plan. The Company recorded $998 of impairment charges related to certain property and equipment and right-of-use assets for the year ended December 31, 2024 as part of its 2024 Restructuring Plan initiative that commenced in August 2024 (see Note 4 — Restructuring Costs). As a result, all pre-tax charges related to such initiatives are separately reflected in Restructuring costs in the consolidated statement of operations. The Company did not record any impairment to long-lived assets for the years ended December 31, 2023.

Fair Value Measurements

Fair Value Measurements

Fair value is defined as the price that would be received upon the sale of an asset or paid to transfer a liability in an orderly transaction between willing, able and knowledgeable market participants at the measurement date. Fair value measurements are not adjusted for transaction costs. In addition, a three-tiered hierarchy for inputs is used in management’s determination of fair value of financial instruments that emphasizes the use of observable inputs over the use of unobservable inputs by requiring that the observable inputs be used when available. Observable inputs are market participant assumptions based on market data obtained from sources independent of

the Company. Unobservable inputs are the reporting entity’s own assumptions about market participants based on the best information available under the circumstances. In assessing the appropriateness of using observable inputs in making its fair value determinations, the Company considers whether the market for a particular security is “active” or not based on all the relevant facts and circumstances.

Valuation service providers typically obtain data about market transactions and other key valuation model inputs from multiple sources and, through the use of widely accepted valuation models, provide a single fair value measurement for individual securities for which a fair value has been requested under the terms of service agreements. The inputs used by the valuation service providers include, but are not limited to, market prices from recently completed transactions and transactions of comparable securities, interest rate yield curves, credit spreads, currency rates and other market observable information, as applicable. The valuation models consider, among other things, market observable information as of the measurement date as well as the specific attributes of the security being valued including its term, interest rate, credit rating, industry sector and, when applicable, collateral quality and other issue or issuer specific information. When market transactions or other market observable data is limited, the extent to which judgment is applied in determining fair value is greatly increased.

As a basis for considering such assumptions, a three-tier value hierarchy is used in management’s determination of fair value based on the reliability and observability of inputs as follows:

Level 1 — Valuations are based on unadjusted quoted prices in active markets that the Company has the ability to access for identical, unrestricted assets and do not involve any meaningful degree of judgment. An active market is defined as a market where transactions for the financial instrument occur with sufficient frequency and volume to provide pricing information on an ongoing basis;

Level 2 — Valuations are based on direct and indirect observable inputs other than quoted market prices included in Level 1. Level 2 inputs include quoted prices for similar assets in active markets and inputs other than quoted prices that are observable for the asset, such as the terms of the security and market-based inputs; and

Level 3 — Valuations are based on techniques that use significant inputs that are unobservable. The valuation of Level 3 assets and liabilities requires the greatest degree of judgment. These measurements may be made under circumstances in which there is little, if any, market activity for the asset or liability. The Company’s assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment. In making the assessment, the Company considers factors specific to the asset. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, the level in the fair value hierarchy within which the fair value measurement is classified is determined based on the lowest level input that is significant to the fair value measurement in its entirety.

See Note 11 — Contingent and Earn-Out Liabilities and Note 12 — Fair Value Measurements for additional information.

The Company’s fair value measurements in each reporting period include cash equivalents, debt instruments, share-based awards, contingent considerations and earn-out liabilities. The Company’s financial instruments of accounts receivable, accounts payable and accrued expenses are stated at their carrying value, which approximates fair value due to the short time to the expected receipt or payment date. The Company continues to remeasure its contingent considerations and earn-out liabilities associated with business combinations using Level 3 fair value measurements.

Warrant Liability

Warrant Liability

The Company accounted for the Public Warrants and the Private Warrants, which were issued on June 10, 2021 in connection with the Transaction (as defined below), in accordance with ASC 815-40, Derivatives and Hedging—Contracts in Entity’s Own Equity (“ASC 815”), under which the Warrants do not meet the criteria for equity classification and must be recorded as liabilities. As the Warrants did not meet the definition of a derivative as contemplated in ASC 815, the warrants were measured at fair value at inception and at each reporting date in accordance with ASC 820, Fair Value Measurement, with changes in fair value recognized as a component of Other income (expense), net on the consolidated statement of operations. During the year ended December 31, 2023, indie completed

the exchange of the Warrants, which eliminated the need for future remeasurement of the warrant liabilities. See Note 1 - Nature of the Business and Basis of Presentation - Warrant Exchange for further information.

Segment Information

Segment Information

Operating segments are defined as components of an enterprise about which separate financial information is available that is evaluated regularly by the chief operating decision maker in deciding how to allocate resources and in assessing performance. The chief operating decision maker (“CODM”) is the Chief Executive Officer. The Company has multiple business activities and are managed and held accountable for operations, operating results and plans for levels or components below the consolidated unit level by individual segment managers. However, discrete financial information is not reviewed by the CODM as the operating results of the Company are reviewed by the CODM only on a consolidated basis. Accordingly, the Company has one operating segment, and therefore, one reportable segment.

Revenue

Revenue

Revenue is primarily derived from the design and sale of semiconductor solutions. Revenue is recognized within the scope of ASC 606, Revenue from Contracts with Customers. The Company recognizes product revenue in the consolidated statement of operations when it satisfies performance obligations under the terms of its contracts and upon transfer of control at a point in time when title transfers either upon shipment to or receipt by the customer as determined by the contractual shipping terms of the contract, net of accruals for estimated sales returns and allowances. To date, total returns and allowances issued by the Company has been de minimis. Sales and other taxes the Company collects, if any, are excluded from revenue. Product revenue arrangements do not contain significant financing components.

The Company generally offers a limited warranty to customers covering a period of twelve months which obligates the Company to repair or replace manufacturing defective products. The warranty is not sold separately and does not represent a separate performance obligation. Therefore, such warranties are accounted for under ASC 460, Guarantees, and the estimated costs of warranty claims are accrued as cost of goods sold in the period the related revenue is recorded. Infrequently, the Company offers an extended limited warranty to customers for certain products. The Company accrues for known warranty and indemnification issues if a loss is probable and can be reasonably estimated. As of December 31, 2025, total warranty liability is not material.

Engineering services contracts with customers typically contain only one distinct performance obligation, which is primarily design services for integrated circuits (“ICs”) based on agreed upon specifications. Engineering services contracts typically also include the purchase, at the customer’s option, of the designed products at agreed upon prices subsequent to completion of the design services. The Company has determined that the option to purchase these products is not a material right and has not allocated transaction price to this provision.

For these engineering services arrangements, revenue is recognized over time as services are provided based on the terms of the contract on an input basis, using costs incurred as the measure of progress and is recorded as contract revenue in the consolidated statement of operations. The costs incurred represent the most reliable measure of transfer of control to the customer. Revenue is deferred for amounts billed or received prior to delivery of the services.

Practical Expedients and Elections

ASC 606 requires disclosure of the aggregate amount of transaction price that is allocated to performance obligations that have not yet been satisfied as of the reporting periods presented. The guidance provides certain practical expedients that limit this requirement and, therefore, disclosure of the value of unsatisfied performance obligations for (i) contracts with an original expected length of one year or less and (ii) contracts for which revenue is recognized at the amount to which the Company has the right to invoice for services performed

is not provided. The Company has elected not to disclose the aggregate amount of transaction prices associated with unsatisfied or partially unsatisfied performance obligations for contracts where these criteria are met.

The Company’s policy is to capitalize any incremental costs incurred to obtain a customer contract, only to the extent that the benefit associated with the costs is expected to be longer than one year. Capitalizable contract costs were not significant as of both December 31, 2025 and 2024 and accordingly, no costs have been capitalized.

The Company accounts for shipping and handling activities related to contracts with customers as costs to fulfill the promise to transfer the associated products. When shipping and handling costs are incurred after a customer obtains control of the products, the Company has elected to account for these as costs to fulfill the promise and not as a separate performance obligation. Shipping and handling costs associated with the distribution of products to customers are insignificant, but if incurred, are recorded in cost of goods sold generally when the related product is shipped to the customer.

Upon adoption of ASC 842, Leases, the Company elected the package of practical expedients permitted under the transition guidance, which does not require reassessment of prior conclusions related to contracts containing a lease, lease classification and initial direct lease costs. Further, the Company elected to exclude short-term leases (term of 12 months or less) from the balance sheet presentation and accounted for non-lease and lease components in a contract as a single lease for certain asset classes.

Cost of Goods Sold

Cost of Goods Sold

Cost of goods sold includes cost of materials and contract manufacturing services, including semiconductor wafers processed by third-party foundries, costs associated with packaging, assembly, testing and shipping products. In addition, cost of goods sold includes the costs of personnel, certain royalties for embedded intellectual property, production tooling used in the manufacturing process, logistics, warranty, and amortization of production mask costs. Cost of goods sold also include amortization of certain intangible assets acquired through business combinations.

In addition to generating revenues from product shipments, the Company recognizes revenues related to certain engineering services contracts which help offset the costs of developing ICs for customers. The costs associated with fulfilling these contracts are expensed as incurred as research and development in the period incurred.

Research and Development Expense

Research and Development Expenses

Research and development expenses consist of costs incurred in performing product design and development activities including employee compensation and benefits, third-party fees paid to consultants, occupancy costs, pre-production engineering mask costs, engineering samples and prototypes, packaging, test development and product qualification costs. In certain situations, the Company enters into engineering services agreements with certain customers to develop ICs. The costs incurred in satisfying these contracts are recorded as research and development expenses. Research and development expenses also include amortization of certain intangible assets acquired through business combinations. All research and development costs are expensed as incurred.

Selling, General and Administrative Expenses

Selling, General, and Administrative Expenses

Selling, general, and administrative expenses include employee compensation and benefits for executive management, finance, sales, accounting, legal, human resources and other administrative personnel. In addition, it includes marketing and advertising, outside legal, tax and accounting services, insurance, and occupancy costs and related overhead costs allocated based on headcount. Selling, general, and administrative costs also include amortization of certain intangible assets acquired through business combinations. Selling, general, and administrative costs are expensed as incurred.

Restructuring Costs

Restructuring Costs

In May 2025, the Company initiated a restructuring plan designed to improve operational efficiencies, reduce operating costs, better align the Company's workforce with top strategic priorities and key growth opportunities, and exit over time some of the Company's lower margin products outside of the ADAS application (the "2025 Restructuring Plan"). The 2025 Restructuring Plan includes, but is

not limited to, consolidation of facilities, reduction of workforce in various geographic locations, impairment of certain intangible assets related to intellectual property licenses and early termination of certain contractual obligations.

 

In August 2024, the Company initiated a plan intended to improve its operating performance (the “2024 Restructuring Plan”). The 2024 Restructuring Plan consisted of actions including, but not limited to, workforce and facilities reductions.

 

Due to the size, nature and frequency of both the 2025 Restructuring Plan and the 2024 Restructuring Plan, they are fundamentally different from the Company’s ongoing productivity actions. As a result, all pre-tax charges related to aforementioned initiatives are separately reflected in Restructuring costs in the consolidated statement of operations.

Share-Based Compensation

Share-Based Compensation

The Company recognizes compensation expense for all share-based payment awards made to employees and directors. The fair value of share-based payment awards is amortized over the requisite service period, which is defined as the period during which an employee is required to provide service in exchange for an award. The Company generally uses a straight-line attribution method for all grants that include only a service condition. Awards with both performance and service conditions are expensed over the service period for each separately vesting tranche.

Share-based compensation expense recognized during the period includes actual expense on vested awards and expense associated with unvested awards. Forfeitures are recorded as incurred.

The determination of fair value of restricted and certain market- or performance-based stock awards and units is based on the value of the Company’s stock on the date of grant with performance-based awards and units adjusted for the actual outcome of the underlying vesting conditions. The determination of fair value of shares issued through the Company’s Employee Equity Participation Plan and options granted are based on the Black-Scholes model. The fair value of market-based awards is based on Monte Carlo Simulations analysis.

Income Taxes

Income Taxes

On June 10, 2021, we completed a series of transactions (the “Transaction”) with Thunder Bridge Acquisition II, Ltd (“TB2”) pursuant to the Master Transactions Agreement dated December 14, 2020, as amended on May 3, 2021 (the “MTA”). In connection with the Transaction, Thunder Bridge II Surviving Pubco, Inc, a Delaware corporation (“Surviving Pubco”), was formed to be the successor public company to TB2, TB2 was domesticated into a Delaware corporation and merged with and into a merger subsidiary of Surviving Pubco, and Surviving Pubco changed its name to indie Semiconductor, Inc. As a result of the Transaction, indie Semiconductor, Inc. became the holding company for ADK LLC. ADK LLC is treated as a partnership for U.S. federal and most applicable state and local income tax purposes. As a partnership, ADK LLC is not subject to U.S. federal and certain state and local income taxes. Any taxable income or loss generated by ADK LLC is passed through to and included in the taxable income or loss of its members, including indie, based on its economic interest held in the partnership. indie is taxed as a corporation and is subject to U.S. federal, state and local income taxes with respect to its allocable share of any taxable income or loss of ADK LLC, as well as any stand-alone income or loss generated by indie.

Income taxes are recognized based upon our underlying annual blended federal, state and foreign income tax rates for the year. As the sole managing member of ADK LLC, indie Semiconductor, Inc. consolidates the financial results of ADK LLC and its subsidiaries. Further, indie Semiconductor Inc. is taxed as a corporation and is subject to U.S. federal, state and local income taxes with respect to its allocable share of any taxable income or loss of ADK LLC, as well as any stand-alone income or loss generated by indie. Income tax benefits for the year ended December 31, 2025 are primarily related to the Company’s foreign operations and U.S. subsidiaries that are nonconsolidated for tax purposes. Income tax benefits for the year ended December 31, 2024 are primarily related to our foreign operations.

The Company accounts for income taxes under the asset and liability method pursuant to ASC 740 for its corporate subsidiaries. Under this method, the Company recognizes deferred tax assets and liabilities for the future tax consequences attributable to differences

between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. A valuation allowance is recorded for deferred tax assets if it is more likely than not that some portion or all of the deferred tax assets will not be realized based on all available positive and negative evidence. As of December 31, 2025, the Company continues to maintain a full valuation allowance against its deferred tax assets in the United States, but has released the valuation allowance for entities in China.

The Company recognizes liabilities for uncertain tax positions based on a two-step process regarding recognition and measurement. The Company recognizes a tax benefit only if it is more likely than not the tax position will be sustained on examination by the local taxing authorities based on the technical merits of the position. The Company then measures the tax benefits recognized in the financial statements from such positions based on the largest benefit greater than 50% likelihood of being realized upon ultimate settlement with the related tax authority. The changes in recognition or measurement are reflected in the period in which the change in judgment occurs based on new information not previously available. As of December 31, 2025, the Company has not identified any uncertain tax positions.

The Company records interest and penalties related to unrecognized tax benefits in its tax provision. As of December 31, 2025, no accrued interest or penalties are recorded on the consolidated balance sheet, and the Company has not recorded any related expenses.

Comprehensive Loss

Comprehensive Loss

Other comprehensive loss consists of two components, net loss and other comprehensive income (loss) (“OCI”). OCI refers to revenue, expenses and gains and losses that under U.S. GAAP are recorded as an element of stockholders’ equity and excluded from net income (loss). indie’s OCI consists of foreign currency translation adjustments from its subsidiaries not using the U.S. dollar as their functional currency. Foreign currency translation gain (loss) adjustments of $23,828, ($18,814) and $5,781 represent the difference between net loss and comprehensive loss for the years ended December 31, 2025, 2024 and 2023, respectively.

Net Loss Per Share Attributable to Common Stockholders

Net Loss Per Share Attributable to Common Stockholders

The Company’s basic net loss per share attributable to common stockholders is calculated by dividing the net loss attributable to common stockholders by the weighted-average number of shares of common stock outstanding for the period. The computation of net loss attributable to common stockholders is computed by deducting net earnings or loss attributable to non-controlling interests from the consolidated net earnings or loss. The diluted net loss per share attributable to common stockholders is computed by giving effect to all potential dilutive common stock equivalents outstanding for the period. The dilutive effect of these potential common shares is reflected in diluted earnings per share by application of (i) the treasury stock method for assumed exercise of stock options, vesting of outstanding equity awards; and (ii) if-converted method for assumed issuance of shares related to the convertible debt.

Stock Repurchase

Stock Repurchase

The Company accounts for stock repurchases in the consolidated balance sheet by reducing common stock for the par value of the shares, reducing paid-in capital for the amount in excess of par to zero during the period in which the shares are repurchased, and recording the residual amount, if any, to retained earnings.

Recent Accounting Pronouncements

Recent Accounting Pronouncements

Recently Issued Not Yet Adopted Accounting Pronouncements

In December 2025, the FASB issued ASU 2025-12, Codification Improvements. The amendments in this update address changes to the Codification that clarify, correct errors and make minor improvements, making the Codification easier to understand and apply. The new guidance will be applied prospectively and is effective for fiscal years beginning after December 15, 2026, and interim periods within those annual reporting periods, with the option to apply retrospectively. Early adoption is permitted. The adoption of this guidance is not expected to have a significant impact on the Company's consolidated financial statements.

In December 2025, the FASB issued ASU 2025-11, Interim Reporting (Topic 270): Narrow-Scope Improvements (ASU 2025-11), to amend the guidance in “Interim Reporting” (Topic 270). The update provides clarifications intended to improve the consistency and usability of interim disclosure requirements, including a comprehensive listing of required interim disclosures and a new disclosure principle for reporting material events occurring after the most recent annual period. The amendments do not change the underlying objectives of interim reporting but are designed to enhance clarity in application. The guidance is effective for fiscal years beginning after December 15, 2027, including interim periods within those fiscal years. The Company is currently evaluating the impact that the new guidance will have on the presentation of our consolidated financial statements and accompanying notes.


In July 2025, the FASB issued ASU No. 2025-05,
Financial Instruments — Credit Losses (Topic 326): Measurements of Credit Losses for Accounts Receivable and Contract Assets (ASU 2025-05). The amendments in this update provide a practical expedient related to the estimation of expected credit losses for current accounts receivable and current contract assets that arise from transactions accounted for under FASB Accounting Standards Codification 606. Under ASU 2025-05, an entity is required to disclose whether it has elected to use the practical expedient. An entity that makes the accounting policy election is required to disclose the date through which subsequent cash collection are evaluated. ASU 2025-05 is effective for the Company beginning in the fiscal year ending February 28, 2027. The Company is currently evaluating the impacts of the adoption of ASU 2025-05 on the consolidated financial statements.

 

In November 2024, the FASB issued ASU No. 2024-03, Income Statement — Reporting Comprehensive Income — Expenses Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses, which provides guidance to enhance disclosures related to the disaggregation of income statement expenses. The standard requires, in the notes to the financial statements, disclosure of specified information about certain costs and expenses which includes purchases of inventory, employee compensation, depreciation, and intangible asset amortization included in each relevant expense caption. The standard also requires amounts that are already required to be disclosed under U.S. GAAP in the same disclosure as the other disaggregation requirements, disclosure of a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively, and disclosure of the total amount of selling expenses and, in annual reporting periods, an entity's definition of selling expenses. The amendments in this standard are effective for annual periods beginning after December 15, 2026, and interim periods beginning after December 15, 2027. Companies have the option to apply the guidance either on a retrospective or prospective basis, and early adoption is permitted. The standard will become effective for indie for its fiscal year 2027 annual financial statements and interim financial statements thereafter and may be applied prospectively to periods after the adoption date or retrospectively for all prior periods presented in the financial statements, with early adoption permitted. The Company plans to adopt the standard when it becomes effective beginning in its fiscal year 2027 annual financial statements and is currently evaluating the impact this guidance will have on its consolidated financial statements.

Recently Adopted Accounting Pronouncements

In December 2023, the FASB issued ASU No. 2023-09, Income Taxes (Topic 740) — Improvements to Income Tax Disclosures, to require enhanced income tax disclosures to provide information to assess how an entity’s operations and related tax risks, tax planning, and operational opportunities affect its tax rate and prospects for future cash flows. The amendments in this update provide that a business entity disclose (1) a tabular income tax rate reconciliation, using both percentages and amounts, (2) separate disclosure of any individual reconciling items that are equal to or greater than 5% of the amount computed by multiplying the income (loss) from continuing operations before income taxes by the applicable statutory income tax rate, and disaggregation of certain items that are significant and (3) amount of income taxes paid (net of refunds received) disaggregated by federal, state and foreign jurisdictions, including separate disclosure of any individual jurisdictions greater than 5% of total income taxes paid. These amendments are effective for the Company for annual periods in 2025, applied prospectively, with early adoption and retrospective application permitted. The Company adopted the guidance as of December 31, 2025 on a prospective basis. The adoption of ASU 2023-09 did not have a material impact on the Company's consolidated financial statements (see Note 18 - Income Taxes for further information).

v3.25.4
Business Combinations (Tables)
12 Months Ended
Dec. 31, 2025
Business Combination, Asset Acquisition, and Joint Venture Formation [Abstract]  
Schedule of Business Acquisitions, by Acquisition The following presents the preliminary allocation of the purchase consideration to the assets acquired and liabilities assumed for emotion3D and the final allocation of the purchase consideration to the assets acquired and liabilities assumed for indie Switzerland and Kinetic as of December 31, 2025:

 

 

 

emotion3D GmbH

 

 

Kinetic

 

 

indie Switzerland

 

 

Purchase price — cash consideration paid

 

$

16,621

 

 

$

3,200

 

 

$

 

 

Purchase price — cash consideration accrued

 

 

2,970

 

 

 

1,300

 

 

 

 

Debt paid at closing

 

 

2,002

 

 

 

 

 

 

 

 

Less: cash acquired

 

 

(950

)

 

 

 

 

(3,439

)

 

Net cash consideration

 

$

20,643

 

 

$

4,500

 

 

$

(3,439

)

 

 

 

 

 

 

 

 

 

 

 

 

Purchase price — equity consideration issued (common stock)

 

$

 

 

$

 

 

$

42,791

 

 

Purchase price — equity consideration issuable (common stock)

 

 

 

 

 

 

2,500

 

 

Total equity consideration

 

$

 

 

$

 

 

$

45,291

 

 

 

 

 

 

 

 

 

 

 

 

 

Contingent consideration

 

 

7,287

 

 

 

4,599

 

 

 

9,755

 

 

Net consideration

 

$

27,930

 

 

$

9,099

 

 

$

51,607

 

 

 

 

 

 

 

 

 

 

 

 

 

Estimated fair value of net assets and liabilities assumed:

 

 

 

 

 

 

 

 

 

 

Current assets other than cash

 

$

2,220

 

 

$

5,306

 

 

$

4,531

 

 

Property and equipment

 

 

120

 

 

 

950

 

 

 

1,253

 

 

Developed technology

 

 

7,877

 

 

 

250

 

 

 

23,100

 

 

In-process research & development

 

 

511

 

 

 

1,250

 

 

 

7,600

 

 

Customer relationships

 

 

3,954

 

 

 

160

 

 

 

6,870

 

 

Backlog

 

 

400

 

 

 

170

 

 

 

1,220

 

 

Trade name

 

 

599

 

 

 

15

 

 

 

4,300

 

 

Other non-current assets

 

 

73

 

 

 

729

 

 

 

 

Current liabilities

 

 

(1,145

)

 

 

(753

)

 

 

(3,541

)

 

Deferred revenue

 

 

 

 

 

 

 

 

Deferred tax liabilities, non-current

 

 

(3,073

)

 

 

 

 

(8,660

)

 

Other non-current liabilities

 

 

 

 

 

(217

)

 

 

 

Total fair value of net assets acquired

 

$

11,536

 

 

$

7,860

 

 

$

36,673

 

 

Goodwill

 

$

16,394

 

 

$

1,239

 

 

$

14,934

 

 

As of September 30, 2024, the Company finalized the opening net assets acquired and goodwill as follows:

 

 

 

Preliminary
Valuation

 

 

Adjustment

 

 

Final Valuation

 

Purchase price — contingent considerations

 

$

13,225

 

 

$

(3,470

)

 

$

9,755

 

 

 

 

 

 

 

 

 

 

 

Inventory

 

 

1,934

 

 

 

123

 

 

 

2,057

 

Property and equipment

 

 

1,001

 

 

 

252

 

 

 

1,253

 

Developed technology

 

 

7,968

 

 

 

15,132

 

 

 

23,100

 

In-progress research & development

 

 

7,968

 

 

 

(368

)

 

 

7,600

 

Customer relationships

 

 

5,312

 

 

 

1,558

 

 

 

6,870

 

Backlog

 

 

664

 

 

 

556

 

 

 

1,220

 

Trade name

 

 

3,984

 

 

 

316

 

 

 

4,300

 

Deferred tax liabilities, non-current

 

 

(5,330

)

 

 

(3,330

)

 

 

(8,660

)

Operating lease right-of-use assets step-up

 

 

664

 

 

 

(664

)

 

 

Goodwill

 

 

31,979

 

 

 

(17,045

)

 

 

14,934

 

Schedule of Asset Acquisition

As of December 31, 2024, the Company finalized the opening net assets acquired and goodwill as follows:

 

 

 

Preliminary
Valuation

 

 

Adjustment

 

 

Final Valuation

 

Inventory

 

 

4,444

 

 

 

(734

)

 

 

3,710

 

Property and equipment

 

 

962

 

 

 

(12

)

 

 

950

 

Developed technology

 

 

455

 

 

 

(205

)

 

 

250

 

In-progress research & development

 

 

750

 

 

 

500

 

 

 

1,250

 

Customer relationships

 

 

250

 

 

 

(90

)

 

 

160

 

Backlog

 

 

19

 

 

 

151

 

 

 

170

 

Trade name

 

 

97

 

 

 

(82

)

 

 

15

 

Goodwill

 

 

767

 

 

 

472

 

 

 

1,239

 

v3.25.4
Restructuring Costs (Tables)
12 Months Ended
Dec. 31, 2025
Restructuring Charges [Abstract]  
Schedule of Provisions, Respective Payments and Remaining Accrued Balance The following table summarizes the provisions, respective payments and remaining accrued balance for charges incurred as of December 31, 2025:

 

 

Personnel Cost

 

 

Long-Lived Asset Impairment

 

 

Other Exit Costs

 

 

Total

 

Balance as of December 31, 2024

 

$

 

 

$

 

 

$

 

 

$

 

  Provision for net charges incurred

 

 

5,132

 

 

 

3,725

 

 

 

209

 

 

 

9,066

 

  Cash payments

 

 

(3,506

)

 

 

 

 

 

(209

)

 

 

(3,715

)

  Non-cash reductions

 

 

(489

)

 

 

(3,725

)

 

 

-

 

 

 

(4,214

)

  Other adjustments

 

 

 

 

 

 

 

 

 

 

 

 

Balance as of December 31, 2025

 

$

1,137

 

 

$

 

 

$

 

 

$

1,137

 

v3.25.4
Inventory (Tables)
12 Months Ended
Dec. 31, 2025
Inventory Disclosure [Abstract]  
Schedule of Components of Inventory

Inventory consists of the following:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Raw materials

 

$

9,161

 

 

$

13,915

 

Work-in-process

 

 

31,222

 

 

 

19,531

 

Finished goods

 

 

8,235

 

 

 

16,441

 

Inventory

 

$

48,618

 

 

$

49,887

 

v3.25.4
Property and Equipment, Net (Tables)
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Schedule of Property and Equipment, Net

Property and equipment, net consists of the following:

 

 

 

 

December 31,

 

 

 

Useful life

 

2025

 

 

2024

 

 

 

(in years)

 

 

 

 

 

 

Production tooling

 

4

 

$

26,194

 

 

$

21,256

 

Lab equipment

 

4

 

 

17,446

 

 

 

14,484

 

Office equipment

 

3 - 7

 

 

12,758

 

 

 

10,162

 

Leasehold improvements

 

*

 

 

2,308

 

 

 

1,921

 

Construction in progress

 

 

 

 

15,010

 

 

 

7,597

 

Property and equipment, gross

 

 

 

 

73,716

 

 

 

55,420

 

Less: Accumulated depreciation

 

 

 

 

30,367

 

 

 

21,139

 

Property and equipment, net

 

 

 

$

43,349

 

 

$

34,281

 

 

* Leasehold improvements are amortized over the shorter of the remaining lease term or estimated useful life of the leasehold improvement.

v3.25.4
Intangible Assets, Net (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Finite-Lived Intangible Assets, Net

Intangible assets, net consist of the following:

 

 

December 31, 2025

 

 

December 31, 2024

 

 

Weighted
Average
Remaining
Useful Life

 

 

Gross
Carrying
Amount

 

 

Accumulated
Amortization

 

 

Net
Carrying
Amount

 

 

Weighted
Average
Remaining
Useful Life

 

 

Gross
Carrying
Amount

 

 

Accumulated
Amortization

 

 

Net
Carrying
Amount

 

Developed technology

 

 

5.4

 

 

$

137,371

 

 

$

(52,477

)

 

$

84,894

 

 

 

5.8

 

 

$

121,893

 

 

$

(33,609

)

 

$

88,284

 

Software licenses

 

 

1.6

 

 

 

20,392

 

 

 

(12,289

)

 

$

8,103

 

 

 

2.8

 

 

 

23,706

 

 

 

(6,243

)

 

 

17,463

 

Customer relationships

 

 

6.8

 

 

 

47,113

 

 

 

(14,372

)

 

$

32,741

 

 

 

7.6

 

 

 

43,159

 

 

 

(9,118

)

 

 

34,041

 

Intellectual property licenses

 

 

0.3

 

 

 

1,962

 

 

 

(1,736

)

 

$

226

 

 

 

0.8

 

 

 

1,947

 

 

 

(1,736

)

 

 

211

 

Trade names

 

 

4.1

 

 

 

26,899

 

 

 

(11,627

)

 

$

15,272

 

 

 

4.9

 

 

 

26,301

 

 

 

(7,496

)

 

 

18,805

 

Backlog

 

 

1.3

 

 

 

2,696

 

 

 

(2,482

)

 

$

214

 

 

 

0.6

 

 

 

2,296

 

 

 

(1,683

)

 

 

613

 

Effect of exchange rate on gross carrying amount

 

 

 

 

 

3,898

 

 

 

 

 

$

3,898

 

 

 

 

 

 

(6,662

)

 

 

 

 

 

(6,662

)

Intangible assets with finite lives

 

 

 

 

 

240,331

 

 

 

(94,983

)

 

 

145,348

 

 

 

 

 

 

212,640

 

 

 

(59,885

)

 

 

152,755

 

IPR&D

 

 

 

 

 

50,301

 

 

 

 

 

$

50,301

 

 

 

 

 

 

57,390

 

 

 

 

 

 

57,390

 

Effect of exchange rate on gross carrying amount

 

 

 

 

 

259

 

 

 

 

 

$

259

 

 

 

 

 

 

(1,201

)

 

 

 

 

 

(1,201

)

Total intangible assets with indefinite lives

 

 

 

 

 

50,560

 

 

 

 

 

 

50,560

 

 

 

 

 

 

56,189

 

 

 

 

 

 

56,189

 

Total intangible assets

 

 

 

 

$

290,891

 

 

$

(94,983

)

 

$

195,908

 

 

 

 

 

$

268,829

 

 

$

(59,885

)

 

$

208,944

 

Schedule of Future Amortization Expense

Based on the amount of definite-lived intangible assets subject to amortization as of December 31, 2025, amortization expense for each of the next five fiscal years is expected to be as follows:

 

2026

 

$

32,432

 

2027

 

 

26,486

 

2028

 

 

23,065

 

2029

 

 

21,371

 

2030

 

 

6,555

 

Thereafter

 

 

35,439

 

Total

 

$

145,348

 

v3.25.4
Goodwill (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Goodwill

The following table sets forth the carrying amount and activity of goodwill as of December 31, 2025:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Balance as of the beginning of the period

 

$

266,368

 

 

$

295,096

 

Acquisitions (Note 3)

 

 

16,394

 

 

 

1,239

 

Measurement period adjustment for business combinations from prior year

 

 

 

 

 

(17,045

)

Effect of exchange rate on goodwill

 

 

9,882

 

 

 

(12,922

)

Balance as of the end of the period

 

$

292,644

 

 

$

266,368

 

v3.25.4
Debt (Tables)
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Schedule of Components of Debt

The following table sets forth the components of debt as of December 31, 2025 and 2024:

 

 

December 31,

 

 

 

2025

 

 

2024

 

 

Principal
Outstanding

 

 

Unamortized
Discount
and
Issuance Cost

 

 

Carrying
Amount

 

 

Principal
Outstanding

 

 

Unamortized
Discount
and
Issuance Cost

 

 

Carrying
Amount

 

2027 Notes

 

$

130,000

 

 

$

(1,752

)

 

$

128,248

 

 

$

160,000

 

 

$

(3,262

)

 

$

156,738

 

2029 Notes

 

218,500

 

 

 

(7,223

)

 

 

211,277

 

 

 

218,500

 

 

 

(8,857

)

 

 

209,643

 

CIBC loan, due 2026

 

 

1,129

 

 

 

(3

)

 

 

1,126

 

 

 

2,368

 

 

 

(2

)

 

 

2,366

 

Total term loans

 

 

349,629

 

 

 

(8,978

)

 

 

340,651

 

 

 

380,868

 

 

 

(12,121

)

 

 

368,747

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Revolving line of credit

 

 

12,762

 

 

 

(12

)

 

 

12,750

 

 

 

12,583

 

 

 

(13

)

 

 

12,570

 

Total debt

 

$

362,391

 

 

$

(8,990

)

 

$

353,401

 

 

$

393,451

 

 

$

(12,134

)

 

$

381,317

 

 

The outstanding debt as of December 31, 2025 and 2024 is classified in the consolidated balance sheets as follows:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Current liabilities – Current debt obligations

 

$

13,567

 

 

$

12,220

 

Noncurrent liabilities – Long-term debt net of current maturities

 

 

339,834

 

 

 

369,097

 

Total debt

 

$

353,401

 

 

$

381,317

 

Schedule of Components of Interest Expense

The table below sets forth the components of interest expense for the years ended December 31, 2025, 2024 and 2023:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Interest expense on the 2027 Notes

 

 

 

 

 

 

 

 

 

Stated interest at 4.50% per annum

 

$

6,591

 

 

$

7,220

 

 

$

7,200

 

Amortization of discount and issuance cost

 

 

1,050

 

 

 

1,026

 

 

 

970

 

Total interest expense related to the 2027 Notes

 

 

7,641

 

 

 

8,246

 

 

 

8,170

 

Interest expense on the 2029 Notes

 

 

 

 

 

 

 

 

 

Stated interest at 3.50% per annum

 

 

7,648

 

 

 

524

 

 

 

 

Amortization of discount and issuance cost

 

 

1,634

 

 

 

109

 

 

 

 

Total interest expense related to the 2029 Notes

 

 

9,282

 

 

 

633

 

 

 

 

Interest expense on other debt obligations:

 

 

 

 

 

 

 

 

 

Contractual interest

 

 

669

 

 

 

342

 

 

 

455

 

Amortization of discount and issuance cost

 

 

50

 

 

 

37

 

 

 

25

 

Total interest expense related to other debt obligations

 

 

719

 

 

 

379

 

 

 

480

 

 

 

 

 

 

 

 

 

 

 

Total interest expense

 

$

17,642

 

 

$

9,258

 

 

$

8,650

 

Schedule of Maturities of Long-term Debt

The future maturities of the debt obligations are as follows:

 

2026

 

$

13,891

 

2027

 

 

130,000

 

2028

 

 

 

2029

 

 

218,500

 

2030

 

 

 

Total

 

$

362,391

 

v3.25.4
Fair Value Measurements (Tables)
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Schedule of Fair Value Hierarchy for Financial Assets and Liabilities

The following table presents the Company’s fair value hierarchy for financial assets and liabilities:

 

 

Fair Value Measurements as of December 31, 2025

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

emotion3D GmbH Contingent Consideration - First Tranche

 

$

 

 

$

 

 

$

611

 

 

$

611

 

emotion3D GmbH Contingent Consideration - Second Tranche

 

$

 

 

$

 

 

$

4,179

 

 

$

4,179

 

emotion3D GmbH Contingent Consideration -Third Tranche

 

$

 

 

$

 

 

$

696

 

 

$

696

 

emotion3D Subsidies Holdback

 

$

720

 

 

$

 

 

$

 

 

$

720

 

emotion3D Indemnity Holdback

 

$

2,000

 

 

$

 

 

$

 

 

$

2,000

 

 

 

 

Fair Value Measurements as of December 31, 2024

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Liabilities:

 

 

 

 

 

 

 

 

 

 

 

 

Kinetic Contingent Consideration — First Tranche

 

$

 

 

$

 

 

$

2,455

 

 

$

2,455

 

Kinetic Contingent Consideration — Second Tranche

 

$

 

 

$

 

 

$

1,908

 

 

$

1,908

 

indie Switzerland Contingent Consideration — Second Tranche

 

$

 

 

$

 

 

$

634

 

 

$

634

 

GEO Indemnity Holdback

 

$

6,344

 

 

$

 

 

$

 

 

$

6,344

 

City Semi Contingent Consideration — Second Tranche

 

$

 

 

$

 

 

$

500

 

 

$

500

 

Schedule of Unobservable Input Reconciliation

The following table presents the significant unobservable inputs assumed for each of the fair value measurements:

 

 

December 31,
2025

 

 

December 31,
2024

 

 

Input

 

 

Input

 

Liabilities:

 

 

 

 

 

 

emotion3D GmbH Contingent Consideration - Second Tranche

 

 

 

 

 

 

Market yield rate

 

 

10.53

%

 

N/A

 

Scenario probability

 

 

80.00

%

 

N/A

 

emotion3D GmbH Contingent Consideration - Third Tranche

 

 

 

 

 

 

Market yield rate

 

 

10.53

%

 

N/A

 

Scenario probability

 

 

64.00

%

 

N/A

 

Kinetic Contingent Consideration - First Tranche

 

 

 

 

 

 

Market yield rate

 

N/A

 

 

 

7.34

%

Scenario probability

 

N/A

 

 

 

100.00

%

Kinetic Contingent Consideration - Second Tranche

 

 

 

 

 

 

Market yield rate

 

N/A

 

 

 

7.68

%

Scenario probability

 

N/A

 

 

 

70.00

%

indie Switzerland Contingent Consideration — Second Tranche

 

 

 

 

 

 

Discount rate

 

N/A

 

 

 

10.20

%

Volatility

 

N/A

 

 

 

60.00

%

City Semi Contingent Consideration — Second Tranche

 

 

 

 

 

 

Discount rate

 

N/A

 

 

 

12.65

%

 

v3.25.4
Revenue (Tables)
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue

The following tables present revenue disaggregated by geography of the shipping location for the years ended December 31, 2025, 2024 and 2023:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

United States

 

$

33,386

 

 

$

38,197

 

 

$

53,558

 

Greater China

 

 

102,872

 

 

 

98,307

 

 

 

101,323

 

Europe

 

 

42,855

 

 

 

37,337

 

 

 

36,042

 

South Korea

 

 

15,049

 

 

 

15,211

 

 

 

18,768

 

Rest of North America

 

 

3,229

 

 

 

4,438

 

 

 

8,475

 

Rest of Asia Pacific

 

 

18,498

 

 

 

21,245

 

 

 

2,949

 

South America

 

 

1,505

 

 

 

1,947

 

 

 

2,054

 

Total

 

$

217,394

 

 

$

216,682

 

 

$

223,169

 

Schedule of Contract Balances

The following table presents the assets and liabilities associated with the engineering services contracts recorded on the consolidated balance sheet as of December 31, 2025 and 2024:

 

 

 

 

December 31,

 

 

 

Balance Sheet Classification

 

2025

 

 

2024

 

Unbilled revenue

 

Prepaid expenses and other current assets

 

$

4,814

 

 

$

9,154

 

Contract liabilities

 

Accrued expenses and other current liabilities

 

$

4,601

 

 

$

2,735

 

Schedules of Customers Accounting for More Than 10% of Total Revenue

As identified below, one of our customers accounted for more than 10% of the Company’s total revenue for the year ended December 31, 2023. No individual customer accounted for more than 10% of the Company’s total revenue for the years ended December 31, 2025 and 2024:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Customer A

 

 

6.0

%

 

 

9.3

%

 

 

14.8

%

v3.25.4
Share-Based Compensation (Tables)
12 Months Ended
Dec. 31, 2025
Share-Based Payment Arrangement [Abstract]  
Schedule of Components of Share-Based Compensation Expense

The following table sets forth the share-based compensation for the periods presented:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Cost of goods sold

 

$

1,432

 

 

$

985

 

 

$

363

 

Research and development

 

 

39,600

 

 

 

43,449

 

 

 

25,750

 

Selling, general, and administrative

 

 

23,621

 

 

 

22,375

 

 

 

17,597

 

Restructuring costs

 

 

455

 

 

 

431

 

 

 

 

Total

 

$

65,108

 

 

$

67,240

 

 

$

43,710

 

 

Schedule of Profit Interest Activity

The following table sets forth the changes in the Company’s outstanding 2021 Omnibus Equity Incentive Plan non-option awards for the years ended December 31, 2025 and 2024:

 

 

 

Number of Shares

 

 

Weighted
average grant
date fair value

 

 

Shares Retained to Cover Statutory Minimum Withholding Taxes

Nonvested shares as of December 31, 2023

 

 

13,652,946

 

 

$

6.80

 

 

 

Granted

 

 

10,449,306

 

 

$

6.08

 

 

 

Vested

 

 

(7,565,367

)

 

$

6.76

 

 

Forfeited

 

 

(1,710,039

)

 

$

7.23

 

 

 

Nonvested shares as of December 31, 2024

 

 

14,826,846

 

 

$

7.09

 

 

 

Granted

 

 

15,265,807

 

 

$

3.63

 

 

 

Vested

 

 

(11,213,339

)

 

$

5.28

 

 

Forfeited

 

 

(3,133,046

)

 

$

7.09

 

 

 

Nonvested shares as of December 31, 2025

 

 

15,746,268

 

 

$

5.01

 

 

 

The following table sets forth the changes in the Company’s outstanding 2023 Inducement Plan non-option awards for the year ended December 31, 2025 and 2024:

 

 

 

Number of Shares

 

 

Weighted average grant date fair value

 

 

Shares Retained to Cover Statutory Minimum Withholding Taxes

Nonvested shares as of December 31, 2023

 

 

1,614,463

 

 

$

8.97

 

 

 

Granted

 

 

1,071,639

 

 

$

6.16

 

 

 

Vested

 

 

(548,986

)

 

$

8.75

 

 

Forfeited

 

 

(269,800

)

 

$

9.23

 

 

 

Nonvested shares as of December 31, 2024

 

 

1,867,316

 

 

$

7.48

 

 

 

Granted

 

 

1,351,300

 

 

$

4.01

 

 

 

Vested

 

 

(728,579

)

 

$

7.53

 

 

Forfeited

 

 

(306,723

)

 

$

6.35

 

 

 

Nonvested shares as of December 31, 2025

 

 

2,183,314

 

 

$

5.48

 

 

 

Schedule of Changes in Outstanding Options

The following table sets forth the changes in the Company’s outstanding options in the 2021 Plan for the years ended December 31, 2025 and 2024:

 

 

Options

 

 

Weighted-
average
exercise
price

 

 

Weighted-
average
remaining
contractual
term (years)

 

 

Aggregate
intrinsic
value

 

Outstanding at December 31, 2023

 

 

318,208

 

 

$

10.58

 

 

 

8.08

 

 

$

 

Granted

 

 

 

$

 

 

 

 

 

 

 

Exercised

 

 

 

$

 

 

 

 

 

 

 

Forfeited or expired

 

 

(17,743

)

 

$

6.60

 

 

 

 

 

 

 

Outstanding at December 31, 2024

 

 

300,465

 

 

$

10.82

 

 

 

7.06

 

 

$

 

Granted

 

 

 

$

 

 

 

 

 

 

 

Exercised

 

 

 

$

 

 

 

 

 

 

 

Forfeited or expired

 

 

(54,640

)

 

$

8.75

 

 

 

 

 

 

 

Outstanding at December 31, 2025

 

 

245,825

 

 

$

11.28

 

 

 

6.03

 

 

$

 

Exercisable at December 31, 2025

 

 

184,364

 

 

$

11.28

 

 

 

6.03

 

 

$

 

Vested or expected to vest

 

 

184,364

 

 

$

11.28

 

 

 

6.03

 

 

$

 

The following table sets forth the changes in the Company’s outstanding options for the years ended December 31, 2025 and 2024:

 

 

Options

 

 

Weighted-
average
exercise
price

 

 

Weighted-
average
remaining
contractual
term (years)

 

 

Aggregate
intrinsic
value

 

Outstanding at December 31, 2023

 

 

924,680

 

 

$

0.17

 

 

 

3.82

 

 

$

7,343

 

Exercised

 

 

(297,017

)

 

$

0.18

 

 

 

 

 

 

 

Forfeited or expired

 

 

 

 

$

 

 

 

 

 

 

 

Outstanding at December 31, 2024

 

 

627,663

 

 

$

0.16

 

 

 

2.81

 

 

$

2,470

 

Exercised

 

 

(117,885

)

 

$

0.05

 

 

 

 

 

 

 

Forfeited or expired

 

 

(6,388

)

 

$

3.59

 

 

 

 

 

 

 

Outstanding at December 31, 2025

 

 

503,390

 

 

$

0.16

 

 

 

1.80

 

 

$

1,718

 

Exercisable at December 31, 2025

 

 

503,390

 

 

$

0.16

 

 

 

1.80

 

 

$

1,718

 

Vested or expected to vest

 

 

503,390

 

 

$

0.16

 

 

 

1.80

 

 

$

1,718

 

 

v3.25.4
Net Loss per Common Share (Tables)
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Schedule of Basic and Diluted Net Loss Per Common Unit

Basic and diluted net loss per common share was calculated as follows:

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Numerator:

 

 

 

 

 

 

 

 

 

Net loss

 

$

(150,712

)

 

$

(144,187

)

 

$

(128,832

)

Less: Net loss attributable to noncontrolling interest

 

 

(7,646

)

 

 

(11,584

)

 

 

(11,207

)

Net loss attributable to common stockholders — basic

 

$

(143,066

)

 

$

(132,603

)

 

$

(117,625

)

 

 

 

 

 

 

 

 

 

Net loss attributable to common shares — dilutive

 

$

(143,066

)

 

$

(132,603

)

 

$

(117,625

)

 

 

 

 

 

 

 

 

 

Denominator:

 

 

 

 

 

 

 

 

 

Weighted average shares outstanding — basic

 

 

197,246,432

 

 

 

175,029,650

 

 

 

145,188,867

 

 

 

 

 

 

 

 

 

 

Weighted average common shares outstanding—diluted

 

 

197,246,432

 

 

 

175,029,650

 

 

 

145,188,867

 

 

 

 

 

 

 

 

 

 

Net loss per share attributable to common shares— basic

 

$

(0.73

)

 

$

(0.76

)

 

$

(0.81

)

Net loss per share attributable to common shares— diluted

 

$

(0.73

)

 

$

(0.76

)

 

$

(0.81

)

Schedule of Antidilutive Units Excluded from Computation of Net Loss Per Unit The Company excluded the following potential shares, presented based on amounts outstanding at each period end, from the computation of diluted net loss per share attributable to stockholders for the periods indicated as their inclusion would have had an anti-dilutive effect:

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Unvested Class B units

 

 

 

 

 

 

 

 

61,683

 

Unvested Phantom units

 

 

 

 

 

 

 

 

290,138

 

Unvested Restricted stock units

 

 

17,929,582

 

 

 

16,694,162

 

 

 

14,915,588

 

Convertible Class V common shares

 

 

16,521,251

 

 

 

17,671,251

 

 

 

18,694,332

 

Unexercised options

 

 

61,461

 

 

 

150,240

 

 

 

223,753

 

Earn-out Shares

 

 

5,000,000

 

 

 

5,000,000

 

 

 

5,000,000

 

Escrow Shares

 

 

1,725,000

 

 

 

1,725,000

 

 

 

1,725,000

 

2027 Convertible notes into Class A common shares

 

 

15,026,297

 

 

 

18,497,110

 

 

 

18,497,110

 

2029 Convertible notes into Class A common shares

 

 

42,524,208

 

 

 

42,524,208

 

 

 

 

 

 

98,787,799

 

 

 

102,261,971

 

 

 

59,407,604

 

v3.25.4
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Schedule of Income before Income Tax, Domestic and Foreign

The components of loss before income taxes for the years ended December 31, 2025, 2024 and 2023 are as follows:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

United States

 

$

(151,679

)

 

$

(144,808

)

 

$

(140,371

)

Foreign

 

 

(2,046

)

 

 

(1,301

)

 

 

7,005

 

Total

 

$

(153,725

)

 

$

(146,109

)

 

$

(133,366

)

Schedule of Components of Income Tax Expense (Benefit)

The components of the benefits for income taxes for the years ended December 31, 2025, 2024 and 2023 are as follows:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Current expense:

 

 

 

 

 

 

 

 

 

Federal

 

$

95

 

 

$

41

 

 

$

96

 

State

 

 

 

 

 

69

 

 

 

23

 

Foreign

 

 

1,215

 

 

 

1,886

 

 

 

766

 

Total current expense:

 

$

1,310

 

 

$

1,996

 

 

$

885

 

Deferred expense:

 

 

 

 

 

 

 

 

 

Federal

 

$

(128

)

 

$

(4

)

 

$

(2,000

)

State

 

 

11

 

 

 

(5

)

 

 

(5

)

Foreign

 

 

(4,206

)

 

 

(3,909

)

 

 

(3,414

)

Total deferred expense:

 

$

(4,323

)

 

$

(3,918

)

 

$

(5,419

)

Total income tax benefit

 

$

(3,013

)

 

$

(1,922

)

 

$

(4,534

)

Schedule of Effective Income Tax Rate Reconciliation

A reconciliation of the federal statutory income tax rate to the effective tax rate for the year ended December 31, 2025 after the adoption of ASU 2023-09 is as follows:

 

 

 

For the Year Ended December 31,

 

 

 

2025

 

 

 

(in thousands)

 

 

Percent

 

Income tax provision at U.S. statutory federal rate

 

$

(32,282

)

 

 

21.00

%

Foreign tax effects

 

 

 

 

 

 

    Canada

 

 

 

 

 

 

        Provincial income tax provision

 

 

(2,200

)

 

 

1.42

%

        Change in valuation allowance

 

 

2,069

 

 

 

(1.34

)%

         Other

 

 

(382

)

 

 

0.25

%

    China

 

 

(1,931

)

 

 

1.25

%

    Other

 

 

(117

)

 

 

0.08

%

Change in valuation allowance

 

 

29,062

 

 

 

(18.75

)%

Other

 

 

 

 

 

 

    Noncontrolling interest

 

 

2,851

 

 

 

(1.84

)%

    Other

 

 

(83

)

 

 

0.01

%

Provision for income taxes

 

$

(3,013

)

 

 

1.91

%

 

A reconciliation of the federal statutory income tax rate to the effective tax rate for years prior to the adoption of ASU 2023-09 is as follows:

 

 

 

 

 

 

2024

 

 

2023

 

Income tax provision at U.S. statutory federal rate

 

$

(30,683

)

 

$

(27,721

)

State income tax provision, net of federal income tax effect

 

 

389

 

 

 

(1,216

)

Foreign rate differential

 

 

(1,571

)

 

 

(2,445

)

Noncontrolling interest

 

 

2,965

 

 

 

4,858

 

Change in valuation allowance

 

 

24,358

 

 

 

19,511

 

Section 162(m) addback on executive compensation

 

 

 

 

 

565

 

GILTI inclusion, net

 

 

4,102

 

 

 

2,881

 

Other

 

 

(1,482

)

 

 

(967

)

Provision for income taxes

 

$

(1,922

)

 

$

(4,534

)

Schedule of Deferred Tax Assets and Liabilities

The components of deferred tax assets (liabilities) as of December 31, 2025 and 2024 are as follows:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

Investment in Ay Dee Kay, LLC

 

$

50,477

 

 

$

58,005

 

Net operating loss (“NOL”) carryforwards

 

 

93,492

 

 

 

68,102

 

Tax credits

 

 

11,434

 

 

 

6,789

 

Other deferred tax assets

 

 

13,174

 

 

 

9,696

 

Total deferred tax assets before valuation allowance

 

 

168,577

 

 

 

142,592

 

Valuation allowance

 

 

(162,194

)

 

 

(137,444

)

Deferred tax assets – net of valuation allowance

 

$

6,383

 

 

$

5,148

 

 

 

 

 

 

 

 

Intangibles

 

$

(17,178

)

 

$

(15,659

)

Other deferred tax liabilities

 

 

(1,064

)

 

 

(1,149

)

Total deferred tax liabilities

 

 

(18,242

)

 

 

(16,808

)

Net deferred tax liabilities

 

$

(11,859

)

 

$

(11,660

)

Schedule of Valuation Allowance

Changes in the valuation allowance for deferred tax assets during the years ended December 31, 2025 and 2024, are as follows:

 

 

 

2025

 

 

2024

 

Valuation Allowance as on January 1st

 

$

137,444

 

 

$

109,701

 

Increases recorded to tax provision

 

 

26,138

 

 

 

27,743

 

Decreases recorded as a benefit to income tax provision

 

 

(1,388

)

 

 

Valuation Allowance as on December 31st

 

$

162,194

 

 

$

137,444

 

Schedule of Unrecognized Tax Benefits Roll Forward

A reconciliation of the beginning and ending amount of unrecognized tax benefits for the years ended December 31, 2025, 2024 and 2023 are as follows:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Balance at January 1st

 

$

696

 

 

$

696

 

 

$

 

Additions for purchase accounting

 

 

 

 

 

 

 

 

696

 

Balance at December 31st

 

$

696

 

 

$

696

 

 

$

696

 

v3.25.4
Leases (Tables)
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Schedule of Balance Sheet Classification

The table below represents lease-related assets and liabilities recorded on the consolidated balance sheet as of December 31, 2025 and 2024 are as follows:

 

 

 

Balance Sheet Classification

 

December 31, 2025

 

 

December 31, 2024

 

Assets

 

 

 

 

 

 

 

 

Operating lease right-of-use assets

 

Operating lease right-of-use assets

 

$

14,363

 

 

$

16,107

 

 

 

 

 

 

 

 

 

Liabilities

 

 

 

 

 

 

 

 

Operating lease liabilities (current)

 

Accrued expenses and other current liabilities

 

$

3,227

 

 

$

2,984

 

Operating lease liabilities (noncurrent)

 

Operating lease liability, non-current

 

 

13,046

 

 

 

14,278

 

Total lease liabilities

 

 

 

$

16,273

 

 

$

17,262

 

Schedule of Lease Cost Components

The following lease costs were included in the consolidated statements of operations for the years ended December 31, 2025, 2024 and 2023:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Operating lease cost

 

$

4,280

 

 

$

4,237

 

 

$

3,406

 

Short-term lease cost

 

 

 

 

 

 

 

 

17

 

Variable lease cost

 

 

586

 

 

 

473

 

 

 

179

 

Total lease cost

 

$

4,866

 

 

$

4,710

 

 

$

3,602

 

Schedule of Supplemental Information related to Operating Leases

The table below presents supplemental information related to operating leases as of December 31, 2025 and 2024:

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

Cash paid for amounts included in the measurement of operating lease liabilities

 

$

4,174

 

 

$

3,888

 

Right-of-use assets obtained in exchange for new operating lease liabilities

 

$

1,123

 

 

$

5,172

 

Weighted average remaining lease term — operating leases

 

5.03 years

 

 

5.37 years

 

Weighted average discount rate — operating leases

 

 

6.56

%

 

 

6.47

%

Schedule of Future Lease Obligations

The table below reconciles the undiscounted cash flows for each of the first five years and total of the remaining years to the operating lease liabilities recorded on the consolidated balance sheet as December 31, 2025:

 

2026

 

$

4,193

 

2027

 

 

4,120

 

2028

 

 

3,834

 

2029

 

 

2,866

 

2030

 

 

1,759

 

Thereafter

 

 

2,388

 

Total minimum lease payments

 

 

19,160

 

Less imputed interest

 

 

(2,887

)

Present value of future minimum lease payments

 

 

16,273

 

Less current obligations under leases

 

 

(3,227

)

Long-term lease obligations

 

$

13,046

 

v3.25.4
Supplemental Financial Information (Tables)
12 Months Ended
Dec. 31, 2025
Payables and Accruals [Abstract]  
Schedule of Accrued Liabilities

Accrued expenses and other current liabilities consist of the following:

 

 

December 31,

 

 

 

2025

 

 

2024

 

Holdbacks and deferred payments for business combination

 

 

1,720

 

 

 

7,050

 

Accrued taxes

 

 

4,858

 

 

 

3,113

 

Operating lease liabilities, current

 

 

3,227

 

 

 

2,984

 

Deferred revenue

 

 

4,601

 

 

 

2,735

 

Accrued interest

 

 

1,396

 

 

 

1,679

 

Accrued royalties

 

 

169

 

 

 

658

 

Other (1)

 

 

8,801

 

 

 

11,078

 

Accrued expenses and other current liabilities

 

$

24,772

 

 

$

29,297

 

 

(1)
Amount represents accruals for various operating expenses such as professional fees, open purchase orders and other estimates that are expected to be paid within the next 12 months.
v3.25.4
Geographical Information (Tables)
12 Months Ended
Dec. 31, 2025
Segments, Geographical Areas [Abstract]  
Schedule of Long-lived Assets by Geographic Areas

Long-lived assets include property and equipment, net, which were based on the physical location of the assets as of the end of period presented:

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

United States

 

$

19,135

 

 

$

13,640

 

Canada

 

 

2,945

 

 

 

3,657

 

Germany

 

 

8,666

 

 

 

6,585

 

China

 

 

8,342

 

 

 

6,882

 

Israel

 

 

684

 

 

 

1,095

 

Switzerland

 

 

3,123

 

 

 

1,826

 

Rest of world

 

 

454

 

 

 

596

 

Total

 

$

43,349

 

 

$

34,281

 

v3.25.4
Nature of the Business and Basis of Presentation - Additional Information - At-The-Market Agreement and Warrant Exchange (Details) - USD ($)
12 Months Ended 40 Months Ended
Nov. 09, 2023
Oct. 20, 2023
Aug. 26, 2022
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2025
Sep. 22, 2023
Jun. 10, 2021
Warrant                  
Business Acquisition [Line Items]                  
Warrants issued (in shares)   24,658,461              
Percentage of outstanding warrants   90.00%              
Tendered Warrants                  
Business Acquisition [Line Items]                  
Exercise price (in dollars per share)   $ 0.285              
Percentage of outstanding warrants   89.80%              
Untendered Warrants                  
Business Acquisition [Line Items]                  
Warrants issued (in shares) 2,741,426                
Public Warrants                  
Business Acquisition [Line Items]                  
Warrants issued (in shares)               1 17,250,000
Exercise price (in dollars per share)               $ 11.5  
Private Warrants                  
Business Acquisition [Line Items]                  
Warrants issued (in shares)               1  
Exercise price (in dollars per share)               $ 11.5  
Class A                  
Business Acquisition [Line Items]                  
Common stock, par value (in dollars per share)     $ 0.0001 $ 0.0001 $ 0.0001   $ 0.0001    
Issuance in connection with At-The-Market equity offering (in shares) 703,175                
Converted ratio   0.2565              
Difference between conversion ratio and exchange ratio   10.00%              
Class A | Common Stock                  
Business Acquisition [Line Items]                  
Issuance in connection with At-The-Market equity offering (in shares)   7,027,517     3,787,725 5,219,500      
Class A | At-The-Market Offering                  
Business Acquisition [Line Items]                  
Sale of stock, aggregate sales price     $ 150,000,000            
Total proceeds         $ 19,847,000 $ 53,136,000 $ 90,187,000    
Number of shares issued in transaction (in shares)         3,787,725 5,219,500 11,138,984    
Price per share of stock sold (in dollars per share)         $ 5.24 $ 10.18 $ 8.1    
Sale of stock, shares reserved for future issuance             $ 59,813,000    
Issuance costs       $ 0 $ 428,000 $ 1,138,000 $ 1,942,000    
v3.25.4
Nature of the Business and Basis of Presentation - Additional Information - Recent Acquisitions (Details) - USD ($)
$ in Thousands
1 Months Ended
Sep. 26, 2025
Jan. 25, 2024
Jan. 31, 2024
Dec. 31, 2025
Kinetic        
Business Acquisition [Line Items]        
Cash acquired   $ 3,200 $ 4,500  
Asset acquisition, contingent consideration, liability   4,599   $ 0
Kinetic | Subject to Achievement of Certain Production Based Milestones        
Business Acquisition [Line Items]        
Asset acquisition, contingent consideration, liability   $ 2,348    
Contingent consideration period   24 months    
Kinetic | Subject to Achievement of Certain Revenue Based Milestones        
Business Acquisition [Line Items]        
Asset acquisition, contingent consideration, liability   $ 2,251    
Contingent consideration period   12 months    
Kinetic | Subject to Working Capital of Certain Revenue Based Milestones        
Business Acquisition [Line Items]        
Contingent consideration period   18 months    
Kinetic | Adjustment Holdback        
Business Acquisition [Line Items]        
Asset acquisition, contingent consideration, liability   $ 500    
Kinetic | Indemnity Holdback        
Business Acquisition [Line Items]        
Asset acquisition, contingent consideration, liability   $ 800    
EMotion3D        
Business Acquisition [Line Items]        
Cash acquired $ 17,673      
Asset acquisition, contingent consideration, liability $ 7,287      
Contingent consideration period 24 months      
EMotion3D | Adjustment Holdback        
Business Acquisition [Line Items]        
Asset acquisition, contingent consideration, liability $ 2,970      
EMotion3D | Indemnity Holdback        
Business Acquisition [Line Items]        
Asset acquisition, contingent consideration, liability       $ 2,000
v3.25.4
Nature of the Business and Basis of Presentation - Additional Information - Basis of Presentation (Details) - shares
Dec. 31, 2025
Dec. 31, 2024
Jun. 21, 2023
Jun. 20, 2023
Nov. 29, 2022
Nov. 28, 2022
Ay Dee Kay, LLC            
Business Acquisition [Line Items]            
Ownership percentage by parent 92.00% 91.00%        
Ownership interest by noncontrolling owners 26.00%          
Ay Dee Kay, LLC | Wuxi indie Microelectronics Ltd.            
Business Acquisition [Line Items]            
Ownership percentage by parent 59.00%       59.00%  
Ownership interest by noncontrolling owners 34.38% 34.38%     38.00% 45.00%
Class A            
Business Acquisition [Line Items]            
Common stock, shares authorized (in shares) 600,000,000 600,000,000 600,000,000 400,000,000    
v3.25.4
Summary of Significant Accounting Policies - Additional Information (Details)
12 Months Ended
Dec. 31, 2025
USD ($)
Segment
Units
Dec. 31, 2024
USD ($)
Units
Dec. 31, 2023
USD ($)
Units
Property, Plant and Equipment [Line Items]      
Writeoff $ 1,831,000 $ 0 $ 0
Number of reporting units | Units 2 2 2
Impairment of goodwill $ 0 $ 0 $ 0
Impairment charges 376,000    
Impairment of long-lived assets $ 3,260,000 998,000 0
Number of operating segments (in segments) | Segment 1    
Number of reportable segments | Segment 1    
Capitalizable contract costs $ 0 0  
Cost capitalized 0 0  
Uncertain tax positions 0    
Accrued interest or penalties 0    
Unrecognized tax benefits, related expenses 0    
Foreign currency translation adjustments $ 23,828,000 $ (18,814,000) $ 5,781,000
Change in Accounting Principle, Accounting Standards Update, Adopted [true false] true    
Change in Accounting Principle, Accounting Standards Update, Adoption Date Dec. 31, 2025    
Change in Accounting Principle, Accounting Standards Update, Early Adoption [true false] true    
Change in Accounting Principle, Accounting Standards Update, Immaterial Effect [true false] true    
Accounting Standards Update [Extensible Enumeration] Accounting Standards Update 2023-09 [Member]    
Production Masks      
Property, Plant and Equipment [Line Items]      
Useful life (in years) 4 years    
Minimum      
Property, Plant and Equipment [Line Items]      
Useful life (in years) 3 years    
Weighted average remaining useful life 2 years    
Maximum      
Property, Plant and Equipment [Line Items]      
Useful life (in years) 7 years    
Weighted average remaining useful life 12 years    
v3.25.4
Business Combinations - Schedule of Purchase Allocation (Details) - USD ($)
$ in Thousands
1 Months Ended 12 Months Ended
Sep. 26, 2025
Jan. 25, 2024
Sep. 30, 2025
Apr. 30, 2025
Jan. 31, 2024
Sep. 30, 2023
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Sep. 30, 2024
Sep. 18, 2023
Estimated fair value of net assets and liabilities assumed:                      
Goodwill             $ 16,394 $ 1,239      
Business Combination, Consideration Transferred                      
Business combinations, net of cash acquired             17,673 3,200 $ 94,990    
Estimated fair value of net assets and liabilities assumed:                      
Goodwill             $ 292,644 266,368 $ 295,096    
EMotion3D                      
Business Combination, Consideration Transferred                      
Debt paid at closing     $ 2,002                
Less: cash acquired     (950)                
Business combinations, net of cash acquired     20,643                
Purchase price - equity consideration $ 17,673                    
Contingent consideration     7,287                
Net consideration     27,930                
Estimated fair value of net assets and liabilities assumed:                      
Current assets other than cash     2,220                
Property and equipment     120                
Other non-current assets     73                
Current liabilities     (1,145)                
Deferred revenue     0                
Deferred tax liabilities, non-current     (3,073)                
Other non-current liabilities     0                
Total fair value of net assets acquired     11,536                
Goodwill     16,394                
EMotion3D | Common Stock                      
Business Combination, Consideration Transferred                      
Purchase price - equity consideration     0                
EMotion3D | Cash Consideration Paid                      
Business Combination, Consideration Transferred                      
Purchase price — cash consideration paid     16,621                
EMotion3D | Cash Consideration Accrued                      
Business Combination, Consideration Transferred                      
Purchase price — cash consideration paid     2,970                
EMotion3D | Equity Consideration Issued | Common Stock                      
Business Combination, Consideration Transferred                      
Purchase price - equity consideration     0                
EMotion3D | Equity Consideration Issuable | Common Stock                      
Business Combination, Consideration Transferred                      
Purchase price - equity consideration     0                
EMotion3D | In-process research & development                      
Estimated fair value of net assets and liabilities assumed:                      
In-process research & development     511                
EMotion3D | Developed technology                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation     7,877                
EMotion3D | Customer relationships                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation     3,954                
EMotion3D | Backlog                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation     400                
EMotion3D | Trade name                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation     $ 599                
Indie Switzerland                      
Business Combination, Consideration Transferred                      
Debt paid at closing           $ 0          
Less: cash acquired           (3,439)          
Business combinations, net of cash acquired           (3,439)          
Purchase price - equity consideration           45,291          
Contingent consideration           9,755          
Net consideration           51,607          
Estimated fair value of net assets and liabilities assumed:                      
Current assets other than cash           4,531          
Property and equipment           1,253       $ 1,253 $ 1,001
Other non-current assets           0          
Current liabilities           (3,541)          
Deferred revenue           0          
Deferred tax liabilities, non-current           (8,660)       (8,660) (5,330)
Other non-current liabilities           0          
Total fair value of net assets acquired           36,673          
Goodwill           14,934       14,934 31,979
Indie Switzerland | Cash Consideration Paid                      
Business Combination, Consideration Transferred                      
Purchase price — cash consideration paid           0          
Indie Switzerland | Cash Consideration Accrued                      
Business Combination, Consideration Transferred                      
Purchase price — cash consideration paid           0          
Indie Switzerland | Equity Consideration Issued | Common Stock                      
Business Combination, Consideration Transferred                      
Purchase price - equity consideration           42,791          
Indie Switzerland | Equity Consideration Issuable | Common Stock                      
Business Combination, Consideration Transferred                      
Purchase price - equity consideration           2,500          
Indie Switzerland | In-process research & development                      
Estimated fair value of net assets and liabilities assumed:                      
In-process research & development           7,600          
Indie Switzerland | Developed technology                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation           23,100       23,100 7,968
Indie Switzerland | Customer relationships                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation           6,870       6,870 5,312
Indie Switzerland | Backlog                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation           1,220       1,220 664
Indie Switzerland | Trade name                      
Estimated fair value of net assets and liabilities assumed:                      
Intangible asset, preliminary and final valuation           $ 4,300       $ 4,300 $ 3,984
Kinetic                      
Asset Acquisition, Consideration Transferred                      
Debt paid at closing         $ 0            
Less: cash acquired         0            
Net cash consideration   $ 3,200     4,500            
Purchase price - equity consideration       $ 2,500 0            
Contingent consideration         4,599            
Net consideration         9,099            
Estimated fair value of net assets and liabilities assumed:                      
Current assets other than cash         5,306            
Property and equipment         950     950      
Other non-current assets         729            
Current liabilities         (753)            
Deferred revenue         0            
Deferred tax liabilities, non-current         0            
Other non-current liabilities         (217)            
Total fair value of net assets acquired         7,860            
Goodwill         1,239     1,239      
Kinetic | Cash Consideration Paid                      
Asset Acquisition, Consideration Transferred                      
Purchase price — cash consideration paid         3,200            
Kinetic | Cash Consideration Accrued                      
Asset Acquisition, Consideration Transferred                      
Purchase price — cash consideration paid         1,300            
Kinetic | Equity Consideration Issued | Common Stock                      
Asset Acquisition, Consideration Transferred                      
Purchase price - equity consideration         0            
Kinetic | Equity Consideration Issuable | Common Stock                      
Asset Acquisition, Consideration Transferred                      
Purchase price - equity consideration         0            
Kinetic | In-process research & development                      
Estimated fair value of net assets and liabilities assumed:                      
In-process research & development         1,250            
Kinetic | Developed technology                      
Estimated fair value of net assets and liabilities assumed:                      
Finite-lived intangible assets acquired         250     250      
Kinetic | Customer relationships                      
Estimated fair value of net assets and liabilities assumed:                      
Finite-lived intangible assets acquired         160     160      
Kinetic | Backlog                      
Estimated fair value of net assets and liabilities assumed:                      
Finite-lived intangible assets acquired         170     170      
Kinetic | Trade name                      
Estimated fair value of net assets and liabilities assumed:                      
Finite-lived intangible assets acquired         $ 15     $ 15      
v3.25.4
Business Combinations - Additional Information (Details)
€ in Thousands
1 Months Ended 12 Months Ended
Sep. 26, 2025
USD ($)
Nov. 07, 2024
USD ($)
shares
Sep. 27, 2024
USD ($)
shares
Jan. 25, 2024
USD ($)
Sep. 18, 2023
USD ($)
shares
Mar. 03, 2023
USD ($)
Jan. 31, 2026
USD ($)
Dec. 31, 2025
USD ($)
Sep. 30, 2025
USD ($)
Apr. 30, 2025
USD ($)
Jul. 31, 2024
USD ($)
May 31, 2024
shares
Jan. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
shares
Sep. 30, 2023
USD ($)
Dec. 31, 2025
USD ($)
Dec. 31, 2025
EUR (€)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Sep. 26, 2025
EUR (€)
Sep. 30, 2024
USD ($)
Business Combination [Line Items]                                          
Total revenue                               $ 217,394,000   $ 216,682,000 $ 223,169,000    
Fair value of common stock issuable for business combination                               0   0 23,479,000    
Amortization of intangible assets                               32,033,000   33,244,000 26,481,000    
Business combinations, net of cash acquired                               $ 17,673,000   $ 3,200,000 94,990,000    
Customer relationships                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life               6 years 9 months 18 days               6 years 9 months 18 days   7 years 7 months 6 days      
Backlog                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life               1 year 3 months 18 days               1 year 3 months 18 days   7 months 6 days      
Trade name                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life               4 years 1 month 6 days               4 years 1 month 6 days   4 years 10 months 24 days      
Minimum                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life               2 years               2 years          
Maximum                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life               12 years               12 years          
Kinetic                                          
Business Combination [Line Items]                                          
Net cash consideration       $ 3,200,000                 $ 4,500,000                
Asset acquisition, contingent consideration       $ 4,599,000       $ 0               $ 0          
Transaction cost                                   $ 352,000      
Kinetic | Developed technology                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life       2 years                                  
Kinetic | Customer relationships                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life       10 years                                  
Kinetic | Backlog                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life       2 years                                  
Kinetic | Trade name                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life       3 years                                  
Kinetic | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Asset acquisition, contingent consideration                                   2,455,000      
Kinetic | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Asset acquisition, contingent consideration                                   1,908,000      
Kinetic | Subject to Achievement of Certain Production Based Milestones                                          
Business Combination [Line Items]                                          
Asset acquisition, contingent consideration       $ 2,348,000                                  
Contingent consideration period       24 months                                  
Kinetic | Subject to Achievement of Certain Revenue Based Milestones                                          
Business Combination [Line Items]                                          
Asset acquisition, contingent consideration       $ 2,251,000                                  
Contingent consideration period       12 months                                  
Kinetic | Subject to Working Capital of Certain Revenue Based Milestones                                          
Business Combination [Line Items]                                          
Contingent consideration period       18 months                                  
Asset acquisition, contingent consideration business days       5 days                                  
Kinetic | Production Earnout                                          
Business Combination [Line Items]                                          
Production earnout, period       24 months                                  
Kinetic | Revenue Earnout                                          
Business Combination [Line Items]                                          
Revenue earnout                   $ 2,500,000                      
Revenue threshold       $ 12,000,000                                  
Achievement period       12 months                                  
Kinetic | Maximum | Production Earnout                                          
Business Combination [Line Items]                                          
Production earnout       $ 3,000,000                                  
Kinetic | Maximum | Revenue Earnout                                          
Business Combination [Line Items]                                          
Revenue earnout       2,500,000                                  
Kinetic | Adjustment Holdback                                          
Business Combination [Line Items]                                          
Payment for contingent consideration liability, asset acquisition                     $ 500,000                    
Asset acquisition, contingent consideration       500,000                                  
Kinetic | Indemnity Holdback                                          
Business Combination [Line Items]                                          
Asset acquisition, contingent consideration       $ 800,000                                  
EMotion3D                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration $ 17,673,000                                        
Purchase price — contingent considerations 7,287,000                                        
Acquisition related costs                               232,000          
Business combination ceiling amount 4,163,000                                        
Business combinations, net of cash acquired                 $ 20,643,000                        
EMotion3D | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Revenue threshold                               4,163,000 € 3,650        
EMotion3D | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Revenue threshold 6,300,000                                        
EMotion3D | Contingent Consideration Tranche Three                                          
Business Combination [Line Items]                                          
Revenue threshold 8,400,000                                        
EMotion3D | Common Stock                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration                 $ 0                        
EMotion3D | Minimum | Contingent Consideration Tranche Three                                          
Business Combination [Line Items]                                          
Revenue threshold 8,400,000                                        
EMotion3D | Maximum                                          
Business Combination [Line Items]                                          
Contingent consideration 4,000,000                                        
EMotion3D | Maximum | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Contingent consideration | €                                       € 2,100  
EMotion3D | Maximum | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Contingent consideration 6,000,000                                        
EMotion3D | Maximum | Contingent Consideration Tranche Three                                          
Business Combination [Line Items]                                          
Contingent consideration 1,250,000                                        
EMotion3D | Adjustment Holdback                                          
Business Combination [Line Items]                                          
Holdback amount 2,970,000                                        
EMotion3D | Purchase Price Holdback                                          
Business Combination [Line Items]                                          
Holdback amount 250,000                                        
Holdback amount paid               102,000                          
Holdback amount, cash payment               148,000                          
EMotion3D | Subsidies Holdback                                          
Business Combination [Line Items]                                          
Holdback amount 720,000                                        
EMotion3D | Subsidies Holdback | Subsequent Event                                          
Business Combination [Line Items]                                          
Holdback amount, cash payment             $ 720,000                            
EMotion3D | Indemnity Holdback                                          
Business Combination [Line Items]                                          
Holdback amount $ 2,000,000                                        
Percentage of business acquisition contingent consideration liability due in 12 months 50.00%                                     50.00%  
EMotion3D | Indemnity Holdback | Accrued Expenses And Other Current Liabilities                                          
Business Combination [Line Items]                                          
Holdback amount               $ 1,000,000               $ 1,000,000          
Percentage of business acquisition holdback amount               50.00%               50.00%          
Indie Switzerland                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration                             $ 45,291,000            
Purchase price — contingent considerations         $ 13,225,000                               $ 9,755,000
Holdback amount         $ 2,500,000                                
Acquisition related costs                                   384,000 621,000    
Holdback period         12 months                                
Gain due to holdback adjustment                                   (48,000)      
Fair value of common stock issuable for business combination                                     42,791,000    
Amortization of intangible assets                                   554,000      
Business combinations, net of cash acquired                             (3,439,000)            
Indie Switzerland | Developed technology                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life         10 years                                
Indie Switzerland | Customer relationships                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life         7 years                                
Indie Switzerland | Backlog                                          
Business Combination [Line Items]                                          
Weighted average remaining useful life         2 years                                
Indie Switzerland | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Revenue threshold         $ 19,000,000                                
Achievement period         12 months                                
Indie Switzerland | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Revenue threshold         $ 21,000,000                                
Achievement period         12 months                                
Indie Switzerland | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Contingent consideration         $ 13,500,000                                
Revenue threshold         $ 19,000,000                                
Achievement period         12 months                                
Indie Switzerland | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Purchase price — contingent considerations                                   634,000      
Contingent consideration         $ 6,500,000                                
Revenue threshold         21,000,000                                
Indie Switzerland | Class A                                          
Business Combination [Line Items]                                          
Purchase price — contingent considerations         9,755,000                                
Indie Switzerland | Class A                                          
Business Combination [Line Items]                                          
Purchase price — contingent considerations         $ 9,755,000                                
Equity interest issued or issuable (in shares) | shares         6,613,786                                
Indie Switzerland | Common Stock | Class A | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration   $ 2,536,000                                      
Stock issued due to acquisitions (in shares) | shares   2,845,243                                      
Fair value of common stock issuable for business combination   $ 9,930,000                                      
Indie Switzerland | Common Stock | Class A | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Purchase price — contingent considerations               $ 0               $ 0          
Indie Switzerland | Common Stock | Class A | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration   $ 2,536,000                                      
Stock issued due to acquisitions (in shares) | shares   2,845,243                                      
Fair value of common stock issuable for business combination   $ 9,930,000                                      
Indie Switzerland | Equity Consideration Issued | Common Stock                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration                             $ 42,791,000            
Indie Switzerland | Maximum                                          
Business Combination [Line Items]                                          
Contingent consideration         $ 20,000,000                                
GEO                                          
Business Combination [Line Items]                                          
Holdback amount                                   0      
Fair value of common stock issuable for business combination                                     $ 75,556,000    
GEO | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Revenue threshold           $ 20,000,000                              
Achievement period           12 months                              
GEO | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Revenue threshold           $ 10,000,000                              
Achievement period           6 months                              
GEO | Class A                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration     $ 2,548,000                                    
Equity interest issued or issuable (in shares) | shares     610,975                                    
GEO | Common Stock | Class A | Contingent Consideration Tranche One                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration                           $ 40,667,000              
Stock issued due to acquisitions (in shares) | shares                       6,096,951                  
GEO | Common Stock | Class A | Contingent Consideration Tranche Two                                          
Business Combination [Line Items]                                          
Purchase price - equity consideration                           $ 4,459,000              
Purchase price — contingent considerations               $ 0               $ 0          
Stock issued due to acquisitions (in shares) | shares                           1,015,621              
GEO | Indemnity Holdback                                          
Business Combination [Line Items]                                          
Purchase price — contingent considerations                                   $ 6,344,000      
v3.25.4
Business Combinations - Schedule of Net Assets Acquired and Goodwill Related to Kinetic (Details) - USD ($)
$ in Thousands
1 Months Ended 12 Months Ended
Jan. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Asset Acquisition [Line Items]      
Goodwill   $ 16,394 $ 1,239
Kinetic      
Asset Acquisition [Line Items]      
Inventory     3,710
Adjustment, Inventory     (734)
Property and equipment $ 950   950
Adjustment, Property and equipment     (12)
Goodwill 1,239   1,239
Adjustment, Goodwill     472
Kinetic | Previously Reported      
Asset Acquisition [Line Items]      
Inventory     4,444
Property and equipment     962
Goodwill     767
Kinetic | Developed technology      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired 250   250
Adjustment, Intangible asset     (205)
Kinetic | Developed technology | Previously Reported      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired     455
Kinetic | IPR&D      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired     1,250
Adjustment, Intangible asset     500
Kinetic | IPR&D | Previously Reported      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired     750
Kinetic | Customer relationships      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired 160   160
Adjustment, Intangible asset     (90)
Kinetic | Customer relationships | Previously Reported      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired     250
Kinetic | Backlog      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired 170   170
Adjustment, Intangible asset     151
Kinetic | Backlog | Previously Reported      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired     19
Kinetic | Trade name      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired $ 15   15
Adjustment, Intangible asset     (82)
Kinetic | Trade name | Previously Reported      
Asset Acquisition [Line Items]      
Finite-lived intangible assets acquired     $ 97
v3.25.4
Business Combinations - Schedule of Net Assets Acquired and Goodwill Related to Indie Switzerland (Details) - USD ($)
$ in Thousands
12 Months Ended
Sep. 30, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Sep. 18, 2023
Business Acquisition [Line Items]            
Goodwill   $ 292,644 $ 266,368 $ 295,096    
Indie Switzerland            
Business Acquisition [Line Items]            
Purchase price — contingent considerations $ 9,755         $ 13,225
Inventory 2,057         1,934
Property and equipment 1,253       $ 1,253 1,001
Deferred tax liabilities, non-current (8,660)       (8,660) (5,330)
Operating lease right-of-use assets step-up           664
Goodwill 14,934       14,934 31,979
Indie Switzerland | Developed technology            
Business Acquisition [Line Items]            
Intangible asset 23,100       23,100 7,968
Indie Switzerland | IPR&D            
Business Acquisition [Line Items]            
Intangible asset 7,600         7,968
Indie Switzerland | Customer relationships            
Business Acquisition [Line Items]            
Intangible asset 6,870       6,870 5,312
Indie Switzerland | Backlog            
Business Acquisition [Line Items]            
Intangible asset 1,220       1,220 664
Indie Switzerland | Trade name            
Business Acquisition [Line Items]            
Intangible asset 4,300       $ 4,300 $ 3,984
Indie Switzerland | Adjustment            
Business Acquisition [Line Items]            
Adjustment, Purchase price — contingent considerations (3,470)          
Adjustment, Inventory 123          
Adjustment, Property and equipment 252          
Adjustment, Deferred tax liabilities, non-current (3,330)          
Adjustment, Operating lease right-of-use assets step-up (664)          
Adjustment, Goodwill (17,045)          
Indie Switzerland | Adjustment | Developed technology            
Business Acquisition [Line Items]            
Adjustment, Intangible asset 15,132          
Indie Switzerland | Adjustment | IPR&D            
Business Acquisition [Line Items]            
Adjustment, Intangible asset (368)          
Indie Switzerland | Adjustment | Customer relationships            
Business Acquisition [Line Items]            
Adjustment, Intangible asset 1,558          
Indie Switzerland | Adjustment | Backlog            
Business Acquisition [Line Items]            
Adjustment, Intangible asset 556          
Indie Switzerland | Adjustment | Trade name            
Business Acquisition [Line Items]            
Adjustment, Intangible asset $ 316          
v3.25.4
Restructuring Costs - Schedule of Provisions, Respective Payments and Remaining Accrued Balance (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring Cost and Reserve [Line Items]      
Beginning balance $ 0    
Provision for net charges incurred 9,066 $ 4,332 $ 0
Cash payments (3,715)    
Non-cash reductions (4,214)    
Other adjustments 0    
Ending balance 1,137 0  
Personnel Cost      
Restructuring Cost and Reserve [Line Items]      
Beginning balance 0    
Provision for net charges incurred 5,132    
Cash payments (3,506)    
Non-cash reductions (489)    
Other adjustments 0    
Ending balance 1,137 0  
Long-Lived Asset Impairment      
Restructuring Cost and Reserve [Line Items]      
Beginning balance 0    
Provision for net charges incurred 3,725    
Cash payments 0    
Non-cash reductions (3,725)    
Other adjustments 0    
Ending balance 0 0  
Other Exit Costs      
Restructuring Cost and Reserve [Line Items]      
Beginning balance 0    
Provision for net charges incurred 209    
Cash payments (209)    
Non-cash reductions 0    
Other adjustments 0    
Ending balance $ 0 $ 0  
v3.25.4
Restructuring Costs - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Restructuring Cost and Reserve [Line Items]      
Restructuring charges $ 9,066 $ 4,332 $ 0
Restructuring reserve 1,137 0  
2025 Restructuring Plan      
Restructuring Cost and Reserve [Line Items]      
Restructuring charges $ 9,066    
2024 Restructuring Plan      
Restructuring Cost and Reserve [Line Items]      
Restructuring charges   4,332  
Restructuring reserve   $ 884  
v3.25.4
Inventory - Schedule of Components of Inventory (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Inventory Disclosure [Abstract]    
Raw materials $ 9,161 $ 13,915
Work-in-process 31,222 19,531
Finished goods 8,235 16,441
Inventory $ 48,618 $ 49,887
v3.25.4
Inventory - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Inventory Disclosure [Abstract]      
Inventory Write-down $ 1,654 $ 1,918 $ 746
v3.25.4
Property and Equipment, Net - Schedule of Property and Equipment, Net (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Property and equipment, gross $ 73,716 $ 55,420
Less: Accumulated depreciation 30,367 21,139
Property and equipment, net $ 43,349 34,281
Minimum    
Property, Plant and Equipment [Line Items]    
Useful life (in years) 3 years  
Maximum    
Property, Plant and Equipment [Line Items]    
Useful life (in years) 7 years  
Production tooling    
Property, Plant and Equipment [Line Items]    
Useful life (in years) 4 years  
Property and equipment, gross $ 26,194 21,256
Lab equipment    
Property, Plant and Equipment [Line Items]    
Useful life (in years) 4 years  
Property and equipment, gross $ 17,446 14,484
Office equipment    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross $ 12,758 10,162
Office equipment | Minimum    
Property, Plant and Equipment [Line Items]    
Useful life (in years) 3 years  
Office equipment | Maximum    
Property, Plant and Equipment [Line Items]    
Useful life (in years) 7 years  
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross $ 2,308 1,921
Construction in progress    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross $ 15,010 $ 7,597
v3.25.4
Property and Equipment, Net - Additional Information (Details) - USD ($)
$ in Thousands
6 Months Ended 12 Months Ended
Dec. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment [Line Items]        
Depreciation expense on reclassified assets   $ 8,380 $ 6,533 $ 5,367
Asset impairment in relation to restructuring $ 882 3,607 998 $ 0
2025 Restructuring Plan        
Property, Plant and Equipment [Line Items]        
Asset impairment in relation to restructuring   $ 376    
2024 Restructuring Plan        
Property, Plant and Equipment [Line Items]        
Asset impairment in relation to restructuring     $ 116  
v3.25.4
Intangible Assets, Net - Schedule of Finite-Lived Intangible Assets, Net (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets [Line Items]    
Gross, effect of exchange rate on carrying value, finite-lived $ 3,898 $ (6,662)
Accumulated amortization, effect of exchange rate on carrying value, finite-lived 0 0
Net carrying Amount, effect of exchange rate on carrying value, finite-lived 3,898 (6,662)
Gross Carrying Amount 240,331 212,640
Accumulated Amortization (94,983) (59,885)
Net Carrying Amount 145,348 152,755
Effect of exchange rate on gross carrying amount 259 (1,201)
Total intangible assets with indefinite lives 50,560 56,189
Total intangible assets 290,891 268,829
Total intangible assets 195,908 208,944
IPR&D    
Finite-Lived Intangible Assets [Line Items]    
IPR&D $ 50,301 $ 57,390
Developed technology    
Finite-Lived Intangible Assets [Line Items]    
Weighted Average Remaining Useful Life 5 years 4 months 24 days 5 years 9 months 18 days
Gross Carrying Amount $ 137,371 $ 121,893
Accumulated Amortization (52,477) (33,609)
Net Carrying Amount $ 84,894 $ 88,284
Software licenses    
Finite-Lived Intangible Assets [Line Items]    
Weighted Average Remaining Useful Life 1 year 7 months 6 days 2 years 9 months 18 days
Gross Carrying Amount $ 20,392 $ 23,706
Accumulated Amortization (12,289) (6,243)
Net Carrying Amount $ 8,103 $ 17,463
Customer relationships    
Finite-Lived Intangible Assets [Line Items]    
Weighted Average Remaining Useful Life 6 years 9 months 18 days 7 years 7 months 6 days
Gross Carrying Amount $ 47,113 $ 43,159
Accumulated Amortization (14,372) (9,118)
Net Carrying Amount $ 32,741 $ 34,041
Intellectual property licenses    
Finite-Lived Intangible Assets [Line Items]    
Weighted Average Remaining Useful Life 3 months 18 days 9 months 18 days
Gross Carrying Amount $ 1,962 $ 1,947
Accumulated Amortization (1,736) (1,736)
Net Carrying Amount $ 226 $ 211
Trade name    
Finite-Lived Intangible Assets [Line Items]    
Weighted Average Remaining Useful Life 4 years 1 month 6 days 4 years 10 months 24 days
Gross Carrying Amount $ 26,899 $ 26,301
Accumulated Amortization (11,627) (7,496)
Net Carrying Amount $ 15,272 $ 18,805
Backlog    
Finite-Lived Intangible Assets [Line Items]    
Weighted Average Remaining Useful Life 1 year 3 months 18 days 7 months 6 days
Gross Carrying Amount $ 2,696 $ 2,296
Accumulated Amortization (2,482) (1,683)
Net Carrying Amount $ 214 $ 613
v3.25.4
Intangible Assets, Net - Additional Information (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Finite-Lived Intangible Assets [Line Items]      
Impairment of intangible assets   $ 0 $ 0
Impairment charges $ 3,260,000 998,000 0
Amortization of intangible assets $ 32,033,000 33,244,000 $ 26,481,000
Software and Software Development Costs      
Finite-Lived Intangible Assets [Line Items]      
Finite-lived intangible assets acquired   $ 20,585,000  
Weighted average remaining useful life   3 years  
Finite lived intangible assets, cost of fully amortized and retired assets   $ 20,345,000  
v3.25.4
Intangible Assets, Net - Schedule of Future Amortization Expense (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]    
2026 $ 32,432  
2027 26,486  
2028 23,065  
2029 21,371  
2030 6,555  
Thereafter 35,439  
Net Carrying Amount $ 145,348 $ 152,755
v3.25.4
Goodwill - Schedule of Goodwill (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]    
Balance at the beginning of the period $ 266,368 $ 295,096
Acquisitions (Note 3) 16,394 1,239
Measurement period adjustment for business combinations from prior year 0 (17,045)
Effect of exchange rate on goodwill 9,882 (12,922)
Balance at the end of the period $ 292,644 $ 266,368
v3.25.4
Goodwill - Additional Information (Details)
12 Months Ended
Dec. 31, 2025
USD ($)
Units
Dec. 31, 2024
USD ($)
Units
Dec. 31, 2023
USD ($)
Units
Goodwill [Line Items]      
Change in goodwill $ 0 $ (17,045,000)  
Effect of exchange rate on goodwill $ 9,882,000 $ (12,922,000)  
Number of Reporting Units | Units 2 2 2
Impairment of goodwill $ 0 $ 0 $ 0
Exalos      
Goodwill [Line Items]      
Change in goodwill   (17,045,000)  
Kinetic      
Goodwill [Line Items]      
Change in goodwill   $ 1,239,000  
EMotion3D      
Goodwill [Line Items]      
Change in goodwill $ 16,394,000    
v3.25.4
Debt - Schedule of Components of Debt (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Dec. 06, 2024
Nov. 21, 2022
Schedule of Long Term and Short Term Debt Instruments [Line Items]        
Principal outstanding $ 362,391 $ 393,451    
Unamortized discount and issuance cost (8,990) (12,134)    
Carrying amount 353,401 381,317    
Senior Notes | 2027 Notes        
Schedule of Long Term and Short Term Debt Instruments [Line Items]        
Principal outstanding 130,000 160,000    
Unamortized discount and issuance cost (1,752) (3,262)   $ (5,374)
Carrying amount 128,248 156,738    
Senior Notes | 2029 Notes        
Schedule of Long Term and Short Term Debt Instruments [Line Items]        
Principal outstanding 218,500 218,500    
Unamortized discount and issuance cost (7,223) (8,857) $ (8,967)  
Carrying amount 211,277 209,643    
Line of Credit | Revolving Credit Facility        
Schedule of Long Term and Short Term Debt Instruments [Line Items]        
Principal outstanding 12,762 12,583    
Unamortized discount and issuance cost (12) (13)    
Carrying amount 12,750 12,570    
Line of Credit | CIBC loan, due 2026        
Schedule of Long Term and Short Term Debt Instruments [Line Items]        
Principal outstanding 1,129 2,368    
Unamortized discount and issuance cost (3) (2)    
Carrying amount 1,126 2,366    
Secured Debt        
Schedule of Long Term and Short Term Debt Instruments [Line Items]        
Principal outstanding 349,629 380,868    
Unamortized discount and issuance cost (8,978) (12,121)    
Carrying amount $ 340,651 $ 368,747    
v3.25.4
Debt - Schedule of Balance Sheet Components (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Debt Disclosure [Abstract]    
Current liabilities – Current debt obligations $ 13,567 $ 12,220
Noncurrent liabilities – Long-term debt net of current maturities 339,834 369,097
Total debt $ 353,401 $ 381,317
v3.25.4
Debt - Additional Information (Details)
$ / shares in Units, $ in Thousands
1 Months Ended 12 Months Ended
Dec. 06, 2024
USD ($)
Dec. 03, 2024
USD ($)
TradingDay
$ / shares
shares
Mar. 29, 2024
USD ($)
Nov. 21, 2022
USD ($)
TradingDay
$ / shares
shares
Nov. 16, 2022
USD ($)
Oct. 12, 2021
CAD ($)
Jun. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
shares
Dec. 31, 2024
USD ($)
shares
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
$ / shares
shares
Dec. 31, 2025
CAD ($)
Dec. 31, 2024
CAD ($)
Dec. 05, 2024
USD ($)
Sep. 27, 2024
USD ($)
Sep. 27, 2024
CAD ($)
Nov. 17, 2022
USD ($)
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Convertible note capped call transactions               $ 0 $ 23,380,000 $ 0              
Unamortized discount and issuance cost               8,990,000 12,134,000                
Carrying amount               353,401,000 381,317,000                
Amortization of discount and cost of issuance of debt               2,734,000 1,172,000 997,000              
Gain from extinguishment of debt               2,623,000 0 0              
Outstanding amount               362,391,000 $ 393,451,000                
Revolving Credit Facility | Wells Fargo                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Line of credit facility, maximum borrowing capacity     $ 10,000,000                            
Restricted cash               10,000,000                  
Outstanding amount               10,000,000                  
Interest expense               $ 581,000                  
Weighted average interest rate               5.80%       5.80%          
Amortization of debt issuance costs     $ 50,000                            
Revolving Credit Facility | Wells Fargo | SOFR                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Basis spread on variable rate     1.75%                            
Class A                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Share price (in dollars per share) | $ / shares   $ 4.03                              
Share repurchase (in shares) | shares               0 0   1,112,524            
Average cost per share (in dollars per share) | $ / shares                     $ 6.65            
Value of share repurchased                     $ 7,404,000            
Line of Credit | Revolving Credit Facility                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Unamortized discount and issuance cost               $ 12,000 $ 13,000                
Carrying amount               12,750,000 12,570,000                
Outstanding amount               $ 12,762,000 12,583,000                
2029 Notes | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate               3.50%       3.50%          
Principal amount   $ 1,000,000                       $ 218,500,000      
Initial conversion rate | shares   194.6188                              
Conversion price (in dollars per share) | $ / shares   $ 5.14                              
Premium on initial conversion price   27.50%                              
Unamortized discount and issuance cost $ 8,967,000             $ 7,223,000 8,857,000                
Carrying amount               211,277,000 209,643,000                
Long-term debt, fair value               $ 227,087,000 $ 228,333,000                
Debt instrument, redemption price, percentage               104.00% 105.00%                
Amortization of discount and cost of issuance of debt               $ 1,634,000 $ 109,000 0              
Outstanding amount               $ 218,500,000 218,500,000                
2029 Notes | Senior Notes | Debt Instrument, Redemption, Period One                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Principal amount   $ 1,000,000                              
Debt conversion threshold consecutive trading days | TradingDay   30                              
Debt conversion percentage of stock price trigger   130.00%                              
Business days   5 days                              
Measurement period   10 days                              
Redemption price percentage   98.00%                              
2029 Notes | Senior Notes | Debt Instrument, Redemption, Period Two                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Debt conversion threshold consecutive trading days | TradingDay   30                              
Debt conversion percentage of stock price trigger   130.00%                              
Redemption price percentage   100.00%                              
Debt Instrument, required outstanding amount not subject to redemption   $ 50,000,000                              
2029 Notes | Senior Notes | Maximum                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Initial conversion rate | shares   248.1399                              
2029 Notes | Senior Notes | Minimum | Debt Instrument, Redemption, Period One                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Debt conversion threshold trading days | TradingDay   20                              
2029 Notes | Senior Notes | Minimum | Debt Instrument, Redemption, Period Two                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Debt conversion threshold trading days | TradingDay   20                              
2029 Notes Capped Call Transactions | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Capped call transactions, cap price per share (in dollars per share) | $ / shares   $ 8.06                              
Premium on initial conversion price   100.00%                              
2029 Notes Capped Call Transactions | Senior Notes | Call Option                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Convertible note capped call transactions                 23,380,000                
2027 Notes | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate               4.50%       4.50%          
Principal amount       $ 1,000,000                         $ 160,000,000
Initial conversion rate | shares       115.5869                          
Conversion price (in dollars per share) | $ / shares       $ 8.65                          
Premium on initial conversion price       30.00%                          
Share price (in dollars per share) | $ / shares       $ 6.655                          
Unamortized discount and issuance cost       $ 5,374,000       $ 1,752,000 3,262,000                
Carrying amount               128,248,000 156,738,000                
Amortization of discount and cost of issuance of debt               1,050,000 1,026,000 $ 970,000              
Outstanding amount               130,000,000 $ 160,000,000                
2027 Notes | Senior Notes | Debt Instrument, Redemption, Period One                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Principal amount       $ 1,000,000       1,000,000                  
Debt conversion threshold consecutive trading days | TradingDay       30                          
Debt conversion percentage of stock price trigger       130.00%                          
Business days       5 days                          
Measurement period       5 days                          
Redemption price percentage       98.00%                          
2027 Notes | Senior Notes | Debt Instrument, Redemption, Period Two                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Principal amount       $ 1,000,000                          
Debt conversion threshold consecutive trading days | TradingDay       30                          
Debt conversion percentage of stock price trigger       130.00%                          
Redemption price percentage       100.00%                          
2027 Notes | Senior Notes | Maximum                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Initial conversion rate | shares       150.2629                          
2027 Notes | Senior Notes | Minimum | Debt Instrument, Redemption, Period One                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Debt conversion threshold trading days | TradingDay       20                          
2027 Notes | Senior Notes | Minimum | Debt Instrument, Redemption, Period Two                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Debt conversion threshold trading days | TradingDay       20                          
2027 Notes | Repurchase Agreement [Member] | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Unamortized discount and issuance cost               515,000                  
Accrued interest paid               143                  
Carrying amount               $ 130,000,000                  
Aggregate principal amount             $ 30,000,000                    
Repurchased price             26,844,000                    
Ttransaction related to professional fees             158,000                    
Gain from extinguishment of debt             $ 2,623,000                    
Convertible Senior Notes Due 2027                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate               96.00% 92.00%     96.00% 92.00%        
Principal amount               $ 124,982,000 $ 146,416,000                
CIBC loan, due 2026 | Line of Credit                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Unamortized discount and issuance cost               3,000 2,000                
Carrying amount               1,126,000 2,366,000                
Line of credit facility, maximum borrowing capacity           $ 9,440                      
Outstanding amount               1,129,000 2,368,000                
indie Canada Line Of Credit | Line of Credit                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Line of credit facility, maximum borrowing capacity                       $ 6,000 $ 6,000        
Outstanding amount               $ 1,129,000 $ 2,368,000     1,548 3,405        
Monthly interest payment           $ 155                      
indie Canada Line Of Credit | Line of Credit | Prime rate                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Basis spread on variable rate           0.25%   0.25% 0.25%                
TeraXion Line Of Credit Used As Securitization | Revolving Credit Facility                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Line of credit facility, maximum borrowing capacity               $ 6,000,000                  
TeraXion Line Of Credit Used As Securitization | Line of Credit | Revolving Credit Facility                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Outstanding amount               $ 2,453,000 $ 2,583,000     $ 3,363 $ 3,713        
Short Term Loan Agreement | Bank of Ningbo Co., Ltd | Loans                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate                             3.50% 3.50%  
Principal amount                             $ 5,705,000 $ 40,000  
Initial Purchasers | 2029 Notes | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate 3.50%                                
Principal amount $ 190,000,000                                
Exercisable period 13 days                                
Initial Purchasers | 2027 Notes | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate         4.50%                        
Principal amount         $ 140,000,000                        
Exercisable period         30 days                        
Additional Notes | 2029 Notes | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Principal amount $ 28,500,000                                
Additional Notes | 2027 Notes | Senior Notes                                  
Schedule of Long Term and Short Term Debt Instruments [Line Items]                                  
Interest rate         4.50%                        
Principal amount         $ 20,000,000                        
v3.25.4
Debt - Schedule of Components of Interest Expense on Debt (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Schedule of Long Term and Short Term Debt Instruments [Line Items]      
Amortization of discount and cost of issuance of debt $ 2,734 $ 1,172 $ 997
Total interest expense 17,642 9,258 8,650
Other Debt      
Schedule of Long Term and Short Term Debt Instruments [Line Items]      
Contractual interest 669 342 455
Amortization of discount and cost of issuance of debt 50 37 25
Total interest expense $ 719 379 480
2027 Notes | Senior Notes      
Schedule of Long Term and Short Term Debt Instruments [Line Items]      
Interest rate 4.50%    
Contractual interest $ 6,591 7,220 7,200
Amortization of discount and cost of issuance of debt 1,050 1,026 970
Total interest expense $ 7,641 8,246 8,170
2029 Notes | Senior Notes      
Schedule of Long Term and Short Term Debt Instruments [Line Items]      
Interest rate 3.50%    
Contractual interest $ 7,648 524 0
Amortization of discount and cost of issuance of debt 1,634 109 0
Total interest expense $ 9,282 $ 633 $ 0
v3.25.4
Debt - Schedule of Components of Interest Expense on Debt (Parenthetical) (Details) - Senior Notes [Member]
Dec. 31, 2025
2027 Notes  
Schedule of Long Term and Short Term Debt Instruments [Line Items]  
Interest rate 4.50%
2029 Notes  
Schedule of Long Term and Short Term Debt Instruments [Line Items]  
Interest rate 3.50%
v3.25.4
Debt - Schedule of Maturities of Long-term Debt (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Debt Disclosure [Abstract]  
2026 $ 13,891
2027 130,000
2028 0
2029 218,500
2030 0
Total Debt $ 362,391
v3.25.4
Warrant Liability - Additional Information (Details) - USD ($)
$ in Thousands
10 Months Ended 12 Months Ended
Nov. 09, 2023
Jun. 10, 2021
Nov. 09, 2023
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Sep. 22, 2023
Class of Warrant or Right [Line Items]              
Gain from change in fair value of warrants     $ 7,066 $ 0 $ 0 $ (7,066)  
Earn-out liability       $ 0 $ 0    
Accounting Standards Update, Adjustment              
Class of Warrant or Right [Line Items]              
Gain from change in fair value of warrants $ 38,331            
Class B              
Class of Warrant or Right [Line Items]              
Conversion of stock, shares converted (in shares)   8,625,000          
Public Warrants              
Class of Warrant or Right [Line Items]              
Warrants issued (in shares)   17,250,000         1
Working Capital Warrants              
Class of Warrant or Right [Line Items]              
Warrants issued upon conversion (in shares)   1,500,000          
v3.25.4
Contingent and Earn-Out Liabilities (Details)
$ / shares in Units, € in Thousands
1 Months Ended 12 Months Ended
Sep. 26, 2025
USD ($)
Sep. 26, 2025
EUR (€)
Jan. 02, 2025
USD ($)
shares
Nov. 07, 2024
USD ($)
shares
Sep. 27, 2024
USD ($)
shares
Jan. 25, 2024
USD ($)
Oct. 26, 2023
USD ($)
shares
Sep. 18, 2023
USD ($)
Mar. 03, 2023
USD ($)
Feb. 21, 2023
USD ($)
Jan. 04, 2022
USD ($)
Jun. 10, 2021
d
$ / shares
shares
May 13, 2020
USD ($)
Apr. 30, 2025
USD ($)
May 31, 2024
USD ($)
shares
Jan. 31, 2024
USD ($)
shares
Dec. 31, 2023
USD ($)
shares
Sep. 30, 2023
USD ($)
Apr. 30, 2023
USD ($)
shares
Dec. 31, 2025
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Sep. 30, 2024
USD ($)
Dec. 31, 2021
USD ($)
May 31, 2021
USD ($)
Reverse Capitalization [Line Items]                                                  
Earn-out liability                                       $ 0 $ 0        
Stock issued due to acquisitions                                       0 0 $ 23,479,000      
Contingent considerations                                       611,000 3,589,000        
EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration $ 7,287,000                                                
Contingent consideration, current 3,092,000                                                
Contingent consideration, noncurrent 4,195,000                                                
Revenue earnout 4,163,000                                                
Kinetic                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price - equity consideration                           $ 2,500,000   $ 0                  
Asset acquisition, contingent consideration           $ 4,599,000                           0          
Contingent consideration, current           2,251,000                                      
Contingent consideration, noncurrent           2,348,000                                      
Kinetic | Revenue Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold           $ 12,000,000                                      
Achievement period           12 months                                      
Revenue earnout                           $ 2,500,000                      
City Semi                                                  
Reverse Capitalization [Line Items]                                                  
Contingent consideration                         $ 1,180,000                        
Symeo                                                  
Reverse Capitalization [Line Items]                                                  
Contingent considerations                     $ 4,390,000                            
Contingent considerations                     3,446,000                            
Symeo | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Equity interest issued or issuable (in shares) | shares             363,194                                    
Symeo | Purchase price - equity consideration                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price - equity consideration             $ 1,900,000                                    
Indie FFO                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions                                           9,834,000      
Contingent considerations                   $ 4,155,000                              
Contingent considerations                   $ 5,085,000                              
Business combination, period for volume-weighted-average-price                   20 days                              
GEO                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions                                           75,556,000      
Contingent considerations                 $ 38,828,000                                
Contingent considerations                 20,452,000                                
GEO | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price - equity consideration         $ 2,548,000                                        
Equity interest issued or issuable (in shares) | shares         610,975                                        
Indie Switzerland                                                  
Reverse Capitalization [Line Items]                                                  
Contingent consideration                                   $ 9,755,000              
Purchase price — contingent considerations               $ 13,225,000                             $ 9,755,000    
Stock issued due to acquisitions                                           $ 42,791,000      
Purchase price - equity consideration                                   $ 45,291,000              
Contingent considerations               7,328,000                                  
Contingent considerations               2,427,000                                  
Indie Switzerland | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations               9,755,000                                  
First Tranche | EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       611,000          
First Tranche | EMotion3D | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       611,000          
First Tranche | Kinetic                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                         2,455,000        
First Tranche | Kinetic | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                         2,455,000        
First Tranche | Indie Switzerland                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold               $ 19,000,000                                  
Achievement period               12 months                                  
Contingent consideration               $ 13,500,000                                  
First Tranche | Indie Switzerland | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions (in shares) | shares       2,845,243                                          
Stock issued due to acquisitions       $ 9,930,000                                          
Purchase price - equity consideration       $ 2,536,000                                          
Second Tranche | EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       4,179,000          
Second Tranche | EMotion3D | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       4,179,000          
Second Tranche | Kinetic                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                         1,908,000        
Second Tranche | Kinetic | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                         1,908,000        
Second Tranche | City Semi                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                         500,000        
Second Tranche | City Semi | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                         500,000        
Second Tranche | Indie Switzerland                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                         634,000        
Revenue threshold               21,000,000                                  
Contingent consideration               6,500,000                                  
Second Tranche | Indie Switzerland | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                         634,000        
Contingent consideration, tranche one | EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       611,000          
Contingent consideration, tranche one | EMotion3D | Production Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Revenue earnout 4,163,000 € 3,650                                              
Contingent consideration, tranche one | City Semi                                                  
Reverse Capitalization [Line Items]                                                  
Maximum contingent consideration                         500,000                        
Purchase price — contingent considerations                                                 $ 456,000
Contingent consideration, tranche one | Symeo                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold                     5,000,000                            
Contingent consideration, tranche one | Indie FFO                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold                   $ 5,000,000                              
Achievement period                   12 months                              
Contingent consideration, tranche one | Indie FFO | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions (in shares) | shares                             1,103,140                    
Purchase price - equity consideration                             $ 6,045,000                    
Contingent consideration, tranche one | GEO                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold                 $ 20,000,000                                
Achievement period                 12 months                                
Contingent consideration, tranche one | GEO | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions (in shares) | shares                             6,096,951                    
Purchase price - equity consideration                                 $ 40,667,000                
Contingent consideration, tranche one | Indie Switzerland                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold               $ 19,000,000                                  
Achievement period               12 months                                  
Contingent consideration, tranche one | Indie Switzerland | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions (in shares) | shares       2,845,243                                          
Stock issued due to acquisitions       $ 9,930,000                                          
Purchase price - equity consideration       $ 2,536,000                                          
Contingent consideration, tranche two | EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       4,179,000          
Contingent consideration, tranche two | EMotion3D | Revenue Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Milestone earnout 6,300,000                                                
Contingent consideration, tranche two | City Semi                                                  
Reverse Capitalization [Line Items]                                                  
Contingent consideration                         500,000                        
Maximum contingent consideration                         $ 1,500,000     1,000,000                  
Accrued contingebt consideration related to acquisition                               $ 500,000     $ 500,000            
Contingent consideration, tranche two | City Semi | Common Stock                                                  
Reverse Capitalization [Line Items]                                                  
Stock issued due to acquisitions (in shares) | shares     114,127                         62,562     73,311            
Stock issued due to acquisitions     $ 480,000                         $ 500,000     $ 608,000            
Purchase price - equity consideration     $ 34,000                                            
Contingent consideration, tranche two | City Semi | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                       0          
Contingent consideration, tranche two | Symeo                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold                     $ 6,000,000                            
Deferred City Semi compensation                                         7,000        
Contingent consideration, tranche two | Symeo | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                       0          
Contingent consideration, tranche two | Indie FFO                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold                   $ 7,000,000                              
Achievement period                   12 months                              
Contingent consideration, tranche two | Indie FFO | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                       0 $ 0        
Contingent consideration, tranche two | GEO                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold                 $ 10,000,000                                
Achievement period                 6 months                                
Contingent consideration, tranche two | GEO | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                       0          
Stock issued due to acquisitions (in shares) | shares                                 1,015,621                
Purchase price - equity consideration                                 $ 4,459,000                
Contingent consideration, tranche two | Indie Switzerland                                                  
Reverse Capitalization [Line Items]                                                  
Revenue threshold               $ 21,000,000                                  
Achievement period               12 months                                  
Contingent consideration, tranche two | Indie Switzerland | Common Stock | Class A                                                  
Reverse Capitalization [Line Items]                                                  
Purchase price — contingent considerations                                       0          
Contingent consideration - tranche three | EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       696,000          
Contingent consideration - tranche three | EMotion3D | Revenue Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Milestone earnout 8,400,000                                                
Contingent consideration - tranche three | EMotion3D | Production Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Milestone earnout 1,250,000                                                
Contingent consideration - tranche three | EMotion3D | Level 3                                                  
Reverse Capitalization [Line Items]                                                  
Asset acquisition, contingent consideration                                       $ 696,000          
Maximum | Kinetic | Revenue Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Revenue earnout           $ 2,500,000                                      
Maximum | Kinetic | Production Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Production earnout           $ 3,000,000                                      
Maximum | Indie Switzerland                                                  
Reverse Capitalization [Line Items]                                                  
Contingent consideration               $ 20,000,000                                  
Maximum | Contingent consideration, tranche one | EMotion3D                                                  
Reverse Capitalization [Line Items]                                                  
Milestone earnout | €   € 2,100                                              
Maximum | Contingent consideration, tranche one | EMotion3D | Production Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Production earnout 4,000,000                                                
Maximum | Contingent consideration, tranche two | EMotion3D | Production Earnout                                                  
Reverse Capitalization [Line Items]                                                  
Milestone earnout $ 6,000,000                                                
Earnout Shares                                                  
Reverse Capitalization [Line Items]                                                  
Earn-out liability (in shares) | shares                       10,000,000                          
Earnout period, threshold trading days (in trading days) | d                       20                          
Earnout period, threshold consecutive trading days (in trading days) | d                       30                          
Earn-out liability                                               $ 0  
Milestone One, Earn Out                                                  
Reverse Capitalization [Line Items]                                                  
Earn-out liability (in shares) | shares                       5,000,000                          
Milestone One, Earn Out | Minimum                                                  
Reverse Capitalization [Line Items]                                                  
Earn-out liability, price trigger (in dollars per share) | $ / shares                       $ 12.5                          
Milestone One, Earn Out | Maximum                                                  
Reverse Capitalization [Line Items]                                                  
Earn-out liability, price trigger (in dollars per share) | $ / shares                       $ 15                          
Milestone Two, Earn Out                                                  
Reverse Capitalization [Line Items]                                                  
Earn-out liability (in shares) | shares                       5,000,000                          
v3.25.4
Fair Value Measurements - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Derivative, Gain (Loss), Statement of Income or Comprehensive Income [Extensible Enumeration] Other income (expense)    
Derivative gains (loss) $ 821 $ (1,649) $ (848)
Currency Forward Contract      
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]      
Derivative $ 10,046 $ 28,160  
v3.25.4
Fair Value Measurements - Schedule of Fair Value Hierarchy for Financial Assets and Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Sep. 26, 2025
Dec. 31, 2024
Sep. 30, 2024
Jan. 25, 2024
Sep. 18, 2023
GEO | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     $ 6,344      
Indie Switzerland            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations       $ 9,755   $ 13,225
Level 1 | GEO | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     6,344      
Level 2 | GEO | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     0      
Level 3 | GEO | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     0      
EMotion3D            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration   $ 7,287        
EMotion3D | Subsidies Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration $ 720          
EMotion3D | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 2,000          
EMotion3D | Level 1 | Subsidies Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 720          
EMotion3D | Level 1 | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 2,000          
EMotion3D | Level 2 | Subsidies Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
EMotion3D | Level 2 | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
EMotion3D | Level 3 | Subsidies Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
EMotion3D | Level 3 | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
Kinetic            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0       $ 4,599  
Kinetic | Indemnity Holdback            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration         $ 800  
Contingent Consideration - First Tranche | EMotion3D            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 611          
Contingent Consideration - First Tranche | EMotion3D | Level 1            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
Contingent Consideration - First Tranche | EMotion3D | Level 2            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
Contingent Consideration - First Tranche | EMotion3D | Level 3            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 611          
Contingent Consideration - First Tranche | Kinetic            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     2,455      
Contingent Consideration - First Tranche | Kinetic | Level 1            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     0      
Contingent Consideration - First Tranche | Kinetic | Level 2            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     0      
Contingent Consideration - First Tranche | Kinetic | Level 3            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     2,455      
Contingent Consideration - Second Tranche | Indie Switzerland            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     634      
Contingent Consideration - Second Tranche | City Semi            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     500      
Contingent Consideration - Second Tranche | Level 1 | Indie Switzerland            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     0      
Contingent Consideration - Second Tranche | Level 1 | City Semi            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     0      
Contingent Consideration - Second Tranche | Level 2 | Indie Switzerland            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     0      
Contingent Consideration - Second Tranche | Level 2 | City Semi            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     0      
Contingent Consideration - Second Tranche | Level 3 | Indie Switzerland            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     634      
Contingent Consideration - Second Tranche | Level 3 | City Semi            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Purchase price — contingent considerations     500      
Contingent Consideration - Second Tranche | EMotion3D            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 4,179          
Contingent Consideration - Second Tranche | EMotion3D | Level 1            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
Contingent Consideration - Second Tranche | EMotion3D | Level 2            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 0          
Contingent Consideration - Second Tranche | EMotion3D | Level 3            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 4,179          
Contingent Consideration - Second Tranche | Kinetic            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     1,908      
Contingent Consideration - Second Tranche | Kinetic | Level 1            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     0      
Contingent Consideration - Second Tranche | Kinetic | Level 2            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     0      
Contingent Consideration - Second Tranche | Kinetic | Level 3            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration     $ 1,908      
Contingent consideration - tranche three | EMotion3D            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration 696          
Contingent consideration - tranche three | EMotion3D | Level 3            
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]            
Asset acquisition, contingent consideration $ 696          
v3.25.4
Fair Value Measurements - Schedule of Unobservable Input Reconciliation (Details) - Discounted cash flow
Dec. 31, 2025
Dec. 31, 2024
Market yield rate | EMotion3D | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input 0.1053  
Market yield rate | EMotion3D | Contingent consideration - tranche three    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input 0.1053  
Market yield rate | Kinetic | Contingent Consideration - First Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   0.0734
Market yield rate | Kinetic | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   0.0768
Scenario probability | EMotion3D | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input 0.80  
Scenario probability | EMotion3D | Contingent consideration - tranche three    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input 0.64  
Scenario probability | Kinetic | Contingent Consideration - First Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   1
Scenario probability | Kinetic | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   0.70
Discount rate | Indie Switzerland | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   0.102
Discount rate | City Semi | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   0.1265
Volatility | Indie Switzerland | Contingent Consideration - Second Tranche    
Fair Value, Assets and Liabilities Measured on Recurring and Nonrecurring Basis [Line Items]    
Contingent consideration, measurement input   0.60
v3.25.4
Stockholders' Equity - Additional Information (Details)
¥ / shares in Units, $ / shares in Units, ¥ in Thousands
1 Months Ended 12 Months Ended
Nov. 29, 2022
USD ($)
shares
Nov. 29, 2022
CNY (¥)
¥ / shares
shares
Dec. 31, 2023
USD ($)
Dec. 31, 2023
CNY (¥)
Dec. 31, 2025
USD ($)
shares
Dec. 31, 2024
USD ($)
shares
Dec. 31, 2023
USD ($)
Dec. 31, 2022
USD ($)
$ / shares
shares
Nov. 28, 2022
Nov. 16, 2022
USD ($)
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Captial contributions     $ 12,346,000 ¥ 87,959     $ 12,346,000      
Class A                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Share repurchase (in shares) | shares         0 0   1,112,524    
Average cost per share (in dollars per share) | $ / shares               $ 6.65    
Value of share repurchased               $ 7,404,000    
Stock repurchase program, remaining authorized repurchase amount         $ 42,596,000          
Maximum | Class A                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Stock repurchase program, authorized amount                   $ 50,000,000
Maximum | Class A | 2027 Notes | Senior Notes                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Stock repurchase program, authorized amount                   $ 25,000,000
Wuxi Long-Term Incentive Plan                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Award vesting period     6 years 6 years            
Total unrecognized compensation cost related to profit interests         $ 11,802,000 $ 11,802,000        
Ay Dee Kay, LLC                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Ownership interest by noncontrolling owners         26.00%          
Ownership percentage by parent         92.00% 91.00%        
Wuxi indie Microelectronics Ltd. | Ay Dee Kay, LLC                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Ownership interest by noncontrolling owners   38.00%     34.38% 34.38%     45.00%  
Ownership percentage by parent   59.00%     59.00%          
Wuxi indie Microelectronics Ltd. | Private Placement                    
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]                    
Total proceeds $ 42,000,000 ¥ 300,000                
Number of shares issued in transaction (in shares) | shares 371,160 371,160                
Percentage of ownership 16.00% 16.00%                
Price per share of stock sold (in dollars per share) | ¥ / shares   ¥ 808.28                
Percentage of liquidation preference 100.00% 100.00%                
Percentage of annual premium 8.00% 8.00%                
Exchange of shares | shares 6,000,000 6,000,000                
v3.25.4
Noncontrolling Interest - Additional Information (Details)
Jun. 10, 2021
$ / shares
shares
Dec. 31, 2025
shares
Dec. 31, 2024
shares
Nov. 29, 2022
Nov. 28, 2022
Convertible Class V common shares          
Noncontrolling Interest [Line Items]          
Common stock, exchange ratio 1        
Common stock, shares issued (in shares)   16,521,251 17,671,251    
Common stock, shares outstanding (in shares)   16,521,251 17,671,251    
Convertible Class V common shares | Common Units, Except Common Unit Class H          
Noncontrolling Interest [Line Items]          
Issuance per exchange (in shares) 33,827,371        
Common stock, votes per share (in votes) | $ / shares $ 1        
Ay Dee Kay, LLC          
Noncontrolling Interest [Line Items]          
Ownership interest by noncontrolling owners   26.00%      
Ownership percentage by parent   92.00% 91.00%    
Ay Dee Kay, LLC | Wuxi indie Microelectronics Ltd.          
Noncontrolling Interest [Line Items]          
Ownership interest by noncontrolling owners   34.38% 34.38% 38.00% 45.00%
Ownership percentage by parent   59.00%   59.00%  
v3.25.4
Revenue - Schedule of Disaggregation of Revenue (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Disaggregation of Revenue [Line Items]      
Total $ 217,394 $ 216,682 $ 223,169
United States      
Disaggregation of Revenue [Line Items]      
Total 33,386 38,197 53,558
Greater China      
Disaggregation of Revenue [Line Items]      
Total 102,872 98,307 101,323
Europe      
Disaggregation of Revenue [Line Items]      
Total 42,855 37,337 36,042
South Korea      
Disaggregation of Revenue [Line Items]      
Total 15,049 15,211 18,768
Rest of North America      
Disaggregation of Revenue [Line Items]      
Total 3,229 4,438 8,475
Rest of Asia Pacific      
Disaggregation of Revenue [Line Items]      
Total 18,498 21,245 2,949
South America      
Disaggregation of Revenue [Line Items]      
Total $ 1,505 $ 1,947 $ 2,054
v3.25.4
Revenue - Additional Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Contract Revenue      
Disaggregation of Revenue [Line Items]      
Revenue recognized from previously recorded contract liabilities $ 2,001 $ 1,708 $ 1,734
Customer One | Accounts Receivable | Customer Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration risk 11.00% 11.00%  
Customer Two | Accounts Receivable | Customer Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration risk 10.00%    
v3.25.4
Revenue - Additional Information 1 (Details) - Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Start Date [Axis]: 2026-01-01
$ in Thousands
Dec. 31, 2025
USD ($)
Disaggregation of Revenue [Line Items]  
Remaining performance obligation $ 2,139
Remaining performance obligation (as a percent) 100.00%
Remaining performance obligation period 12 months
v3.25.4
Revenue - Schedule of Contract Balances (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]    
Unbilled revenue $ 4,814 $ 9,154
Contract liabilities $ 4,601 $ 2,735
v3.25.4
Revenue - Schedule of Customers Accounting for More Than 10% of Total Revenue (Details)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Customer A | Total Revenue | Customer Concentration Risk      
Disaggregation of Revenue [Line Items]      
Concentration risk 6.00% 9.30% 14.80%
v3.25.4
Share-Based Compensation - Additional Information (Details) - USD ($)
12 Months Ended
Jun. 04, 2025
Jun. 13, 2024
Jul. 01, 2023
Jun. 21, 2023
Jun. 22, 2022
Oct. 12, 2021
Jun. 10, 2021
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Mar. 22, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Stock compensation expense               $ 65,108,000 $ 67,240,000 $ 43,710,000  
Indie Canada                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Options assumed (in shares)           1,542,332          
Profit Interest                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Award vesting period               4 years      
Award expiration period               10 years      
Grant date fair value (in dollars per share)               $ 5.01 $ 7.09 $ 6.8  
Total unrecognized compensation cost related to profit interests               $ 41,141,000      
Weighted average remaining vesting period               1 year 2 months 12 days      
Unvested Earn-out Shares                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Grant date fair value               $ 3,919,000      
Grant date fair value (in dollars per share)               $ 9.2      
2023 Employment Inducement Incentive Plan                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Grant date fair value (in dollars per share)               $ 5.48 $ 7.48 $ 8.97  
Total unrecognized compensation cost related to profit interests               $ 9,760,000      
Weighted average remaining vesting period               2 years 6 months      
Employee Stock Option                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Total unrecognized compensation cost related to profit interests               $ 11,000      
Weighted average remaining vesting period               4 months 24 days      
Employee Stock Option | Indie Canada                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Award expiration period           10 years          
Purchase price - equity consideration           $ 17,249,000          
2021 Omnibus Equity Incentive Plan                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Number of additional units authorized (in shares)         10,500,000   10,368,750 51,868,750      
Number of units authorized (in shares)         20,868,750            
Number of units available for grant(in shares)               10,772,489      
Maximum percentage of cash retainer quarterly fully vested stock award     100.00%                
Stock compensation expense               $ 9,362,000 $ 19,789,000 $ 4,099,000  
Granted (in shares)               0 0    
Sharebased compensation arrangement by sharebased payment award options exercises in period total intrinsic value               $ 0 $ 0    
2021 Omnibus Equity Incentive Plan | Unvested Restricted stock units                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Award vesting period               4 years      
2021 Omnibus Equity Incentive Plan | Section 16 Officers                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Deferred compensation maximum percent of cash salary received in stock     50.00%                
2021 Omnibus Equity Incentive Plan | Non-Section 16 Officers                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Deferred compensation maximum percent of cash salary received in stock     25.00%                
Cash to stock exchange ratio     1.15%                
2021 Omnibus Equity Incentive Plan | Class A                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Number of additional units authorized (in shares) 17,000,000 7,000,000   7,000,000              
2023 Employment Inducement Award Plan                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Number of additional units authorized (in shares)       4,000,000              
Granted (in shares)               0 0    
Sharebased compensation arrangement by sharebased payment award options exercises in period total intrinsic value               $ 0 $ 0    
2023 Employment Inducement Award Plan | Class A                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Number of units authorized (in shares)       6,000,000             2,000,000
Number of units available for grant(in shares)               2,441,611      
Stock compensation expense               $ 4,284,000 5,787,000 3,730,000  
2022 Omnibus Equity Incentive Plan                      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]                      
Stock compensation expense               $ 3,500,000 $ 0 $ 0  
v3.25.4
Share-Based Compensation - Schedule of Components of Share-Based Compensation Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock compensation expense $ 65,108 $ 67,240 $ 43,710
Cost of goods sold      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock compensation expense 1,432 985 363
Research and development      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock compensation expense 39,600 43,449 25,750
Selling, general, and administrative      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock compensation expense 23,621 22,375 17,597
Restructuring costs      
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]      
Stock compensation expense $ 455 $ 431 $ 0
v3.25.4
Share-Based Compensation - Schedule of Profit Interest Activity (Details) - $ / shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Profit Interest    
Profit interest activity    
Beginning balance, Nonvested profit interest (in shares) 14,826,846 13,652,946
Granted (in shares) 15,265,807 10,449,306
Vested (in shares) (11,213,339) (7,565,367)
Forfeited (in shares) (3,133,046) (1,710,039)
Ending balance, Nonvested profit interest (in shares) 15,746,268 14,826,846
Weighted Average Grant Date Fair Value    
Beginning balance, weighted-average grant date fair value (in dollars per share) $ 7.09 $ 6.8
Granted (in dollars per share) 3.63 6.08
Vested (in dollars per share) 5.28 6.76
Forfeited (in dollars per share) 7.09 7.23
Ending balance, weighted-average grant date fair value (in dollars per share) $ 5.01 $ 7.09
Shares Retained to Cover Statutory Minimum Withholding Taxes    
Vested and retained (in shares) 0 0
2023 Employment Inducement Incentive Plan    
Profit interest activity    
Beginning balance, Nonvested profit interest (in shares) 1,867,316 1,614,463
Granted (in shares) 1,351,300 1,071,639
Vested (in shares) (728,579) (548,986)
Forfeited (in shares) (306,723) (269,800)
Ending balance, Nonvested profit interest (in shares) 2,183,314 1,867,316
Weighted Average Grant Date Fair Value    
Beginning balance, weighted-average grant date fair value (in dollars per share) $ 7.48 $ 8.97
Granted (in dollars per share) 4.01 6.16
Vested (in dollars per share) 7.53 8.75
Forfeited (in dollars per share) 6.35 9.23
Ending balance, weighted-average grant date fair value (in dollars per share) $ 5.48 $ 7.48
Shares Retained to Cover Statutory Minimum Withholding Taxes    
Vested and retained (in shares) 0 0
v3.25.4
Share-Based Compensation - Schedule of Changes in Outstanding Options (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
2021 Omnibus Equity Incentive Plan      
Options      
Beginning balance (in shares) 300,465 318,208  
Granted (in shares) 0 0  
Exercised (in shares) 0 0  
Forfeited or expired (in shares) (54,640) (17,743)  
Ending balance (in shares) 245,825 300,465 318,208
Exercisable (in shares) 184,364    
Vested or expected to vest (in shares) 184,364    
Weighted-average exercise price      
Beginning balance (in dollars per share) $ 10.82 $ 10.58  
Granted (in dollars per share) 0 0  
Exercised (in dollars per share) 0 0  
Forfeited or expired (in dollars per share) 8.75 6.6  
Ending balance (in dollars per share) 11.28 $ 10.82 $ 10.58
Exercisable (in dollars per share) 11.28    
Vested or expected to vest (in dollars per share) $ 11.28    
Additional disclosures      
Outstanding, weighted average remaining contractual term (years) 6 years 10 days 7 years 21 days 8 years 29 days
Exercisable, weighted average remaining contractual term (years) 6 years 10 days    
Vested and expected to vest, weighted average remaining contractual term (years) 6 years 10 days    
Outstanding, aggregate intrinsic value $ 0 $ 0 $ 0
Exercisable, aggregate intrinsic value 0    
Vested or expected to vest, aggregate intrinsic value $ 0    
Indie Canada Option Plan      
Options      
Beginning balance (in shares) 627,663 924,680  
Exercised (in shares) (117,885) (297,017)  
Forfeited or expired (in shares) (6,388) 0  
Ending balance (in shares) 503,390 627,663 924,680
Exercisable (in shares) 503,390    
Vested or expected to vest (in shares) 503,390    
Weighted-average exercise price      
Beginning balance (in dollars per share) $ 0.16 $ 0.17  
Exercised (in dollars per share) 0.05 0.18  
Forfeited or expired (in dollars per share) 3.59 0  
Ending balance (in dollars per share) 0.16 $ 0.16 $ 0.17
Exercisable (in dollars per share) 0.16    
Vested or expected to vest (in dollars per share) $ 0.16    
Additional disclosures      
Outstanding, weighted average remaining contractual term (years) 1 year 9 months 18 days 2 years 9 months 21 days 3 years 9 months 25 days
Exercisable, weighted average remaining contractual term (years) 1 year 9 months 18 days    
Vested and expected to vest, weighted average remaining contractual term (years) 1 year 9 months 18 days    
Outstanding, aggregate intrinsic value $ 1,718 $ 2,470 $ 7,343
Exercisable, aggregate intrinsic value 1,718    
Vested or expected to vest, aggregate intrinsic value $ 1,718    
v3.25.4
Net Loss per Common Share - Schedule of Basic and Diluted Net Loss Per Common Unit (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Numerator:      
Net loss $ (150,712) $ (144,187) $ (128,832)
Less: Net loss attributable to noncontrolling interest (7,646) (11,584) (11,207)
Net loss attributable to common stockholders — basic (143,066) (132,603) (117,625)
Net loss attributable to common shares — dilutive $ (143,066) $ (132,603) $ (117,625)
Denominator:      
Weighted average shares outstanding - basic (in shares) 197,246,432 175,029,650 145,188,867
Weighted average common shares outstanding - diluted 197,246,432 175,029,650 145,188,867
Net loss per share attributable to common shares - basic (in dollars per share) $ (0.73) $ (0.76) $ (0.81)
Net loss per share attributable to common shares - diluted (in dollars per share) $ (0.73) $ (0.76) $ (0.81)
v3.25.4
Net Loss per Common Share - Schedule of Antidilutive Units Excluded from Computation of Net Loss Per Unit (Details) - shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 98,787,799 102,261,971 59,407,604
Unvested Class B units      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 0 0 61,683
Unvested Phantom units      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 0 0 290,138
Unvested Restricted stock units      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 17,929,582 16,694,162 14,915,588
Convertible Class V common shares      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 16,521,251 17,671,251 18,694,332
Unexercised options      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 61,461 150,240 223,753
Earn-out Shares      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 5,000,000 5,000,000 5,000,000
Escrow Shares      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 1,725,000 1,725,000 1,725,000
2027 Cnvertible notes into Class A common shares      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 15,026,297 18,497,110 18,497,110
2029 Convertible notes into Class A common shares      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Potentially antidilutive securities excluded from the calculation of net loss per unit (in shares) 42,524,208 42,524,208 0
v3.25.4
Income Taxes - Additional Information (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Income Tax Contingency [Line Items]    
Net operating loss (“NOL”) carryforwards $ 93,492,000 $ 68,102,000
Uncertain tax position 0  
Accrued interest or penalties 0  
Unrecognized tax benefits, related expenses $ 0  
TRA, percent of cash tax savings 85.00%  
Federal    
Income Tax Contingency [Line Items]    
Net operating loss (“NOL”) carryforwards $ 91,495,000  
Operating loss carryforwards 423,400,000  
State    
Income Tax Contingency [Line Items]    
Operating loss carryforwards 9,016,000  
Foreign | China    
Income Tax Contingency [Line Items]    
Operating loss carryforwards 1,739,000  
Foreign | Germany    
Income Tax Contingency [Line Items]    
Operating loss carryforwards 7,704,000  
Foreign | Canada    
Income Tax Contingency [Line Items]    
Operating loss carryforwards 3,838,000  
Foreign | Canadian Provinces    
Income Tax Contingency [Line Items]    
Operating loss carryforwards $ 3,825,000  
v3.25.4
Income Taxes - Schedule of Income before Income Tax, Domestic and Foreign (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
United States $ (151,679) $ (144,808) $ (140,371)
Foreign (2,046) (1,301) 7,005
Net loss before income taxes $ (153,725) $ (146,109) $ (133,366)
v3.25.4
Income Taxes - Schedule of Components of Benefits for Income Taxes (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Current expense:      
Federal $ 95 $ 41 $ 96
State 0 69 23
Foreign 1,215 1,886 766
Total current expense: 1,310 1,996 885
Deferred expense:      
Federal (128) (4) (2,000)
State 11 (5) (5)
Foreign (4,206) (3,909) (3,414)
Total deferred expense: (4,323) (3,918) (5,419)
Total income tax benefit $ (3,013) $ (1,922) $ (4,534)
v3.25.4
Income Taxes - Schedule of Effective Income Tax Rate Reconciliation (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Amount      
Income tax provision at U.S. statutory federal rate $ (32,282) $ (30,683) $ (27,721)
State income tax provision, net of federal income tax effect   389 (1,216)
Foreign tax effects / rate differential   (1,571) (2,445)
Change in valuation allowance 29,062 24,358 19,511
Noncontrolling interest 2,851 2,965 4,858
Section 162(m) addback on executive compensation   0 565
GILTI inclusion, net   4,102 2,881
Other (117) (1,482) (967)
Total income tax benefit $ (3,013) $ (1,922) $ (4,534)
Percent      
Income tax provision at U.S. statutory federal rate 21.00%    
Change in valuation allowance (18.75%)    
Noncontrolling interest (1.84%)    
Other 0.08%    
Effective tax rate 1.91%    
China      
Amount      
Foreign tax effects / rate differential $ (1,931)    
Percent      
Foreign tax effects / rate differential 1.25%    
Canada      
Amount      
Provincial income tax provision $ (2,200)    
Change in valuation allowance 2,069    
Foreign tax effects / rate differential $ (382)    
Percent      
Change in valuation allowance (1.34%)    
Foreign tax effects / rate differential 0.25%    
Provincial income tax provision 1.42%    
Other      
Amount      
Foreign tax effects / rate differential $ (83)    
Percent      
Foreign tax effects / rate differential 0.01%    
v3.25.4
Income Taxes - Schedule of Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
Investment in Ay Dee Kay, LLC $ 50,477 $ 58,005  
Net operating loss (“NOL”) carryforwards 93,492 68,102  
Tax credits 11,434 6,789  
Other deferred tax assets 13,174 9,696  
Total deferred tax assets before valuation allowance 168,577 142,592  
Valuation allowance (162,194) (137,444) $ (109,701)
Deferred tax assets – net of valuation allowance 6,383 5,148  
Intangibles (17,178) (15,659)  
Other deferred tax liabilities (1,064) (1,149)  
Total deferred tax liabilities (18,242) (16,808)  
Net deferred tax liabilities $ (11,859) $ (11,660)  
v3.25.4
Income Taxes - Schedule of Changes in the Valuation Allowance for Deferred Tax Assets (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Deferred Tax Assets, Valuation Allowance [Roll Forward]    
Beginning balance $ 137,444 $ 109,701
Increases recorded to tax provision 26,138 27,743
Decreases recorded as a benefit to income tax provision (1,388) 0
Ending balance $ 162,194 $ 137,444
v3.25.4
Income Taxes - Schedule of Unrecognized Tax Benefits Roll Forward (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Unrecognized Tax Benefits [Roll Forward]      
Balance at January 1st $ 696 $ 696 $ 0
Additions for purchase accounting 0 0 696
Balance at December 31st $ 696 $ 696 $ 696
v3.25.4
Leases - Additional Information (Details)
1 Months Ended 6 Months Ended 12 Months Ended
May 31, 2025
USD ($)
May 31, 2024
USD ($)
Mar. 31, 2024
USD ($)
Jan. 31, 2024
USD ($)
Sep. 30, 2023
USD ($)
Aug. 31, 2023
USD ($)
Nov. 30, 2022
USD ($)
Oct. 31, 2021
USD ($)
May 31, 2021
USD ($)
Dec. 31, 2024
USD ($)
Dec. 31, 2025
USD ($)
ft²
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Feb. 29, 2024
Other Commitments [Line Items]                            
Impairment of intangible assets                       $ 0 $ 0  
Asset impairment in relation to restructuring                   $ 882,000 $ 3,607,000 $ 998,000 $ 0  
Corporate and Manufacturing Facilities                            
Other Commitments [Line Items]                            
Term of option to extend                     5 years      
Aliso Viejo Headquarters                            
Other Commitments [Line Items]                            
Lease term                     6 years      
Security deposit                     $ 30,000      
Additional square footage of leased space (in square feet) | ft²                     18,000      
Monthly rent                     $ 40,000      
Austin, Texas Design Center                            
Other Commitments [Line Items]                            
Lease term         5 years 10 years   5 years            
Monthly rent         $ 15,000 $ 13,000   $ 14,000            
Detroit, Michigan                            
Other Commitments [Line Items]                            
Lease term                 7 years          
Monthly rent                 $ 24,000          
San Jose, California                            
Other Commitments [Line Items]                            
Lease term     6 years                      
Security deposit     $ 210,000                      
Monthly rent     $ 94,000                      
Scotland Design Center Facility                            
Other Commitments [Line Items]                            
Lease term                     5 years      
Monthly rent                     $ 18,000      
Haifa, Israel                            
Other Commitments [Line Items]                            
Lease term                           3 years
Monthly rent                     $ 16,000      
TeraXion Office Building                            
Other Commitments [Line Items]                            
Monthly rent               $ 58,000            
Shanghai, China                            
Other Commitments [Line Items]                            
Monthly rent             $ 14,000              
Suzhou, China                            
Other Commitments [Line Items]                            
Lease term             3 years              
Monthly rent             $ 7,000              
Budapest, Hungary                            
Other Commitments [Line Items]                            
Lease term   2 years                        
Monthly rent   $ 7,000                        
Frankfurt (Oder), Germany                            
Other Commitments [Line Items]                            
Lease term       5 years                    
Monthly rent       $ 9,000                    
Nuremburg, Germany                            
Other Commitments [Line Items]                            
Lease term 10 years                          
Monthly rent $ 10,000                          
v3.25.4
Leases - Schedule of Balance Sheet Classification (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Assets    
Operating lease right-of-use assets $ 14,363 $ 16,107
Liabilities    
Operating lease, liability, current, statement of financial position [Extensible Enumeration] Accrued expenses and other current liabilities Accrued expenses and other current liabilities
Operating lease liabilities (current) $ 3,227 $ 2,984
Operating lease liability, non-current 13,046 14,278
Total lease liabilities $ 16,273 $ 17,262
v3.25.4
Leases - Schedule of Components of Lease Cost (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Operating lease cost $ 4,280 $ 4,237 $ 3,406
Short-term lease cost 0 0 17
Variable lease cost 586 473 179
Total lease cost $ 4,866 $ 4,710 $ 3,602
v3.25.4
Leases - Schedule of Supplemental Information related to Operating Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Leases [Abstract]    
Cash paid for amounts included in the measurement of operating lease liabilities $ 4,174 $ 3,888
Right-of-use assets obtained in exchange for new operating lease liabilities $ 1,123 $ 5,172
Weighted average remaining lease term — operating leases 5 years 10 days 5 years 4 months 13 days
Weighted average discount rate — operating leases 6.56% 6.47%
v3.25.4
Leases - Schedule of Future Lease Obligations (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Leases [Abstract]    
2026 $ 4,193  
2027 4,120  
2028 3,834  
2029 2,866  
2030 1,759  
Thereafter 2,388  
Total minimum lease payments 19,160  
Less imputed interest (2,887)  
Total lease liabilities 16,273 $ 17,262
Operating lease liabilities (current) (3,227) (2,984)
Long-term lease obligations $ 13,046 $ 14,278
v3.25.4
Divestiture of Wuxi (Additional Information) (Details) - Wuxi Agreement
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Oct. 27, 2025
CNY (¥)
Oct. 27, 2025
USD ($)
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]          
Consideration received for disposal group       ¥ 960,834 $ 134,893
Contractual term       18 months 18 months
Contract duration       30 days 30 days
Percentage of revenue 43.00% 38.00% 31.00%    
Percentage of revenue from major customer 11.00% 10.00% 9.00%    
Percentage of total assets 12.00% 10.00%      
Percentage of total liabilities 3.00% 4.00%      
Wuxi indie Microelectronics Ltd.          
Income Statement, Balance Sheet and Additional Disclosures by Disposal Groups, Including Discontinued Operations [Line Items]          
Ownership percentage       34.38% 34.38%
v3.25.4
Commitments and Contingencies - Additional Information (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Commitments and Contingencies Disclosure [Abstract]      
Royalty expense $ 2,096,000 $ 2,325,000 $ 3,808,000
Accrued royalties 169,000 658,000  
Distributed earnings $ 0 $ 0  
v3.25.4
Supplemental Financial Information - Additional Information (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Payables and Accruals [Abstract]    
Holdbacks and deferred payments for business combination $ 1,720 $ 7,050
Accrued taxes 4,858 3,113
Operating lease liabilities, current 3,227 2,984
Deferred revenue 4,601 2,735
Accrued interest 1,396 1,679
Accrued royalties 169 658
Other 8,801 11,078
Accrued expenses and other current liabilities $ 24,772 $ 29,297
v3.25.4
Geographical Information - Schedule of Long-lived Assets by Geographic Areas (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net $ 43,349 $ 34,281
United States    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net 19,135 13,640
Canada    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net 2,945 3,657
Germany    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net 8,666 6,585
China    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net 8,342 6,882
Israel    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net 684 1,095
Switzerland    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net 3,123 1,826
Rest of world    
Segment Reporting, Asset Reconciling Item [Line Items]    
Property and equipment, net $ 454 $ 596
v3.25.4
Segment Reporting - Additional Information (Details)
12 Months Ended
Dec. 31, 2025
Segment
Segment Reporting [Abstract]  
Number of reportable segments 1
Segment Reporting, Expense Information Used by CODM, Description The CODM also utilizes the Company’s consolidated long-range plan, which includes product development roadmaps and long-range consolidated financial models, as a key input to resource allocation. The CODM also makes decisions on resource allocation, assesses performance of the business, and monitors budget versus actual results using consolidated operating income (loss) from operations. The CODM does not review any measures of financial results beyond what is presented in the accompanying statement of operations.
Segment Reporting, CODM, Individual Title and Position or Group Name [Extensible Enumeration] srt:ChiefExecutiveOfficerMember