INVZ
Innoviz Technologies Ltd.1.2000
-0.0100-0.83%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Pipeline color, non-auto traction detailed
Q&A offered pipeline color on 2-3 expected 2026 wins, split across Level 4 and Level 3 programs using InnovizTwo for quicker launches and InnovizThree for behind-windshield needs. Management detailed non-auto traction, with security bookings supporting 10% revenue goal, exploding leads from conferences, and higher ASPs around $10,000 versus automotive due to superior range/resolution. On Daimler Truck, they clarified missing initial long-range eval but noted strong ties and ultra long-range development for expansion. Analysts probed AI risks and L3 attach rates; Omer positioned LiDAR as essential for real-world AI training. Non-auto leads exploding. Outlook stayed upbeat on physical AI demand; investors will eye win conversions and non-auto ramp.
Key Stats
Market Cap
250.54MP/E (TTM)
-Basic EPS (TTM)
-0.35Dividend Yield
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