The main story is still Tuesday’s business update. MicroVision reaffirmed $10–15M in 2026 revenue, projected 2027 revenue to double, and said 2027 cash burn will drop significantly from a second round of consolidation. Moving the Luminar operations into the Orlando plant is mostly done, and management says that plant plus existing inventory covers 2027 growth without big new spending. MOVIA S production is slated to start this month, with more detail promised on the Q3 call. MicroVision’s LinkedIn page pushed the webcast replay yesterday. Sources: the
8-K press release, the
MicroVision LinkedIn post, and a
recap article.
Other items worth knowing:
Robinson Unmanned (Oct 6): a joint marketing and demo deal to put MOVIA Air Plus lidar on Robinson’s SPIRIT drone for live mapping. It’s a defense-adjacent proof point for MVIS, but a demo agreement, not a purchase order. See the Robinson release.
RoboSense: Q3 lidar shipments were 595.6K units, up 221% year over year, including 145K robotics units (up 309%). That shows how fast Chinese volume players are scaling in the segment MVIS wants. See the RoboSense post.
AEye: it’s pitching lidar that spots thin obstacles like power lines to low-flying autonomous aircraft, the same drone and defense niche as MOVIA Air. See the AEye post.
Ouster: GeoCue is building survey drone payloads around Ouster’s OS1 Max, and Ouster announced a wildfire-drone partnership with Seneca on Oct 1. Both are drone-lidar competition. See the GeoCue post and the Seneca article.
Shield AI: the Navy and Shield AI committed $400M toward X-BAT flight testing, plus a $150M Navy contract change. It’s a sign defense autonomy money is flowing, with no direct MVIS tie.
Seyond: it showed smart-infrastructure lidar at ITS Arizona, a market MVIS also targets. See the Seyond post.
Aptiv, Mobileye, Hesai, ZF, Valeo, Lumotive, NVIDIA, Continental, and FORVIA HELLA had nothing lidar-relevant. I found no new MVIS filings or releases for Oct 8 or 9, and the Q3 earnings date still isn’t confirmed (data sites guess Oct 22 or Nov 10). Your LinkedIn home feed only loaded 13 posts, and I didn’t get to the material-handling, defense contractor, or trade-news pages today.
MVIS morning brief, Fri Oct 9
The main story is still Tuesday’s business update. MicroVision reaffirmed $10–15M in 2026 revenue, projected 2027 revenue to double, and said 2027 cash burn will drop significantly from a second round of consolidation. Moving the Luminar operations into the Orlando plant is mostly done, and management says that plant plus existing inventory covers 2027 growth without big new spending. MOVIA S production is slated to start this month, with more detail promised on the Q3 call. MicroVision’s LinkedIn page pushed the webcast replay yesterday. Sources: the 8-K press release, the MicroVision LinkedIn post, and a recap article.
Other items worth knowing:
Robinson Unmanned (Oct 6): a joint marketing and demo deal to put MOVIA Air Plus lidar on Robinson’s SPIRIT drone for live mapping. It’s a defense-adjacent proof point for MVIS, but a demo agreement, not a purchase order. See the Robinson release.
RoboSense: Q3 lidar shipments were 595.6K units, up 221% year over year, including 145K robotics units (up 309%). That shows how fast Chinese volume players are scaling in the segment MVIS wants. See the RoboSense post.
AEye: it’s pitching lidar that spots thin obstacles like power lines to low-flying autonomous aircraft, the same drone and defense niche as MOVIA Air. See the AEye post.
Ouster: GeoCue is building survey drone payloads around Ouster’s OS1 Max, and Ouster announced a wildfire-drone partnership with Seneca on Oct 1. Both are drone-lidar competition. See the GeoCue post and the Seneca article.
Shield AI: the Navy and Shield AI committed $400M toward X-BAT flight testing, plus a $150M Navy contract change. It’s a sign defense autonomy money is flowing, with no direct MVIS tie.
Seyond: it showed smart-infrastructure lidar at ITS Arizona, a market MVIS also targets. See the Seyond post.
Aptiv, Mobileye, Hesai, ZF, Valeo, Lumotive, NVIDIA, Continental, and FORVIA HELLA had nothing lidar-relevant. I found no new MVIS filings or releases for Oct 8 or 9, and the Q3 earnings date still isn’t confirmed (data sites guess Oct 22 or Nov 10). Your LinkedIn home feed only loaded 13 posts, and I didn’t get to the material-handling, defense contractor, or trade-news pages today.
The premarket look is next at 8:45.