Core Insights - Mercedes-Benz has integrated Gauzy's dual smart glass technology, combining SPD and PDLC, into approximately 75% of the glazing in its new Vision V show car, showcasing the evolution and benefits of automotive smart glass technology [1][3][5] Company Collaboration - The partnership between Mercedes-Benz and Gauzy continues to strengthen, emphasizing Mercedes-Benz's commitment to innovative technologies in its show cars [2][5] - This collaboration marks the first time Mercedes-Benz has selected Gauzy's dual technology stack for its vehicles, enhancing the dynamic shading and privacy features [5][7] Product Features - The Vision V features a luxurious design aimed at redefining comfort, with smart glass windows that allow seamless transitions between transparent, shaded, and private states [3][7] - The combined SPD and PDLC technologies help mitigate glare, reduce cabin temperature, and enhance energy efficiency while maintaining visibility [7][10] Market Trends - The automotive smart glass market is projected to reach a total addressable market (TAM) of $25 billion by 2028, indicating strong demand and accelerating adoption of smart glass technologies by leading OEMs [10]

Core Insights - Gauzy Ltd. has been selected by Air France-KLM Group to provide its electromechanical shading system for the airline's new La Première first-class suites, marking a significant opportunity for the company in the airline shading and lighting market, which is valued at $600 million annually and expected to grow at a CAGR of 6.4% from 2023 to 2028 [1][2] Company Overview - Gauzy is a leader in vision and light control technologies, with a focus on research, development, manufacturing, and marketing of these technologies across various industries [5] - The company has a strong presence in the airline industry, particularly in cockpit shading, where it holds over 95% market share, and is expanding its footprint in cabin shading [2][3] Strategic Partnerships - The partnership with Air France exemplifies Gauzy's strategy to align with industry leaders to enhance passenger experience, integrating advanced shading technology into premium airline offerings [3][4] - Gauzy's technology allows passengers to control light settings in their suites, enhancing comfort and privacy, while also providing operational efficiencies for airline crew [3] Market Position and Growth - Gauzy is in serial production for cabin shades with several airline OEMs, including Embraer and HondaJet, and aims to expand its technology into architecture and automotive sectors [2] - The company is committed to leveraging its expertise in light and vision control to drive innovation and achieve growth objectives [4]

Core Insights - Gauzy Ltd. has been selected by Air France-KLM Group to provide its electromechanical shading system for the airline's new La Première first-class suites, marking a significant opportunity for the company in the airline shading and lighting market, which is valued at $600 million annually and expected to grow at a CAGR of 6.4% from 2023 to 2028 [1][2] Company Overview - Gauzy is a global leader in vision and light control technologies, with a focus on research, development, manufacturing, and marketing of these technologies across various industries [5] - The company has a strong presence in the aeronautics, automotive, and architecture sectors, serving leading brands in over 30 countries [5] Market Position - Gauzy has captured significant market share in airline cabin shading and holds over 95% market share in cockpit shading [2] - The company is in serial production for cabin shades with several airline OEMs, including Embraer, HondaJet, and Daher, indicating a robust demand for its products [2] Product Features - The award-winning electromechanical double-pleated shading system allows passengers to choose between translucent and blackout settings, enhancing comfort and privacy [3] - Centralized control for crew members streamlines operations, saving time and reducing costs associated with manual shade adjustments [3] Strategic Vision - The CEO of Gauzy emphasized the company's strategy of partnering with industry leaders to enhance passenger experience and aims to leverage its cockpit shading dominance to expand further into cabin shading [4] - The company is committed to innovation and product advancement to achieve growth objectives and create sustained value for shareholders and customers [4]

Core Insights - Gauzy Ltd. is a global leader in light and vision control technologies, with a strong local presence in the U.S. through its Florida production facility, which supports various business divisions including architecture, automotive, and aeronautics [1][2][4] - The new 2025 tariff policy from the U.S. government is expected to have minimal to no impact on Gauzy's product portfolio due to the use of U.S.-originated intermediates and substantial transformation occurring within the U.S. [3][4] Company Operations - Gauzy operates four proprietary production sites located in Tel Aviv (Israel), Melbourne (Florida), Lyon (France), and Stuttgart (Germany), ensuring optimized delivery of its products [1][2] - The Florida facility serves the majority of U.S. customers and is expanding in response to business needs, maintaining high-quality production standards [2][4] Market Position - Gauzy's established local presence in the U.S. differentiates it from competitors who may not have similar capabilities, allowing it to meet high-quality standards such as ISO9100 and IATF 16949:2016 [2][4] - The company serves leading brands across various industries in over 30 countries, leveraging a certified distribution channel [4]

Core Insights - Gauzy Ltd. has unveiled its smart glass facade at the new MSC Terminal in Miami, which is the largest and most technologically advanced cruise ship terminal globally, showcasing the potential of smart glass in architectural applications [3][9] - The smart glass covers 75% of the terminal's facade and is expected to be seen by approximately 36,000 visitors and 42,000 vehicles daily, reaching over 30 million people annually [1][3] - The global addressable market for smart glass in buildings is valued at $44 billion, with the facade glass market projected to grow to $412.16 billion by 2032 and the transparent display market expected to reach $38.28 billion by 2032 [7] Company Overview - Gauzy Ltd. specializes in light and vision control technologies, focusing on the research, development, manufacturing, and marketing of smart glass technologies and advanced driver assistance systems (ADAS) [10] - The company has a significant presence in Miami, a rapidly growing U.S. real estate market, and has completed several notable projects, indicating a strong demand for innovative building materials in the region [8] Project Details - The installation includes over 11,000 square feet (1,100 square meters) of exterior-grade grey PDLC smart film, which remains transparent during the day and transforms into a digital art display at night [4][6] - The project meets public artworks ordinance requirements by integrating artistic elements into the terminal's design, showcasing how digital displays can contribute to public art [6][7] Strategic Partnerships - Gauzy collaborates with MSC and Fincantieri Infrastructure, leaders in the cruise industry, to enhance travel experiences through innovative smart glass technologies [5][9] - The partnership aims to redefine passenger experiences at cruise terminals and on-board vessels, highlighting the intersection of sustainable technology and immersive art [9]

TEL AVIV, Israel, March 27, 2025 (GLOBE NEWSWIRE) -- Gauzy Ltd. (NASDAQ:GAUZ), a global leader of vision and light control technologies, today announced that its senior management will attend the Jefferies Virtual Cleantech and Utility Equipment Conference on Friday, March 28, 2024. About Gauzy Gauzy Ltd. is a fully-integrated light and vision control company, focused on the research, development, manufacturing, and marketing of vision and light control technologies that are developed to support safe, susta ...

Company Overview - Gauzy is identified as an early-stage disruptor targeting a significant addressable market valued at $44 billion [1] Investment Philosophy - The investment approach emphasizes seeking bargains in any market, particularly in emerging markets, and is influenced by renowned investors like Li Lu and Peter Lynch [1] - The investor adopts an owner-mindset, focusing on individual company performance rather than macroeconomic factors [1] Economic Perspective - The investment philosophy is heavily influenced by Austrian economic thinkers such as Henry Hazlitt, Friedrich Hayek, and Ludwig Von Mises, indicating a preference for clear and logical economic reasoning [1]

Gauzy (GAUZ) Q4 2024 Earnings Call March 11, 2025 06:58 PM ET Company Participants Daniel Scott - SVP - Investor RelationsEyal Peso - CEO & Co-FounderMeir Peleg - CFO Conference Call Participants Josh Nichols - Senior Research AnalystDan Lévy - Senior Equity Research AnalystItay Michaeli - Equity Analyst Operator Good morning, and welcome to the Galaxy Limited Fourth Quarter and Full Year twenty twenty four Earnings Conference Call. Today's call is being recorded and we have allocated one hour for prepared ...

Exhibit 99.1 Gauzy Ltd. Announces Record Fourth Quarter and Full Year 2024 Results Narrows Adjusted Net Loss for the Quarter, Continuing Path to Improved Profitability Delivers on Goal to Produce First Ever Quarter of Positive Adjusted EBITDA in the Fourth Quarter Full-year Sales Surpassed $100 Million, Backed by over 80% of Sales from Recurring Customers Introduces 10-year Committed and Contracted Backlog, Reflecting Accelerating Long-Term Demand Across Segments Initiates 2025 Guidance of Healthy Double-di ...

Financial Performance and Risks - The company has incurred an accumulated deficit of approximately $225.0 million as of December 31, 2024, with net losses of $53.2 million and $79.3 million for the years ended December 31, 2024 and 2023, respectively[49]. - The company anticipates significant expenses and losses for at least the near and medium term as it continues to develop its product portfolio and expand operations[50]. - The company must effectively manage capital expenditures and costs associated with its operations to achieve future profitability[58]. - The company may need to raise additional capital before becoming profitable from sales of its light and vision control products, which could delay or limit product development efforts[59]. - The company faces risks related to its ability to generate sufficient cash flows to service its debt obligations, which could lead to liquidity problems[198]. - The company may incur substantial additional debt in the future, which could exacerbate financial risks[200]. Market and Competitive Landscape - The company invests significant effort and capital in seeking validation of its light and vision control products with OEMs and Tier 1 suppliers, primarily in the aeronautics and automobile markets, with development cycles lasting approximately one to four years[43]. - Future growth is highly dependent on large-scale adoption of light and vision control products in automotive, transportation, architecture, and aeronautic markets[73]. - The competitive landscape includes numerous competitors, and failure to compete successfully in product development may adversely affect the company's financial condition[77]. - The company has a competitive advantage as the sole developer of multiple smart glass technologies, providing comprehensive solutions for light and vision control systems across various markets[78]. Regulatory and Compliance Risks - The company faces risks related to compliance with numerous laws and regulations across various countries concerning the manufacturing and sale of its products[46]. - The company is subject to numerous laws and regulations across various countries, and failure to comply could result in significant penalties and harm to business operations[117]. - Environmental laws and regulations are expected to become more stringent, potentially increasing compliance costs and impacting financial performance[127]. - The company must adapt to evolving automotive and aeronautic safety regulations, which could present both opportunities and challenges for its products[121]. - The company is subject to various laws and regulations related to data privacy and security, which are continually evolving and could adversely affect its business and financial condition[134]. Supply Chain and Operational Risks - The company is exposed to high repair and replacement costs for defective products, which could adversely affect its operations and profitability[55]. - The company faces risks related to raw material supply, including potential shortages and price volatility, which could adversely affect sales and operating results[64][66]. - The company relies on complex machinery for operations, which may suffer unexpected malfunctions, affecting operational efficiency and cash flows[75]. - The ongoing conflict between Russia and Ukraine has negatively impacted the global economy, leading to material shortages and increased costs for raw materials[98]. - Economic uncertainty and geopolitical tensions could adversely affect demand for the company's products and overall business performance[104]. Intellectual Property and Technology - The company's ability to protect intellectual property through patents and trade secrets is critical for competitive positioning[167]. - The company's patent portfolio consists of 146 patents and 16 pending patent applications, which are crucial for the commercialization of new products[182]. - The company may face challenges from third-party intellectual property rights, which could require costly litigation or licensing agreements[172]. - The company has made significant investments in machine learning and artificial intelligence technologies, but there are risks associated with their development and deployment[187]. Employee and Operational Impact - The company faces potential difficulties in collecting accounts receivable due to fluctuations in foreign currency exchange rates and longer sales cycles[103]. - The company may need to provide higher than normal raises to employees due to inflation, which could affect operating income if costs cannot be passed on to customers[105]. - As of March 1, 2025, one employee in Israel is serving in active duty, and additional employees may be called up for military service, potentially disrupting operations[230]. - Approximately 22% of the company's employees and 25% of its production lines are located in Israel[231]. Shareholder and Market Dynamics - The market price of the company's ordinary shares may be volatile, and it may not be able to meet investor or analyst expectations, potentially affecting share value[46]. - The company has never declared or paid dividends and intends to retain future earnings to finance operations and expand its business[203]. - The company has a significant concentration of share ownership, with directors and major shareholders owning over 21.66% of ordinary shares, potentially influencing shareholder decisions[202]. Acquisitions and Growth Strategies - The company completed the acquisition of Vision Lite in January 2022 and Resonac Corporation's full SPD intellectual property portfolio in September 2023, which included new technology research and development[84]. - The company faces risks in future acquisitions, including difficulties in identifying candidates, inability to secure favorable terms, and potential disruptions to ongoing business operations[85]. - The company anticipates significant increases in operational and financial systems to support future growth, which may lead to operational inefficiencies if not managed effectively[90].