Innoviz Technologies (NasdaqCM:INVZ) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAda Menaker - VP of Corporate Development and Investor RelationsCasey Ryan - Director Of ResearchColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchEldar Cegla - CFOJash Patwa - Equity Research AssociateOmer Keilaf - CEO, Co-Founder, and DirectorConference Call ParticipantsItay Michaeli - Equity AnalystMark Delaney - Managing Director and Senior Equity An ...

Innoviz Technologies (NasdaqCM:INVZ) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsAda Menaker - VP of Corporate Development and Investor RelationsCasey Ryan - Director Of ResearchColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchEldar Cegla - CFOJash Patwa - Equity Research AssociateOmer Keilaf - CEO, Co-Founder, and DirectorConference Call ParticipantsItay Michaeli - Equity AnalystMark Delaney - Managing Director and Senior Equity An ...

Innoviz Technologies (NasdaqCM:INVZ) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker8Ladies and gentlemen, thank you for standing by. Welcome to Innoviz's fourth quarter 2025 earnings call. Our presentation today will be followed by a Q&A session, at which time, if you wish to ask a question, you will need to either raise your hand using your mobile or desktop application or press star nine on your telephone keypad and wait for your name to be announced. I must advise you that this call is being ...

meaning of the federal securities laws, including statements regarding the services and products offered by Innoviz, the anticipated technological capability of Innoviz's products, the markets in which Innoviz operates, expected NRE payments, the anticipated scaling of production, and Innoviz's projected future operational and financial results, including revenue and NREs. These forward-looking statements generally are identified by the words "believe," likely result," and similar expressions. Forward-looki ...

Core Insights - Innoviz Technologies Ltd. (NASDAQ:INVZ) is recognized as one of the top 12 autonomous driving stocks to consider for investment [1] Group 1: Partnership and Technology Development - Innoviz Technologies Ltd. has partnered with Vueron Technology to integrate LiDAR data from Innoviz's products into Vueron's AI development platform, enhancing perception development for automotive manufacturers and smart infrastructure providers [2] - The collaboration aims to streamline development workflows by combining Innoviz's LiDAR sensors with Vueron's AI software capabilities [2] Group 2: Product Availability - Innoviz's off-the-shelf LiDAR solution, InnovizSMART, is now generally available, featuring high production capacity and quick order lead times [3] Group 3: Financial Performance - In Q3 2025, Innoviz reported sales of $15.3 million, a significant increase from $4.5 million in Q3 2024, driven by LiDAR products and NRE services [4] - Operating expenses in Q3 2025 were $18.1 million, reflecting a 30% decrease from $26.0 million in Q3 2024 [4]

Core Insights - Innoviz Technologies has deployed its InnovizSMART system in various critical infrastructure locations in Israel over the past three months, providing a high-resolution perimeter security solution [1] - The InnovizSMART system utilizes advanced 3D sensing capabilities to create customizable virtual perimeters, detecting and classifying objects with high precision [1] - The LiDAR-based solution offers significant advantages over traditional security technologies, including the ability to detect movement behind obstacles and maintain performance in harsh weather conditions [1] Product Features - InnovizSMART can detect and classify objects at distances exceeding 450 meters, scanning over 1 million points per second to create a detailed 3D map of the area [1] - The system integrates with cameras and analytics software to provide visual confirmation and classification of detected movements, allowing for scenario-specific responses and reducing false alarms [1] - It is designed for a wide range of applications, including the protection of critical infrastructure, municipal facilities, and public spaces, and is available as an off-the-shelf product [1] Market Position - Innoviz is recognized as a global leader in LiDAR technology, serving as a Tier 1 supplier to major automotive manufacturers and focusing on the development of safe autonomous vehicles [1] - The company operates across the U.S., Europe, and Asia, providing its LiDAR solutions to various sectors, including municipalities and commercial enterprises [1] - InnovizSMART will be showcased at the Defense.tech expo for homeland security in Tel Aviv on February 17-18, 2026, highlighting its commitment to advancing security technology [1]

Core Insights - Innoviz Technologies (INVZ) has announced a partnership with Vueron Technology Co., focusing on AI-powered LiDAR perception solutions [1] Group 1: Partnership Details - The collaboration integrates Innoviz's LiDAR data from InnovizTwo and InnovizSMART into Vueron's VueX AI development platform [1] - This integration aims to assist automotive manufacturers and smart infrastructure operators in accelerating their perception development [1] Group 2: Technological Advancements - The partnership enables automated data annotation, training, and validation, enhancing the efficiency of perception development processes [1]

Core Insights - The collaboration between Innoviz and Vueron aims to enhance LiDAR-based perception by automating the annotation and labeling of sensor data for AI model development, thereby reducing manual effort while ensuring precision for safety-critical applications [1][3] - Innoviz's high-performance LiDAR products, including InnovizTwo and InnovizSMART, are integrated into Vueron's VueX platform, providing a comprehensive AI cloud-based environment for various applications [2][3] Company Overview - Innoviz is recognized as a global leader in LiDAR technology, serving as a Tier-1 supplier to major automotive manufacturers and focusing on the development of safe autonomous vehicles [5] - Vueron specializes in building perception and data infrastructure for real-world autonomy, transforming raw LiDAR data into reliable AI-based outputs to assist OEMs and infrastructure operators [6] Product Integration - The integration of Innoviz's LiDAR data into Vueron's VueX platform allows for a streamlined process in data storage, visualization, processing, labeling, training, validation, and deployment across automotive and smart infrastructure applications [2][3] - The joint solution will be showcased at CES 2026, allowing attendees to experience the integrated platform and its applications [4]

Core Insights - Innoviz Technologies has announced the InnovizThree, a new compact LiDAR design that is 60% smaller than its predecessor, InnovizTwo, showcasing the company's leadership in the LiDAR sector [1] - The InnovizThree integrates RGB capabilities, providing a more efficient path for OEMs to achieve multi-sensor perception without compromising vehicle design or manufacturability [1] - The alignment of RGB sensing capabilities with LiDAR ensures precise Visual-to-LiDAR geometry, facilitating reliable multi-modal sensor-fusion data correlation and reducing calibration efforts during vehicle integration [1] Company Overview - Innoviz is a global leader in LiDAR technology, serving as a Tier-1 supplier to major automotive manufacturers and aiming for a future with safe autonomous vehicles [3] - The company's LiDAR and perception software outperform human drivers in terms of safety and performance, meeting stringent automotive industry standards [3] - Innoviz operates across the U.S., Europe, and Asia, and has been selected by premium car brands for consumer vehicles and various commercial applications [3]

Core Insights - Innoviz Technologies has launched InnovizThree, a high-performance LiDAR sensor platform designed for automotive applications, featuring slimmer dimensions and lower power consumption while significantly reducing costs compared to its predecessor, InnovizTwo [1][6]. Product Features - InnovizThree is engineered for seamless integration behind windshields or on rooftops, providing automakers with design flexibility [1][5]. - The new LiDAR offers improved sensing power and efficiency, built for the next generation of autonomous systems, ensuring high performance, safety, and effectiveness [2]. - Key specifications include a weight of only 600 grams, a cost reduction of over 35% from InnovizTwo, and detection ranges exceeding 250 meters, enhancing long-distance accuracy [6]. Market Positioning - The launch addresses the automotive industry's need for economically viable and scalable high-performance LiDAR solutions, meeting OEM requirements for safe autonomous driving [2][4]. - Innoviz is recognized as a Tier-1 supplier to leading automotive manufacturers, aiming to contribute to the future of safe autonomous vehicles [4]. Upcoming Events - Innoviz will showcase InnovizThree for the first time at CES 2026, providing live demonstrations to attendees [3][5].