Summary of Luminar Technologies, Inc. Conference Call Company Overview - **Company**: Luminar Technologies, Inc. (NASDAQ: LAZR) - **Industry**: LiDAR technology for autonomous vehicles and advanced driver-assistance systems (ADAS) - **Founded**: 2012 by Austin Russell - **Market Cap**: Approximately $3 billion [2] Core Technology and Product Offering - **LiDAR Technology**: Luminar develops LiDAR systems that utilize lasers to enable autonomous driving capabilities. The technology can see objects up to 250 meters away with a 120-degree horizontal and 30-degree vertical field of view [5] - **Wavelength Advantage**: Luminar's LiDAR operates at a wavelength of 1,550 nm, allowing for 17 times more photons compared to the 905 nm wavelength used by some competitors, making it safer for human eyes [8][9] - **Product Launch Timeline**: Initial products are expected to be integrated into consumer vehicles by the end of 2022, with key customers including Volvo, Polestar, and Shanghai Auto [6][14] Customer Contracts and Market Position - **Key Customers**: - **Volvo**: Initially an optional feature on the XC90, now a standard feature, indicating strong confidence in Luminar's technology [12][13] - **Polestar**: Expected to follow Volvo's timeline for integration [16] - **Shanghai Auto**: Developing a new brand to compete with Tesla, featuring Luminar's LiDAR technology [14] - **Nissan**: Plans to incorporate Luminar's LiDAR into their next-gen safety system, aiming for mass market adoption by 2030 [19][20] - **Total Commercial Wins**: Approximately 10 major contracts, with significant growth expected in the coming years [19] Financial Outlook and Production Capacity - **Production Facility**: A new dedicated facility is set to produce 250,000 units annually, with plans for scalability [38][41] - **Revenue Growth**: Anticipated significant revenue increase as production ramps up and more customers adopt the technology [6][38] - **Long-term Financial Goals**: Updates on financial projections and breakeven points are expected at the upcoming Luminar Day [37][38] Business Model and Software Development - **Software Integration**: Luminar is moving beyond hardware to include software functionalities such as perception and decision-making for autonomous driving [42][44] - **Value Proposition**: The combination of hardware and software allows for upselling opportunities, enhancing the overall safety and functionality of vehicles equipped with Luminar's technology [30] Industry Challenges and Competitive Landscape - **Market Misconceptions**: There is a perception challenge due to competitors advocating for camera-only systems, which Luminar counters by emphasizing the superior safety and reliability of LiDAR technology [35] - **Collaboration with Robo-Taxi Companies**: Luminar is also working with various robo-taxi companies, but prioritizes passenger vehicle opportunities for immediate revenue growth [32][33] Future Milestones - **Start of Production**: A critical milestone that will validate Luminar's technology and enhance investor confidence [54][56] - **Long-term Vision**: The goal is to democratize vehicle safety, making advanced safety features accessible across all vehicle price points [22] Additional Insights - **Leadership Compensation**: CEO Austin Russell has opted for a $1 salary until significant stock milestones are achieved, aligning his interests with long-term company performance [52] - **Mapping Opportunities**: Luminar is exploring 3D mapping capabilities, which could leverage their LiDAR technology for broader applications [49] This summary encapsulates the key points discussed during the conference call, highlighting Luminar's strategic direction, technological advantages, customer relationships, and future growth potential.

Luminar Technologies, Inc. (NASDAQ:LAZR) Q2 2022 Earnings Conference Call August 8, 2022 5:00 PM ET Company Participants Trey Campbell - Vice President of Finance & Investor Relations Austin Russell - Founder & Chief Executive Officer Tom Fennimore - Chief Financial Officer Conference Call Participants Itay Michaeli - Citi Josh Buchalter - Cowen Mark Delaney - Goldman Sachs David Kelley - Jefferies Emmanuel Rosner - Deutsche Bank Trey Campbell Welcome, everyone to Luminar's Second Quarter Business Update Ca ...

QUARTERLY BUSINESS UPDATE August 8, 2022 © 2022 Luminar Technologies, Inc. All Rights Reserved | 1 DISCLAIMER AND CAUTIONARY NOTE FORWARD-LOOKING STATEMENTS This presentation of Luminar Technologies, Inc. ("Luminar" or the "Company") includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "future," "growth," "opportunity," "well-positioned," ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38791 LUMINAR TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) | Delaware | | | | 83-1 ...

Luminar Technologies, Inc. (NASDAQ:LAZR) Deutsche Bank Global Auto Industry Conference 2022 June 15, 2022 1:35 PM ET Company Participants Tom Fennimore - CFO Conference Call Participants Emmanuel Rosner - Deutsche Bank Tom Fennimore I'm ready whenever you are. Emmanuel Rosner You guys, good? Beautiful. All right, good afternoon, everybody. Thank you so much for joining us for this session with Luminar as part of Deutsche Bank's Global Automotive Conference. My name is Emmanuel Rosner, and I'm the lead U.S. ...

Company and Industry Overview * **Company**: Luminar Technologies, Inc. (NASDAQ: LAZR) * **Industry**: LiDAR technology for automotive and other applications * **Focus**: Developing high-performance LiDAR systems for advanced driver-assistance systems (ADAS) and autonomous vehicles Key Points Leadership and Talent Acquisition * **New Hires**: Luminar has recently hired key talent, including Taner Ozcelik as Executive Vice President and General Manager, and CJ Moore as Director of Software Development. These hires are expected to drive the company's execution and growth towards series production and readiness by the end of the year. * **Expertise**: Ozcelik brings experience from NVIDIA's automotive business, while Moore has previously served as a Director of Autopilot at Tesla and Director of Autonomous Systems at Apple. LiDAR Technology and Market Opportunities * **Unique Selling Proposition**: Luminar's LiDAR systems offer centimeter-level accuracy and long-range capabilities, providing a significant safety advantage over existing camera and radar-based systems. * **Market Potential**: The LiDAR market is expected to grow significantly over the next decade, driven by increasing demand for ADAS and autonomous vehicles. Luminar's focus on automotive applications is expected to be the largest market opportunity, but the technology also has potential in other adjacent markets such as consumer electronics and robotics. OEM Partnerships and Market Penetration * **OEM Partnerships**: Luminar has established partnerships with major OEMs such as Volvo, Mercedes-Benz, and Nissan. These partnerships are expected to drive mass market adoption and standardization of LiDAR technology. * **Regulatory Framework**: Luminar believes that regulatory frameworks will evolve to require higher safety standards for vehicles, potentially leading to mandatory adoption of LiDAR technology in the future. Execution and Growth Strategy * **Series Production**: Luminar is focused on executing its growth strategy by driving towards series production and readiness by the end of the year. This will involve leveraging the expertise of its new hires and expanding its partnerships with OEMs. * **Financial Projections**: Luminar has conservative financial projections, estimating a 3% to 4% market penetration by the end of the decade, which would result in a $5.5 billion revenue and $2.5 billion EBITDA business. Additional Notes * Luminar's technology is expected to enable a range of safety features, including collision avoidance, lane departure warning, and adaptive cruise control. * Luminar is also exploring opportunities to expand its technology into other markets, such as consumer electronics and robotics. * The company is committed to executing its growth strategy and building a business that is worth hundreds of billions of dollars.

QUARTERLY BUSINESS UPDATE May 5, 2022 © 2022 Luminar Technologies, Inc. All Rights Reserved | 1 DISCLAIMER AND CAUTIONARY NOTE FORWARD-LOOKING STATEMENTS This presentation of Luminar Technologies, Inc. ("Luminar" or the "Company") includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "future," "growth," "opportunity," "well-positioned," "fo ...

Luminar Technologies, Inc. (NASDAQ:LAZR) Q1 2022 Results Conference Call May 5, 2022 5:00 PM ET Company Participants Trey Campbell - VP, IR Austin Russel - Founder & CEO Tom Fennimore - CFO Conference Call Participants Gus Richard - Northland Dan Levy - Credit Suisse Aileen Smith - Bank of America Josh Buchalter - Cowen Michael Filatov - Berenberg David Kelly - Jeffries Srini Pajjuri - SMBC Itay Michaeli - Citi Operator [Call Starts Abruptly] that accompany this call at luminartech.com/quarterly review. In ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38791 LUMINAR TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) | Delaware | | | | 83- ...

Luminar Technologies, Inc. (NASDAQ:LAZR) RBC Capital Markets AV Panel March 24, 2022 11:00 AM ET Company Participants Nakul Duggal – Senior Vice President and General Manager, Automotive-Qualcomm Incorporated Richard Tame – Chief Financial Officer-Aurora Tom Fennimore – Chief Financial Officer-Luminar Technologies Conference Call Participants Tom Narayan – RBC Capital Markets Tom Narayan So I’m Tom Narayan, RBC’s European autos analyst. And today we have an exciting panel of executives to talk, one of my fa ...