Company and Industry Overview * **Company**: Luminar Technologies, Inc. (NASDAQ: LAZR) * **Industry**: Autonomous Vehicles, LiDAR Technology Key Points Production and Manufacturing * **Volvo Integration**: Luminar is on track to deliver LiDAR sensors to Volvo by the end of the year, marking a significant milestone in their industrialization progress. * **Manufacturing Plant**: Luminar has established a new manufacturing plant in Monterrey, Mexico, to support high-volume production for Volvo. * **Testing and Validation**: The company is currently focused on testing and validating the sensors to ensure they meet Volvo's quality standards. * **Costs**: The testing and validation process has resulted in high costs, but Luminar expects to work through these issues by the end of the year. Customer Readiness and Partnerships * **Volvo Software Challenges**: Volvo is facing challenges related to software integration, but Luminar is confident in their ability to address these issues and meet the end-of-year timeline. * **NVIDIA Partnership**: Luminar is working with NVIDIA on the development of full-stack autonomous driving solutions, particularly for Mercedes-Benz. * **Civil Maps Acquisition**: Luminar acquired Civil Maps to enhance their mapping capabilities and monetize the data collected by their LiDAR sensors. * **China Market**: Luminar is actively participating in the China market, partnering with local manufacturers and OEMs to serve Western automakers. Competitive Landscape * **LiDAR vs. Radar**: Luminar believes that LiDAR is superior to radar for advanced autonomous driving capabilities, particularly at higher speeds. * **4D Radar**: Luminar acknowledges the potential of 4D radar as a complement to LiDAR, but does not see it as a direct competitor. * **Price Declines**: Luminar expects the price of LiDAR sensors to decline over time as the technology becomes more widespread. Financial Outlook * **Cash Burn**: Luminar's cash burn rate is expected to decrease significantly as they scale up production and achieve economies of scale. * **Runway**: Luminar currently has approximately $300 million in cash, providing them with at least two years of runway. * **Breakeven**: Luminar aims to achieve company-level breakeven by the end of 2025. * **Revenue Targets**: Luminar expects to produce approximately 5 million LiDAR sensors by 2030, generating roughly $5 billion in revenue.

Business Highlights - Luminar Semiconductor获得了多个新的外部合同[1, 5] - Mobileye选择了Luminar作为其MobileyeDrive™系统的远程LiDAR合作伙伴[9, 41] - Plus选择了Luminar作为其PlusDrive的独家长程LiDAR，并合作提供基于AI的辅助驾驶软件给商用卡车OEM厂商[11, 27, 42, 55] - Nissan展示了由Luminar LiDAR支持的交叉路口防撞技术[37, 39, 40] - Luminar与Scale AI合作交付Luminar的机器学习AI引擎[37, 109] - 美国国家公路交通安全管理局(NHTSA)准备强制要求高级自动紧急制动系统(AEB)[4, 44, 56] Financial Performance and Guidance - Q2 2023营收为1620万美元，同比增长63%[69, 82] - 预计Q3 2023营收在1800万美元至2100万美元之间，Non-GAAP每股亏损(EPS)为018美元至022美元[82] - Q2 2023 GAAP毛亏损为1830万美元，Non-GAAP毛亏损为1620万美元[70, 82, 115] - Q2 2023自由现金流(FCF)为负7850万美元[76, 82, 114] - 预计到2023年底，现金/流动资产将超过3亿美元[14] - 公司预计到Q4 2023实现Non-GAAP毛利率为正[62, 82] - 公司预计2023年营收将比2022财年增长超过100%[80] Milestones and Targets - 公司有望在2023年底前至少增加10亿美元的订单[50, 61]

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, 2023 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 June 14, 2023 12:50 PM ET Company Participants Tom Fennimore - CFO Conference Call Participants Winnie Dong - Deutsche Bank Winnie Dong All right. Good afternoon, everyone. Thanks for joining us for the session with Luminar, as part of Deutsche Bank’s Global Auto Conference. My name is Winnie Dong, and I work in the U.S. Auto and Technology Research team here at DB. Luminar is a LiDAR technology company founded in 2012. I ...

Luminar Technologies, Inc. (NASDAQ:LAZR) Evercore ISI Autotech & AI Forum Conference Call May 24, 2023 3:00 PM ET Company Participants Tom Fennimore - Chief Financial Officer Aileen Smith - Head of Investor Relations Conference Call Participants Chris McNally - Evercore ISI Doug Dutton - Evercore ISI Chris McNally Hello, everyone again, and thank you for joining this next session of our Autotech & AI Conference. Today with us we have the pleasure of having the CFO of Luminar, Tom Fennimore joined by the new ...

Luminar Technologies, Inc. (NASDAQ:LAZR) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference Call May 22, 2023 3:50 PM ET Company Participants Tom Fennimore - Chief Financial Officer Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co. Samik Chatterjee Good afternoon. I'm Samik Chatterjee, I cover the hardware companies at JPMorgan, and we have the pleasure of hosting Luminar here for the next session. With us is Tom Fennimore, who is the CFO of the company. Tom, t ...

The financial information and data contained in this presentation is unaudited and does not conform to regulation S-X promulgated under the securities act of 1933, as amended. Accordingly, such information and data may not be included in, may be adjusted in or may be presented differently in, any filing Luminar makes with the SEC. In addition to disclosing financial measures prepared in accordance with U.S. generally accepted accounting principles (GAAP), this presentation contains certain non-GAAP financia ...

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, 2023 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- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ 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 | | | | 83-1804317 | | --- | --- | --- | --- | - ...

Luminar Technologies, Inc. (NASDAQ:LAZR) J.P. Morgan 21st Annual Tech/Auto Forum Conference Call January 5, 2023 5:00 PM ET Company Participants Austin Russell - Founder and Chief Executive Officer Tom Fennimore - Chief Financial Officer Conference Call Participants Unidentified Analyst - J.P. Morgan Unidentified Analyst I have the pleasure of hosting Austin Russell and Tom Fennimore from Luminar here for the next session. And I think what we'll do is maybe start off with the announcements that you had yest ...