Company Overview - Terranet AB (publ) is focused on developing innovative technical solutions for Advanced Driver Assistance Systems (ADAS) and Autonomous Vehicles (AV) aimed at saving lives in urban traffic [3] - The company's anti-collision system, BlincVision, can scan and detect road objects up to ten times faster than existing ADAS technologies [3] Upcoming Events - On May 19, 2025, Terranet will release its Interim report for the first quarter of 2025 [1] - The company's CEO Lars Lindell and CTO Pierre Ekwall will provide an operational update during a webcast at 10 a.m. CET on the same day [1] - The webcast will be open to the public and will allow for written questions [1] Company Information - Terranet is headquartered in Lund, with additional offices in Gothenburg and Stuttgart [4] - The company has been listed on Nasdaq First North Premier Growth Market since 2017 [4]

Core Insights - LeddarTech Holdings Inc. has launched a new generation simulation platform, LeddarSim™, aimed at bridging the gap between virtual testing and real-world deployment in the ADAS and AD sectors [1][3] - The platform utilizes groundbreaking multi-modal neural reconstruction to create realistic driving scenarios, enhancing the training, testing, and validation of perception models [1][3] Company Overview - Founded in 2007, LeddarTech is a global software company headquartered in Quebec City, with additional R&D centers in Montreal and Tel Aviv [4] - The company specializes in AI-driven low-level sensor fusion and perception software solutions for ADAS, autonomous driving, and parking applications [4] - LeddarTech holds over 190 patents, with 112 granted, focusing on enhancing ADAS, AD, and parking functionalities [4] Product Benefits - LeddarSim is designed to accelerate testing and validation cycles, enabling OEMs and Tier 1 suppliers to bring next-generation ADAS and autonomous driving solutions to market faster while improving performance and safety reliability [3][4] - The platform can reduce data labeling costs by 90% and significantly cut non-recurring engineering (NRE) expenses without sacrificing accuracy [4] - LeddarSim supports multi-modal sensor data simulation, optimizing and validating perception systems from cameras, radar, and LiDAR [4] Market Potential - The demand for simulation tools is expected to grow, with the industry projected to exceed $4.6 billion by 2035, highlighting the timely introduction of LeddarSim to address challenges in data processing and validation [3][4]

Core Viewpoint - BlackBerry Limited's shares have increased by 21.3% in the past month, outperforming the Computer Software industry and the S&P 500 composite, which grew by 18.7% and 8% respectively [1] Price Performance - BlackBerry's stock closed at $3.92, which is down 37.2% from its 52-week high of $6.24 [4] QNX Business Development - BlackBerry has shifted focus to its QNX platform, having sold its Cylance unit for $80 million in cash and 5.5 million shares, while retaining its AI/ML patent assets and tax losses [5] - The QNX business is experiencing growth, particularly in the automotive sector, with strong demand in advanced driver assistance systems (ADAS) and digital cockpit solutions [6] - QNX revenues reached $65.8 million, exceeding guidance of $60-$65 million, driven by design wins in digital cockpit and ADAS [7] Revenue Guidance and Market Conditions - BlackBerry maintains a revenue guidance of $260-$270 million, with QNX revenues expected between $250 million and $270 million, amid uncertainties from recent tariff changes [9] Secure Communication Division - The Secure Communication division reported fiscal fourth-quarter revenues of $67.3 million, surpassing the forecast of $62-$66 million, driven by strong performance in the AtHoc platform [10] - The division is seeing healthy momentum from government agencies and top banks, with a notable expansion of a deal with the Malaysian government [11] Financial Performance - BlackBerry's adjusted EBITDA for fiscal 2025 was $39.3 million, reflecting a $54 million improvement from the previous year, aided by cost-cutting measures [13] - Cash and investments increased by $144 million, supported by strong operating cash flow of $42 million and the initial payment from the Cylance deal [14] Analyst Sentiment and Valuation - Analysts have revised EPS estimates for the current fiscal year upward to 10 cents from 7 cents over the past 60 days, indicating bullish sentiment [17] - BB stock is trading at a trailing 12-month price/book multiple of 3.25, compared to the industry average of 5.87, suggesting it is undervalued [18] Investment Opportunity - The pivot towards the QNX business, improving financials, and strong estimate revisions present a compelling buying opportunity for BlackBerry stock [19]

Core Insights - LeddarTech has launched LeddarSim™, a next-generation simulation platform aimed at bridging the gap between virtual testing and real-world deployment in advanced driver assistance systems (ADAS) and autonomous driving (AD) [1][2] Company Overview - LeddarTech is an AI-powered software company founded in 2007, headquartered in Quebec City, with additional R&D centers in Montreal and Tel Aviv, specializing in low-level sensor fusion and perception software solutions for ADAS and AD applications [5][6] - The company holds over 190 patent applications, with 112 granted, enhancing capabilities in ADAS, AD, and parking [6] Product Features and Benefits - LeddarSim utilizes multi-modality neural reconstruction to create sensor-accurate, real-time renderings of driving scenarios, significantly improving the fidelity of simulations [2][4] - The platform allows automotive OEMs and Tier 1 suppliers to accelerate testing and validation cycles, enabling faster market entry for next-generation ADAS and AD solutions [4][6] - LeddarSim offers a cost-effective solution, achieving a 10x reduction in data and annotation costs, while also minimizing non-recurring engineering expenses [6] - The platform supports simultaneous simulation of data from cameras, radar, and LiDAR, optimizing multi-sensor perception systems [6] Market Context - The demand for simulation tools in the automotive industry is expected to exceed $4.6 billion by 2035, indicating a significant growth opportunity for LeddarSim [4]

Core Insights - LeddarTech is focused on commercializing its LeddarVision™ platform while addressing liquidity challenges and has introduced LeddarSim™, a simulation platform to enhance ADAS and autonomous driving solutions [2][4] Business and Technology Highlights - The company has over 30 active opportunities with OEMs and automotive suppliers to meet consumer demand for safety features and regulatory requirements [4] - LeddarTech is progressing towards production for its first OEM design win, expected to generate non-recurring services revenue in fiscal year 2025 [9] Financial Performance - Revenue for Q2 2025 was $238,914, a significant increase from $122,101 in Q2 2024 [5] - The net loss for Q2 2025 was ($16.0) million, or ($0.42) per share, compared to a net loss of ($17.2) million, or ($0.60) per share in Q2 2024 [6] - EBITDA loss for Q2 2025 was ($8.4) million, improved from a loss of ($14.0) million in Q2 2024 [7] - Adjusted EBITDA loss for Q2 2025 was ($12.0) million, compared to a loss of ($8.7) million in Q2 2024 [7] Balance Sheet and Liquidity - As of March 31, 2025, LeddarTech had a cash balance of approximately $9.2 million, which decreased to $4.1 million by May 8, 2025 [8] - The company is required to maintain a minimum cash balance of $1.8 million and must raise an additional US$9.7 million in equity investments by May 23, 2025 [10] Company Overview - LeddarTech, founded in 2007, specializes in AI-based sensor fusion and perception software for ADAS and autonomous driving applications [11] - The company holds over 190 patent applications, with 112 granted, aimed at enhancing ADAS and autonomous driving capabilities [12]

Group 1 - The Board of Directors of Terranet has postponed the publication date of the interim report for Q1 2025 to May 19, 2025, from the previously communicated date of May 8, 2025 [1] - The postponement is due to delays in completing the report caused by ongoing work on a capital raise, which includes a directed share issue combined with a rights issue of shares [1] - The capital raise aims to secure the company's liquidity for 2025 and was announced on April 16, 2025 [1] Group 2 - Terranet AB focuses on developing innovative technical solutions for Advanced Driver Assistance Systems (ADAS) and Autonomous Vehicles (AV) [2] - The company's anti-collision system, BlincVision, can scan and detect road objects up to ten times faster than existing ADAS technologies [2] - Terranet is headquartered in Lund, with additional offices in Gothenburg and Stuttgart, and has been listed on Nasdaq First North Premier Growth Market since 2017 [3]

DuPont de Nemours (DD) is presenting its cutting-edge products featuring silver nanowire technologies at Electronics Manufacturing Korea (EMK) and Automotive World Korea (AWK). The company has broadened its portfolio to include materials solutions for transparent heaters, smart surfaces, Advanced Driver Assistance Systems (ADAS), in-mold electronics (IME), transparent EMI shielding, infrared (IR) reflection and other applications across the automotive and consumer electronics industries.Electric vehicles, a ...