Acquisition of NXP's MEMS sensor business Purchase price of up to $950M in cash, including $900M upfront and $50M subject to the achievement of technical milestones Agreement on ST's acquisition of NXP Semiconductors MEMS sensor business Conference Call July 25, 2025 An all-cash transaction and financed from our existing liquidity. Subject to customary closing conditions, including regulatory approvals - expected to close in H1 2026 2 ST MEMS business Key strengths Global leader in the MEMS industry (person ...

July 18, 2025 03:56 AM GMT Tesla Inc | North America Car Culture: Do your kids care about cars? Talent War: As cars become AI-driven robots, how can legacy auto keep up with tech firm offers for multi-hundred-million-$ contracts for top talent? Car Culture, Talent War, Govt Stakes, No LiDAR Government Stakes: As the United States aims to strike a better balance with China in the emerging 'Autonomous Industrial Complex', does the nation risk 'putting its thumb on the scale' too hard/too soon... unintentional ...

Group 1 - One Stop Systems, Inc. (OSS) shares increased by 10.5% to $5.6 in the last trading session, with a notable trading volume, and have gained 13.2% over the past four weeks [1] - The company is experiencing growing demand for its high-performance edge compute solutions, driven by advancements in AI, machine learning, autonomy, and sensor fusion [1] - The consensus EPS estimate for OSS is a quarterly loss of $0.05 per share, reflecting a year-over-year change of +44.4%, with expected revenues of $13.3 million, up 0.8% from the previous year [2] Group 2 - The consensus EPS estimate for OSS has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] - OSS is ranked 3 (Hold) by Zacks, while Rockwell Automation (ROK), another company in the same industry, has a Zacks Rank of 2 (Buy) [3][4] - Rockwell Automation's consensus EPS estimate has changed by +0.3% to $2.68, representing a year-over-year change of -1.1% [4]

Core Viewpoint - SaverOne has been granted a new patent, enhancing its technological leadership in mobile device detection and classification within vehicles, which is crucial for improving transportation safety [1][3] Group 1: Patent and Intellectual Property - The new patent, numbered 12,326,512, focuses on classifying mobile device usage in vehicles using sensor fusion technology [1] - With this patent, SaverOne's intellectual property portfolio now consists of 23 patents, including 14 granted patents and 9 pending applications across key markets such as the US, Europe, Israel, China, and the UK [2] Group 2: Technology and Safety Solutions - SaverOne's technology aims to prevent driver distraction by recognizing the driver's area in the vehicle and restricting access to distracting applications while allowing essential functions [4] - The annual cost of road accidents in the US is approximately $870 billion, with a quarter of these accidents linked to mobile phone usage while driving [4] Group 3: Market Focus and Strategy - The primary target markets for SaverOne include commercial and private vehicle fleets, vehicle manufacturers, and insurance companies, with an initial focus on the Israeli, European, and US markets [5] - The company plans to provide its technology for both aftermarket installations and original equipment manufacturer (OEM) integrations during vehicle manufacturing [6] Group 4: Future Developments - SaverOne is also developing a Vulnerable Road User (VRU) solution to enhance Advanced Driver Assistance Systems (ADAS) by improving detection capabilities in challenging conditions [7][8] - The company’s initial product line aims to prevent accidents caused by mobile phone distractions, while also working on systems for early detection of vulnerable road users [10]

This Collaboration Integrates SaverOne’s VRU Detection Solution into an ADAS Platform for Enhanced Road Safety Petah Tikvah, Israel, June 16, 2025 (GLOBE NEWSWIRE) -- SaverOne 2014 Ltd. (Nasdaq: SVRE, TASE: SVRE), a technology company engaged in innovative transportation safety solutions, today announced the signing of a preliminary agreement with a leading European-based automotive-technology provider, dedicated to providing sensor solutions. The collaboration will integrate SaverOne’s Vulnerable Road User ...

Company Overview - LeddarTech Holdings Inc. is an automotive software company specializing in AI-powered low-level sensor fusion and perception software technology, known as LeddarVision™ [1][6] - The company was founded in 2007 and is headquartered in Quebec City, with additional R&D centers in Montreal and Tel Aviv, Israel [6] Financial Developments - LeddarTech has entered into a Sixth Amending Agreement for a bridge financing offer, which includes a new bridge to equity term loan from FS Investment Management amounting to up to US$2,000,000 [1] - The company is relying on exemptions from formal valuation and minority shareholder approval requirements for this related-party transaction, as the transaction's fair market value does not exceed 25% of the company's market capitalization [4] Workforce Updates - The company announced the return to work of certain employees affected by a previous workforce reduction, starting June 4, 2025, to support ongoing commercial activities [5] - There is a plan to progressively call back more furloughed employees, although the timing and certainty of this decision remain unclear [5] Innovation and Technology - LeddarTech holds over 190 patent applications, with 112 granted, focusing on enhancing ADAS (Advanced Driver Assistance Systems), autonomous driving, and parking capabilities [7] - The company's technology aims to improve vehicle awareness and safety, contributing to the deployment of ADAS and autonomous driving applications [6][8]

Financial Data and Key Metrics Changes - For Q1 2025, consolidated revenue was reported at $12.3 million, reflecting a 3.1% year-over-year decrease due to lower revenue in both OSS and Bresner segments [17][19] - Consolidated gross margin increased to 32.6% from 29.4% in the prior year, driven by a more profitable mix of revenue in the OSS segment [17][18] - OSS segment gross margin improved to 45.5% compared to 34.2% a year ago, primarily due to higher margin products shipped [18] - The company reported a GAAP net loss of $2 million or $0.09 per share, compared to a net loss of $1.3 million or $0.06 per share in the prior year [19][20] Business Line Data and Key Metrics Changes - OSS segment bookings showed a strong performance with a book-to-bill ratio of 2.0 for the quarter, contributing to a trailing twelve-month book-to-bill ratio of 1.33 [10][16] - Bresner segment gross profit margin was reported at 23.1%, a decrease of 2.6 percentage points from the same period last year, primarily due to product mix [19] Market Data and Key Metrics Changes - The company noted that while the German and EU economies faced challenges in 2023 and 2024, stability is beginning to return to the region [11] - The company is exploring partnerships with international firms and seeking U.S.-based manufacturing options to leverage excess capacity and technical capabilities [12][14] Company Strategy and Development Direction - The company is focusing on strategic growth opportunities in high-performance edge compute solutions to meet demands in AI, machine learning, and sensor fusion [6][15] - The sales strategy includes identifying applications early in the engineering cycle, a land and expand strategy, and leveraging integrated compute and storage architecture capabilities [7][9] - The company aims to build predictable and recurring revenue streams through a growing number of platforms and program opportunities across commercial and defense markets [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 annual guidance, expecting revenue and profitability to improve significantly in the second half of the year [5][21] - The company is well-positioned to capitalize on multiyear growth opportunities driven by the increasing adoption of AI and related technologies [15] - Management acknowledged delays in certain programs due to government budget issues but remains optimistic about underlying demand trends [14][56] Other Important Information - The company announced a record contract award of $6.5 million with a defense prime contractor and several other significant contracts in the OSS segment [4][11] - The company is actively pursuing opportunities to displace lower-cost Asian manufacturers in the U.S. markets due to tariffs providing a competitive advantage [12] Q&A Session Summary Question: Visibility on $30 million of core OSS revenue - Management indicated a mix of existing contracts and new business contributing to the expected revenue [23] Question: Delivery timeline for the $6.5 million contract - All deliveries are expected to be completed within 2025, with some spread across Q2, Q3, and Q4 [24] Question: Pipeline opportunities of size around $20 million - Management noted a variety of opportunities in the pipeline, with expectations for larger program values in the future [25] Question: $200 million Army situational awareness opportunity - The system is under evaluation by the Army, and if adopted, could lead to significant revenue over several years [26][28] Question: Timeline for data center opportunities - Existing products are expected to generate revenue in the second half of the year, with active engagements ongoing [39] Question: Impact of government discretionary budgets - Current budgets are under a continuing resolution, causing some delays in program awards, but the 2026 budget cycle is accelerating [45] Question: Customer-funded development opportunities - An example was provided where a $1 million customer-funded program led to $40 million in revenue over several years [46] Question: Gross margins for OSS segment - Expected gross margins in the mid to upper 30% range, with product margins in the low to high 30s and customer-funded development in the 15% to 20% range [49]

Company Overview - LeddarTech Holdings Inc. is an automotive software company specializing in AI-powered low-level sensor fusion and perception software technology, known as LeddarVision™, for Advanced Driver Assistance Systems (ADAS), autonomous driving (AD), and parking applications [1][3] - The company was founded in 2007 and is headquartered in Quebec City, with additional R&D centers in Montreal and Tel Aviv, Israel [3] Upcoming Financial Results - LeddarTech plans to release its second quarter 2025 financial results before the market opens on May 14, 2025 [1] - An Investor and Business Update conference call and webcast will be held on the same day at 8:00 a.m. ET, featuring Frantz Saintellemy, President and CEO, and Chris Stewart, CFO [1] Technology and Innovations - LeddarTech has over 170 patent applications, with 87 granted, focusing on enhancing ADAS, AD, and parking capabilities [4] - The company's technology aims to improve vehicle awareness, contributing to safer, more efficient, sustainable, and affordable global mobility [4] Market Position - LeddarTech seeks to become the most widely adopted sensor fusion and perception software solution in the automotive industry [4]