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The long-term trend remains intact, but the electric vehicle adoption curve is in a fragmented landscape. Norway is already in the late majority stage, as over 98% of its new cars in recentAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian charity in Vancouver, British Columbia. So there's a lot of di ...

Accessibility StatementSkip Navigation Formerly Gilbert Lindsay Plaza, the reimagined outdoor hub returns as the central stage for media-day announcements, vehicle debuts, and hands-on test drives. LOS ANGELES, Nov. 14, 2025 /PRNewswire/ --Â AutoMobility LA, the premier press and industry gathering for the Los Angeles Auto Show, returns to the Los Angeles Convention Center on November 20 with Innovation Plaza serving as the central outdoor hub. Media and industry attendees can expect an exciting slate of ve ...

Accessibility StatementSkip Navigation MAUMEE, Ohio, Nov. 14, 2025 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced today it will participate in the Barclays 16 Annual Global Automotive and Mobility Tech Conference on November 19.  Beginning at 1:40 p.m. EST, Dana's Senior Vice President and Chief Financial Officer Timothy Kraus will take part in a fireside chat for approximately 35 minutes. Information on accessing the webcast will be posted to Dana's Investor website, www.dana.com/investors, befo ...

A key part of driving this forward is simulation. >> Simulation generally falls into one of two categories. The first is where the driver physically sits inside and drives a physical model on a virtual circuit.It's very powerful model if you can design it the right way. But the problem is it's real time. So you can only run so many labs.The second type is called offline simulation. It's a virtual model with a simulated driver, meaning it can operate up to 10,000 times faster, get thousands and thousands of ...

Core Insights - The U.S. robotics industry has seen transformative growth through late 2025, with significant advancements in AI-powered automation, quantum navigation, and human-robot collaboration creating investment opportunities [2] - North American manufacturing robotics orders increased by 6.2% year over year, with revenues growing by 9.3%, driven by sectors like automotive and semiconductors [3] - Healthcare robotics reached critical milestones, with Intuitive Surgical and Johnson & Johnson making significant advancements in surgical systems, indicating a growing market projected to reach $10.2 billion by 2033 [4] - The elder care assistive robotics market is projected to grow from $2.93 billion in 2024 to $9.85 billion by 2033, with notable deployments by companies like Toyota and Diligent Robotics [5] - Defense robotics saw $2.3 billion in contracts awarded by the U.S. Department of Defense, highlighting the sector's growth and strategic importance [6] - The collaborative robot market is expected to grow from $1.42 billion in 2025 to $3.38 billion by 2030, with significant developments from companies like Dynamics and Tesla [7] - The convergence of AI technologies, 5G, and advanced manufacturing is positioning leading robotics companies for sustained growth through 2026 [8] Company Highlights - Trimble's robotics-driven construction automation achieved 11% revenue growth to $901 million, with a strong focus on AI integration and recurring revenue [10] - NVIDIA solidified its position as a key infrastructure provider for the physical AI revolution, unveiling advanced humanoid robot models and strategic partnerships across various sectors [11] - Teradyne's robotics division reported $75 million in third-quarter revenues, with a focus on AI and strategic partnerships to enhance its competitive positioning in industrial automation [12]

Group 1 - GAC Group has signed a full-stack AI strategic cooperation agreement with Alibaba Cloud [1] - Changan Automobile plans to mass-produce humanoid automotive robots by 2028 [2] - Rockchip's RK3588 chip has been widely applied in various forms of robots [3] Group 2 - Kabeiyi has reached a strategic cooperation with Matrix Superintelligence to jointly promote the development of humanoid robot business [4] - Liujin Technology is strategically divesting non-core assets to focus on "AI + audiovisual" industry upgrades [5]

内蒙古自治区人民政府办公厅印发《全面推进美丽内蒙古建设筑牢我国北方重要生态安全屏障规划纲要 （2025—2035年）》，其中提出，大力发展绿色交通。大力提高城市公交、出租（含网约车）、环卫、 城市物流配送、邮政快递、民航机场以及党政机关公务领域等新能源汽车应用占比，加快推进充电桩、 换电站等基础设施建设，呼和浩特市、包头市、乌兰察布市、鄂尔多斯市等重点地区新增或更新公交车 辆中新能源汽车占比不低于95%。 到2027年，新增汽车（不含货车）中新能源汽车占比达到35%。巩固呼和浩特市、乌海市国家"公交都 市"创建成果，加强公交换乘枢纽、公交场站、公交专用道等基础设施建设。丰富街巷串联步行空间和 沿线景观，加强行人步道和自行车专用道等城市慢行系统建设。 ...

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $18.7 million, representing a 20% sequential increase and a 21% year-over-year increase [13] - Gross loss for the quarter was negative $8.1 million on a GAAP basis and negative $7.3 million on a non-GAAP basis, with improvements attributed to a higher mix of NRE revenue and lower inventory purchases [13] - Operating expenses (OPEX) were $66.6 million on a GAAP basis and $43 million on a non-GAAP basis, with non-GAAP OPEX declining approximately 9% sequentially and 29% year-over-year [14] - Free cash flow for the quarter was approximately negative $48.5 million, an improvement from negative $53.8 million in Q2 [15] Business Line Data and Key Metrics Changes - The automotive LiDAR business faced challenges, particularly with the relationship with Volvo, which is expected to reduce or eliminate anticipated revenues from certain programs [5][8] - LSI, which represents about one-third of Luminar's annual revenue, generated roughly $18 million year-to-date, with strong growth anticipated due to defense and aerospace spending [10] Market Data and Key Metrics Changes - The uncertain status of the relationship with Volvo is expected to impact revenue from the EX90 and ES90 programs, while the relationship with Nissan continues to progress [6][8] - The company is shifting focus towards non-automotive markets, particularly in aerospace and defense, where demand for their technology is increasing [6][10] Company Strategy and Development Direction - The company is actively evaluating multiple proposals for the sale of the entire company or certain assets, indicating a strategic shift in focus [4][15] - A workforce reduction of approximately 25% is planned to align the cost base with long-term goals, expected to result in significant operating expense reductions starting in 2026 [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging environment and emphasized a disciplined approach to navigating the transition, expressing gratitude to employees and partners [16] - The strategic direction towards commercial markets outside of automotive is reinforced by ongoing developments in defense and industrial applications [6][10] Other Important Information - The company has entered into forbearance agreements with secured noteholders and has suspended its 2025 financial guidance while negotiating a long-term solution for capital structure and liquidity needs [3][4] Q&A Session Summary Question: Update on strategic actions and interest in potential sale - Management confirmed interest in assets and business lines, and they are evaluating these along with financing interests [19] Question: Status of next-gen product development - Management stated that next-gen product development is ongoing and critical engineering resources are maintained [20] Question: Size and momentum of LSI business - Management indicated that LSI is a growing business with deep technologies across various applications, and it is considered an under-recognized asset [25] Question: Updates on relationships with platform partners like NVIDIA - Management confirmed continued engagement with platform players but did not provide specific updates on partnerships [27]

Nov 13, 2025 4:01 PM Eastern Standard Time Luminar Reports Q3'25 Financials Share Luminar appoints new CFO; Forbearance agreements in place while company evaluates capital structure and liquidity solutions Q3 revenue up ~20% YoY and QoQ; Off-road, defense, and photonics opportunities continue to advance ORLANDO, Fla.--(BUSINESS WIRE)--Today, Luminar (NASDAQ: LAZR), a leading global automotive technology company, provided its quarterly business update and financial results for the third quarter of 2025. Thes ...