Core Viewpoint - Smart Eye reported strong sales growth driven by the automotive sector, with net sales for the period of October to December 2025 reaching SEK 122.3 million, marking a 22% increase compared to SEK 100.3 million in the same period the previous year. Organic growth for the quarter was 26% [1] Group 1 - Net sales for Smart Eye amounted to SEK 122.3 million for the fourth quarter of 2025 [1] - This represents a 22% increase from SEK 100.3 million in the same quarter of the previous year [1] - The company achieved an organic growth rate of 26% during the quarter [1]

Group 1 - Mobileye Global Inc. is recognized as one of the top 12 mid-cap AI stocks to buy according to hedge funds, with a Buy rating and a price target of $16, indicating a potential 65% increase in stock value [1] - The company has secured an agreement with Mahindra & Mahindra to provide advanced driver assistance systems (ADAS), which will utilize the EyeQ6 High system-on-chip and multiple cameras for enhanced safety features, with production expected to start in 2027 [3] - Mobileye develops computer vision and machine learning technologies specifically for ADAS and autonomous driving solutions, and is headquartered in Jerusalem, Israel [4] Group 2 - The partnership with Mahindra positions Mobileye as a Tier 1 supplier across all of Mahindra's programs, which is expected to positively impact the company's operations in India [3]

Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) is seeing some great early results from its clinical trial on aged dogs. Every treatment group outperformed the control in areas like muscle mass and quality of life, with no safety issues reported. KEFI Gold and Copper PLC (AIM:KEFI, OTC:KFFLF, FRA: KMSA) has officially locked in its full US$340 million dollar project financing for the Tulu Kapi project in Ethiopia. This milestone lets the team start full mobilisation at the site while keeping equi ...

Core Insights - ECARX is experiencing a significant growth phase, with a focus on international expansion and partnerships, particularly with Volkswagen Group in Latin America, which is seen as a key milestone for the company [8][9] Financial Performance - In Q4 2025, ECARX reported a revenue of $305 million, marking a 13% year-over-year increase, and achieved a net income of $2.8 million [6][7] - The company’s operating expenses decreased by 19% year-over-year to $57 million in Q4, while full-year operating expenses fell 24% to $216 million [3] - Full-year revenue for 2025 reached $848 million, up 10% from 2024, exceeding both company guidance and market expectations [5] Product and Technology Development - ECARX shipped approximately 910,000 units in Q4, with a cumulative total of around 11 million vehicles equipped with its technologies, reflecting a 36% increase from the previous year [2] - The company showcased advanced solutions at CES, including AI cockpits and intelligent driving concepts, emphasizing hardware flexibility and consistent software experience [12] Strategic Partnerships and Market Expansion - The partnership with Volkswagen Group is pivotal, leveraging the Antora platform for various market segments and expanding into additional vehicle lines [8][9] - ECARX aims for 50% of its total revenue to come from overseas markets by 2030, indicating a strong commitment to global market penetration [9] Future Outlook - For 2026, ECARX projects total revenue between $1.0 billion and $1.1 billion, representing a year-over-year growth of 20% to 30%, while maintaining positive operating income [15] - The company expects a gross margin range of 15% to 18% for 2026, citing cost inflation pressures but also highlighting ongoing cost management efforts [15] Capital and Financing - ECARX has secured a convertible bond financing agreement of up to $150 million and raised $45.6 million from strategic partner Geely, which will support R&D and infrastructure in key growth markets [16]

ECARX (NasdaqGM:ECX) Q4 2025 Earnings call February 12, 2026 08:00 AM ET Company ParticipantsGillian Tiltman - SVP and Head of Investor RelationsPeter Cirino - COOPhil Zhou - CFOZiyu Shen - Chairman and CEOConference Call ParticipantsWei Huang - Managing Director and Senior AnalystOperatorGood day, and thank you for standing by. Welcome to the ECARX Q4 and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a ques ...

Fourth Quarter 2025 Financial Results February 12, 2026 Disclaimers Forward-Looking Statements This presentation contains statements that are forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These statements are based on management's beliefs and expectations as well as on assumptions made by and data currently available to management, appear in a number of places throughout this document and include statements regarding, amongst other things, result ...

Core Insights - ECARX Holdings Inc. reported a historic revenue high of US$304.7 million for Q4 2025, marking a 13% year-over-year increase, and achieved positive net income for the second consecutive quarter [1][2] - The company’s total revenue for the full year 2025 reached US$847.9 million, reflecting a 10% increase from US$771.5 million in 2024, demonstrating resilience amid macroeconomic challenges [1][3] - ECARX is focused on sustainable growth and expanding its global footprint, particularly through partnerships, such as with Volkswagen Group for digital cockpit solutions in Latin America [1][2] Financial Performance - Q4 2025 total revenue was US$304.7 million, with service revenue at US$33.2 million (down 27% YoY), software license revenue at US$2.0 million (down 84% YoY), and sales of goods revenue at US$269.5 million (up 27% YoY) [1][3] - For the full year 2025, service revenue was US$115.1 million (down 2% YoY), software license revenue was US$29.7 million (down 30% YoY), and sales of goods revenue was US$703.1 million (up 15% YoY) [1][3] Business Development Highlights - The company is actively pursuing regulatory approvals in the US to engage with local automakers, aiming to expand its addressable market [1][2] - ECARX has deepened its partnership with Volkswagen Group, securing a second agreement for digital cockpit solutions for multiple models in Latin America [1][2] - As of December 31, 2025, approximately 11 million vehicles on the road are equipped with ECARX technologies [1][2] Technological Advancements - The adoption of the Cloudpeak® software stack is enhancing the company's leadership in AI-powered cockpit solutions, integrating AI agents and generative UIs for an improved in-vehicle experience [2] - The global launch of Geely's flagship Galaxy M9 features the Pikes® computing platform and Cloudpeak® software stack, showcasing the company's technological capabilities [2]

Seeing Machines Ltd (AIM:SEE, OTC:SEEMF) CEO Paul McGlone talked with Proactive's Stephen Gunnion about second-quarter KPIs, highlighting growth in automotive royalties, Guardian hardware sales, and increasing annual recurring revenue as regulatory tailwinds build toward the July 2026 General Safety Regulation (GSR) deadline. McGlone said he was “really pleased to see a positive growth number in this quarter,” noting confidence that regulatory drivers would translate into rising volumes. While the timing ...

Core Viewpoint - ECARX Holdings Inc. has successfully completed the issuance of US$100 million in convertible notes, which will enhance its capital structure and support its global expansion strategy [1]. Group 1: Convertible Notes Issuance - The US$100 million in convertible notes, referred to as the "2025 Notes," has been fully subscribed as of February 9, 2026 [1]. - The issuance included US$35 million purchased by the Initial Investor on November 14, 2025, followed by US$25 million from another investor on November 26, 2025, and the remaining US$40 million purchased by a consortium of investors [1]. - The initial conversion price for the 2025 Notes is set at US$2.62, subject to customary adjustments [1]. Group 2: Strategic Partnerships and Funding - In 2025, ECARX secured two major projects from Volkswagen Group and established technology partnerships with several global luxury automotive brands [1]. - The completion of the convertible notes transaction allowed ECARX to refinance US$65 million of previous convertible notes and obtain an additional US$35 million in funding [1]. - This funding, combined with a US$45.6 million strategic investment from Geely in January 2026, provides ECARX with ample liquidity to pursue its vision of becoming a leading innovator in Automotive Physical AI technology [1]. Group 3: Company Overview - ECARX is a global automotive technology provider that delivers turnkey solutions for next-generation smart vehicles, including system-on-a-chip (SoC) and central computing platforms [1]. - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,500 employees across 13 major locations worldwide [1]. - The company's products are currently utilized in approximately 10 million vehicles globally [1].

Core Viewpoint - VisionWave Holdings, Inc. successfully demonstrated SaverOne's VRU radio-frequency sensing platform, showcasing its ability to detect vulnerable road users in complex environments [1][2]. Group 1: Demonstration Details - The demonstration illustrated the platform's capability to detect pedestrians in various non-line-of-sight scenarios, including nighttime conditions [3]. - The RF-based sensing technology provides earlier awareness and critical reaction time compared to traditional systems that rely on visual input [5][10]. - The system was able to detect two pedestrians obscured by vehicles and in total darkness, highlighting its effectiveness in real-world complexities [8]. Group 2: Strategic Developments - VisionWave and SaverOne have entered a strategic exchange agreement, allowing VisionWave to potentially acquire up to 51% of SaverOne upon meeting specific milestones and regulatory approvals [4]. - The technology is protected by issued and pending patents, aligning with VisionWave's strategy in advanced perception and autonomous systems [11]. Group 3: Future Applications - VisionWave is exploring applications of the RF detection technology beyond automotive safety, including transportation, infrastructure, and security environments [7][9]. - The company is also considering potential uses in defense contexts, such as unmanned aerial systems and ground vehicles [9].