Financial Performance - Q2 2025 revenues reached $20.1 million [9], while gross margin was 21.4% [9] - The company raised $15 million in bank debt at favorable rates and terms [9] - Q2 2025 revenue increased by 22.4% year-over-year compared to Q2 2024 [27] - Adjusted EBITDA for Q2 2025 was $(8.7) million, a year-over-year growth of -$4.8 million [27] - The company reaffirms full year 2025 revenue guidance of $130-140 million, representing a 26-35% year-over-year growth [9, 34] Backlog and Pipeline - Purchase order backlog reached $43 million, up $7 million [9] - The company has a contracted backlog of $409 million minimum revenue expected to realize over 10 years [17] - The company expects to realize over $1 billion in contracted & uncommitted revenue over 10 years [17] - Over 80% of 2024 revenues are recurring in nature [25] Segment Performance - Aeronautics revenue for Q2 2025 was $6.9 million, a decrease of 31.7% year-over-year [30] - Architecture revenue for Q2 2025 was $2.5 million, a decrease of 5.2% year-over-year [30] - Automotive revenue for Q2 2025 was $1.4 million, an increase of 54.1% year-over-year [30] - Safety-Tech revenue for Q2 2025 was $9.3 million, a decrease of 14.1% year-over-year [30]

Core Viewpoint - Gauzy Ltd. will release its financial results for the second quarter ended June 30, 2025, on August 13, 2025, before market opening, followed by a conference call to discuss the results [1]. Company Overview - Gauzy Ltd. is a fully-integrated company specializing in light and vision control technologies, focusing on research, development, manufacturing, and marketing [4]. - The company is headquartered in Tel Aviv, Israel, with subsidiaries in Germany, France, the United States, Canada, China, Singapore, and the United Arab Emirates [4]. - Gauzy serves leading brands across various industries, including aeronautics, automotive, and architecture, in over 60 countries [4]. Conference Call Details - The conference call will take place at 8:30 a.m. EDT on August 13, 2025, and can be accessed via U.S. Toll Free (800) 717-1738 or International (646) 307-1865 [2]. - An audio replay of the conference call will be available for one week after the event, accessible through U.S. Toll Free (844) 512-2921 or International Toll (412) 317-6671 with access code 1112120 [3].

Company Overview - Gauzy Ltd. is a global leader in vision and light control technologies, focusing on research, development, manufacturing, and marketing of these technologies to enhance user experiences across various industries [2] - The company is headquartered in Tel Aviv, Israel, with subsidiaries in Germany, France, the United States, Canada, China, Singapore, and the United Arab Emirates, serving leading brands in aeronautics, automotive, and architecture across over 60 countries [2] Insider Purchases - Significant insider purchases were announced, totaling 560,000 ordinary shares, with 210,000 shares purchased by CEO and Co-Founder Eyal Peso and 350,000 shares by Alejandro Weinstein, the second largest investor and director nominee [1] - The private transaction was negotiated and signed in the first half of June 2025, with Peso's investment financed entirely through a personal loan, indicating strong confidence in the company [1]

Core Insights - The investment by CEO Eyal Peso and director nominee Alejandro Weinstein in Gauzy Ltd. underscores their strong belief in the company's strategic direction and future growth potential [1][2][3] - The purchase of 560,000 ordinary shares from an existing shareholder was completed in the first half of June 2025, indicating a significant commitment from the leadership [1][2] Company Overview - Gauzy Ltd. is a global leader in vision and light control technologies, focusing on research, development, manufacturing, and marketing of these technologies across various industries [4] - The company is headquartered in Tel Aviv, Israel, with subsidiaries in multiple countries including Germany, France, the United States, Canada, China, Singapore, and the United Arab Emirates [4] - Gauzy serves leading brands in aeronautics, automotive, and architecture, operating in over 60 countries through direct fulfillment and a trained distribution channel [4] Leadership Confidence - Eyal Peso's investment was financed entirely through a personal loan, reflecting his unwavering confidence in Gauzy's future [2] - Peso emphasized the company's exceptional growth potential, citing an expanding order book, strengthening strategic partnerships, and a robust intellectual property portfolio as key factors for accelerated value creation [3] - Alejandro Weinstein expressed strong confidence in Gauzy's roadmap for profitability and breakthrough technologies, highlighting the leadership's ability to deliver transformational shareholder value [3]

Core Viewpoint - Gauzy Ltd. has filed a Shelf Registration Statement on Form F-3 with the SEC as a standard corporate governance procedure, but it does not plan to issue equity securities at this time or in the foreseeable future [1][2][3] Group 1: Shelf Registration Details - The Shelf Registration was filed as part of normal corporate best practices to prepare for potential strategic opportunities [2][3] - The registration will provide Gauzy with enhanced financial flexibility for future opportunities, although no specific amount of securities is committed to be sold [3] Group 2: Company Overview - Gauzy Ltd. is a fully-integrated company focused on light and vision control technologies, serving various industries including aeronautics, automotive, and architecture [4] - The company is headquartered in Tel Aviv, Israel, with subsidiaries in multiple countries including Germany, France, the United States, Canada, China, Singapore, and the UAE [4] - Gauzy serves leading brands across over 30 countries through direct fulfillment and a certified distribution channel [4]