Innoviz Technologies Ltd (NAS:INVZ)

Q2 2025 Innoviz Technologies Ltd Earnings Call Transcript

Aug 13, 2025 / 01:00 PM GMT

Release Date Price: $1.58 (-13.19%)

Transcript

Key Points

Positve

Innoviz Technologies Ltd (INVZ) reported a significant increase in revenue for the first half of 2025, reaching $27.1 million, surpassing the total revenue for all of 2024.
The company announced a statement of work agreement with a top 5 passenger automotive OEM for a Level 3 global production passenger vehicle program, indicating potential for future growth.
Innoviz Technologies Ltd (INVZ) launched Innovvi Smart, expanding their auto-grade LiDAR technology to industrial and non-automotive applications, which has already led to collaborations with several companies.
The company is on track to meet its 2025 revenue target of $50 to $60 million, driven by NRE payments and LiDAR unit sales.
Innoviz Technologies Ltd (INVZ) has begun shipping units from Fabbonet's high-volume production line, demonstrating their capability to scale operations to meet growing demand.

Negative

Despite the revenue growth, Innoviz Technologies Ltd (INVZ) reported a cash burn of $7.3 million for the quarter, highlighting ongoing financial challenges.
The company's gross margins are expected to continue to vary due to product ramp timing and NRE payment fluctuations, indicating potential volatility in profitability.
The development program with the top 5 OEM is still in the early stages, with the start of production not slated until 2027, which may delay revenue realization.
Innoviz Technologies Ltd (INVZ) has launched an at-the-market (ATM) program to raise $75 million, which may dilute existing shareholders.
The company faces competition in the autonomous vehicle market, and the success of their LiDAR technology depends on securing additional design wins in both automotive and non-automotive segments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

INVZ.OQ - Innoviz Technologies Ltd
Q2 2025 Innoviz Technologies Ltd Earnings Call
Aug 13, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Our call will begin shortly.

Ladies and gentlemen, thank you for standing by. Our coal will begin shortly.

Ladies and gentlemen, thank you for standing by. Our call will begin shortly.

Ladies and gentlemen, thank you for standing by. Our call will begin shortly.

Ladies and gentlemen, thank you for standing by and welcome to Innovi's 2nd quarter 2025 earnings call.

Our presentation today will be followed by a Q&A session at which time, if you wish to ask a question, you will need to raise either your hand using your mobile or desktop application or press 9 on your mobile keypad and wait for your name to be announced. I must

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