Innoviz Technologies Ltd (NAS:INVZ)

Q4 2025 Innoviz Technologies Ltd Earnings Call Transcript

Feb 25, 2026 / 02:00 PM GMT

Release Date Price: $0.89 (-2.56%)

Transcript

Key Points

Positve

Innoviz Technologies Ltd (INVZ) achieved record revenues of $55.1 million in 2025, more than doubling from the previous year.
The company improved its gross margin to 23% in 2025, up from approximately 5% in 2024.
Innoviz Technologies Ltd (INVZ) announced a significant partnership with Daimler Truck for Level 4 autonomous trucks, enhancing its position in the commercial vehicle market.
The introduction of Innoviz 3, with a smaller form factor and lower power consumption, positions the company well for behind-the-windshield automotive applications.
Innoviz Technologies Ltd (INVZ) is expanding its presence in non-automotive markets, with expectations that up to 10% of its 2026 revenues will come from physical AI applications.

Negative

Despite revenue growth, Innoviz Technologies Ltd (INVZ) still faces challenges in achieving profitability, with operating expenses at $80.6 million in 2025.
The company is experiencing variability in gross margins due to revenue mix and customer timing, which could impact financial stability.
Innoviz Technologies Ltd (INVZ) is still in discussions with OEMs about converting SOWs into series production awards, indicating potential delays in securing new contracts.
The company faces competition in the lidar market, with only a few players expected to dominate as the market consolidates.
Innoviz Technologies Ltd (INVZ) is reliant on securing new NRE payment plans and program wins to sustain revenue growth, which introduces uncertainty.

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

INVZ.OQ - Innoviz Technologies Ltd
Q4 2025 Innoviz Technologies Ltd Earnings Call
Feb 25, 2026 / 02:00PM 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 and welcome to Innovis's 4th 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 either raise your hand using your mobile or desktop application or press 9 on your telephone keypad and wait for your name to be announced.

I must advise you that this call is being recorded.

I'd now like to hand over the call to our first speaker, Ada Menaker, head of investor relations.

Please go ahead.

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Unidentified_2 [2]
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