Walt Piecyk's questions to Luminar Technologies Inc (LAZR) leadership • Q2 2025
Question
Walt Piecyk asked for commentary on the Volvo partnership in light of EX90 issues and Volvo's technical strategy, and questioned how the market might evolve regarding the importance of direct OEM relationships versus those with autonomous technology partners.
Answer
CEO Paul Ricci described Volvo as an excellent partner and a leader in LiDAR deployment, acknowledging lower shipment forecasts but reaffirming their ongoing collaboration. He declined to comment on Volvo's internal product issues. Ricci stated that the market's future is being decided now, as OEMs are signing production contracts for 2027-2029 that include sourcing LiDAR hardware and software directly.