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    Yan Dong • Deutsche Bank AG

    Yan Dong's questions to Luminar Technologies Inc (LAZR) leadership

    Yan Dong's questions to Luminar Technologies Inc (LAZR) leadership • Q1 2025

    Question

    Yan Dong from Deutsche Bank asked if additional cost actions were needed to meet the lower OpEx guide, questioned the potential impact of Nissan's internal challenges on their partnership, and requested details on tariff mitigation.

    Answer

    CFO Tom Fennimore confirmed that additional, already-identified cost actions are being implemented to reach the low-$30 million quarterly OpEx target. He stated that Nissan's commitment to safety technology remains strong despite macro challenges. Regarding tariffs, he noted a $1 million impact in Q1 but expects to mitigate future costs through solutions being implemented with customers.

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    Yan Dong's questions to Luminar Technologies Inc (LAZR) leadership • Q4 2024

    Question

    Yan Dong of Deutsche Bank asked for specifics on 2025 customer development milestones for Halo, the impact of operational streamlining on current Volvo production, and details on further cost reduction actions.

    Answer

    CEO Austin Russell explained that the focus is on maturing Halo's components and getting samples to key customers like Volvo, Nissan, and Mercedes by year-end. CFO Tom Fennimore clarified that streamlining operations by focusing solely on Halo (after phasing out Iris and Iris Plus development) will not materially impact current Iris production for Volvo. Fennimore added that the remaining cost savings from the September restructuring will be realized throughout the year, with further efficiencies gained from ceasing Iris Plus development.

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    Yan Dong's questions to Luminar Technologies Inc (LAZR) leadership • Q3 2024

    Question

    Yan Dong inquired about the potential implications of the recent U.S. election on Luminar's business, particularly concerning EV policies, and asked if any further significant cost-reduction opportunities remain.

    Answer

    CFO Tom Fennimore stated that while most low-hanging fruit for cost savings has been addressed, the company continues to evaluate its cost structure. Regarding the election, he noted it was too early to determine the impact and that the company's focus remains on execution. CEO Austin Russell added that enhancing vehicle safety is a bipartisan issue, which provides a supportive backdrop for Luminar's mission.

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    Yan Dong's questions to Quantumscape Corp (QS) leadership

    Yan Dong's questions to Quantumscape Corp (QS) leadership • Q1 2025

    Question

    Yan Dong requested an update on the joint development work with PowerCo, particularly regarding personnel collaboration. She also asked for details on the initial phase of the Murata agreement and how the partnership might be structured in the future, such as a three-way relationship with customers.

    Answer

    CEO Dr. Siva Sivaram described the PowerCo partnership as very active, with PowerCo engineers on-site working to integrate the Cobra process and increase automation, noting strong support from Volkswagen and PowerCo leadership. Regarding the Murata partnership, he explained that each partnership will be unique and not a 'one-size-fits-all' model, with the goal of strengthening the entire supply chain to deliver the battery platform efficiently.

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    Yan Dong's questions to Quantumscape Corp (QS) leadership • Q4 2024

    Question

    Yan Dong from Deutsche Bank inquired about the feedback from two new automotive OEMs amid an uncertain EV policy environment and asked for specifics on the 150-person joint team with PowerCo, including contributions, deliverables, and personnel split.

    Answer

    CEO Siva Sivaram responded that OEM engagement remains robust, as partners view QuantumScape's technology as a long-term solution to battery challenges. He detailed that the joint team with PowerCo is split roughly 50/50, with PowerCo focusing on manufacturing industrialization and tool design, while QuantumScape focuses on core IP and scaling the Cobra separator process.

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