Research analysts who have asked questions during Innoviz Technologies earnings calls.
JP
Jash Patwa
JPMorgan Chase & Co.
7 questions for INVZ
Also covers: CAR, CPRT, LAZR +2 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
7 questions for INVZ
Also covers: APH, APTV, AUR +22 more
CR
Casey Ryan
Analyst
4 questions for INVZ
Also covers: BLIN, DAIO, IPWR +6 more
CR
Colin Rusch
Oppenheimer & Co. Inc.
4 questions for INVZ
Also covers: AEVA, ALB, AMPX +24 more
IM
Itay Michaeli
TD Cowen
2 questions for INVZ
Also covers: APTV, ASPN, AUR +11 more
KG
Kevin Garrigan
WestPark Capital
2 questions for INVZ
Also covers: AIP, ASYS, CPTN +6 more
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
1 question for INVZ
Also covers: ACHR, AUR, EVEX +10 more
Kevin Cassidy
Rosenblatt Securities
1 question for INVZ
Also covers: ADEA, AMBA, BTDR +13 more
RC
Ryan Casey
WestPark Capital
1 question for INVZ
Recent press releases and 8-K filings for INVZ.
Innoviz Reviews Transformative 2025 and CES 2026 Traction, Provides 2025 Revenue Guidance
INVZ
Product Launch
New Projects/Investments
Guidance Update
- Innoviz Technologies reported 2025 as a transformative year and showcased significant momentum at CES 2026, emphasizing advancements in its LiDAR solutions and readiness for large-scale deployment.
- The InnovizTwo LiDAR is now in production, with several Level 3 and Level 4 automotive programs, including those for Daimler Truck and VW ID Buzz AD, scheduled for Start of Production (SOP) in 2026 and accelerated deployments in 2027.
- The company launched InnovizSMART for non-automotive applications, which is projected to generate meaningful revenues and improve margins, and commenced shipping LiDAR units from Fabrinet's high-volume production line.
- As of the third quarter of 2025, Innoviz provided 2025 revenue guidance of $50-60 million, representing more than double its 2024 revenue, alongside expectations for lower year-over-year cash burn.
Jan 20, 2026, 1:00 PM
Innoviz Technologies Announces InnovizThree LiDAR with Integrated Camera
INVZ
Product Launch
New Projects/Investments
- Innoviz Technologies announced the first fully colored long-range LiDAR with an integrated camera in its recently unveiled InnovizThree LiDAR.
- This new solution combines LiDAR and RGB sensing into a single compact perception module, purpose-built for behind-the-windshield installations, drones, micro-robotics, and humanoids.
- The InnovizThree design is 60% smaller than the InnovizTwo LiDAR and is intended to simplify OEM sensor integration, reduce costs, and accelerate deployment for customers.
Jan 6, 2026, 1:00 PM
Innoviz Selected as LiDAR Partner for Daimler Truck and Torc Robotics' Autonomous Trucks
INVZ
Product Launch
New Projects/Investments
- Innoviz Technologies has been selected by Daimler Truck and Torc Robotics as the Short-Range LiDAR supplier for series production SAE Level 4 autonomous Class 8 semi-trucks.
- Innoviz will supply its InnovizTwo Short-Range LiDAR sensors, which will be integrated into the autonomous Freightliner Cascadia for deployment on highway and regional routes in North America.
- This partnership involves a joint development effort to advance the sensors for commercial trucking applications, strengthening Innoviz's position as a leading LiDAR supplier in the automotive industry.
Dec 2, 2025, 1:00 PM
Innoviz Discusses LiDAR Market Shift, Product Evolution, and Commercial Pipeline
INVZ
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Innoviz reports a significant market shift towards Level 4 (fully autonomous) applications for LiDAR, including trucks, buses, shuttles, and non-automotive sectors like agriculture and security, moving away from Level 2+ advanced driver-assist systems.
- The company has introduced its Innoviz 3 LiDAR, which is 60% lower in volume and designed for behind-the-windshield placement, contributing to future cost savings.
- Innoviz emphasizes its competitive position as the only LiDAR expected to reach Start of Production (SOP) for Level 3 in the next 2-3 years, with Volkswagen next year, and has secured multiple programs including BMW, Volkswagen ID. Buzz Level 4 (with Mobileye), Audi Level 3, and a new truck program.
- Average Selling Prices (ASPs) for non-automotive LiDARs can be up to $10,000 per device, while high-volume automotive LiDARs range from $500 to $850, with vehicles potentially incorporating $6,000-$7,000 in LiDAR content.
- Innoviz has booked over $110 million in Non-Recurring Engineering (NRE) fees to be paid between this year and 2027, which significantly offsets its spending, and notes that Chinese LiDAR companies face challenges in Western markets due to geopolitical and national security concerns.
Nov 20, 2025, 3:45 PM
Innoviz Technologies Highlights Growth in L4 Autonomous and Non-Automotive Markets
INVZ
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Innoviz is expanding its market focus beyond L2+ ADAS to Level 4 autonomous vehicles and non-automotive sectors like trucking, agriculture, and security, where ASPs can be significantly higher (up to $10,000 per device in non-automotive vs. $500-$850 for automotive).
- The company has secured significant programs, including with Volkswagen for Level 4 ID. Buzz (in collaboration with Mobileye), Audi for Level 3, and a recently awarded truck program, with additional Mobileye platform-based customers like Verne and Holon.
- Innoviz has booked over $110 million in Non-Recurring Engineering (NREs) for 2025-2027, which substantially offsets development spending.
- Product advancements include the new Innoviz 3, which is 60% lower in volume than its predecessor, building on the 70% cost saving and 50x performance improvement of Innoviz 2 over Innoviz 1, with a long-term goal for LiDARs to be as affordable as cameras.
- The competitive landscape is favorable, with few serious Western competitors and geopolitical factors limiting the entry of Chinese LiDAR companies into Western markets.
Nov 20, 2025, 3:45 PM
Innoviz Technologies Discusses Product Roadmap, Market Shift, and Commercial Outlook
INVZ
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Innoviz Technologies is advancing its LiDAR technology, with the new Innoviz 3 designed for behind-the-windshield placement, and has achieved significant cost reductions and performance improvements across its product generations.
- The company observes a market shift towards Level 4 autonomous vehicles and is expanding into high-value non-automotive sectors such as trucks, agriculture, and security, where Average Selling Prices (ASPs) can reach $10,000 per device compared to $500-$850 for automotive applications.
- Innoviz has secured major commercial programs, including with Volkswagen (ID. Buzz Level 4), Mobileye, Audi Level 3, and a recently awarded US-based truck program, and has booked over $110 million in Non-Recurring Engineering (NREs) to offset development costs.
- The CEO emphasizes Innoviz's competitive advantage through its automotive-grade and unique short-range LiDAR offerings, noting that geopolitical factors are limiting the entry of Chinese competitors into Western markets.
Nov 20, 2025, 3:45 PM
Innoviz Reports Strong Q3 2025 Results, Secures New OEM Win, and Unveils Innoviz 3
INVZ
Earnings
Guidance Update
Product Launch
- Innoviz reported Q3 2025 revenues of $15.3 million and year-to-date revenues of $42.4 million, representing a 2.3x increase over the same period in 2024.
- The company maintained a strong financial position with approximately $74.4 million in cash and equivalents at the end of Q3 2025, while reporting a cash burn of $14 million for the quarter, with expectations for sequential decline.
- Innoviz secured a significant win, being selected by a major commercial vehicle OEM to supply LiDARs for Level 4 autonomous trucks.
- The company unveiled its next-generation LiDAR, Innoviz 3, which features a 60% smaller form factor, enhanced performance, and reduced power consumption, with plans for a CES debut.
- NRE payment plans have expanded to over $110 million for 2025-2027, and the company projects 2025-2026 revenues of $50 million-$60 million, indicating a more than twofold year-over-year increase.
Nov 12, 2025, 2:00 PM
Innoviz Reports Strong Q3 2025 Results, Unveils Innoviz 3, and Secures Major OEM Win
INVZ
Earnings
Product Launch
Guidance Update
- Innoviz reported Q3 2025 revenues of $15.3 million and year-to-date revenues of $42.4 million, which represents 2.3 times more than the same period in 2024.
- The company announced a significant business win, being selected for series production of Level 4 autonomous trucks by a major commercial vehicle OEM, and is already shipping units to support the customer's data collection fleet.
- Innoviz unveiled its next-generation LiDAR, the Innoviz 3, which is designed to offer a 60% smaller form factor, better cost structure, performance, and power consumption, with more details expected at CES.
- Innoviz anticipates more than a twofold increase in revenues year-over-year for 2025-2026 to $50 million-$60 million, and NRE payment plans have increased to above $110 million to be paid between 2025 and 2027.
- Operating expenses for Q3 were $18.1 million, marking a 30% decrease from Q3 2024, and cash burn for the quarter was $14 million.
Nov 12, 2025, 2:00 PM
Innoviz Reports Q3 2025 Financial Results and Major OEM Selection
INVZ
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Innoviz reported Q3 2025 revenues of $15.3 million, an increase from $4.5 million in Q3 2024, with year-to-date revenues reaching $42.4 million. The company achieved 15.0% gross margins in Q3 2025 and reduced operating expenses to $18.1 million, a 30% decrease from Q3 2024.
- The company was selected by a major commercial vehicle OEM for a series production agreement for L4 autonomous class-8 semi trucks, and has already begun shipping InnovizTwo sensors for the OEM's data collection fleet.
- Innoviz unveiled InnovizThree, a new LiDAR designed for behind-the-windshield integration with improved form factor, performance, and power consumption. The company also reiterated its 2025 revenue target of $50-60 million and NRE bookings target of $30-60 million.
Nov 12, 2025, 2:00 PM
Innoviz Technologies Reports Strong Q3 2025 Results and Unveils New LiDAR
INVZ
Earnings
Guidance Update
Product Launch
- Innoviz reported Q3 2025 revenues of $15.3 million and year-to-date revenues of $42.4 million, which is 2.3 times more than the same period in 2024. The company maintains its full-year 2025 revenue guidance of $50 million-$60 million.
- The company secured a new agreement to supply LiDARs for a major commercial vehicle OEM's future series production of Level 4 autonomous trucks and is already shipping units to support the OEM's data collection fleet.
- Innoviz unveiled InnovizThree, its next-generation LiDAR, which is expected to offer a 60% smaller form factor, improved cost structure, performance, and power consumption, based on time of flight technology. Cash used in operations and capital expenditure for Q3 2025 was approximately $14 million, and the company ended the quarter with approximately $74.4 million in cash, cash equivalents, short-term deposits, and marketable securities.
Nov 12, 2025, 2:00 PM
Quarterly earnings call transcripts for Innoviz Technologies.
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