New Risk • 13h
New major risk - Revenue and earnings growth Earnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m). New Risk • Jul 16
New minor risk - Profitability The company is currently unprofitable and not forecast to become profitable over the next year. Trailing 12-month net loss: US$29m Forecast net loss in 1 year: US$15m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$32m). Currently unprofitable and not forecast to become profitable next year (US$15m net loss next year). Breakeven Date Change • May 20
Forecast breakeven date moved forward to 2026 The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.4m in 2026. Earnings growth of 53% is required to achieve expected profit on schedule. 공고 • Mar 28
Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026 Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million. 공고 • Jan 13
Seeing Machines Announces the Successful Debut of its Next-Generation 3D Cabin Perception Mapping Platform at CES 2026 Seeing Machines announced the successful debut of its next-generation 3D Cabin Perception Mapping platform at CES 2026, marking a significant step forward in real-time in cabin monitoring intelligence for future mobility. While exterior perception mapping in automated driving focuses on a multi-sensor reconstruction of the vehicle's surrounding environment, the Seeing Machines 3D perception mapping solution demonstrated live at CES delivers a comprehensive, real-time digital reconstruction of inside the vehicle cabin, enabling a holistic, accurate and scalable approach to interior sensing. Built on a "clean-sheet" architecture, the platform is designed to support multiple cameras, multiple occupants and a wide range of features, all from a single, high-trust perception layer. Unlike traditional feature-by- feature approaches, Seeing Machines' 3D Cabin Perception Mapping solves for the entire cabin simultaneously, improving consistency across features and maintaining accuracy even in the presence of intermittent or noisy sensor data. The architecture provides a powerful abstraction layer that decouples feature development from underlying camera configurations and raw sensing implementations. This allows features to be built once and deployed seamlessly across multiple product configurations, reducing development effort, cost and time to market. The platform is designed to extend beyond automotive applications, with potential use cases across robotics and other human-machine interaction environments, including human-robot interaction (HRI) environments, where accurate and scalable perception of people and space is critical. The architecture also supports a mix-and-match approach to 3D technologies, enabling deployment flexibility as sensing hardware and use cases evolve. Real-time digital reconstruction of an automotive cabin environment was showcased, including: 3 cameras covering 3 rows of seating with support for up to 7 vehicle occupants; Body size, shape and a full 3D pose solution for all occupants, including height and weight classification; Out-of-position detection for all occupants, for example, occupant reclining, feet on dash, near-airbag detection for driver; Seat configuration, for example, headrest presence, seat position and recline angle; Child seat detection across entire cabin; and Random object detection across cabin, for example, phones, bags and boxes. 공고 • Jan 06
STRADVISION and Seeing Machines Announce First Public Collaboration Showcasing SVNet FrontVision at CES 2026 STRADVISION announced its first public collaboration with Seeing Machines, to be showcased through a joint front camera perception demonstration at CES 2026. The collaboration features STRADVISION's SVNet FrontVision solution, demonstrated through a video-driven reference implementation designed to support flexible evaluation, visualization, and early technical collaboration. The demo is powered by NVIDIA GPU acceleration within a development-grade environment, enabling rapid iteration and transparent performance assessment across perception outputs. Front Camera Perception Demonstrated in a PC-Based Environment: The demo highlights SVNet FrontVision, STRADVISION's front camera perception software, designed to detect and recognize vehicles, pedestrians, and other road users using video input. By operating within a development and evaluation framework rather than vehicle-integrated hardware, the demonstration allows partners to focus on perception performance, data interpretation, and system behavior at an early stage of collaboration. First Public Collaboration Between STRADVISION and Seeing Machines: This CES 2026 demonstration marks the first public collaboration between STRADVISION and Seeing Machines. The collaboration brings together complementary expertise in external perception and driver monitoring, demonstrating how vehicles could respond intelligently to external conditions and evolving in-cabin dynamics, reflecting a shared vision for combining vision-based technologies within a broader ADAS ecosystem for enhanced safety and convenience. 
