공시 • 9h
NUBURU Provides Update On Blue-Laser Rover Platform And LaserTech Business Line Commercial Pipeline
NUBURU provided an update on the commercial pipeline of its photonics and laser activities, centered on Lyocon S.r.l. and supported by the Company’s strategic collaboration with SunCubes S.r.l. NUBURU refers to these activities in this release as the “LaserTech Business Line.” The June 30, 2026 commercial tracker for the LaserTech Business Line, reflecting Lyocon-originated commercial activity, includes an approximately $2.2 million customer quotation under evaluation for a next-generation integrated blue-laser platform for autonomous terrestrial rovers. The quotation is not a signed order, contract, backlog or recognized revenue and remains subject to final customer approval, technical and commercial agreement, delivery scheduling and applicable regulatory requirements. If awarded, the tracker assumes that the opportunity would be staged between the fourth quarter of 2026 and the first quarter of 2027. NUBURU is updating the market on the LaserTech Business Line’s unaudited commercial tracker as of June 30, 2026. Base 2026 visibility: approximately $1.02 million, increasing to approximately $1.07 million including planned consulting at the maximum level currently reflected in the tracker. Best-case 2026 tracker scenario: up to approximately $2.16 million if quotations under evaluation are awarded and the applicable 2026 portion is delivered, consolidated and recognized in the expected period. Quotations under evaluation: approximately $2.39 million in aggregate, including the approximately $2.2 million autonomous-rover opportunity. Quotations are not signed orders and may not convert. The current customer proposal contemplates ten 125-watt blue-laser modules installed on each rover, for a total proposed installed laser power of 1.25 kW per vehicle. Rover is a customer-developed autonomous ground vehicle, or UGV, incorporating the Photonics & Laser Factory’s blue-laser modules. The configuration is being developed as a second-generation, customer-driven platform based in part on products previously delivered to the customer and an ongoing commercial relationship that has existed between Lyocon and the customer since 2025. The proposed scope includes customer-specific integration and product enhancements intended to support repeatable industrial deployment. The quotation is currently centered on Lyocon’s laser and photonics scope. Any future incorporation of Orbit software, SunCubes beam-control or optical-power technologies, Tekne mobility assets or other NUBURU platform modules would require separate customer requirements, technical validation, contractual scope and applicable approvals. The same photonics-factory model is intended to support emerging underwater and blue-green optical applications. Under the NUBURU-SunCubes framework, Lyocon is expected to support design of the blue-laser technology layer for potential integration into SunCubes’ DEEP LIGHT underwater wireless-power platform, subject to definitive agreements, technical validation, customer requirements and regulatory approvals. NUBURU’s prior laser-strategy update cited independent estimates of approximately $4.64 billion for the autonomous underwater vehicle market by 2030 and approximately $4.3 billion for the underwater wireless communication market by 2030. NUBURU combined those estimates into an illustrative 2030 TAM of approximately $8.9 billion, an illustrative SAM of approximately $4.3 billion and an illustrative SOM sensitivity of approximately $20 million to $90 million. These figures are market-sizing indicators only, not revenue forecasts or guidance. NUBURU refers to NUBURU’s NYSE Business & Compliance Plan, meaning the business plan and related financial projections prepared by the Company and submitted to NYSE Regulation, and subsequently updated, to explain the actions and financial path by which NUBURU intends to regain compliance with NYSE American’s minimum stockholders’ equity continued-listing standards. Its laser-technology revenue line is approximately $967,000 in 2026, $2.03 million in 2027, $3.33 million in 2028 and $4.34 million in 2029. NUBURU believes the current LaserTech Business Line tracker demonstrates meaningful progress toward the 2026 revenue objectives outlined in the Company’s NYSE Business & Compliance Plan while also highlighting additional commercial opportunities not originally reflected in those projections. All tracker, quotation and plan metrics originating from Lyocon or other local operating inputs are prepared on a local-GAAP/statutory or management basis. They remain subject to conversion of quotations into customer orders, technical validation, transaction completion, consolidation, purchase-accounting and intercompany-elimination analyses, local GAAP-to-U.S. GAAP conversion and reconciliation, audit or review procedures, revenue-recognition analysis, currency effects, export controls, regulatory approvals and other assumptions. All commercial pipeline information in this release is unaudited management information and is presented for market context only. Lyocon tracker and plan-related figures are derived from local-GAAP/statutory or management records, translated into USD for convenience, and have not been audited, reviewed, consolidated or converted/reconciled to U.S. GAAP. Quotations under evaluation, including the approximately $2.2 million rover quotation, are not purchase orders, signed contracts, backlog or recognized revenue. The strategic factory labels and the "LaserTech Business Line" designation are operating descriptors and do not constitute new financial-reporting segments or segment guidance. NUBURU's NYSE Business & Compliance Plan was prepared for exchange-listing compliance purposes; its projections are not current consolidated guidance, and NYSE American's acceptance of the plan does not constitute approval or endorsement of those projections. The Company's ability to convert quotations into orders and revenue will depend on customer decisions, technical validation, definitive contracts, delivery, acceptance, invoicing, regulatory and export-control approvals, working-capital availability, supply-chain performance, U.S. GAAP revenue-recognition analysis and other factors. Actual results may differ materially from the projections in NUBURU's NYSE Business & Compliance Plan, the current tracker, the best-case tracker scenario, the market-sizing framework and other metrics described in this release.