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News articleYahoo Finance· February 25, 2026

Innoviz Reports Fourth Quarter and Full Year 2025 Results

View original at finance.yahoo.com
Innoviz Reports Fourth Quarter and Full Year 2025 Results FY 2025 Revenues of $55.1 million more than doubled year over year, with record gross margins Selected by Daimler Truck and Torc Robotics for series production of L4 Class 8 autonomous trucks, ongoing progress in L3 and L4 automotive programs with Mobileye, VW a…
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  • New NRE payment plans of $20-30 million expected in FY 2026

    80% confidence
  • Innoviz is firmly positioned to enable perception as the world shifts from Digital AI to Physical AI through its industry-leading LiDAR technology

    80% confidence
  • InnovizThree combined with a camera simplifies OEM sensor fusion for faster deployment

    80% confidence
  • 2025 was a pivotal year for Innoviz financially and operationally, more than doubling revenues and delivering record gross margins

    80% confidence
  • LiDAR sales for non-automotive Physical AI applications targeted at up to 10% of FY 2026 revenue

    80% confidence
  • FY 2026 target of 2-3 new program wins

    80% confidence
  • FY 2026 revenue target of $67-73 million

    80% confidence
  • Several customer Level 4 programs are slated for SOP later in 2026, including the VW ID Buzz, followed by L3 programs in 2027

    80% confidence
  • Innoviz is well-positioned to become one of the world's premier large-scale suppliers of best-in-class LiDAR solutions for autonomous driving and broader sensing applications

    80% confidence
  • Strong and growing interest in Level 3 and Level 4 programs from global OEMs entering 2026

    80% confidence
  • Multiple OEMs have Level 3 RFQs in 2026 with programs targeted to ramp in 2028

    80% confidence
  • Daimler Truck autonomous trucks are expected to be deployed across a broad range of highway and regional routes in North America

    80% confidence

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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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