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Seeing Machines advances towards profitability; eyes FY26 royalty growth

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Manage episode 501738233 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Seeing Machines Ltd (AIM:SEE, OTC:SEEMF) CEO Paul McGlone and CFO Martin Ive talked with Proactive's Stephen Gunnion about the company’s full-year 2025 trading update and expectations heading into FY26. The company reported a rebound in automotive royalties, underpinned by stronger performance from its Guardian Gen3 product and growing momentum ahead of Europe’s General Safety Regulation (GSR) deadline in July 2026. McGlone said, “We are highly confident of an increasing growth rate in automotive royalties.” The company also highlighted solid progress toward cash flow breakeven, supported by top-line growth, productivity gains, and sustained cost control. McGlone noted that the company manufactured 2,500 Guardian Gen3 units at the end of the last quarter, with expectations to scale quarterly output to between 6,000 and 6,500 units by year-end. He also pointed to new opportunities with Mitsubishi Electric, saying the partnership could unlock growth in adjacent markets beyond the company’s traditional segments. Ive elaborated on the recognition of US$10.2 million in guaranteed royalty revenue in FY25, tied to a production program that commenced in June. He further outlined expectations of an additional $43 million in guaranteed minimum revenues in FY26, with $800,000 and $5.3 million recognised in the first and second halves, respectively. For more interviews and market updates, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and hit the notification bell to stay updated. #SeeingMachines #ASXStocks #AutomotiveTechnology #PaulMcGlone #MartinIve #GuardianGen3 #DriverMonitoring #InvestingNews #TechStocks #ProactiveInvestors #EuroNCAP #GSR2026 #RoyaltiesGrowth #AIinAutomotive #MitsubishiElectric #MarketUpdate
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605 episodes

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Manage episode 501738233 series 2891889
Content provided by Proactive Investors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Proactive Investors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Seeing Machines Ltd (AIM:SEE, OTC:SEEMF) CEO Paul McGlone and CFO Martin Ive talked with Proactive's Stephen Gunnion about the company’s full-year 2025 trading update and expectations heading into FY26. The company reported a rebound in automotive royalties, underpinned by stronger performance from its Guardian Gen3 product and growing momentum ahead of Europe’s General Safety Regulation (GSR) deadline in July 2026. McGlone said, “We are highly confident of an increasing growth rate in automotive royalties.” The company also highlighted solid progress toward cash flow breakeven, supported by top-line growth, productivity gains, and sustained cost control. McGlone noted that the company manufactured 2,500 Guardian Gen3 units at the end of the last quarter, with expectations to scale quarterly output to between 6,000 and 6,500 units by year-end. He also pointed to new opportunities with Mitsubishi Electric, saying the partnership could unlock growth in adjacent markets beyond the company’s traditional segments. Ive elaborated on the recognition of US$10.2 million in guaranteed royalty revenue in FY25, tied to a production program that commenced in June. He further outlined expectations of an additional $43 million in guaranteed minimum revenues in FY26, with $800,000 and $5.3 million recognised in the first and second halves, respectively. For more interviews and market updates, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and hit the notification bell to stay updated. #SeeingMachines #ASXStocks #AutomotiveTechnology #PaulMcGlone #MartinIve #GuardianGen3 #DriverMonitoring #InvestingNews #TechStocks #ProactiveInvestors #EuroNCAP #GSR2026 #RoyaltiesGrowth #AIinAutomotive #MitsubishiElectric #MarketUpdate
  continue reading

605 episodes

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