Slide 1: Welcome to Lidar 2.0
Welcome to Lidar-2.0 J
Slide 2: Safe Harbor Statements
Safe Harbor Statements This presentation of MicroVision, Inc. (“MicroVision,” “the Company,” “we,” or “our”), and any accompanying oral presentation, contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exc
Slide 3: We have entered a new era for lidar
We have entered a new era for lidar Emergence Explosion Consolidation Lidar 2.0 2005-2015 2016-2020 2021-2025 2026+
Slide 4: Over the last 10 years, more than 50% of lidar companies have disappeared
Over the last 10 years, more than 50% of lidar companies have disappeared 2016-2020 2026 40+ <20 companies enter companies remain
Slide 5: MicroVision: built to lead Lidar 2.0
MicroVision: built to lead Lidar 2.0 A fundamental shift from technology to value Lidar 1.0 Lidar 2.0 proving technology proving value Hardware-first Right performance for specific use cases Best-in-class performance Designed to cost Expensive Open software as a differentiator Volume drives down cos
Slide 6: Portfolio + software + execution: how MicroVision unlocks value for customers
Portfolio + software + execution: This is how MicroVision unlocks value for customers Right performance. Right portfolio. Open software as Accelerating Right price. Many applications. a lever revenue Economics drive adoption, Short, long, and ultra-long-range Software that lowers cost and Converting
Slide 7: Right portfolio. Right performance.
Right portfolio. Right performance. Leading Lidar 2.0 with the most comprehensive portfolio in the industry. Short range Long range Ultra long range Sensors <50m 50-300m 500-1,500m The full suite of wavelength, scanning, and measurement technologies coupled with on-board processing Movia L, S and Ai
Slide 8: Our portfolio unlocks new end markets
Our portfolio unlocks new end markets More revenue streams. More revenue resilience. Industrial Security & Defense Automotive Ruggedized packaging for harsh environments Compact and lightweight design for drones Lower total system cost Full perception and ADAS capability on board Real-time mapping C
Slide 9: Industrial
Industrial Industry-ready performance at dramatically lower cost Durable Warehouse & logistics Port & yard automation • Solid-state design with no moving parts - built to withstand demanding industrial environments. Onboard software • Integrated perception for turnkey lidar applications or a customi
Slide 10: Security & Defense
Security & Defense Unlocking value through situational awareness, rapid centimeter-level 3D Mapping Real-time mapping scanning, obstacle detection, and terrain mapping. Compact • Small, lightweight design for seamless integration: ideal for drones and small, unmanned vehicles. Real-time mapping Navi
Slide 11: Automotive
Automotive Enabling automakers to unlock value for their customers through new experiences and IP. Safe highway driving Urban driving Cost efficiency • Lower total system costs thanks to tailored application design and software- defined hardware. Seamless integration • Minimized footprint that expan
Slide 12: $40B market growing 25% annually
$40B market growing 25% annually Driven by perception-enabled autonomy across industries $50 $40 $30 $20 $10 Market data represent company estimates $0 based on multiple sources 3 years (2028) 5 years (2030) 10 years (2035) Industrial Security and defense Automotive
Slide 13: MicroVision Evolution & Acceleration
MicroVision Evolution & Acceleration 1996 2014 2019 2023 2025 NASDAQ Listed Sony licenses 3rd gen Microsoft MicroVision Strategic shift to multi-vertical lidar platform display module contract acquires IBEO 1998 HoloLens 2 New leadership team with automotive expertise U.S. Military Contract - Depart
Slide 14: Driving Capital Efficiency and Revenue Growth
Driving Capital Efficiency and Revenue Growth Reduced cash usage by 14% to execute Lidar 2.0 strategy $20 $80 $70 $15 $60 $10 - $15 million $50 Cash used in operations Revenue (millions) + Capex (millions) $10 $40 $30 $5 $20 $10 2024 2025 2026 (guidance)
Slide 15: MicroVision's Transformation is Delivering in 2026
MicroVision’s Transformation is Delivering in 2026 Shareholder Value Starts with Customer Success $20 MicroVision Revenue 2026 Revenue Guidance: $10 - $15 million Expanding future pipeline $15 Pipeline: 130+ customer opportunity engagements • 15+ with Automotive OEMs $10 • 40+ with Security and Defe
Slide 16: 2026 targets
2026 targets Accelerating revenue Cash used in Revenue Gross margin through new lidar operations, plus capex programs in industrial, security, and defense $10-15M ~$60M 40%-45% verticals.
Slide 17: A leadership team proven to deliver at scale
A leadership team proven to deliver at scale Glen DeVos Christine Chambers James Byun Drew Markham Greg Scharenbroch Fabio Laura CEO Chief Financial Officer Chief Commercial Officer SVP People & General Counsel VP Engineering VP Product & Operations • 40+ years automotive • 25+ years finance leaders