Vuzix Corporation · NASDAQ:VUZI
Vuzix — Investor Presentation (October 2026)
31 slides from Vuzix's investor presentation, October 2026
Slide 1: Investor Presentation October 2026
I N V E S T O R P R E S E N TAT I O N October 2026
Slide 2: Cautionary Note Regarding Forward Looking Statements
Cautionary Note Regarding Forward Looking Statements Certain statements included in this presentation may be considered forward-looking. All statements in this presentation that are not historical facts are forward-looking statements. Such statements involve known and unknown risks, uncertainties an
Slide 3: Vuzix Has Built a Vertically Integrated U.S. Waveguide Optics Platform
Vuzix Has Built a Vertically Integrated U.S. Waveguide Optics Platform Patents and patents pending across optics, 500+ displays and wearables Years of headworn displays, optics and 25+ waveguide expertise know-how Specification, optical design, mold Integrated creation, replication, test and integra
Slide 4: One Optics Platform for Four Revenue Paths
One Optics Platform for Four Revenue Paths AI Data Center Co-Packaged Optics • Defense & Security HUDs • Enterprise Smart Glasses • Consumer AI Glasses Waveguides The same core capabilities support optical interconnects, defense systems, consumer OEM programs and enterprise products. Conceptual rend
Slide 5: Addressable Markets
Addressable Markets A I DATA C E N T E R C P O CONSUMER AI GLASSES WGs DEFENSE & SECURITY HUDs ENTERPRISE SMART GLASSES TAM · TOTAL MARKET TAM · TOTAL MARKET TAM · TOTAL MARKET TAM · TOTAL MARKET $39B+ $40B $4.6B $3.9B CPO and NPO system market by 2030, up from Smart glasses market by 2030, on 112M
Slide 6: Waveguides
SECTION 01 Waveguides Engineered to specification for OEM partners 6
Slide 7: Precision-Engineered Waveguide Systems
Precision-Engineered Waveguide Systems Ultra-thin, transparent and full-color High-brightness image quality across a wide range of AI smart glasses form factors. Core innovations across the stack Waveguide geometry, display/light source coupling, precision imprint manufacturing and system integratio
Slide 8: High-Volume Waveguide Production
High-Volume Waveguide Production Vuzix has created high-volume waveguide manufacturing supporting customer programs from development through qualification and production. LOCATION Rochester, New York, USA ANNUAL CAPACITY Several million waveguides, and expanding CLEAN ROOMS Class 1K and Class 10K en
Slide 9: Integrated Innovations for Advanced Performance
Integrated Innovations for Advanced Performance Four proprietary technologies underpin our waveguide programs across AI data centers, defense, consumer and enterprise markets. Imprint Processes Imprint Materials Optical Interconnect Forward Light Control Low-stress imprinting that High-index, high-t
Slide 10: AI Data Centers Co-Packaged Optics
SECTION 02 AI Data Centers Co-Packaged Optics Passive optical bridges for dense, short-reach interconnect 10
Slide 11: Bandwidth Growth is Pulling Optics Closer to Compute Silicon
Bandwidth Growth is Pulling Optics Closer to Compute Silicon Passive planar bridges for dense, short-reach optical routing in near-package, co-packaged and hybrid designs Optics at the system edge; familiar service model, but Pluggable optics electrical reach and front-panel density constrain scalin
Slide 12: Vuzix Causeway Transports an Optical Image
Vuzix Causeway TM Transports an Optical Image (Shipping our first microLED based developer kit) Conceptual architecture 19,200 parallel channels in the current microLED evaluation configuration (supports Terra bit data rates) EMITTER ARRAY CAUSEWAY DETECTOR ARRAY ~30 mm passive glass waveguide bridg
Slide 13: Consumer AI Glasses Waveguides
SECTION 03 Consumer AI Glasses Waveguides Waveguide supply for the AI smart glasses build-out 13
Slide 14: AI Is Expanding the Use Case for Consumer Smart Glasses
AI Is Expanding the Use Case for Consumer Smart Glasses W H AT C H A N G E S W I T H A I • AI agents make smart glasses a hands-free interface for real-time information. • AI + AR lets people see, capture, and act on information in the physical world. • Broader adoption depends on progress in weight
Slide 15: Where the Waveguide Is Decisive
Where the Waveguide Is Decisive KEY CONSTRAINTS FOR MASS-MARKET SMART GLASSES 01 02 03 04 05 06 07 08 09 No wires ≤ 50 grams Affordable All-day battery Prescription Bright displays Fashionable / Software Optical see- price life ready / no eye glow customizable ecosystem through WHERE VUZIX OPTICS MO
Slide 16: Quanta Provides Strategic and Commercial Validation
Quanta Provides Strategic and Commercial Validation • $20M strategic investment Completed equity investment from a tier-one ODM. • Multi-phase partnership Waveguide design and supply for a suite of AR smart glasses. • Customer-facing validation Quanta has demonstrated smart glasses with Vuzix wavegu
Slide 17: Broad Display Ecosystem Relationships Support Design Flexibility
Broad Display Ecosystem Relationships Support Design Flexibility W H Y T H I S M AT T E R S D I S P L AY E N G I N E PA R T N E R S • Vuzix collaborates with microLED, OLED, and LBS display suppliers. • Waveguides can be customized for each display type. • Vuzix is among the few offering display-spe
Slide 18: Defense & Security HUDs
SECTION 04 Defense & Security HUDs U.S.-made optics for headworn display programs 18
Slide 19: Built for Defense OEMs, Integrators and Government Programs
Built for Defense OEMs, Integrators and Government Programs Lightweight headworn systems, advanced optics and adaptable wearable platforms, designed and manufactured in the United States. Situational awareness Training & simulation Critical infrastructure Human-machine teaming Lightweight headworn d
Slide 20: Vuzix Meets the Broad Criteria Required for Success
Vuzix Meets the Broad Criteria Required for Success • Made-in-the-USA is near mandatory • Strong defense partnerships and program track record • No eye glow is critical for many use cases • Design flexibility • Supply chain provenance • Secure production • Inconspicuousness for security usage 20
Slide 21: Defense Programs: Production, Development and Pursuit
Defense Programs: Production, Development and Pursuit Initial production Program development Evaluation and pursuit Collins Aerospace waveguides support an Additional HMD and display-engine Government and industry discussions cover initial production program. programs are underway with Collins secur
Slide 22: Enterprise Smart Glasses
SECTION 05 Enterprise Smart Glasses Shipping products, live customers, and a route into OEM 22
Slide 23: Enterprise Products Provide Revenue, Customer Access and Product Learning
Enterprise Products Provide Revenue, Customer Access and Product Learning What the enterprise business contributes Revenue Product sales and repeat customer activity Direct relationships in logistics, manufacturing and Access field service Deployment, ergonomics, software and integration Learning fe
Slide 24: Vuzix Branded Products Validate Use Cases and Open Enterprise Doors
Vuzix Branded Products Validate Use Cases and Open Enterprise Doors • S T R AT E G I C R O L E Customer access, use-case validation, workflow insight, and credibility for larger OEM programs. • ENTERPRISE KITS Remote Assist, AI Assist, AI Inspection, and Pick & Pack Warehousing kits simplify deploym
Slide 25: OEM Smart Glasses: A Family of Customizable Enterprise Solutions
OEM Smart Glasses: A Family of Customizable Enterprise Solutions Ultralite HUD Ultralite Audio Ultralite Color Vuzix Shield Ultralite Pro A configurable product family supporting use cases ranging from digital-assistant to full-featured. 25
Slide 26: What Is Proven Today and What Comes Next
What Is Proven Today and What Comes Next P R O V E N T O D AY NEXT PROOF POINTS AI DATA CENTERS Causeway MicroLED samples shipped; 19,200-channel Link validation; VCSEL samples; active design-in demo partnership DEFENSE & SECURITY Collins initial production; additional HMD programs in Follow-on orde
Slide 27: A Debt-Free Balance Sheet
A Debt-Free Balance Sheet $17.3M $0 $20M Cash and cash equivalents Current and long-term debt Quanta strategic investment* At June 30, 2026 No debt obligations outstanding Completed equity investment * Vuzix largest shareholder at 13.6% No debt, and the Rochester manufacturing capacity is already in
Slide 28: Why Vuzix, Why Now
Why Vuzix, Why Now Well-established and highly 25+ years of optical expertise, 500+ patents and applications, and vertically integrated U.S. capabilities 01 differentiated optics platform spanning design, tooling, nanoimprint replication, testing and system integration. 02 Scalable waveguide facilit
Slide 29: Thank You
Thank You Investor Contact 29
Slide 30: Appendix: Market Sizing Sources
Appendix: Market Sizing Sources THIRD-PARTY FIGURE SOURCE PUBLISHED USED IN CPO / NPO market: ~$100M (2025) to $39B+ (2030); TrendForce 15 June 2026 AI data centers TAM adoption inflection 2028–2029 trendforce.com/presscenter/news/20260615-13098.html Smart glasses market: $40B revenue on 112M units
Slide 31: Appendix: Vuzix at a Glance
Appendix: Vuzix at a Glance Vuzix is a global leader in wearable computing, augmented reality (AR) Smart Glasses, optics and display engines for the enterprise, defense, AI data centers and broader consumer markets VUZIX IS LISTED ON THE NASDAQ UNDER VUZI HISTORY FINANCIAL STATS Founded in 1997 Stoc