Vuzix Corporation · NASDAQ:VUZI
Vuzix — Shareholder Meeting (June 2026)
14 slides from Vuzix's shareholder meeting presentation, June 2026
Slide 1: Vuzix Annual Shareholder Meeting
CEO UPDATE Vuzix Annual Shareholder Meeting Built around OEM products and advanced optical manufacturing Enterprise Smart Glasses • OEM Programs • Waveguide Design & Manufacturing June 2026 NASDAQ: VUZI • www.vuzix.com
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: The Vuzix Story in One Sentence
CORE THESIS The Vuzix Story in One Sentence Vuzix is becoming an OEM products and advanced optical manufacturing company - with branded enterprise smart glasses still playing an important role. 01 02 03 Waveguide Design & Enterprise Smart Glasses OEM Programs Manufacturing Management lens Customer a
Slide 4: What We Are Optimizing for Now
STRATEGIC FOCUS What We Are Optimizing for Now Turning capability into customer programs. The next phase of Vuzix is about turning technical advantages into qualified processes, customer programs, and production paths. Customer-funded development Manufacturing readiness Prioritize programs where cus
Slide 5: Enterprise Smart Glasses: The Proof Engine
GROWTH PILLAR 1 Enterprise Smart Glasses: The Proof Engine Branded products keep Vuzix close to the worker, the workflow, and the customer problem. Strategic role • M400 + LX1 support hands-free work in logistics, manufacturing, field service, Enterprise products are not the whole story and support.
Slide 6: Enterprise OEM: Where Learning Scales
GROWTH PILLAR 2 Enterprise OEM: Where Learning Scales OEM programs translate Vuzix know-how into customer-specific products and production pathways. • Initial EVT-based OEM orders are moving into shipment activity. • Amazon RME use of M400 continues to expand in fulfillment operations. • A leading a
Slide 7: Defense & Security OEM: High-Value Programs with Secure U.S. Manufacturing
OEM OPPORTUNITY Defense & Security OEM: High-Value Programs with Secure U.S. Manufacturing Wearable displays, HMDs, and waveguide-based optics are becoming more relevant to defense applications. • Collins Aerospace program moving into production for drone-related AR display systems. • Tier-1 defense
Slide 8: Waveguides: The Strategic Core
GROWTH PILLAR 3 Waveguides: The Strategic Core Waveguides connect optical performance to a wearable form factor that can be manufactured at scale. • Enables lightweight, transparent, bright, prescription-ready AR/AI smart glasses. • Display-agnostic approach: LCOS, laser-based, OLED, and microLED. •
Slide 9: Manufacturing Advantage: Process Control, Not Just IP
SCALE READINESS Manufacturing Advantage: Process Control, Not Just IP The waveguide market will not be won by hero samples. It will be won by repeatable performance at manufacturable cost. Design Tooling Imprint Assembly Inspection custom optics mold creation photoresist lens stack metrology fast it
Slide 10: Rochester Capacity Expansion: From Lab Capability to Production Discipline
MANUFACTURING SCALE Rochester Capacity Expansion: From Lab Capability to Production Discipline Capacity work is focused on throughput, changeovers, inspection, and parallel program execution. Plant floor reconfigure Clean room reconfigured to support new 1 equipment and multiple programs running in
Slide 11: Quanta & Ecosystem Partnerships Validate the Scale Strategy
PARTNERSHIP MODEL Quanta & Ecosystem Partnerships Validate the Scale Strategy Quanta brings ODM reach; Vuzix brings the optical engine and smart-glasses system experience. • $20M strategic investment and 13.6% ownership position strengthened alignment. • Multi-phase waveguide design and supply relat
Slide 12: Financial Discipline Supports the Operating Plan
EXECUTION RUNWAY Financial Discipline Supports the Operating Plan The strategy is deliberately capital-aware: customer-funded development first, focused investment, and a strong balance sheet. $20.2M No debt well into 2027 ~25% No current or long-term debt obligations Expected liquidity runway under
Slide 13: Where Shareholders Can Expect to See Progress
WHERE WE ARE FOCUSED Where Shareholders Can Expect to See Progress These are the areas where we are putting our energy and where progress should show up over time. AREA WHERE WE ARE FOCUSED WHY IT MATTERS 1 Enterprise Growing kit deployments and partner-led vertical rollouts. Validates use cases and
Slide 14: The Vuzix of 2026 Q&A
CLOSING THOUGHT The Vuzix of 2026 From smart glasses pioneer to OEM products and advanced optical manufacturing. Execution. Manufacturing scale. Customer-funded growth. Q&A Vuzix Annual Shareholder Meeting • June 2026 NASDAQ: VUZI 14