Microvision, Inc. · NASDAQ:MVIS
Microvision — Investor Presentation (April 2026)
16 slides from Microvision's investor presentation, Apr 7, 2026
Slide 1: Welcome to Lidar 2.0
Welcome to Lidar2.0
Slide 2: Forward-looking statements and non-GAAP disclaimer
' 4 This presentation of MicroVision, Inc. ("MicroVisi Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such statemt to expectations regarding our future growth, profitability, market position and addressable market size; proj
Slide 3: We have entered a new era of lidar: Lidar 2.0
We have entereda’ ©) 8 or car Emergence 2005-2015 Explosion ——— Consolidation ——— | idar 2.0 2016-2020 2021-2025 2026+ |aess|
Slide 4: Lidar companies have disappeared
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 ae A fundamental shift from technology to.value Lidar 1.0 Lidar 2.0 proving technology proving value Hardware-first Open software as a differentiator Best-in-class performance Right performance for specific use cases Expensive Designed to cost ee: Volume drives d
Slide 6: Portfolio + software + execution
Portfolio + software + execution: This is how MicroVision unlocks value for customers Right performance. Right portfolio. Open software as Accelerating Right price. Many applications. alever 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 ee Movia L, S and
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 onboard _ Real-time mapping
Slide 9: Industrial
Industrial Industry-ready performance at dramatically lower cost Durable Solid-state design with no moving parts - built to withstand demanding industrial environments. Onboard software Integrated perception for turnkey lidar applications or a customizable open software framework. Cost-efficient ¢ S
Slide 10: Security & Defense
Security & Defense Unlocking value through situational awareness, rapid centimeter-level scanning, obstacle detection, and terrain mapping. Compact ¢ Small, lightweight design for seamless integration: ideal for drones and small, unmanned vehicles. Real-time mapping ¢ Simultaneous mapping during fli
Slide 11: Automotive
Automotive Enabling automaters to unlock value for their customers through new experiences and IP. Cost efficiency ¢ Lower total system costs thanks to tailored application design and software- defined hardware. Seamless integration ¢ Minimized footprint that expands placement options and protects O
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 based on multiple sources $0 3 years (2028) 5 years (2030) 10 years (2035) ee) MicroVision” B Industrial | | Security and defense |_| Automotive
Slide 13: MicroVision Evolution & Acceleration
MicroVision Evolution & Acceleration 1996 pllnasdag 2014 2019 2023 2025 NASDAQ Listed Sony licenses 3% gen Microsoft MicroVision Strategic shift to multi-vertical lidar platform 1998 display module contract acquires IBEO US Miltary Contract - SONY HoloLens 2 New leadership team with automotive exper
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 Revenue (millions) H $10 - $15 million i $50 $10 i i $40 $30 $5 $20 $10 2024 2025 2026 (guidance) — Cash used in operations + Capex (millions) @ MicroVision”
Slide 15: 2026 targets
2026 targets = Accelerating revenue Cash used in - : Revenue : Gross margin through new lidar operations, plus capex programs in industrial, S$10-15M $65-70M security, and defense verticals. Positive
Slide 16: A leadership team proven to deliver at scale
A leadership team proven to deliver at scale Glen DeVos CEO 40+ years automotive leadership Former Aptiv CTO & President Led multi-billion dollar portfolios ADAS, autonomy, software platforms: Proven scale & execution operator Greg Scharenbroch VP Engineering 30+ years automotive engineering Former