Business
Q3 FY2026 Quarterly KPIs
Seeing Machines Limited reported strong Q3 FY2026 Key Performance Indicators, with automotive production volumes reaching a record 1,284,557 units, a 122% increase quarter-on-quarter and 259% year-on-year, driven by accelerating Driver and Occupant Monitoring System (DMS/OMS) fitment ahead of regulatory deadlines. The company's Q3 FY2026 Automotive royalty revenue surpassed the total for the first half of the financial year, and over 6.1 million cars now feature Seeing Machines' technology. Guardian Annual Recurring Revenue (ARR) grew 5% to $14.7 million, despite a dip in hardware unit sales to 1,610, with the company expecting positive Adjusted EBITDA in Q3 and H2 FY2026. Disclaimer*
About this update from Seeing Machines Limited
Seeing Machines Limited ("Seeing Machines" or the "Company") 6 May 2026 Q3 FY2026 Quarterly KPIs Record Automotive production volumes exceed 1.28 million for Q3 representing 122% quarter on quarter growth Over 6 million cars now on road with Seeing Machines technology Seeing Machines Limited (AIM: SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, is pleased to report its quarterly Key Performance Indicators ("KPIs") for the quarter ended 31 March 2026 ("Q3 FY2026"). Q3 FY2026 KPI highlights: - 1,284,5571 units produced in Q3 FY2026, up 122% from the previous quarter (Q2 FY2026: 578,363) and up 259% from the previous corresponding quarter (Q3 FY2025: 358,162), establishing a materially higher quarterly run-rate - Q3 FY2026 Automotive royalty revenue has exceeded total H1 FY2026 Automotive royalty revenue - 6,103,288 cars on the road with Seeing Machines' Driver and Occupant Monitoring System (DMS/OMS) technology, representing an increase of 88% from 12 months ago (Q3 FY2025: 3,241,907) - 1,610 Guardian unit sales (Q2 FY2026: 3,764) - $14.7m Guardian ARR, representing an increase of 5% from Q2 FY2026 Automotive Production Volumes (production of new vehicles using Seeing Machines' Driver & Occupant Monitoring System (DMS/OMS) technology): Q3 FY2025 Q4 FY2025 Q1 FY2026 Q2 FY2026 Q3 FY2026 Production FY2025-26 358,162 488,294 510,167 578,363 1,284,557 % Growth Qtr. on Qtr. 34% 36% 4% 13% 122% Q3 FY2024 Q4 FY2024 Q1 FY2025 Q2 FY2025 Q3 FY2025 Production FY2024-25 313,662 381,215 405,669 266,654 358,162 % Growth Yr on Yr 14% 28% 26% 117% 259% Automotive production volumes surpassed 1.28 million units in Q3 FY2026, up 122% quarter-on-quarter and 259% year-on-year. Q3 FY2026 Royalty Revenue was higher than Royalty Revenue for the entire first half of the financial year. This reflects accelerating DMS fitment across existing and new production programs as Automotive OEMs prepare for the July 2026 European General Safety Regulation (GSR) deadline and supports the expected operating leverage in the Company's Automotive royalty model. Looking ahead, Seeing Machines believes Q3 FY2026 ma...
View stock analysis, news, and events for Seeing Machines Limited