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Edge14 Aug 2026
Deutsche Qualität: The Story of Birkenstock
From an 18th-century German shoemaker to a global footwear brand, how Birkenstock turned an orthopedic insole into the world's most popular sandal.
Seeing Machines
Seeing Machines (SEE) investor relations material
Seeing Machines H2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 TU earnings summary11 Aug, 2026
Executive summary
Achieved record automotive production volumes, exceeding 2.1 million units in Q4 FY2026, marking a business inflection point.
Delivered a profitable second half and strong FY2026 performance, with momentum accelerating in H2.
Over 8.2 million vehicles now equipped with the company's DMS/OMS technology, up 120% year-over-year.
Financial highlights
Adjusted Revenue increased 45% year-over-year to $76.3m (FY2025: $52.8m).
H2 FY2026 Adjusted Revenue rose 126% to $52.9m from $23.4m in H1.
Adjusted Automotive Royalty Revenue grew 135% to $33.9m (FY2025: $14.4m).
Guardian Annual Recurring Revenue increased 12% to $15.0m.
Adjusted EBITDA for H2 FY2026 expected positive at $10.7m–$11.7m, reversing a H1 loss of $13.7m.
Adjusted EBITDA loss for FY2026 expected at $2.0m–$3.0m.
Cash at 30 June 2026 was $4.3m, up from $3.4m at 31 December 2025.
Outlook and guidance
Management expects to sustain momentum into FY2027, driven by regulatory tailwinds and commercial progress.
Audited year-end results expected before end of September 2026.
Drivers of the $25.3m trade receivables balance
Status of Convertible Loan Note refinancing
Sustainability of the Q4 production run-rate
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Latest events from Seeing Machines
- Gross margin rose to 58% as adjusted EBITDA losses narrowed, despite a wider net loss.SEE
H1 2026 - Recurring revenue and royalty growth offset lower NRE, with positive EBITDA expected in H2 FY2026.SEEH1 2026 TU
- All AGM resolutions passed with strong support, highlighting financial and strategic progress.SEEAGM 2025
- Revenue and margins surged as regulatory momentum and new investment drive profitability.SEEH2 2025
- Resolutions passed decisively, revenue up 17%, cash flow break-even expected FY25.SEEAGM 2024
- Margin expansion and revenue growth continue, with break-even targeted by end of FY25.SEEH2 2024
- Revenue up 17% and over 2.2 million vehicles equipped, with break-even targeted for FY2025.SEETrading Update
- Cash position strengthened and partnerships set stage for growth amid market volatility.SEETrading Update
- OEM growth, cost cuts, and regulatory tailwinds drive progress toward 2025 break-even.SEEH1 2025
Next Seeing Machines earnings date
H2 202624 Sep, 2026
Seeing Machines
Next Seeing Machines earnings date
H2 202624 Sep, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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