Kopin (KOPN) Planet MicroCap Las Vegas 2026 summary
Event summary combining transcript, slides, and related documents.
Planet MicroCap Las Vegas 2026 summary
17 Jun, 2026Company history and core business
Originated as a founder-led, technology-driven company with a focus on microdisplays for military applications.
Built a strong foundation in the defense sector, supplying tier 1 customers such as Collins Aerospace, Lockheed Martin, and the U.S. Army.
Operates three facilities, with the main manufacturing site in Westborough, MA, and strategic expansion planned in Scotland.
Technology portfolio and product differentiation
Offers four types of proprietary microdisplays, including advanced monochrome and color MicroLEDs with industry-leading brightness.
Integrated systems combine microdisplays, optics, and packaging, tailored for military and medical applications.
Focuses on high-brightness displays for daylight military use, differentiating from competitors who only supply components.
Strategic partnerships and growth initiatives
Recent investments from partners like Theon and Fabric AI support infrastructure and product development.
Collaboration with Theon enables entry into NATO markets and development of the DarkWAVE system, adding intelligence to night vision devices.
Pursuing scalable manufacturing by designing modular products adaptable for multiple customers.
Latest events from Kopin
- MicroLED advances and US production drive new AI and defense opportunities, with mid-2028 rollout.KOPN
Canaccord Genuity's 46th Annual Growth Conference - Expanding in defense and AI with proprietary MicroDisplays, strong financials, and key partnerships.KOPN
Investor presentation - Q2 2026 revenue surged 51% to $12.7M, with net income of $0.9M and strong defense growth.KOPN
Q2 2026 - Poised for growth with leading MicroDisplay tech, strong defense ties, and expanding global reach.KOPN
Investor presentation - Flat Q1 revenue, new defense and AI contracts, and strong liquidity support 2026 growth.KOPN
Q1 2026 - Proxy covers director elections, equity plan changes, auditor ratification, and executive compensation.KOPN
Proxy filing - Q4 2025 revenue fell 42%, but $56M capital and partnerships support 2026 growth.KOPN
Q4 2025 - Q3 revenue up 26% with defense sales surging 109%, but litigation and liquidity risks remain.KOPN
Q3 2024 - Q1 2025 revenue up 5% to $10.5M, with strong orders but ongoing going concern risks.KOPN
Q1 2025