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- **KARNO Performance Breakthrough**: Meets 200kW mechanical power target, surpassing NOx standards, with UL certification completed.
- **Customer Momentum**: 500 units under LOIs, including Navy ship trials in 2026, despite short-term delays.
- **Financial Stability**: $164.7M cash on hand, supporting 2026 commercialization without immediate capital raise.
- **Strategic Differentiation**: Unique fit for 800V DC data centers and nuclear energy, positioning for long-term growth.
- **Risk Note**: Supply chain dependency on Chinese magnets could impact production timelines.

**【CEO Summary Section】**
- **KARNO Power Module Performance**: Achieved 200kW mechanical and 150kW electrical power, meeting customer needs. NOx levels below 2.5 ppm, surpassing regulatory standards. UL certification for the linear electric motor completed on first attempt.
- **Customer Deployments**: 10 early adopter units planned for 2025-2026, with one Navy customer delaying deployment to 2026. Units will be used for demonstrations at data centers and third-party sites.
- **Strategic Partnerships**: Exploring integration with nuclear SMRs and aligning with NVIDIA's 800V DC data center architecture. Navy ship trials scheduled for 2026.
- **Customer Interest**: 500 units under non-binding LOIs, representing demand across military, data centers, and commercial sectors.

**【CFO Financial Commentary】**
- **Q3 2025 Financials**: Revenue $800k (R&D services), net loss $13.3M, cash and investments $164.7M. Year-to-date revenue $2.8M, net loss $44M.
- **Cash Management**: 2025 cash expenditure forecast $65M, with $10M equipment financing. Expect $155M cash by year-end.
- **2026 Outlook**: Commercialization of KARNO systems, with revenue recognition beginning next year.

**【Q&A Highlights】**
- **Supply Chain Challenges**: Sourcing high-strength magnets from China faces delays, but current inventory sufficient for near-term needs.
- **Manufacturing Scale-Up**: 30 additive printers operational, focusing on optimizing throughput before expanding capacity.
- **Nuclear and Data Center Opportunities**: Exploring KARNO as a replacement for steam turbines in nuclear plants and aligning with 800V DC data center trends.
- **Navy Project Update**: Delayed deployment of KARNO units to 2026 for Navy ship trials, with assets repurposed for customer demonstrations.


Hyliion Holdings Corp. (HYLN) Q3 2025 Earnings Call Transcript

Product Sales and Other

Research and Development Services

HYLN

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