- **$2B Revenue Pipeline**: Active opportunities represent $2B+ lifetime ADAS/AD revenue
- **$10M TI Deal**: Prepaid royalties validate platform commercial potential
- **90% Cost Savings**: LeddarSim reduces data collection costs through multimodal simulation
- **96% Revenue Growth**: Q2 2025 revenue up 96% YoY to $239K
- **$20M+ Capital Raise Needed**: Seeking refinancing by May 16 to fund growth
- **2028 OEM Launch**: Trucking OEM integration underway for 2028 model year


**【CEO Business Overview】**
- **Technology Differentiation**: LeddarVision uses low-level raw data fusion to achieve superior ADAS/AD perception with reduced sensor count and cost. This approach enables high-resolution 360° perception on low-cost edge processors.
- **Commercial Milestones**: 
  - Secured $2B+ lifetime revenue pipeline with 30+ active opportunities
  - Major trucking OEM design win for 2028 model year
  - 110+ live road demonstrations with LeddarNavigator fleet
- **Strategic Partnerships**: 
  - $10M prepaid royalties with Texas Instruments
  - Bundled LeddarVision with TI TDA processors
  - Optimized for Arm automotive processors
  - Ported to 5 major SoC suppliers (Black Sesame, NVIDIA, etc.)
- **New Product Launch**: LeddarSim multimodal simulation solution:
  - Reduces data collection costs by 90% (1/10 road data needed)
  - Simulates multimodal scenarios with near-zero simulation gap
  - Available via free trials and paid licenses starting Q2 2025

**【CFO Financial Highlights】**
- **Revenue Growth**: Q2 2025 revenue $239K (+96% YoY) driven by NRE services
- **Profitability**: 
  - EBITDA loss $8.4M (vs $14M YoY)
  - Adjusted EBITDA loss $12M (vs $8.7M YoY)
  - Net loss $16M (vs $17M YoY)
- **Balance Sheet**: 
  - $9.2M cash
  - $105M total debt
  - Raised $1.5M via share sale
- **Key Initiatives**: 
  - Seeking $20M+ refinancing by May 16
  - 3 priorities: 
    1. Secure capital
    2. Execute OEM design win
    3. Win new designs this year

**【Financial Outlook】**
- Q3 2025 results to be reported mid-August without call
- Focus on:
  - Capital raise for balance sheet strength
  - Design-in execution for trucking OEM
  - Additional design wins


LDTC(Delisted)

LDTC fundamentals

Earnings Call

You can ask Aime