Innoviz Technologies (INVZ) is making progress with major LiDAR contracts and expanding into new markets, but the stock appears fairly valued. INVZ's strong sales growth, high-profile partnerships, and product innovation are offset by ongoing losses, cash burn, and the likelihood of further share dilution. The competitive LiDAR landscape, long sales cycles, and reliance on a few key customers add to the risks, making near-term profitability uncertain.
Innoviz Technologies Ltd. ( INVZ ) Q3 2025 Earnings Call November 12, 2025 9:00 AM EST Company Participants Ada Menaker - Vice President of Corporate Development & IR Omer Keilaf - Co-Founder, CEO & Director Eldar Cegla - Chief Financial Officer Conference Call Participants Mark Delaney - Goldman Sachs Group, Inc., Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Itay Michaeli Itay Micheli Jash Patwa - JPMorgan Chase & Co, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Innoviz's Third Quarter 2025 Earnings Call.
Innoviz Technologies Ltd. (INVZ) came out with a quarterly loss of $0.07 per share in line with the Zacks Consensus Estimate.
| Automobile Components Industry | Consumer Discretionary Sector | Omer David Keilaf CEO | NASDAQ (CM) Exchange | M5R635108 CUSIP |
| IL Country | 415 Employees | - Last Dividend | 6 Apr 2021 Last Split | 5 Apr 2021 IPO Date |
Innoviz Technologies Ltd. stands as a leading name in the field of automotive LiDAR technology, dedicated to advancing safe autonomous driving on a global scale. The company's core mission is to manufacture and supply automotive-grade LiDAR sensors and comprehensive perception software, aiming to democratize autonomous driving technologies for a wide range of vehicles, from passenger cars to heavy-duty trucks. Headquartered in Rosh Haayin, Israel, Innoviz Technologies has widened its operational footprint to encompass strategic markets across Europe, Asia Pacific, the Middle East, Africa, and North America. With a commitment to innovation and excellence, the company leverages both direct sales strategies and distribution networks to reach its diversified customer base, which includes major automakers and companies in the transportation and logistics sectors.
As a flagship product, InnovizOne is a solid-state LiDAR sensor specifically engineered for adoption by automakers and service providers in the mobility sector, including robotaxis, shuttles, trucks, and delivery companies. Distinguished for its automotive-grade quality, InnovizOne is engineered to support mass production, enabling widespread application for vehicles that seek autonomy. This product marks a critical milestone in the pursuit of widespread autonomous driving, offering a reliable, scalable solution for the industry.
Building on the foundation laid by InnovizOne, InnovizTwo represents the next evolution in LiDAR sensor technology. Tailored to meet the nuanced demands of all autonomy levels, this automotive-grade LiDAR sensor stands out for its versatile application potential and the innovative option to integrate the LiDAR's perception application directly. InnovizTwo is developed to streamline the transition towards autonomous driving, providing a robust foundation for vehicles requiring detailed environmental perception and data analysis.
Innoviz's perception application software seamlessly transforms raw point cloud data collected by Innoviz LiDAR sensors into actionable perception outputs. This critical process enables vehicles to accurately understand and interact with their surroundings, a fundamental component for achieving safe autonomy. Designed to complement Innoviz's LiDAR products, this software application enhances the overall capability of autonomous systems, facilitating more intelligent decision-making and navigation capabilities for autonomous vehicles.