Summary
V7XN Chart
Vuzix: OEM Traction And Defense Momentum Grow, But I'm Staying On Hold
Vuzix Corporation is making tangible progress in waveguides, OEM supply, and defense, supported by strategic partnerships and early production orders. VUZI's fundamentals remain weak: revenue is small, gross margins are negative, and the balance sheet relies heavily on external funding, not customer demand. Despite promising partnerships with Quanta, Amazon, and others, near-term revenue and margin improvements are unlikely, and dilution risks persist.
Vuzix Corporation (VUZI) Q3 2025 Earnings Call Transcript
Vuzix Corporation ( VUZI ) Q3 2025 Earnings Call November 13, 2025 4:30 PM EST Company Participants Edward McGregor - Director of Investor Relations Paul Travers - Founder, Chairman, CEO & President Chris Parkinson Grant Russell - CFO, Executive VP, Treasurer & Director Conference Call Participants Christian Schwab - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Greetings, and welcome to Vuzix's Third Quarter ending September 30, 2025, Financial Results and Business Update Conference Call. [Operator Instructions] As a reminder, this call is being recorded.
Vuzix: Market Is Pricing In The Win Before The Game (Rating Downgrade)
Vuzix is transitioning from technology validation to commercial viability, showing promising operational progress but not yet creating value. Recent OEM/ODM partnerships and entry into high-ROI enterprise segments indicate a path toward scaling and improving margins. Despite revenue growth, cost of sales still exceeds revenue, keeping the company unprofitable and free cash flow negative.
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Vuzix Corporation Profile
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Paul J. Travers CEO | XSTU Exchange | US92921W3007 ISIN |
| US Country | 76 Employees | - Last Dividend | 6 Feb 2013 Last Split | 5 Apr 2010 IPO Date |
Overview
Vuzix Corporation, along with its subsidiaries, specializes in the design, manufacture, marketing, and sale of augmented reality (AR) wearable display and computing devices. Catering to both consumer and enterprise markets, the company operates globally, with a focus on North America, Europe, Asia-Pacific, and additional international regions. Initially founded as Icuiti Corporation in 1997, the company underwent a rebranding to become Vuzix Corporation in September 2007. Its headquarters are located in West Henrietta, New York. Vuzix distributes its products through a network of resellers, distributors, direct sales to commercial customers, and its online stores, including specific Vuzix-operated web stores in the United States, Europe, and Japan.
Products and Services
Vuzix Corporation offers a diverse range of products and services catering to the enterprise, industrial, commercial, and medical markets:
- M400 and M4000 Series of Smart Glasses: These smart glasses are tailored for enterprise use, offering augmented reality solutions that enhance the efficiency and productivity of various professional environments.
- Vuzix Blade Smart Glasses: A consumer-oriented product, the Vuzix Blade smart glasses blend style with functionality, allowing wearers to access digital information and augmented reality content in a fashionable, wearable format.
- Waveguide Optics and Related Coupling Optics: Vuzix's advanced optical solutions support the development of compact and efficient AR devices, with applications in both consumer and enterprise-grade products.
- Vuzix Shield Smart Glasses: Another addition to their smart glasses line-up, the Vuzix Shield offers advanced features and capabilities, catering to the evolving needs of modern users in various sectors.
- Vuzix Ultralite Smart Glasses: Designed with portability and comfort in mind, the Vuzix Ultralite smart glasses aim to offer a lightweight option without compromising on the AR experience.
- Mobilium Logistics Mobility Software: This software solution eliminates the need for traditional middleware by offering direct support for various ERP systems, facilitating smoother, more efficient logistics and supply chain operations.
- Custom and Engineering Solutions: Beyond off-the-shelf products, Vuzix provides tailored solutions to meet the specific needs of its clients, encompassing custom designs and bespoke engineering services.
Contact Information
