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.
Vuzix Corporation (VUZI) Q2 2025 Earnings Call Transcript
Vuzix Corporation (NASDAQ:VUZI ) Q2 2025 Earnings Conference Call August 14, 2025 4:30 PM ET Company Participants Ed McGregor - Director of Investor Relations Grant Neil Russell - CFO, Executive VP, Treasurer & Director Paul J. Travers - Founder, Chairman, CEO & President Conference Call Participants Tyler Leroy Burmeister - Craig-Hallum Capital Group LLC, Research Division Operator Greetings, and welcome to the Vuzix Second Quarter ending June 30, 2025, Financial Results and Business Update Conference Call.
Vuzix Corporation (VUZI) Q1 2025 Earnings Call Transcript
Start Time: 16:30 January 1, 0000 5:04 PM ET Vuzix Corporation (NASDAQ:VUZI ) Q1 2025 Earnings Conference Call May 12, 2025, 16:30 PM ET Company Participants Paul Travers - CEO Grant Russell - CFO Ed McGregor - Director, IR Conference Call Participants Christian Schwab - Craig-Hallum Operator Greetings, and welcome to the Vuzix First Quarter Ending March 31, 2025 Financial Results and Business Update Conference Call. At this time, all participants are in a listen-only mode.
Vuzix Corporation (VUZI) Q4 2024 Earnings Call Transcript
Vuzix Corporation (NASDAQ:VUZI ) Q4 2024 Earnings Conference Call March 13, 2025 4:30 PM ET Company Participants Ed McGregor - Director, Investor Relations Paul Travers - Chief Executive Officer Grant Russell - Chief Financial Officer Conference Call Participants Christian Schwab - Craig-Hallum Operator Greetings and welcome to the Vuzix Fourth Quarter and Full-Year ending December 31, 2024 Financial Results and Business Update Call Conference Call. At this time, all participants are in a listen-only mode.
Vuzix: Positioned As The Go-To OEM Supplier For The Exploding Smart Glasses Market
Vuzix is positioned to lead the smart glasses revolution, tapping into the $5 billion wearable tech market with cutting-edge waveguide optics and AI-driven potential. Strategic partnerships with major players like Quanta and Thales validate Vuzix's manufacturing capabilities and expansion into high-margin industries. The smart glasses market is set to explode, with growing adoption across industries such as defense, healthcare, and entertainment, creating massive growth opportunities for Vuzix.
Vuzix Corporation (VUZI) Q3 2024 Earnings Call Transcript
Vuzix Corporation (NASDAQ:VUZI ) Q3 2024 Earnings Conference Call November 14, 2024 4:30 PM ET Company Participants Ed McGregor - Director, Investor Relations Paul Travers - President and Chief Executive Officer Grant Russell - Executive Vice President and Chief Financial Officer Operator Greetings and welcome to the Vuzix Second Quarter for the Period Ending September 30th, 2024 Financial Results and Business Update Call. At this time, all participants are in a listen-only mode.
Vuzix's (VUZI) Smart Glasses to Power AR-Based Safety Solution
Vuzix (VUZI) announces that its Z100 Smart Glasses have been selected by GPS Tuner to use in heads-up augmented reality display for eBike users to enhance safety.
Vuzix (VUZI) Applies New Technique in Production Process
Vuzix (VUZI) announces the use of a micro-touch manufacturing technique to reduce distortion and enable the company to use more delicate material in its production process.
Vuzix Corporation (VUZI) Q2 2024 Earnings Call Transcript
Vuzix Corporation (NASDAQ:VUZI ) Q2 2024 Earnings Conference Call August 14, 2024 4:30 PM ET Company Participants Ed McGregor - Director, Investor Relations Paul Travers - Chief Executive Officer Grant Russell - Chief Financial Officer Conference Call Participants Matt VanVliet - BTIG Tyler Burmeister - Craig-Hallum Capital Group Operator Greetings, and welcome to the Vuzix Second Quarter for the Period Ending June 30, 2024 Financial Results and Business Update Conference Call. At this time, all participants are in a listen-only mode.
Vuzix's (VUZI) Smart Glasses Gain Traction in Healthcare
Vuzix (VUZI) announces that its M400 smart glasses have been used by Linkou Chang Gung Memorial Hospital and First Affiliated Hospital of Dalian Medical University to stream surgical demonstrations.
