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Mar 31, 2023

Luminar Q1 2023 Earnings Report

Luminar exceeded its Q1 revenue guidance, maintained a strong balance sheet, and continued to expand partnerships with leading automakers.

Key Takeaways

Luminar reported strong first-quarter 2023 results, exceeding revenue guidance with $14.5 million, a 112% increase year-over-year. The company maintained a strong cash position and is on track to meet or beat its 2023 business milestones and financial guidance. Leading automakers expanded their partnerships with Luminar, and pre-orders for Luminar-equipped vehicles surpassed expectations.

Revenue exceeded the high end of guidance at $14.5 million, up 112% year-over-year.

High-volume factory in Monterrey, Mexico, was brought online ahead of schedule.

Partnerships with Mercedes-Benz and Polestar were expanded across next-generation vehicle lineups.

Pre-orders for the Luminar-equipped Volvo EX90 surpassed Volvo Cars’ expectations.

Total Revenue
$14.5M
Previous year: $6.86M
+111.7%
EPS
-$0.24
Previous year: -$0.16
+50.0%
Gross Profit
-$14.6M
Previous year: -$9.8M
+49.2%
Cash and Equivalents
$89.9M
Previous year: $159M
-43.6%
Free Cash Flow
-$76.4M
Previous year: -$37.8M
+101.8%
Total Assets
$658M
Previous year: $808M
-18.5%

Luminar

Luminar

Luminar Revenue by Segment

Forward Guidance

Luminar maintained its full-year financial outlook.

Positive Outlook

  • Luminar expects at least 100% revenue growth in 2023.
  • The company expects to reach positive gross margin on a non-GAAP basis by the fourth quarter.
  • The company expects to end the year with a balance of greater than $300 million in cash, cash equivalents and marketable securities.
  • The company expects to demonstrate solid progress towards its profitability goals.
  • Free cash flow run rate is expected to improve approximately 50% by year-end relative to Q1.

Revenue & Expenses

Visualization of income flow from segment revenue to net income