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Dec 31, 2022

Luminar Q4 2022 Earnings Report

Announced Q4 and full-year 2022 financial results and provided guidance for near-term and long-term profitability.

Key Takeaways

Luminar reported Q4 2022 revenue of $11.1 million and a GAAP net loss of $144.8 million. The company is focusing on achieving key milestones, including bringing a new high-volume manufacturing facility in Mexico online, executing its product and technology roadmap, and growing its order book.

Achieved start of production with Iris.

Advanced software capabilities.

Exceeded year-over-year growth targets for major commercial wins.

Exceeded year-over-year growth targets for forward-looking order book.

Total Revenue
$11.1M
Previous year: $12.3M
-9.9%
EPS
-$0.26
Previous year: -$0.12
+116.7%
Gross Profit
-$16.6M
Previous year: -$7.49M
+121.5%
Cash and Equivalents
$69.6M
Previous year: $330M
-78.9%
Free Cash Flow
-$79.5M
Previous year: -$56.4M
+40.9%
Total Assets
$687M
Previous year: $884M
-22.2%

Luminar

Luminar

Luminar Revenue by Segment

Forward Guidance

Luminar updated its annual business milestone targets and financial guidance for the full year of 2023. The company expects to reach positive gross margin by the fourth quarter.

Positive Outlook

  • Bring new high volume, automated manufacturing facility in Mexico online and validate to Volvo’s series production requirements for global vehicle launches
  • Enter Iris+ C-phase
  • Build next-gen lidar prototype
  • Complete software to support Volvo and Mercedes-Benz series production programs
  • Add at least $1 billion to forward-looking Order Book in 2023

Revenue & Expenses

Visualization of income flow from segment revenue to net income