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Dec 31, 2024

MicroVision Q4 2024 Earnings Report

MicroVision reported a decline in Q4 2024 revenue and widened net losses due to lower sales and convertible note-related expenses.

Key Takeaways

In Q4 2024, MicroVision generated $1.7 million in revenue, down from the previous year primarily due to the absence of one-time Microsoft revenue. The company recorded a net loss of $31.2 million, impacted by a $13.2 million convertible note expense. Despite challenges, demand from industrial customers remained a positive sign.

Q4 revenue was $1.7 million, down from $5.1 million in Q4 2023.

Net loss widened to $31.2 million from $19.7 million in Q4 2023.

Adjusted EBITDA loss improved slightly to $13.2 million.

Cash and cash equivalents stood at $74.7 million at quarter end.

Total Revenue
$1.7M
Previous year: $5.1M
-66.7%
EPS
-$0.14
Previous year: -$0.1
+40.0%
Revenue Growth
-66.7%
Cash and Equivalents
$74.7M
Previous year: $77M
-3.0%
Free Cash Flow
-$15M
Previous year: -$15.9M
-5.4%

MicroVision

MicroVision

MicroVision Revenue by Segment

Forward Guidance

MicroVision expects future revenue growth across industrial, automotive, and defense sectors supported by strong customer engagements and production commitments.

Positive Outlook

  • Positioned to secure revenue from AMR/AGV verticals.
  • Seven active high-volume RFQs with automotive OEMs.
  • Strong balance sheet with $75M cash and $161M capital access.
  • ZF production commitment could drive $30–$50M in demand.
  • Streamlined cost structure improved cash burn rate.

Challenges Ahead

  • Q4 revenue fell short due to delayed customer deployment.
  • Significant net loss of $31.2M for the quarter.
  • Convertible note-related expenses impacted bottom line.
  • Revenue heavily reliant on future customer commitments.
  • Ongoing need for external capital to support scaling.