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Kopin (KOPN) investor relations material

Kopin Status Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Status Update summary15 Sep, 2025

Major contract award and strategic positioning

  • Awarded a significant contract under the U.S. Army's IVAS program, validating status as a key defense technology supplier.

  • Contract accelerates development of ultra-bright, full-color, low-power micro LED microdisplays for soldier-worn AR systems.

  • Positioned as the onshore manufacturer of record for these displays, supporting domestic manufacturing and workforce training.

  • Aligned with prime contractors in the Army's $22B SBMC program, enabling next-gen battlefield technology.

  • Partnership with Theon International expands reach to NATO, Southeast Asia, and Europe.

Financial impact and revenue outlook

  • Production volumes estimated at 80,000–120,000 headset systems, each with two displays.

  • Total program revenue projected between $350M and $500M, depending on volumes.

  • Expectation to recognize about 20% of the current $15.4M award revenue this year, with the majority next year.

  • Anticipated tens of millions in additional IVAS investments for U.S. manufacturing capability in 2026 and beyond.

Technology development and competitive landscape

  • Developing a custom, challenging AR display in direct collaboration with the Army, increasing likelihood of program success.

  • Opportunity to supply multiple Army programs, including night vision goggles and thermal weapon sights.

  • Significant technical challenges remain, especially in yield and full-color micro LED production.

  • U.S. aims to catch up with adversaries who have already fielded similar technology, emphasizing urgency and strategic importance.

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Frequently asked questions

Kopin Corporation is operating in the development of innovative display technologies and solutions. The Company’s patents include ten 5G patents with additional patents pending and have been issued by the United States Patent Office and its counterparts in Japan and the People’s Republic of China. The company, through its subsidiaries and joint venture, is engaged in the research, development, engineering and manufacture of microdisplays for use in pico projectors, head-mounted displays and near-eye display products. Complete products have included video headset systems for military applications. In addition to image processing semiconductors providing higher resolution images on microdisplay engines for military head mounted applications Kopin has begun transitioning its technology towards the fast growing consumer electronic market with its introduction of two different lines of smaller headset displays capable of connecting to smart phones. With this technology advanced display solutions are currently being introduced to a broader consumer base.

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