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Seeing Machines (SEE) investor relations material

Seeing Machines Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary25 Sep, 2025

Executive summary

  • Auto royalties are expected to grow substantially, driven by new safety regulations in Europe, China, and the USA, with current market share around 50% on a production volume basis and over 3.7 million vehicles on the road.

  • Guardian product and aftermarket solutions are poised for significant growth, supported by regulatory trends and new partnerships, notably with Mitsubishi Electric Mobility Corporation.

  • Investment phase is largely complete, with cost reductions embedded and a clear path to cash flow break-even and profitability by the end of calendar 2025.

  • Strategic collaborations with key partners (Caterpillar, AVALIO, Mitac, Magna, Mitsubishi Electric Mobility Corporation) are expanding market reach and opening new adjacent markets.

  • Over $32.8M investment from Mitsubishi Electric Mobility for a 19.9% shareholding, expanding into new markets including insurance and smart factory.

Financial highlights

  • Adjusted revenue reached $52.8M, up 22% year-over-year, with statutory revenue at $62.3M including minimum guaranteed royalties; FY2025 saw a $16M revenue decline compared to FY2024 due to product transition and reduced aviation revenues.

  • Gross margin improved to 56.2%, up 9 percentage points from FY2024.

  • Auto royalty revenue grew by about 30% in FY2025, with a shift in revenue mix toward higher-margin royalties and away from NRE.

  • Minimum guaranteed royalty agreements resulted in $10.2M statutory revenue recognized upfront in FY2025, with $42M in additional minimum guarantees expected to go into production in FY2026.

  • Cash balance at June 30, 2025 was $22.6M.

Outlook and guidance

  • High double-digit revenue growth and margins above 60% projected for the coming year, with cash flow break-even targeted by end of calendar 2025 and positive cash generation expected in the second half of FY2026.

  • Anticipated quarterly cash generation of ~$10M in latter half of 2026.

  • Significant increase in production volumes anticipated as EU GSR regulations take effect, with fitment rates rising from 10% to 100% over the next four quarters.

  • Focus on maximizing cash generation ahead of the October 2026 Magna convertible note maturity; company seeking additional debt facilities for repayment.

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Frequently asked questions

Seeing Machines Limited develops advanced computer vision technologies designed to improve safety in transportation and industrial sectors. The company specializes in driver and operator monitoring systems, which leverage AI-powered eye, face, and head tracking technologies to detect and respond to signs of drowsiness, distraction, or impaired attention. Its solutions are applied in industries such as automotive, aviation, rail, and fleet management, helping enhance safety and operational efficiency. The company is headquartered in Canberra, Australia, and its shares are listed on the AIM.

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