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Seyond Holdings (2665) investor relations material
Seyond Holdings H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 2026 product sales volume reached 450,900 units, up 364.8% YoY; revenue rose 127.9% to US$138.7 million, with gross margin up 1.1 percentage points to 11.2%.
Broader customer, product and application mix supported growth beyond ADAS; strategy is expanding toward Physical AI perception products and solutions.
Financial highlights
Revenue was US$138.743 million, up 127.9% YoY; gross profit was US$15.491 million, up 152.0%.
Reported net loss narrowed 23.2% to US$25.104 million; adjusted net loss was US$26.381 million versus US$27.589 million in H1 2025.
Basic and diluted loss per share was US$0.02 versus US$0.14 in H1 2025.
Outlook and guidance
Full-year 2026 LiDAR shipment volume is expected to increase ~200% vs. 2025, subject to customer production schedules, plan execution and market conditions.
H2 priorities include ramping existing ADAS programs, converting design wins to production, expanding Physical AI deliveries, and improving costs through design, procurement and manufacturing efficiency.
Hummingbird D1 began large-scale deliveries in July 2026; the high-performance L3/L4 platform targets production readiness within 2026.
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