Luminar Results Presentation Deck
Q2'23 Business update / Recent highlights
1
On track to meet or beat all business and financial milestones for 2023
Optimization and validation of high volume, automated production facility underway; On track for SOP readiness by YE'23
• Iris+ undergoing validation and testing from lead OEM and on track to enter C phase by YE'23;
On track to complete software deliverables for OEM SOPs and develop next-gen LiDAR prototype by YE'23
• On track to add at least $1B to Order Book¹ by YE'23
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2) Strong execution with existing and new OEM partners
• Polestar 3 with Luminar LiDAR now available to order on polestar.com
• Nissan showcasing intersection collision avoidance technology enabled by Luminar LiDAR
Mobileye powering autonomous vehicle program for a major OEM; Luminar is LIDAR partner for Mobileye Drive™
• Luminar team consistently executing on Volvo, Mercedes, and other OEM production programs
Signed agreements with multiple new customers to upgrade legacy LiDAR to Luminar for next-gen systems
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3) Accelerating software²/Al and semiconductors with new deals and deliverables
Partnership with Scale Al delivering on Luminar's machine learning-based Al Engine
Plus selects Luminar as its exclusive long-range LIDAR for PlusDrive and to collaborate with Luminar on providing
Al-based assisted driving software to commercial trucking OEMs
Luminar awarded first development contract for mapping software with major OEM
• Luminar Semiconductor awarded multiple new external contracts
4) Q2 Revenue and EPS exceed guidance; Affirming FY'23 financial guidance
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Please refer to slide 16 in Appendix for Footnotes 1 and 2.
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