Luminar Investor Presentation Deck
MAJOR ACHIEVEMENTS SINCE AUGUST 2020
Commercial
Execution
Financial
• Daimler Truck Deal: Entered into strategic partnership with Daimler Truck to pursue a
common goal of bringing series produced, highly automated trucks (SAE L4) to roads
globally; Daimler Truck invested in Luminar at the same valuation as the SPAC
• Accelerating Production Programs: Now engaged with 50% more OEM programs for
series production deals to be awarded over next 24 months (now 12, up from 8 in
August; only 4 modeled in financial forecast)
● On-track for Powering Series Production Vehicles in 2022: Delivered key milestone of
Iris B samples; shipped to lead series production partner Volvo and live on vehicles
• Key Supplier Agreements: Now have definitive and exclusive supply agreements for
all core lidar components (laser, receiver, ASIC); consistent with <$100 BOM target in
volume
Confirming and Increasing Orderbook Outlook: New trucking agreements and higher
volume outlook from existing production programs since August increases 2020YE
order book 30% from ~$1 billion to ~$1.3 billion
• Further Confidence in Forecast: Substantially increased business engagements,
increases in customer volume outlook, and new agreements result in proof points and
greater confidence in financial forecast relative to August
4View entire presentation