Vuzix Corporation

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Re: Vuzix Corporation

ViestiKirjoittaja Kingpin » 11.05.2018 08:56

Vuzix Provides Business Update and Reports its First Quarter 2018 Financial Results
https://ir.vuzix.com/press-releases/detail/1633

- Revenue was $1.5 million, an increase of 28% compared to $1.2 million for the first quarter of 2017.

- Vuzix quarterly smart glasses revenues eclipsed $1.0 million for the third consecutive quarter with $1.2 million of sales, an increase of 30% compared to $0.9 million for the first quarter of 2017.

- Vuzix M300 Smart Glasses sales increased 101% year-over-year.
...
- Actively engaged with over a dozen leading technology firms including major Tier-1 consumer electronics OEMs, related to reviewing the Company's waveguide optics and related technologies.
...
"With an expanding set of AR products in place and numerous emerging opportunities, we expect 2018 to be another year of growth for Vuzix," said Paul Travers, President and CEO of Vuzix. "The industry response to; and interest in the Vuzix Blade launch has been very strong. Our enterprise footprint continues to grow and gain traction, driven by the Vuzix M300 Smart Glasses and successful sell-through to new customers of our Vuzix Basics Video SaaS product offering, which was commercially launched in December 2017. During the first quarter, we completed the engineering services project work associated with a customized M300 type-C smart glasses device for Toshiba, received an initial $1.1 million purchase order from them and ramped our manufacturing line to support this order. We began volume shipments to Toshiba towards the end of the first quarter. In addition to the acceleration we are seeing in our enterprise business Vuzix is also actively engaged with over a dozen leading technology firms including several major globally-recognized Tier-1 consumer electronic OEMs. We continue to have advanced discussions centered around the integration and or collaboration of Vuzix waveguide optics and technology into various consumer focused smart glasses with a handful of select partners."


Nousua myynnissä, mutta kannattavuus edelleen kuraa ja J-käyrää ei myynnin kasvussa näy. Näkyykö kuitenkin tulevina kvartaaleina? CC transcriptia odotellessa...
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Re: Vuzix Corporation

ViestiKirjoittaja lasuleeni » 12.05.2018 01:21

Eihän tuo nyt huono ole vaikka voisi toki parempikin olla.

Kun henkisesti siivoaa myynnistä iWear kytkökset voi ehkä huomata että kannattavuus on edellistä kvartaalia selkeästi parempi ja liikevoitto on jopa plussan puolella pitkästä aikaa. (gross) Edit: Liikevoitto on tässä ehkä väärä sana.
Toshiban ensimmäinen tilaus näkyy Q2 jolloin voisi olettaa myynnin asettuvan 2 ja 3 miljoonan väliin.
Blade ennakkomyynnistä ei tule senttiäkään viivalle ennenkuin on toimitettu.
M300 myynti jatkaa j-käyrällä.
Eipä kai tältä Q1:ltä kukaan kovin isoja odottanut muutenkaan. Jos odotti niin oli taas väärässä ;)
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Re: Vuzix Corporation

ViestiKirjoittaja Kingpin » 16.05.2018 09:21

Nyt on huhuja, että Vuzixin waveguideja käytettäisiin Googlen seuraavissa laseissa. Enpä tiä... Noh, ei oo ainakaan Kopinia ks. https://twitter.com/vuthefuture/status/996542375668469760?s=21
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Re: Vuzix Corporation

ViestiKirjoittaja Kingpin » 18.05.2018 11:04

Poimintoja konffapuhelusta (https://seekingalpha.com/article/4173168-vuzix-corp-s-vuzi-ceo-paul-travers-q1-2018-results-earnings-call-transcript?part=single) alla.

- Showcasing the Blade and the underlying technology has opened up numerous new relationships for Vuzix with some of the most valuable technology brands in the world. These companies are very secretive with their internal development efforts but I will try to share further details, where I can a bit later.

- The Vuzix Blade is kicking into high gear. We have completed FDC and CD testing for the Blade and are on track to submit the final paper work within the next week or so.

- In fact dozens of customers and VIP partners have already surpassed their 2017 entry order totals during just the first four months of 2018 with many more expected to surpass 2017 order totals by June 2018.

- Our visibility into expected large enterprise deployments continues to improve and we currently have multiple large proposals in final stages of negotiation across various geographic areas and industries including aerospace, pharma, complex manufacturing and service. In addition to these, Vuzix has landed hundreds of new customers over the last two quarters. Many of these new customers are expected to expand their deployments over the second half of 2018.

- We have invested heavily to solve some of the toughest technical challenges in this space and these investments we expect will soon pay-off significantly for our shareholders. In 2017, our product revenue growth was primarily driven by a single product, the M300. In 2018, the M300 will continue to expand, and as a result of all of our investments, Vuzix will add multiple commercial revenue streams including Toshiba, Vuzix's basics video, Vuzix Blade and a growing number of OEM engagements. All of these we expect would create significant revenue streams for Vuzix in 2018 resulting in sequential revenue growths quarter after quarters through the year including many new record quarterly sales beginning here in the second quarter.

- In the past I have said gross margin on M300 products are with in excess of 50%. The margins on the Toshiba product are almost half, about half of that but of course we don't have the sales and marketing costs that go alongside it.
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Re: Vuzix Corporation

ViestiKirjoittaja Amroth » 02.06.2018 16:55

https://next.reality.news/news/vuzix-smart-glasses-getting-major-upgrade-2019-with-light-engine-from-plessey-0185050/

Ensimmäistäkään Bladea ei oikeestaan olla myyty, ja jo seuraavaa tiedossa, kannibaalista. :lol:
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Re: Vuzix Corporation

ViestiKirjoittaja Amroth » 08.06.2018 10:27

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Re: Vuzix Corporation

ViestiKirjoittaja Amroth » 01.07.2018 13:56

A Glimpse into a Screenless, Audio AR World
https://medium.com/sturfee/a-glimpse-into-a-screenless-audio-ar-world-6d16e597d7de

Ja artikkelin lopussa:

*Vuzix sent us their Blade AR glasses for future development, which is a great fit given its form factor and Alexa integration.
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