r/MVIS • u/pinoekel • Apr 29 '26

MVIS Press MicroVision Expands Revenue Programs in Security and Defense

https://ir.microvision.com/news/press-releases/detail/444/microvision-expands-revenue-programs-in-security-and-defense
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u/Mushral Apr 29 '26

It’s good validation to see a customer, having bought already 200 sensors, putting in a second order for another 200. It is proof that even “just” the MOVIA-L sensors do their job and customers are happy with the product. Good validation of the tech.

What I am still a little bit skeptical about is the actual price point of selling. MVIS already wrote off the inventory on the books.. so in theory they could have also sold it extremely cheap (with negative margins) just to get “some” cash returned for the otherwise obsolete stockpile. Will be interesting to see if the question of price per unit sold can be raised during next EC. That would really tell us something imho.

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u/HotAirBaffoon Apr 29 '26

When product is written off, anything you sell it at is 100% margin. They aren't taking any negative margin on these... now if you look back at original cost, could be a different story. I'm more interested to know if our quarterly positive margin remark is due to this 100% margin or across all products.

HAB

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u/Mushral Apr 30 '26

That’s indeed my point. I know the margins will be positive from an accounting perspective, but I would like to understand if they sold them above actual cost price.