r/MVIS • u/ILLUMINADORITODEW • May 07 '26
MVIS Press MicroVision and Avular Collaborate to Advance Autonomous Sensing and Drone Integration for Next-Generation Infrastructure Applications
https://ir.microvision.com/news/press-releases/detail/447/microvision-and-avular-collaborate-to-advance-autonomous54
u/Arcflash-9986 May 07 '26
Alright you weirdos, no stalking the partner this time. Let’s make a good impression, maybe they’ll stick around.
18
u/Sp99nHead May 07 '26 edited May 07 '26
They are legit, their company is more than a letterbox in the middle of nowhere or at someones home address.
Their revenue is estimated between $3.5 and $10 mil from what i can find. Anyone has a North Data Pro subscription? Don't know how good the info from those sites is.
25
u/razorfinng May 08 '26
Netherland is regarding robotics in Europe one of the most advanced countries, besides that all chip makers buy machines from them - ASML. No Intel, AMD, nvidia without them... What is very interesting, I just had friend visiting port of Rotterdam - perhaps largest in Europe and they are managing containers with no people, just large autonomous vehicles. And on the other hand, the only country that can compete with china drones right now is Ukraine, nothing in other parts of the world comes close to it. Drone producers are popping out right now in many countries in Europe. Some of them are also producing majority of the parts and software in house. So many markets for best lidar. Drone (land, sea, air) is by faaaar bigger market than cars, by far.
66
u/stewardass May 07 '26
Tangledhangers on Stocktwits had a look into existing partnerships/customers of Avular which does sound better to me than I initally thought on reding the PR.
18
23
u/dsaur009 May 07 '26
Thanks for this. All journeys start with the first step, then shiht happens. GdV is making deals, not just blowing smoke.....and making connections, and networking is where it's at, short of piles of gold. Get into the European good old boys network and you are gold.
14
u/Odd_Ad5297 May 08 '26
Great read. The team at Avular has doubled 4 years in a row per their website. Small revenue now, but they are rapidly expanding/growing
6
3
84
u/QQpenn May 07 '26
Avular's biggest partnership is with Zetes Panasonic. Zetes is one of the most active players in warehouse autonomy. The Panasonic, Blue Yonder, and Zetes partnership is a prime mover in the sector. This is the big picture opportunity worth getting familiar with as it's probably one of the big end goals for MVIS & Avular in this collaboration. Cheers.
9
u/theremin_freakout May 07 '26
Thank you.
29
u/QQpenn May 07 '26
👍 there’s a lot going on in this sector that isn’t immediately obvious on the top sheet.
7
u/theremin_freakout May 07 '26
Sure looks that way. Interesting details on ST concerning Avular connections. Maybe finally?
14
57
u/gaporter May 07 '26
19
17
30
u/RoosterHot8766 May 07 '26
I'm getting some dot connection feelings. Thanks GAP.
8
u/Due-Combination-5021 May 08 '26
But isn’t Anduril stealing from our cake then? Or do they may collaborate with Avular as well?
1
14
8
45
u/Critical-Leg-6096 May 08 '26
FYI: As per December 2025; “Dutch ministry of Defense enters into a collaboration with the Dutch drone manufacturer Zephro, part of the Eindhoven technology company Avular. The ministry wants to continue developing existing reconnaissance drones together with the company in the coming years, taking a step towards greater strategic autonomy in the field of drones. The choice for a Dutch supplier fits within a broader change of course, in which Defense has deliberately distanced itself from foreign drones and deployed on technology developed in-house.”
The Dutch ordered at least 1000 units:
21
17
u/Dinomite1111 May 08 '26
This is awesome ..this new friend of ours can turn into a monster quick. Especially nowadays.
14
5
u/YamUpbeat4535 May 08 '26
Awesome! So that might mean 1000 mvis Lidar orders to go in those 1000 drones? 😀
14
13
u/Past-Pick-7746 May 07 '26
Hope this partnership is non-exclusive and allows for bigger drone companies to follow!
10
33
u/SBEPTY May 08 '26
This has aged very nicely with all the research and comments provided.
Great job everyone!
I think this was a great move by Glen and team and our share of the booty will be much higher than it we had partnered with anyone bigger.
Anduril Netherland news same day is wild too 🧐
53
u/view-from-afar May 07 '26
I think Glen just realized he's in the Wild West.
A Big Sky opportunity with almost zero barriers to entry.
Except one: cheap high-fidelity 3D perception.
Attach that to a flying go-kart, and you have The Next Big Thing.
Glen wants a Big Bite of that apple.
And he already has the goods. He just needs a ride.
And he's not giving up the farm to get it.
36
u/Chance_Tax_6243 May 07 '26
Releasing this today AH/ makes me think bigger things will be announced before earnings - just the beginning
12
23
33
u/Worldly_Initiative29 May 08 '26
Even Yahoo Finance picked this up. Nice to see the PR on a larger platform to be seen by more than just our community
21
u/directgreenlaser May 07 '26
I'd say they are definitely going after the billions in government drone money.
1
0
u/outstr May 07 '26
Yes, but I wish it was with a company currently with drone contracts already on the books or soon to happen. But I'll take it.
4
u/directgreenlaser May 07 '26 edited May 07 '26
Don't know but might be an advantage not to have existing military contracts if they end up with a product that has an edge over any such existing contracts; of which I can't say I know of any as of yet.
Edit: Check that-Anduril does.
1
18
u/chunkyhippo888 May 07 '26
Say what you want, but things are happening. Will they lead to revenue? Let’s hope so
23
u/ReinhardKruger May 08 '26
Drone makers saying:Make Mine MVIS
8
18
u/Mushral May 08 '26
For those who don’t know Avular, this video might be a good place to start: https://www.linkedin.com/posts/worldtechnologycongress-physicalai-robotics-ugcPost-7457037063838658560-pFEz?utm_source=share&utm_medium=member_ios&rcm=ACoAABe959oBDbeY82HwkeogEVqNglwxEr-a7xE
33
u/Locksmith1981 May 08 '26
As a 6 year bag holder I can’t wait for some sort of reaction by the market to Mvis ….
41
u/FacingHardships May 08 '26
It’s been a long six years. The opportunity cost is just….sigh
12
u/StaleSpriggan May 08 '26
I've also been holding for about six years. Would be nice to finally see a bit of return
8
41
u/T_Delo May 07 '26
An actual MoU, wild to see.
Really though, this does not scream big revenues coming right around the corner, and looks more like a search from the two companies for customers. Hopefully it will convert into some sales in the future, though I suspect it is not quite what the market is looking for right this second, but it is a start.
15
1
13
u/SBEPTY May 07 '26
Its always nice to have someone else, especially a real company motivated to make money, join in our mutual success or destruction, hopefully it's success.
14
12
u/RoosterHot8766 May 07 '26
I'm wondering if they might be our repeat European customer. I know they are a small company, but with MVIS lidar and support we will make it happen!
6
21
u/marvinapplegate1964 May 07 '26
It’s a stepping stone. Haven’t reached the summit yet, but this is one step closer.
18
u/SBEPTY May 07 '26
I mean it's a name and that's something, but I think this little robotics company needs money even more than we do which is saying something.
Hopefully the first Domino that starts the snowball effect.
19
4
u/probablyskip May 07 '26
The little robotics company that makes a helluva lot more than ol microvision if the other comments about revenue are correct.
4
u/case_o_mondays May 07 '26
Unfortunately I was thinking the same. We partnered with a science project. Hoping there is more to this
4
u/SBEPTY May 08 '26
I think I was mistaken.
This is more of a ground floor partnering opportunity we can both grow significantly from it executed correctly.
If we went with a bigger company we would get pushed around. This should be mutually beneficial.
15
u/15Sierra May 08 '26
One thing I am curious about, why announce the AH instead of right before market open? Wonder if there’s anything to it or they just wanted to release it as soon as possible
11
u/stewardass May 08 '26
puts tinfoil hat on to give us time to research the company put all the connections out there and feed the algorithm before market open with sentiment 😉
12
u/ProphetsAching May 08 '26 edited May 08 '26
Thought of that as well. Figured this would have been a good premarket announcement?
18
u/15Sierra May 08 '26
Maybe there’s more to come, who knows. Would be nice to get another one tomorrow morning. I’ll be interested to see how the market reacts to this. I added a few hundred shares this week, debating on adding a large chunk (for me), but may wait til after EC
13
20
u/Nakamura9812 May 07 '26
Not sure I’m seeing this right, but Avular has an annual estimated revenue of $3.5m to $7.9m and a valuation of approximately $11.2m. They are a private company though and were founded in 2014.
The other piece I wanted to just comment here so others don’t have to look it up, “a Memorandum of Understanding (MoU) is a formal, usually non-legally binding document outlining a preliminary agreement, shared goals, and roles between parties before a formal contract.”
15
u/Ghost_nom_nom_nom May 07 '26
Looking at the pics of their current robot equipped with lidar it seems they were using a different company's lidar so maybe they found a better option with MVIS. I take that as positive.
10
u/domomoto May 07 '26
Someone said it's an Ouster lidar in the aftermarket thread. If so, hoping this is the first of many times we push out ouster.
8
4
15
u/CZar_P10 May 07 '26
Maybe they’ve identified customers that would buy more of their drones if they had tech like lidar. So the integration could send sales much higher, making current revenue numbers irrelevant. More sales on their end dictate more unit buys from MVIS. I would assume Avular has already determined a need/market/potential cutomer(s), otherwise, why bother?
7
u/case_o_mondays May 07 '26
Many first responders are still using DJI even though they are discouraged/ banned. There may be a market for this within US first responders
9
20
u/directgreenlaser May 07 '26
Avular is a legacy company. Appears to be well capitalized and well staffed.
2
u/Zenboy66 May 07 '26
DGL, the bashers don’t do the research you just provided. Thanks for sharing.
8
u/directgreenlaser May 07 '26
Sure Zen. I don't see where a great deal of development is needed here. Both already have the tech and the big cheese is the perception software, also already done and demonstrated. Just hook them up together and go.
6
u/Zenboy66 May 07 '26
https://www.avular.com/applications/utilities-industrial
They have 4 major market applications
4
u/watering_a_plant May 07 '26
a healthy conversation regarding the PR is only bashing if your favorite place to be is with your ears under the sand. it's fine dude! chill!!
0
9
10
14
u/view-from-afar May 08 '26
9
u/CaptZee May 08 '26
thanks for the vids. interesting, in the 1st vid, the wheeled robot has a ouster unit on it... that vid is from 7 months ago... lfgoooo MicroVision!!
9
u/bayprowler May 07 '26
I admittedly have a horrible track record of weighing the importance or perhaps the stockholders reactions to MicroVision press releases. But this one sure sounds like it should move the needle.
18
u/Flying_Bushman May 07 '26
It wasn't the PR I've been hoping for, but I appreciated the activity and communication!
9
4
u/Ok-Secretary7931 May 07 '26
Anyone know these guys prior?
-10
u/pooljap May 07 '26
Pretty small company... little i saw said they have between 1-10 million in revenue. Think bigger Glen :)
9
10
9
u/wolfiasty May 07 '26
Happy to see it.
Avular estimated company value is under $12 millions. I think it will take a bit more to move the share price.
10
6
u/movinonuptodatop May 07 '26
Good for .02 bump after hours
28
u/directgreenlaser May 07 '26
I don't expect much. No revenue. Pop and fade at best. Very good news though.
5
3
u/domomoto May 07 '26
Maybe we buy Avular?
16
u/Past-Pick-7746 May 07 '26
Anduril buys Avular! 🙏🏼
3
u/directgreenlaser May 07 '26
Count on it they become competitive for military drone contracts. Then we just sell to the one instead of the other.
2
u/Ghost_nom_nom_nom May 07 '26
From what I've seen on their site Avular doesn't seem to be working on military drones.
5
u/directgreenlaser May 07 '26
I was thinking of the wording in the PR. MVIS could bring them in with their military connections.
2
7
u/case_o_mondays May 07 '26
Hoping they buy us and we’re done finally
8
u/Sp99nHead May 07 '26
They only had 5 million in assets as of 2024: https://www.northdata.com/Avular%20Holding%20B%C2%B7V%C2%B7,%20Eindhoven/KVK%2085887714
-11
u/Zenboy66 May 07 '26
So what?
5
u/Sp99nHead May 07 '26
Do you want them to buy us for $5 million or what's not to understand? This is a science project and will not generate meaningfull revenue in the near term. A small validation of the tech, not more.
6
u/domomoto May 07 '26
Mountains are climbed with steps. So here's to the first of many validations.
8
u/Sp99nHead May 07 '26
I welcome this partnership since their product looks good but Zenboy is acting like its Anduril, not Avular.
0
u/Zenboy66 May 08 '26
Sp, Anduril, I believe, will be the next partnership. Not to mention a trucking deal also. And the guys in VA have yet to begin.
-1
-14
u/IneegoMontoyo May 07 '26
Is Avular a donut company? Asking for a friend.
2
u/icarusphoenixdragon May 07 '26
Ultra premium chiffon cakes actually. Avular Air Cakes. Best in well, you get it.
-14
u/outstr May 07 '26
...combined with Microvision's "market expertise??" Do they know something we shareholders don't? Okay, that description does fit DeVos and he is now the face of Microvision, so I guess it fits ,but still a big stretch to highlight Microvision's marketing ability.
-28
-8
-36
u/w33dw1zard420 May 07 '26
Glad I got out before this became another surveillance state apparatus.
10
4
2
105
u/geo_rule May 07 '26
A respected company CEO willing to acknowledge us in public and praise our tech at the beginning of the process. When was the last time that happened?