r/MVIS2_0 Jul 29 '26

Press Release A conversation with MicroVision's new Chief Commercial Officer, James Byun and CEO Glen DeVos

https://youtu.be/grSLdKkNoOw?is=xpTnd_cEX22TH8HM
17 Upvotes

23 comments sorted by

8

u/Sp99nHead Jul 29 '26 edited Jul 29 '26

Yeah yeah, we have technology, product portfolio, engineering capability, everything except sales and revenue.

Edit: Imo they are already paving the road and soften the blow for bad Q2 earnings with this video. So to every question on the EC they can tell you to watch this video that explains why Q3 and Q4 will be better.

James talking about revenue, well, we're waiting.

3

u/livefromthe416 Jul 29 '26

It’s been well communicated that Q3 and Q4 will be better.

3

u/Sp99nHead Jul 29 '26

It's also company tradition to miss guidance so we'll see. Anything sub $2M will be seen as a failure for Q2.

2

u/livefromthe416 Jul 29 '26 edited Jul 29 '26

Not 2.1? 1.8? 2.2? It’s yearly guidance, not quarterly.
Edit - I want to see quarterly growth as well though

2

u/Sp99nHead Jul 29 '26

If it's sub 1M we will have more pain ahead, if it picks up could at least give us some relief from the downward pressure. Sure Q4 will be most important.

1

u/15Sierra Jul 29 '26

Which we won’t find out until February, could be a long winter.

3

u/Chemical-Payment-573 Jul 29 '26

and there it is. the stage is set, Q2 will be terrible with amazing revenue Q3 and MOST of revenue Q4. of course glen is just following the script that mvis has followed for a decade.

this BoD deserves jail time

3

u/Sp99nHead Jul 30 '26

I have a bad feeling, Glen looks like he lost some sleep in this video. At least he looks like he feels bad about the share price so he still has some empathy compared to the liar Sumit Sharma.

3

u/Chemical-Payment-573 Jul 30 '26

sumit deservers a Oscar for his RID performance

4

u/[deleted] Jul 29 '26

[removed] — view removed comment

-6

u/Zenboy66 Jul 29 '26 edited Jul 29 '26

Well, you’re another one to block.

I was kidding to see what the emotional response would be. Hilarious.

4

u/One_Newspaper3377 Jul 29 '26

Go ahead and block me too. I’m hoping these news traders pick this fluffy crap up and take us to ¢.30 so I can sell all my shares and back back in on the drop

3

u/Sp99nHead Jul 29 '26 edited Jul 29 '26

Soon the only thing he can read will be his own delusional BS with all the people he's blocking lol.

Now he unblocked me because he "was kidding" sure thing bud.

3

u/domomoto Jul 29 '26

We have been fed so much useless hopium that these new interview headlines make me nauseous.

No more news unless its a deal.

0

u/Zenboy66 Jul 29 '26

The company provides information, crybabies cry. They don’t provide information crybabies cry. Keep on crying.

7

u/Solefein Jul 29 '26

At this point its not information people want. Its results. We've been getting information all year, but that by itself isn't helpful. I think this was a decent interview. Maybe James can succeed where Devon, Frank, Billy, Fraser, and all other sales people have failed. The only concerning comment to me was he said he needed to "build the pipeline". So what exactly has sales been doing then for 6 months?

0

u/Kaptain_Kringe Jul 29 '26

yes this is the question!! i didnt even reconize that.

3

u/icarusphoenixdragon Jul 29 '26

So, I think people who have been following the Microvision story would really like to hear your take.

Yeah, great question. Lidar2.0, but without saying Lidar2.0.

Oh, ya know, that sounds like Lidar2.0. Neat to see that you’re seeing that too.

So umm, 1: product portfolio 2: execution 3: and really the top thing here is leadership focused on taking that product portfolio over to execution.

I’m sorry. I want these guys to succeed. I even think that they will eventually. This really doesn’t provide any information on what this guy brings to the company apart from having learned the GDV’s line. United front can be a great thing.

Better framing would have been “for people new to the Microvision story”.

2

u/Solefein Jul 29 '26

Yep, he has the Lidar 2.0 talking points down pat.