1년 상반기 거래 업데이트 및 분기별 KPI
보는 기계 제한 ("보는 기계" 또는 "회사")
8 2월 2024
H1 FY2024 Trading Update & quarterly KPIs
Underlying revenue growth rate of 28%, with 116% increase YoY in cars on road which now exceeds 1.5 million
No change to FY2024 revenue and cash expectations
Seeing Machines Limited(AIM: 참조, "Seeing Machines" 아니면 그 "기업 정보"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, provides a trading update for the six months to 31 December 2023 ("H1 2024") and quarterly Key Performance Indicators ("KPIs") for the quarter ended 31 December 2023.
주요 재무 하이라이트:
- Underlying Revenue growth for H1 FY2024 of 28% to US$25.6m excluding one-off Magna exclusivity payments (Reported Revenue growth of 5% including these one-offs)
- 연간 반복 수익은 전년 대비 22% 증가한 미화 14.5만 달러를 기록했습니다.
- Cash at 31 December 2023 of US$22.2m with cash burn of US$13.9m, receivables and inventory balance of US$31.1m with working capital unwind of $5-6m expected in H2 FY2024
주요 운영 하이라이트:
- Seeing Machines appointed by an existing European Tier 1 customer to deliver its FOVIO Driver Monitoring System (DMS) technology for a new European OEM, initially targeting enhanced regulatory focused DMS features, and evolving into a generational opportunity featuring driver and occupant monitoring system functionality, with an initial lifetime value of US$30m
- Appointed by an existing Tier 1 customer to deliver FOVIO DMS technology on an additional program for an existing European OEM, targeting safety regulation expectations, with an initial lifetime value of US$15m
- The Company has now been appointed to deliver 17 Automotive programs with 11 individual OEM customers, building the cumulative initial lifetime value of all OEM programs to US$366m
- Collins Aerospace, exclusively working with Seeing Machines to target the aviation sector, has begun joint development of the world's first aviation fatigue detection solution, the first component of a potential multi-modal Pilot Support System
- Guardian Generation 3, the Company's Aftermarket DMS for the commercial transport and logistics sector, was independently tested at IDIADA's state of the art test and development facilities and assessed to meet requirements for drowsiness detection in the European Commission's General Safety Regulation, coming into effect in July 2024
포스트 기간 하이라이트
- Seeing Machines launched Guardian Generation 3 at CES 2024, the world's largest technology conference, held in Las Vegas, and announced the beginning of regulatory driven sales with three European OEMs in anticipation of the General Safety Regulation requirements
- CES 2024 was a success for Seeing Machines with 35 meetings held over 3 days covering demonstrations of the Company's latest FOVIO driver and occupant monitoring suite, delivered from the rear-view mirror location, as well as showcasing more advanced R&D based technology. Meetings spanned technology partners, regulators, Tier 1 and OEM customers, investors and media
- Seeing Machines' Automotive team hosted meetings and technology demonstrations at Automotive World 2024, the largest automotive conference in Japan. Here the Company primarily met with Tier 1 and OEM customers, as well as a range of partners and investors
2 회계연도 2024분기 KPI 하이라이트:
- Cars on road increased by 116% over 12 months to 1,516,545 units (Q2 FY23: 701,049)
- Monitored Guardian connections increased 24% during the last 12 months to 56,896 units (Q2 FY2023: 46,018)
- Guardian units sold, yet to be connected of 7,470 units
Seeing Machines의 CEO인 Paul McGlone은 이렇게 말했습니다.: "During the half, we reported underlying revenue growth of 28% across the business and as automotive programs progress to production, we are seeing consistent 100%+ year-on-year growth in the number of vehicles with our technology installed - now at over 1.5 million cars. I am confident that automotive production volumes, and our high margin royalty revenue stream, will continue to grow significantly on an annual basis, as ongoing programs build, and we approach the start of production across a number of additional programs this year, including the largest volume program won to date.
"We are closely supporting our customers to meet fast-approaching regulatory requirements across both Automotive and Aftermarket and are looking forward to our official, customer-facing Guardian Generation 3 launch at Geotab Connect in the USA this month.
Looking ahead, the growing industry demand for fatigue and distraction solutions to support enhanced transport safety, combined with our market leadership position, production pipeline, proprietary AI technology and balance sheet strength, leave us well positioned to meet FY2024 expectations and cash break even run rate during FY2025."
4년 2023분기 분기별 핵심성과지표(KPI)
Automotive Production Volumes (production of new vehicles using Seeing Machines' DMS technology):
| FY2 FY2023 | FY3 FY2023 | FY4 FY2023 | FY1 FY2024 | FY2 FY2024 |
Production FY2023 - 24 | 141,747 | 173,802 | 211,325 | 222,138 | 208,231 |
Qtr의 % 성장률 Qtr | 26% | 23% | 22% | 5% | -6 % |
| FY2 FY2022 | FY3 FY2022 | FY4 FY2022 | FY1 FY2023 | FY2 FY2023 |
Production FY2022-23 | 60,205 | 98,113 | 105,390 | 112,077 | 141,747 |
% 성장 비교 | 135% | 77% | 101% | 98% | 47% |
Aftermarket (Guardian) (installed technology for commercial transport fleets and logistics organisations):
| FY2 FY2023 | FY3 FY2023 | FY4 FY2023 | FY1 FY2024 | FY2 FY2024 |
모니터링되는 연결 | 46,018 | 49,046 | 51,975 | 54,140 | 56,896 |
Qtr의 % 성장률 Qtr | 11% | 7% | 6% | 4% | 5% |
판매된 유닛은 아직 연결되지 않았습니다. | 6,085 | 4,913 | 7,630 | 7,189 | 7,470 |
Seeing Machines delivered a strong year on year increase of over 100% in 자동차 production volumes with the Group's technology now installed in over 1.5 million vehicles. While the quarter-on-quarter volume was slightly down, this is expected to increase during Q3 FY2024 as more programs start production and regulatory deadlines approach.
In 수리 용 부품 시장, monitored Guardian connections have increased by 24% during the last 12 months. Monitored connections at the end of December 2023 of 56,896 exclude Guardian units sold to customers that upgrade from Generation 1 to Generation 2, as Australia continues to phase out its 3G network in favour of 4G. Upgrade sales represented 1,260 units during H1 FY2024.
The Company expects to publish its half year results on 18 March 2024.
문의 :
보는 기계 제한 | +61 2 6103 4700 | |
폴 맥글론 - CEO Sophie Nicoll - 기업 커뮤니케이션 |
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Stifel Nicolaus Europe Limited(지명 고문 및 Broker) | +44 20 7710 7600 | |
알렉스 프라이스 프레드 월시 닉 아담스 벤 버넷 |
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Dentons Global Advisors(미디어 문의) 제임스 스타일스 | +44 20 7664 5095
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보는 기계(AIM: SEE)에 대해, 2000년에 설립되어 호주에 본사를 두고 있는 글로벌 기업으로, 기계가 사람을 보고 이해하고 지원할 수 있도록 하는 비전 기반 모니터링 기술 분야의 업계 리더입니다. Seeing Machines는 전 세계 운송 안전을 혁신하고 있습니다. AI 알고리즘, 임베디드 프로세싱 및 광학 기술 포트폴리오는 차량 운전자에 대한 신뢰할 수 있는 실시간 이해를 제공해야 하는 제품을 강화합니다. 이 기술은 사고 위험에 적용되는 인지 상태의 분류를 통해 운전자가 보고 있는 위치에 대한 중요한 측정을 포괄합니다. 신뢰할 수 있는 "운전자 상태" 측정은 운전자 모니터링 시스템(DMS) 기술의 최종 목표입니다. Seeing Machines는 자동차, 상용 차량, 오프로드 및 항공의 안전을 위해 DMS 기술을 개발합니다. 이 회사는 호주, 미국, 유럽 및 아시아에 지사를 두고 있으며 각 시장의 업계 리더에게 기술 솔루션과 서비스를 공급합니다.
www.seeingmachines.com
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