
"MVIS (quick overview): Another disappointing quarter with no commercial announcements. RFQs being reformulated with mature specs but timeline pushed to 2028-29. Cash burn continues with no NRE revenue. Defense pivot to drone swarming in GPS-denied areas could be promising, leveraging LIDAR for mapping and C2 capabilities."
Q2 25' Lidar Landscape report - MicroVision, Inc.
The Reservist
August 22, 2025
Stock Idea