Vuzix (VUZI) Q2 FY26 earnings call: guidance and Q&A

Seeking more details on customer types and the potential size of the opportunity for optical interconnects.

Management confirmed significant inbound interest from multiple corners of the AI data center ecosystem and active exploration of the area. They could not disclose specific customer names or quantify the opportunity size but indicated it is a real and engaging area for Vuzix.

“I can say a lot of it's been inbound to Vuzix. We've done some of our own outreach, but I really can't get into specifics on this call. What I can say is the interest is real. It's significantly engaged us on our part.”

asked by Unknown Speaker · answered by Paul Travers

Requesting updates on the relationship with Quanta.

Management reiterated a strong working relationship with Quanta, noting they are developing early generation smart glasses together. These products are designed for the high-volume mass market and are expected to be showcased at CES.

“As everybody knows, we have a great working relationship with Quanta. At this point in time, we're working on ... We built some early generation smart classes going on with them right now. We fully expect that at the CES show, which is where they do a lot of announcing and showing of some of their latest stuff, They'll be shown.”

asked by Unknown Speaker · answered by Paul Travers

Asking for details on the Collins Aerospace opportunity, including expected production orders and timing.

Management expects more production orders in the second half of the current year and anticipates 2027 to be a very strong year for production. They also mentioned follow-on development work and that the product is for a large segment of the US defense space, specifically for drones and situational awareness.

“We, in the second half here, were fully expecting more production orders. I can tell you we've also gotten a follow on development work which we'll share more on here also in the second quarter the the production side of the house These guys have built this product for a very large segment of the US defense space, and it's for drones and remote flying of drones and situational awareness at the same time because they're optically see-through.”

asked by Unknown Speaker · answered by Paul Travers

Inquiring why enterprise revenue has been flat and what factors will drive future change.

Management explained that enterprise demand is splitting into two paths: existing M400/LX1 products for glanceable monocular displays, and new optically see-through, self-contained AI-driven systems like Ultralight Pro. The flatness is a transitional phase, with expected growth in coming quarters as new products gain acceptance and AI integration expands market opportunities.

“But with the momentum that's building around those, we expect that the flat nature of the transition that we're going through is going to start cranking up and shifting. showing growth here over the coming quarters.”

asked by Edward McGregor · answered by Paul Travers

Asking to identify the automotive OEM customer and discuss their rollout timeframe.

Management confirmed it's a Tier 1 global automotive manufacturer but could not name them due to confidentiality. They stated initial systems have been delivered, feedback is positive, and discussions are progressing towards factory floor deployment. No specific timeframe was given for the customer's deployment, but it's moving in a timely fashion given the project's scale.

“First, we cannot name who this customer is. I can tell you they are a Tier 1 automotive manufacturer. If you don't know who this company is, when you hear it, you've been living in a hole. It's very obvious. They're a leading global manufacturer.”

asked by Edward McGregor · answered by Paul Travers