05 aug 25   seeing machines ltd - q4 fy2025 quarterly kpis seeing machines limited | see | 2.8 0 0.0% | mkt cap: 135.3m    rns number : 8684t seeing machines limited 05 august 2025     seeing machines limited ("seeing machines" or the "company")      5 august 2025 q4 fy2025 quarterly kpis   seeing machines technology now in over 3.7 million cars, representing strong quarterly growth of 36%   guardian hardware sales have increased by 120% quarter on quarter as production scales up to meet growing demand   seeing machines limited (aim: see), the advanced computer vision technology company that designs ai-powered operator monitoring systems to improve transport safety, publishes its quarterly key performance indicators ("kpis") for the quarter ended 30 june 2025 ("q4 fy2025").   -   as expected and mentioned at the recent london town hall, the quarterly automotive production volumes are increasing materially as carmakers in europe plan for the eu's general safety regulation ("gsr") that requires camera-based driver monitoring system ("dms") technology for advanced driver distraction warning ("addw") in all new vehicles sold in europe from july 2026 and the european new car assessment program's ("euro ncap") extending protocols related to dms for safety ratings also come into effect.   q4 fy2025 kpi highlights:   -  cars on the road with seeing machines' driver and occupant monitoring system (dms/oms) technology increased to 3,730,201 units, representing an increase of 69% from 12 months ago (q4 fy2024: 2,211,422) -    for fy2025, automotive production volumes total over 1.5 million compared with cumulative total of 1.125m for fy2024, representing growth of ~35% -    quarterly production of 488,294 units, up 36% from the previous quarter (q3 fy2025: 358,162) and up 28% from the previous corresponding quarter (q4 fy2024: 381,215), demonstrating continued sequential growth -     guardian generation 3 is now in full production and quarterly guardian hardware sales increased by 120% to 2,536 units (q3 fy2025: 1,151).  annual hardware sales for fy2025 were 5,466.   automotive production volumes (production of new vehicles using seeing machines' driver monitoring system (dms) technology):     q4 fy2024 q1 fy2025 q2 fy2025 q3 fy2025 q4 fy2025 production fy2024-25 381,215 405,669 266,654 358,162 488,294 % growth qtr on qtr 22% 6% (34%) 34% 36%   q4 fy2023 q1 fy2024 q2 fy2024 q3 fy2024 q4 fy2024 production fy2023-24 211,325 222,138 208,231 313,662 381,215 % growth comparative 80% 83% 28% 14% 28%   the company continues to deliver its world-leading dms and oms solutions to leading car brands globally, now boasting an additional two programs, contributing small volumes during the quarter, at start of production across europe and north america.   one of the programs that began production in the june quarter is among several programs that are under minimum volume guarantees. seeing machines receives a prepayment of royalties for minimum volume guarantees associated with a number of automotive programs. the timing of prepayments for these guarantees is aligned with the original expected start of production timeframes. this prepayment covers royalties not included in the cumulative total of cars on the road, or the quarterly production volumes. those volumes will be counted in the quarter in which production occurs.   aftermarket - guardian (technology for commercial transport fleets and logistics organisations):    q4 fy2024 q1 fy2025 q2 fy2025 q3 fy2025 q4 fy2025 guardian hardware unit sales 9,807 1,491 288 1,151 2,536 arr excluding caterpillar (historical) $13.3m $13.6m $13.4m $13.4m $13.5m % growth qtr on qtr 3% 2% (1%) - 1%   guardian generation 3 production has now ramped to approximately 2,000 units monthly and is expected to meet growing customer demand. the sales pipeline is expanding globally through direct, channel, and partner opportunities, and the company expects increased sales as customer trials finish in north america and europe.   paul mcglone, ceo of seeing machines, commented: "the significant rise in automotive production volumes demonstrates that the industry is ramping up to comply with upcoming eu safety regulations. seeing machines' ability to deliver advanced dms and oms solutions to leading car brands worldwide, now spanning nine programs at start of production across europe and north america, is industry-leading and we are proud of this success. the strategic approach to royalty prepayments further demonstrates solid partnerships and forward planning.   i am encouraged with the quarterly increase in guardian generation 3 sales with production volumes steadily rising to match our pipeline and expected customer demand. the expanding global sales pipeline underscores widespread market interest, and we would anticipate a further ramp-up in sales as a number of customer trials conclude. these q4 figures leave the company well positioned as we kick off fy2026 and focus on achieving our initial key target of cashflow break-even run rate by the end of this calendar year."   this announcement contains inside information under the uk market abuse regulation. the person responsible for arranging for the release of this announcement on behalf of the company is paul mcglone, ceo.     enquiries:   seeing machines limited +61 2 6103 4700 paul mcglone - ceo sophie nicoll - corporate communications       stifel nicolaus europe limited (nominated adviser and broker) +44 20 7710 7600 alex price fred walsh brough ransom ben good       dga group (media enquiries) james styles methuselah tanyanyiwa matthias jarosz seeingmachines@dgagroup.com +44 20 7664 5095           about seeing machines (aim: see), a global company founded in 2000 and headquartered in australia, is an industry leader in vision-based monitoring technology that enable machines to see, understand and assist people. seeing machines is revolutionizing global transport safety. its technology portfolio of ai algorithms, embedded processing and optics, power products that need to deliver reliable real-time understanding of vehicle operators. the technology spans the critical measurement of where a driver is looking, through to classification of their cognitive state as it applies to accident risk. reliable "driver state" measurement is the end-goal of driver monitoring systems (dms) technology. seeing machines develops dms technology to drive safety for automotive, commercial fleet, off-road and aviation. the company has offices in australia, usa, europe and asia, and supplies technology solutions and services to industry leaders in each market vertical. www.seeingmachines.com     this information is provided by rns, the news service of the london stock exchange. rns is approved by the financial conduct authority to act as a primary information provider in the united kingdom. terms and conditions relating to the use and distribution of this information may apply. for further information, please contact rns@lseg.com or visit www.rns.com.  rns may use your ip address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. for further information about how rns and the london stock exchange use the personal data you provide us, please see our privacy policy.   end   mscsswfsleiseia return to news summary

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