MicroVision, Inc. (MVIS) Shareholder/Analyst Call Prepared Remarks Transcript

Operator

Welcome to the MicroVision business update webcast. [Operator Instructions]. The audience can submit questions during the live session, which will be addressed on the company’s third quarter 2026 earnings call.

I would now like to turn the call over to [ Jeff Gadway ]. Please go ahead.

Unknown Executive

Welcome, everyone, and thanks for joining us for today’s conversation with the MicroVision senior leadership team. Joining me today, we’ve got Glen DeVos, MicroVision’s CEO; James Byun, Chief Commercial Officer; and Christine Chambers, Chief Financial Officer. Thanks for being here. Two quick housekeeping notes before we dive into today’s discussion.

First, today’s discussion will include forward-looking statements, which are not guarantees of performance and actual results could be different. Next, we’ve got quite a bit to cover off today. So we won’t have time to take questions. But we are collecting questions for the earnings call. So please feel free to submit them using the online portal. Now speaking of earnings, I know Q3 earnings are just around the corner next month. So with the 3 of you here today I want to get your perspectives on a few topics that I know are on people’s minds.

First off, your thoughts on the business transformation. Second, an update on commercial traction and growth and third, understanding the pathway to positive cash flow.

So Glen, I think it’s best to start with you to kick this off, and I’d love to get your impressions and reflections on the quarter and how it fits into the broader context of the transformation that kicked off earlier this year. Glen, what do