Seeing Machines Limited (LSE:SEE) reported robust growth in its Driver and Occupant Monitoring System (DMS/OMS) technology, with more than 4.2 million vehicles now equipped globally — a 62% increase from the prior year. Despite persistent headwinds in the automotive industry caused by tariffs and trade tensions, the company achieved a 4% sequential increase in quarterly production. Growth was largely driven by rising installation rates as automakers prepare for forthcoming European safety regulations. Although Guardian hardware sales came in below expectations in Q1 FY2026, Seeing Machines anticipates a rebound in Q2 supported by new customer orders and ongoing contract activity. Management remains confident in meeting full-year production goals and reaching a cashflow break-even run rate by year-end.
In a major development, the company secured a landmark order from a leading US multinational for its Guardian Generation 3 technology. The agreement includes the installation of 1,100 units by December 2025, with potential for further expansion in 2026. The deal reinforces Seeing Machines’ strong presence in North America and demonstrates the growing adoption of its fatigue management systems, which have been shown to reduce fatigue-related driving incidents by over 94%.
While Seeing Machines’ revenue growth and strategic positioning remain key strengths, the company continues to face profitability pressures, valuation headwinds, and execution risks tied to delayed sales and market expansion timelines.
More about Seeing Machines
Seeing Machines Limited, founded in 2000 and headquartered in Australia, is a global leader in vision-based monitoring technology. The company develops AI-driven systems designed to improve safety across Automotive, Commercial Fleet, Off-road, and Aviation sectors. Its proprietary technology integrates AI algorithms, optics, and embedded processing to deliver real-time insights into driver and operator behavior, helping reduce fatigue and enhance transport safety worldwide.
Leave a Reply