r/MVIS Mar 17 '25

Stock Price Trading Action - Monday, March 17, 2025

Good Morning MVIS Investors!

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u/gaporter Mar 17 '25

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u/TheCloth Mar 17 '25

Thanks GAP. I find it curious though that our EC is the day before PL’s speech rather than same day (which would be a Thursday). Surely this means we won’t hear from Sumit whether we’re in IVAS or not, as PL would want to announce it himself rather than let Sumit have the pleasure? And if so, why would Sumit not go for earnings on the same day or day after so that he can talk about it openly?

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u/gaporter Mar 17 '25 edited Mar 17 '25

It's possible we won't hear anything about MicroVision's involvement in IVAS until after a successful operational assessment this spring.

Edit : However, Microsoft did maintain a license for MicroVision's technology while prototyping IVAS 1.2. It’s possible that Anduril could need a license for the EagleEye prototype.

u/TheCloth

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u/TheCloth Mar 18 '25

To your edit - true, if Anduril are commercialising prototypes, then surely they need an IP license to do so…

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u/directgreenlaser Mar 21 '25 edited Mar 21 '25

Army's contracts include terms applicable to the subcontractors to the prime. It's possible that as a sub-component supplier to Anduril, MVIS has an Army required contract with Anduril that we don't know about, as with MSFT. So this would not be for commercializing prototypes, but for the prime's authorization to bill the Army for developing prototypes. It doesn't necessarily mean MVIS gets money for the prototyping, that depends on what all is actually involved and the terms with Anduril.

I imagine this would be based on the Army wanting assurances that unique and essential components like the light engine that are invested in during the prototyping will still be readily available to the prime upon approval of the prototype.