Innoviz develops and supplies LiDAR sensors and perception software for automotive advanced driver-assistance and autonomous-driving systems.
Innoviz is an Israeli automotive-lidar maker (Nasdaq:INVZ) in VW, Mobileye, and Daimler Truck programs (L3/L4 production targets 2027-28), with Q2-26 revenue of $18.1M (+86% YoY) and FY26 guidance of $67-73M, plus a Perciz defense line (its first defense order and six engagements since May 2026). Physical-AI lidar is ~10% of 2026 revenue, and a Mobileye robotaxi opportunity could reach 150,000 units, but its stock near $0.42 (a 52-week low) is a distress signal despite a $30M July 2026 raise. It held $48.5M liquidity.
1 facts on file. Members see all of them with the source link.
Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.
Innoviz develops and supplies LiDAR sensors and perception software for automotive advanced driver-assistance and autonomous-driving systems. Innoviz is an Israeli automotive-lidar maker (Nasdaq:INVZ) in VW, Mobileye, and Daimler Truck programs (L3/L4 production targets 2027-28), with Q2-26 revenue of $18.1M (+86% YoY) and FY26 guidance of $67-73M, plus a Perciz defense line (its first defense order and six engagements since May 2026). Physical-AI lidar is ~10% of 2026 revenue, and a Mobileye robotaxi opportunity could reach 150,000 uni
Innoviz is on the Robotics watchlist list of Frontier Tech Intelligence with a score of 65 out of 100, below the Top 100.
Innoviz is based in Rosh HaAyin, Central District, Israel. Stage: Public.
Subscribers see the full file, every signal, the live ranking and the questions the signals answer: where money moved, who controls the layer, where supply is constrained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →