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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38791 LUMINAR TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) | Delaware | | | | 83- ...

Luminar (NASDAQ:LAZR) stock is up on Wednesday as investors look to Tesla (NASDAQ:TSLA) as its savior during its latest earnings report.The lidar company’s earnings report for the first quarter of 2024 notes that electric vehicle maker (EV) Tesla is its largest customer. That resulted in Tesla orders making up more than $2 million, or roughly 10%, of the company’s revenue.While the details of the relationship between Luminar and Tesla haven’t been revealed, the two companies have been working together since ...

Luminar (NASDAQ: LAZR) stock price has imploded. After soaring to a record high of $47.78 in 2021, it has become a penny stock trading at $1.65. Along the way, its market cap has dropped from a record high of over $13.5 billion to $745 million. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.Cash burning machineCopy link to sectionLuminar Technologies has been one of the top cash incinerators in the technology industry. That is understandable since th ...

财务数据和关键指标变化 - 公司在Q1实现了收入2100万美元,较上年同期增长 [2][3] - 公司毛利率有所改善,但仍存在生产问题和较低的ASP,预计未来几个季度毛利率将有所下降 [121][122][123] - 公司通过重组措施实现了约8000万美元的年度成本节约,其中超过一半为现金成本节约 [159][160][161][162][163] 各条业务线数据和关键指标变化 - 公司已实现与沃尔沃的量产,这是公司10年来的重要里程碑 [10][11] - 公司与特许电子(TPK)的合作关系得到扩展,将TPK作为下一代Halo产品的主要制造合作伙伴 [130][131][132][133][134][135] 各个市场数据和关键指标变化 - 新的NHTSA安全法规将大幅推动公司LiDAR技术的需求,预计将提前10年实现标准化 [13][14][15][16][17][18][19] - 公司已与特斯拉等客户有LiDAR采购合作,但合作关系较为不稳定 [100][101][102] 公司战略和发展方向及行业竞争 - 公司通过重组措施提高了运营效率和灵活性,将更多资源集中于技术研发和半导体业务 [23][24][25][26][27][28][29][30][31][32] - 公司的下一代Halo产品得到了良好反响,有望成为主流自动驾驶市场的标准产品 [137][138][139][140][141][142] - 公司认为未来5年内有望实现大规模增长,但也面临一些宏观经济挑战 [179][180][181][182][183][184] 管理层对经营环境和未来前景的评论 - 管理层对新的NHTSA安全法规表示乐观,认为这将大幅推动公司LiDAR技术的需求 [13][14][15][16][17][18][19] - 管理层认为公司通过重组措施提高了运营效率和灵活性,有助于加快下一代产品的推出 [23][24][25][26][27][28][29][30][31][32] - 管理层对公司未来5年的增长前景表示乐观,但也表示需要应对一些宏观经济挑战 [179][180][181][182][183][184] 问答环节重要的提问和回答 问题1: 公司何时开始量产LiDAR传感器,未来有何发展计划? **Austin Russell 回答** - 公司已经实现与沃尔沃的量产,这是公司10年来的重要里程碑 [10][11] - 公司正在积极推进与其他客户的量产计划,未来将有更多车型陆续推出 [137][138][139][140][141][142] 问题2: 新的NHTSA法规对公司有何影响,是否可以像特斯拉那样不使用LiDAR实现自动驾驶? **Austin Russell 回答** - 公司的LiDAR技术已经能够满足新的NHTSA法规要求,并且性能远超要求 [13][14][15][16][17][18][19] - 公司认为没有任何系统能够不使用LiDAR就满足新法规要求 [13] 问题3: 公司重组的目标是否是外包更多制造环节,以降低资本需求和相关风险,并加快产能扩张? **Tom Fenimore 回答** - 公司通过重组措施提高了运营效率和灵活性,将更多资源集中于技术研发和半导体业务 [23][24][25][26][27][28][29][30][31][32] - 这将使公司在下一代产品Halo的产业化过程中更加高效和快速,预计可节约约8000万美元成本 [26][27][28][29][30]

财务表现 - Luminar Technologies, Inc. (LAZR)第一季度每股亏损为0.19美元，好于Zacks预期的每股亏损0.22美元，较去年同期每股亏损0.24美元有所改善[1] - 公司在过去四个季度中，三次超过了市场对每股收益的预期[2] - Luminar Technologies第一季度营收为2097万美元，低于Zacks预期，较去年同期的1451万美元有所增长[3] 股价表现 - 公司股价自年初以来下跌了约50.5%，而标普500指数上涨了8.6%[5] - 公司的盈利前景将影响股价的短期走势，投资者可以关注管理层在财报电话会议上的表态[4] 评级和行业排名 - Zacks对Luminar Technologies的估值趋势为“有利”，目前股票评级为Zacks Rank 2（买入），预计股价将在短期内表现优于市场[8] - 投资者应关注行业前景对股票表现的影响，目前汽车原始设备行业在Zacks行业排名中处于倒数41%[10]

文章核心观点 - 特斯拉CEO埃隆·马斯克曾表示激光雷达传感器是自动驾驶汽车的"拐杖",但特斯拉却成为激光雷达制造商Luminar的最大客户[1][5] - Luminar在2024年第一季度的收入中,特斯拉占比超过10%,约为2百万美元[2] - Luminar的总收入同比增长45%,但较上一季度下降5%,主要是由于"非汽车客户的传感器销售下降",但被特斯拉的传感器销售抵消了[3] - Luminar宣布将裁员20%,并将外包大部分激光雷达传感器的生产,以扩大业务规模[4] 公司相关 - 特斯拉一直被发现在测试车辆上使用激光雷达和其他传感器,并从2021年开始与Luminar有合作关系,但具体细节未披露[5] - 马斯克长期以来一直认为依赖激光雷达来帮助自动驾驶汽车导航是"愚蠢的做法",但特斯拉仍在购买这种"拐杖"[6] 行业相关 - Luminar的收入下降5%主要是由于"非汽车客户的传感器销售下降"[3] - Luminar宣布裁员20%,并将外包大部分激光雷达传感器的生产,以扩大业务规模[4]

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The most recent trading session ended with Luminar Technologies, Inc. (LAZR) standing at $1.30, reflecting a -0.76% shift from the previouse trading day's closing. This move lagged the S&P 500's daily gain of 0.87%. Meanwhile, the Dow experienced a rise of 0.67%, and the technology-dominated Nasdaq saw an increase of 1.11%.The the stock of company has fallen by 23.39% in the past month, lagging the Auto-Tires-Trucks sector's loss of 9.36% and the S&P 500's loss of 3.97%.The investment community will be payi ...