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Wednesday, March 6, 2019

Catching up on the call.

I know some have looked here for my comments on the CC.

Was flying when it started.


(Right here when my phone started buzzing with comments.)


Didn't hear it live, and playing catch up. Called a few friends yesterday who heard it.



  • I didn't expect much in 4th Quarter results. If you did, you probably weren't paying much attention.


  • I was hoping for, but didn't expect an announcement that MVIS is in Hololens. I'm still very confident that MicroVision's tech is inside, (only because it hasn't been officially announced do I retain a microscopic level of doubt.)
  • The result was exactly what I expected...because this is precisely what the company telegraphed.

    As it relates to our April 2017 contract, we have been advised that our customer is committed to launching its product in the second half of this year. We expect to receive orders this month or next to supply components in support of the customer’s product launch in the second half of the year. We expect to begin shipping in Q2. While we are not in a position to identify this customer because of our confidentiality agreement with them, once the product has been released our involvement would become evident. Until such time or unless the customer gives us permission, we cannot share the name of the customer or the type of product that they are making.
  • Also very confident that there will be orders and appearances in multiple products this year.
  • Display only has a lot more market potential than many people think

  • I'm sure that interactive display has attention of some very big players
  • Don't forget this quote -- it's a market size baseline: "The potential market for its wearable PC is larger than Microsoft's current 1.5 billion PC installed base."
    Folding Phones are cool, Hololens is cooler.


Reuters Transcript of Call
Microvision CC

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