Conference Call

I've been gone a lot and extremely focused on some training. Arrived home yesterday just as the conference call was getting started.

This company will be the source of key components in multiple emerging technologies.

I said "I told you you'd hear numbers like that eventually." a number of times yesterday.

Most of the delay is probably from trade adjustments with China. Short term disruptive, long term, this should be a very positive development.

"I can say that certainly looks like our logo."
Is one of the all time best lines in any conference call ever.

Hololens Shipping
Conference Call Transcript

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Production unit shipments for our April 2017 contract customer began in the third quarter and continue to proceed smoothly, meeting our customers production schedule. Our activities related to our Interactive Display solutions resulted in a major step forward during the past few months as customer due diligence work has now led to negotiations for component purchase agreement that we aim to complete this quarter fora targeted launch of our interactive display module in 2020.

As customer products come to market, we expect our company revenues could reach $100 million over a 12-month period, following product launches that we expect to start in the second half of 2020Let's move on to our automotive LiDAR product. The markets for advanced driver assistance systems is experiencing high growth that we expect to accelerate with the need for safety features and new regulations targeted to come into effect in the next 3 to 4 years.

More Later.... 

Michael Fawzy Malouf - Craig-Hallum Capital Group LLC, Research Division - Partner, Senior Research Analyst & Head of Boston Team 

Yes. That's helpful. I didn't realize if this was specifically for Interactive Display only. So that's helpful.And then if I could just ask 1 more question. Just recently, Alex Kipman, who has been really the guru behind the HoloLens 2 did this whole presentation about a month ago, talking about the HoloLens 2 and in that he showed a slide actually of the prototype of the device and its clearly seen on their the MicroVision logo on the PCB Board. So I'm just kind of curious, is that sort of a public validation that you're on the HoloLens 2?
 And I would love to get a little bit of comments, specifically, tied to that presentation that Alex gave?

Perry M. Mulligan - MicroVision, Inc. - CEO & Director

Yes. So just that we're on the same page, Mike, I believe that this is -- you're referencing the presentation that Alex made on October 3rd at the ETHGlobal Lecture Series in Zurich?
Michael Fawzy Malouf - Craig-Hallum Capital Group LLC, Research Division - Partner, Senior Research Analyst & Head of Boston Team
That's right. In fact, it was titled the HoloLens 2 - Unpacked.
Perry M. Mulligan - MicroVision, Inc. - CEO & Director Right. So he called -- he referenced some of the pictures I think the HoloLens 2 model. And in that picture, it looks like you can see the MicroVisionlogo on some of those components. We can confirm that it appears to be our logo. And beyond that, I can't make any other comment.