Microvision MVIS Semiconductor Design Services — Revenue

For the three months ended June 30, 2026, $0.4 million, or 27%, of total revenue was derived from Iris sensor sales to a leading global manufacturer of construction and mining equipment, $0.4 million, or 24%, of total revenue was derived from Movia L sensor sales to an EU-based robotics company delivering autonomy systems in the Security & Defense sector, $0.2 million, or 15%, of total revenue was derived from the provision of semiconductor design services to a manufacturer of metrology and polarization systems, and $0.2 million, or 14%, of total revenue was derived from Iris sensor sales to a US-based distributor for use by a robotics company delivering autonomous transport vehicle systems to the US Army. For the same period in 2025, an automotive supplier accounted for $0.1 million of total revenue, representing59% of total revenue.