Smart Eye (Q1 Preview): More Confidence in the Automotive Ramp - Redeye

Redeye raises its Automotive estimates for Smart Eye ahead of the Q1 report following Seeing Machines’ quarterly KPI update, which showed a clear step-up in vehicles produced with DMS/OMS technology. Together with our previous reseller channel checks, we believe the data supports a faster automotive royalty ramp during 2026 than we previously assumed, which is very positive for the industry in general, and Smart Eye in particular.

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