Home / Themes / Humanoid '25: Sensing & Perception
Humanoid '25: Sensing & Perception (view performance)
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Theme thesis · 4 uploads · 5/5 sections · Tickers 29 with notes · 1 pending
Bull / Bear Details has the investment thesis and bull/bear points. Overview is monitoring guidance (hiring, forums, second-order trends, search keywords, Google Trends, datasets).
Bull / Bear DetailsThe Humanoid '25: Sensing & Perception theme is driven by the critical role of advanced sensors and AI for intelligent real-world interaction. Accelerating AI i
Thesis
The Humanoid '25: Sensing & Perception theme is driven by the critical role of advanced sensors and AI for intelligent real-world interaction. Accelerating AI infrastructure, industrial automation, and EV/ADAS buildouts are creating robust demand for perception hardware. Despite macroeconomic and competitive pressures, the bull case is compelling due to rapid technological advancements and expanding market viability.
Bull case
Rapid advancements in embodied AI, including Vision-Language-Action (VLA) models and unified sensing platforms like Ouster's native color lidar with AI, are creating significant pull for advanced perception hardware, enabling robots to interact more intelligently and dexterously with the real world.
Ongoing cost reductions and scalability improvements in advanced sensing technologies, exemplified by innovations like Ouster's Rev8 lidar designed for affordability, are making humanoid robots and other autonomous systems economically viable, driving broader adoption across industrial and logistics sectors.
Robust secular tailwinds from accelerating buildouts in AI data centers, industrial automation, and electric vehicles are driving significantly higher sensor and perception content per system, providing strong, diversified demand for core technology suppliers.
Bear case
The absence of established safety standards for humanoid robots operating in public or unstructured environments remains a significant hurdle, potentially delaying widespread adoption and limiting market expansion until clear regulations and certifications are in place.
Persistent macroeconomic headwinds, including general economic weakness, elevated interest rates impacting capital-intensive robotics investments, and geopolitical tensions, could delay technology rollouts and reduce demand for advanced sensing and perception solutions.
Intensifying price competition across key sensing components like LiDAR and optics, coupled with ongoing geopolitical supply chain friction and potential export restrictions, could pressure supplier margins and disrupt the availability of critical perception technologies.
Overview
Hiring Trend Watchpoints
Investors should monitor hiring trends for senior-level roles in Engineering, IT, and Program/Project Management, particularly those focused on AI, robotics, vision systems, and advanced sensor development. Expansion in these areas (e.g., Analog Devices' 80.8% increase in 2026 job postings) signals strong pipeline build and production scaling. Watch for hiring in new segments like 'Physical AI' and 'multi-modal sensor fusion'. Conversely, contraction or shifts towards cost-out programs (e.g., Cognex's salesforce transformation, Ralliant's productivity program) could signal demand softness or a strategic pivot. Key geographic hubs to monitor include Michigan, California, Germany, China, and Illinois. Changes in headcount at these senior levels, especially in critical AI and robotics development areas, will confirm theme execution or warn of deterioration.
Forum Watchlist
- Reddit — r/roboticsHigh
General robotics news, project sharing, technical discussions, humanoid robot developments, pick & place robots, vision-guided robotics, Physical AI.
- Reddit — r/AskRoboticsMedium
Q&A on robotics careers, project ideas, technical challenges, sensor integration, perception systems.
- Reddit — r/ROSHigh
Discussions and technical issues related to Robot Operating System, a key platform for robotics development.
- Reddit — r/computervisionHigh
Latest advancements, challenges, and applications in computer vision, AI perception, and sensor fusion.
- Forum — IEEE Robotics and Automation Society ForumsMedium
Academic and industry discussions on robotics research, automation, and sensor technologies.
Industry Publications
- Robotics Tomorrow (roboticstomorrow.com) — Online trade magazine for robotics, advanced manufacturing, and factory automation, featuring products, news, and articles.
- IEEE Robotics and Automation Magazine (RAM) (www.ieee-ras.org/publications/ram) — Flagship magazine covering latest developments in robotics, automation, and intelligent systems.
- The Robot Report (therobotreport.com) — Comprehensive news, analysis, and research on the global robotics industry, including humanoids and AI.
- Vision Systems Design (visionsystemsdesign.com) — Dedicated to machine vision, imaging, and optical technologies critical for robot perception.
- Sensors Magazine (sensorsmag.com) — Covers the latest in sensor technology, applications, and market trends across industries.
- Autonomous Vehicle International (autonomousvehicleint.com) — Focuses on ADAS, autonomous driving, and LiDAR/sensor developments in automotive and beyond.
Second Order Trends
Several second-order and emerging trends are significantly shaping the Humanoid '25: Sensing & Perception theme. The most prominent is the rapid advancement and integration of **Physical AI** and **foundation models** into robotics, enabling robots to perceive, understand, and interact more intelligently with the physical world. This is creating a strong pull for advanced sensing and perception hardware. Key emerging trends include: 1) **Multi-modal Sensor Fusion & Native Color Perception**: Beyond just LiDAR or cameras, the integration of multiple sensor types (e.g., Ouster's native color lidar fusing color and 3D, Aeva's 4D LiDAR with velocity data) and the development of unified perception platforms (Ouster/Stereolabs) are becoming critical for robust 'Physical AI'. 2) **Edge AI & On-chip Processing for Perception**: The drive for lower latency (under 50ms) and efficiency is pushing AI inference closer to the sensor, leading to more powerful edge AI processors and 'LiDAR-on-chip' solutions (Aeva, Innoviz). 3) **Functional Safety & Certification for Robotics**: As robots move into unstructured environments, the need for established safety standards (e.g., Ouster's ASIL-B, SIL-2, PLd certifications) and robust, certifiable perception systems is paramount to enable widespread adoption and mitigate headline risk. 4) **Diversification beyond Automotive**: While automotive remains a key driver, companies are actively leveraging their sensing and perception tech into broader 'Physical AI' markets like industrial automation, smart infrastructure, defense, and humanoid robotics (Aeva, Ouster, Aptiv, Indie, Melexis, Ralliant). 5) **AI Data Center Interconnects for Perception Model Training**: The massive compute requirements for training VLA and foundation models for robotics are driving demand for high-speed optical interconnects and power management in AI data centers (STMicroelectronics, Analog Devices, ON Semiconductor, Amphenol, ams-OSRAM), creating a symbiotic relationship between AI infrastructure and robot perception.
Search Keywords Brand Product
- depth cameras
- light sensors
- Vision-Language-Action models
- VLA models
- GR00T
- Isaac Sim
- Ouster Rev8
- Ouster BlueCity
- Ouster Gemini
- L4 Ouster Silicon
- Stereolabs ZED X Nano
- Aeva Atlas
- Aeva Omni
- InnovizThree
- InnovizSMART
- InnovizSMARTer
- Hesai AT128
- Hesai ETX
- Hesai FTX
- Hesai FT120
- Hesai JT Robot LiDAR
- Allegro magnetic sensors
- Allegro motor drivers
- Melexis Triaxis
- Melexis Snubber
- STMicroelectronics silicon photonics
- STMicroelectronics optical connectivity ICs
- ON Semiconductor EliteSiC
- ON Semiconductor Treo
- Cognex OneVision
- Cognex In-Sight
- Cognex DataMan
- Knowles SiSonic
- TE Connectivity sensors
- Aptiv Intelligent Systems
- Aptiv active safety
- Ralliant Test and Measurement
- Ralliant Sensors and Safety Systems
Search Keywords Policy Regulatory
- robotics safety standards
- ANSI/RIA R15.06
- ISO 10218
- ISO/TS 15066
- ISO 13482
- IEC 61508
- IEC 62061
- UL 3100
- UL 1740
- CHIPS and Science Act
- AI regulation
- data privacy regulations
- cybersecurity in robotics
- regulatory sandboxes
- export restrictions
- supply chain diversification
- onshoring
- ASIL-B certification
- SIL-2 certification
- PLd certification
Search Keywords Event Phrases
- Humanoid Robot Forum
- Automate conference
- CES robotics
- SOP dates
- start-of-production dates
- design wins announced
- product launch Rev8
- Ouster Stereolabs acquisition
- ADI Empower Semiconductor acquisition
- ams-OSRAM divestment
- STMicroelectronics fab expansion
- Aptiv Versigent spin-off
- WSTS forecast
Google Trend Product Category Intent
• humanoid robot price
• LiDAR sensor for robotics
• AI vision system cost
• 4D LiDAR technology
• robot perception latency
• magnetic sensor applications
• motor driver ICs
• industrial automation sensors
• robot safety features
• digital twin software
• native color LiDAR
• FMCW LiDAR
• silicon photonics IC
• edge AI sensor
• robot safety certification
Google Trend Consumer Intent
• buy humanoid robot
• robot for home
• future of robotics
• AI robot capabilities
• self-driving car sensors
• smart factory automation
• robot assistant
• robotics in daily life
• AR smart glasses AI
• robotics in logistics
Google Trend Macro Policy Terms
• robotics investment trends
• AI ethics in robotics
• semiconductor manufacturing policy
• robotics workforce development
• AI safety standards
• AI infrastructure investment
• semiconductor supply chain resilience
Top datasets to track
1. WSTS Semiconductor Market Forecast Type: Economic Data · Provider: World Semiconductor Trade Statistics (WSTS) Cadence: Quarterly/Bi-annual Why it matters: Provides forward-looking insights into the global semiconductor market, including growth rates for Logic, Memory, Analog, and Sensors, which are critical components for sensing and perception. Suggested query: WSTS semiconductor market forecast sensors analog Confidence: High
2. Global Robotics Market Size and Growth Type: Economic Data · Provider: Mordor Intelligence, Global Market Insights, IFR Cadence: Annual/Bi-annual Why it matters: Tracks the overall market expansion for robotics, including industrial, service, and collaborative robots, indicating the broader adoption environment for sensing and perception technologies. Suggested query: global robotics market size growth IFR Confidence: High
3. Robotics Venture Capital Funding Type: Alt Data · Provider: Crunchbase, OpenVC, Silicon Valley Bank Cadence: Quarterly/Annual Why it matters: Signals investor confidence and capital allocation to emerging robotics and AI perception startups, highlighting areas of innovation and potential future growth. Suggested query: robotics venture capital funding Q2 2026 Confidence: High
4. Company Book-to-Bill / Backlog-to-Sales Ratios Type: Company-Level Data · Provider: Company earnings/10-Q, SEMI Cadence: Monthly/Quarterly Why it matters: Ratios >1 and margin beats indicate healthy demand, mix, and pricing, while <1 with margin compression signals order deceleration and weaker near-term revenue for sensor and component suppliers. Suggested query: [Company Name] book-to-bill ratio Confidence: High
5. Senior Engineering & IT Headcount Changes Type: Alt Data · Provider: workforce.ai, company career pages, LinkedIn, Revelio Labs Cadence: Monthly/Quarterly Why it matters: Expansion at senior levels (Engineering, IT, Program/Project Mgmt) signals pipeline build and production scaling, especially in critical AI and robotics development areas. Contraction suggests cost-out, demand softness, or program risk. Suggested query: [Company Name] engineering headcount trends Confidence: High
Key Metrics
| Metric | Cadence | What It Signals | Update Source |
|---|---|---|---|
| Book-to-bill or backlog-to-sales ratio; gross margin vs. guide (bps); cancellation/wafer-start trends | Monthly; Quarterly | Ratios >1 and margin beats show healthy demand/mix and pricing; <1 with margin compression signals order deceleration and weaker near-term revenue | Google_Sheets |
| YoY % change in Senior Engineering+IT+Program/Project Mgmt headcount in key hubs (MI; CA; DE; CN; IL) | Monthly | Expansion at senior levels signals pipeline build and production scaling; contraction suggests cost-out, demand softness, or program risk | Google_Sheets |
| New design wins announced; SOP/start-of-production dates; backlog or firm order growth QoQ | Weekly/Monthly; Quarterly | Faster win cadence and nearer SOP windows indicate revenue inflection and visibility; shrinking backlog or slipping SOP implies delays and weaker 2H bookings | Google_Sheets |
Upcoming Catalysts
| Catalyst | Estimated Timing | Estimated Date Start | Estimated Date End | Why It Matters | Ticker Or Theme Specific | Source Types | Contributing Tickers | Mention Count | Base Score | Source Weight | Specificity Weight | Macro Bridge | Macro Bridge Multiplier | Theme Score | Date Aggregated | Manual Override | Bridge Mention Count | Theme Base Score | Theme Importance Score | Catalyst Source | Catalyst ID | Transcript Date | Source Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Progress or establishment of comprehensive global safety standards for humanoid robots operating in unstructured environments. | Late 2026 - Early 2027 | 2026-09-01 | 2027-03-31 | The absence of established safety standards for humanoid robots operating in public or unstructured environments poses a significant hurdle to widespread adoption, potentially delaying deployments and limiting market expansion until regulations are in place. Any progress in this area would unlock broader market opportunities and reduce headline risk for humanoid robot manufacturers and their component suppliers. | Theme | theme_composer | ADI, APTV, CGNX, ALGM, OUST, INVZ, HSAI, INDI, MELE.BR, ST, RAL, KN, APH, STM, ON | 15 | 7.5146 | 1.18 | 0.92 | Regulatory/Policy | 1.35 | 1101.3147 | 2026-07-30 | False | 1 | 2.9127 | 426.872 | Theme composer | |||
| Broader commercial integration and adoption of advanced Vision-Language-Action (VLA) models and Physical AI platforms, such as NVIDIA's GR00T ecosystem. | Late 2026 - Mid 2027 | 2026-09-01 | 2027-06-30 | The rapid advancements in embodied AI, particularly Vision-Language-Action (VLA) models like NVIDIA's GR00T, are creating a significant pull for advanced sensing and perception hardware, enabling robots to interact more intelligently and dexterously with the real world. Broader commercial integration will drive increased demand for sophisticated sensors and perception systems across the theme's constituent tickers. | Theme | theme_composer | ADI, APTV, CGNX, ALGM, OUST, INVZ, HSAI, INDI, MELE.BR, ST, RAL, KN, APH, STM, ON | 15 | 6.5127 | 1.18 | 0.92 | 1.0 | 707.0168 | 2026-07-30 | False | 1 | 2.9127 | 316.2015 | Theme composer | ||||
| Announcement of significant new design wins or start-of-production (SOP) dates for major humanoid robot platforms. | Ongoing through 2027 | 2026-08-01 | 2027-12-31 | A faster cadence of new design wins and nearer SOP windows indicates revenue inflection and improved visibility for suppliers of sensing and perception technologies. These milestones validate market adoption and directly translate to increased demand for components across multiple constituent tickers. | Theme | theme_composer | ADI, APTV, CGNX, ALGM, OUST, INVZ, HSAI, INDI, MELE.BR, ST, RAL, KN, APH, STM, ON | 15 | 6.5127 | 1.18 | 0.85 | 1.0 | 653.2221 | 2026-07-30 | False | 1 | 2.9127 | 292.1427 | Theme composer | ||||
| Continued cost curve deflation for depth cameras and LiDAR sensors, making advanced perception more economically viable. | Ongoing through 2027 | 2026-08-01 | 2027-12-31 | Significant cost reductions in depth cameras and light sensors are making advanced perception more accessible and economically viable for humanoid robots. This continued deflation drives broader adoption across industrial, logistics, and potentially consumer markets, expanding the total addressable market for sensing and perception components. | Theme | theme_composer | ADI, APTV, OUST, INVZ, HSAI, ALGM, ST, ON, TEL, AMS.SW | 10 | 6.508 | 1.18 | 0.85 | 1.0 | 652.7478 | 2026-07-30 | False | 1 | 1.8709 | 187.647 | Theme composer | ||||
| Amphenol expects Q3 2026 sales in the range of $9.3 billion to $9.4 billion and adjusted diluted EPS of $1.40 to $1.42. | For the third quarter | 2026-07-01 | 2026-09-30 | This provides specific short-term financial targets, indicating continued strong growth and profitability, which can influence near-term stock performance and investor sentiment. | Ticker | APH (ticker) | APH_3a22ab61 | 2026-07-29 | earnings_transcript | ||||||||||||||
| IT datacom sales are expected to see a further sequential increase in the mid-teens in Q3 2026, driven by accelerating AI data center investments and expanding demand from enterprise and cloud customers. | in the third quarter | 2026-07-01 | 2026-09-30 | This highlights the continued strong momentum in the critical AI-driven IT datacom market, which is a primary growth driver for Amphenol and reinforces the bullish thesis on AI infrastructure. | Ticker | APH (ticker) | APH_476914e4 | 2026-07-29 | earnings_transcript | ||||||||||||||
| Defense market sales are expected to increase in the low double-digit range in Q3 2026 from Q2 levels. | into the third quarter | 2026-07-01 | 2026-09-30 | This indicates continued robust growth in the defense segment, benefiting from increased global investments in defense technologies and Amphenol's strong market position. | Ticker | APH (ticker) | APH_080afab4 | 2026-07-29 | earnings_transcript | ||||||||||||||
| STMicroelectronics' ability to achieve progressive sequential gross margin improvement through Q3, Q4 2026, and into 2027. | progressively improvement in Q3 and Q4 and then, of course, in 2027. | 2026-07-01 | 2027-12-31 | Consistent gross margin expansion would demonstrate successful execution of manufacturing reshaping, improved utilization, and favorable product mix, positively impacting profitability and valuation. | Ticker | STM (ticker) | STM_cf59c210 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Acceleration of growth in the acquired NXP MEMS sensor business beyond its historical low single-digit rate. | this one to accelerate | 2026-07-09 | 2027-12-31 | Faster growth from the acquired business would enhance STMicroelectronics' automotive sensor portfolio and contribute positively to overall revenue and market share in this segment. | Ticker | STM (ticker) | STM_06f7c620 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Successful ramp-up of capacity for AI data center products to meet unconstrained customer demand. | second half of the year | 2026-07-01 | 2026-12-31 | The ability to quickly expand capacity is essential for STMicroelectronics to capture the significant upside from new AI-driven programs and achieve its revenue targets for data centers, directly impacting revenue and market share. | Ticker | STM (ticker) | STM_51622d32 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Regulatory approval and closing of the Empower Semiconductor acquisition. | a little later following regulatory approval | 2026-07-01 | 2026-10-31 | The acquisition is expected to expand ADI's total addressable market within the hypergrowth AI accelerator space and solidify its position, driving significant revenue growth starting in fiscal 2027. | Ticker | ADI (ticker) | ADI_607f9973 | 2026-05-20 | earnings_transcript | ||||||||||||||
| Ramp up of Eve precision sensor shipments to initial customers. | this year | 2026-01-01 | 2026-12-31 | Increased shipments will drive product revenue, contributing to Aeva's overall revenue growth and path to profitability. | Ticker | AEVA (ticker) | AEVA_dbcba1d4 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Conversion of the development program with a new global top 5 passenger OEM into a production award for Aeva's Atlas Ultra sensor. | implied future, conversion from development towards production | 2026-03-03 | 2028-12-31 | A production award from a top 5 OEM would significantly expand Aeva's automotive market penetration, validate its technology, and secure substantial long-term revenue. | Ticker | AEVA (ticker) | AEVA_15d9d35f | 2026-02-26 | earnings_transcript | ||||||||||||||
| Securing additional defense contract wins beyond Forterra. | near term | 2026-03-03 | 2027-03-03 | Expanding into the defense market provides a meaningful near-term revenue contributor and diversifies Aeva's customer base and market opportunities. | Ticker | AEVA (ticker) | AEVA_6ac1bd23 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Achieving 4 or more new commercial wins in 2026, including within automotive and non-automotive applications. | this year | 2026-01-01 | 2026-12-31 | New wins are crucial for expanding Aeva's customer base, driving future revenue growth, and validating its technology across diverse applications. | Ticker | AEVA (ticker) | AEVA_57a08448 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Release of Omni, a new 360-degree product for industrial robotics. | second half of this year | 2026-07-01 | 2026-12-31 | Omni's release will expand Aeva's product portfolio for the growing physical AI market, potentially driving new revenue streams and market penetration. | Ticker | AEVA (ticker) | AEVA_95933bb1 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Achieving a 5x increase in industrial sensor shipments. | this year | 2026-01-01 | 2026-12-31 | A significant increase in industrial sensor shipments would demonstrate strong demand and contribute materially to Aeva's product revenue and overall growth targets. | Ticker | AEVA (ticker) | AEVA_9602b86c | 2026-02-26 | earnings_transcript | ||||||||||||||
| Beginning manufacturing on the fully automated final assembly line and increasing module supply chain capacity. | this year | 2026-01-01 | 2026-12-31 | Scaling manufacturing capacity is critical to meet increasing demand from commercial wins, prevent supply constraints, and support revenue growth. | Ticker | AEVA (ticker) | AEVA_cc7234a4 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Aeva's actual revenue for full year 2026 compared to its guidance of $30 million to $36 million. | full year 2026 | 2026-01-01 | 2026-12-31 | Achieving or exceeding revenue guidance is critical for investor confidence, demonstrating execution on commercial momentum and progress towards profitability. | Ticker | AEVA (ticker) | AEVA_124c2aa5 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Aeva's actual non-GAAP operating expenses for full year 2026 compared to its guidance (similar to prior year or up to 10% increase). | full year 2026 | 2026-01-01 | 2026-12-31 | Disciplined operating expense management is crucial for improving financial performance, reducing cash burn, and extending Aeva's runway towards profitability. | Ticker | AEVA (ticker) | AEVA_e6f9dce7 | 2026-02-26 | earnings_transcript | ||||||||||||||
| Mandatory offer for guarantor assets in the range of EUR 120 million to EUR 150 million, following the divestment closing. | Within 120 days of July 1st, 2026 | 2026-07-01 | 2026-10-29 | This action is a crucial part of the balance sheet optimization plan, further strengthening the company's capital structure and reducing financial liabilities, which is important for financial flexibility. | Ticker | AMS.SW (ticker) | AMS.SW_4bb0bfd6 | 2026-08-04 | earnings_transcript | ||||||||||||||
| A previously delayed program with a European OEM, which was initially expected to roll across multiple vehicle lines, is launching. | launching as we speak | 2026-08-01 | 2026-09-30 | This resolves a prior program delay, contributing to revenue growth in the second half of 2026 and demonstrating execution on new programs. | Ticker | APTV (ticker) | APTV_bfd0a5cc | 2026-08-04 | earnings_transcript | ||||||||||||||
| Aptiv will include a commercial award from a leading drone manufacturer, with total lifetime revenues of over $500 million, in its Q3 2026 bookings. | third quarter bookings numbers | 2026-07-01 | 2026-09-30 | This significant new business award in a high-growth non-automotive market validates Aptiv's diversification strategy and provides a strong indicator for future revenue. | Ticker | APTV (ticker) | APTV_53b31577 | 2026-08-04 | earnings_transcript | ||||||||||||||
| Further regulatory approvals for L3 vehicle production and finalization of new mandatory safety standards for L2 systems in China. | As regulations take shape | 2026-01-01 | 2026-12-31 | Favorable regulatory outcomes could accelerate L3 adoption, increase LiDAR content per vehicle, and expand Hesai's addressable market, driving revenue growth. Delays or unfavorable standards could hinder market expansion. | Theme | HSAI (ticker) | HSAI_47b27fac | 2025-11-11 | earnings_transcript | ||||||||||||||
| Hesai's LiDAR shipments in 2026 reaching at least 2 to 3 million units, potentially higher if L3 adoption becomes an industry-wide trend. | for year 2026 | 2026-01-01 | 2026-12-31 | Achieving high shipment volumes, especially driven by L3 adoption, would signify significant market penetration and revenue growth. Slower-than-expected ramp or L3 adoption could impact financial performance and investor sentiment. | Ticker | HSAI (ticker) | HSAI_e8bd3cf6 | 2025-11-11 | earnings_transcript | ||||||||||||||
| Hesai's overseas ADAS business beginning to contribute revenue and the commencement of global ADAS LiDAR mass production. | our overseas ADAS business is expected to start contributing, marking the beginning of global ADAS LiDAR mass production. | 2026-01-01 | 2027-12-31 | This marks Hesai's expansion beyond China into global ADAS markets, opening new revenue streams and diversifying its customer base, which is crucial for long-term growth and competitive positioning. | Ticker | HSAI (ticker) | HSAI_1202b304 | 2025-11-11 | earnings_transcript | ||||||||||||||
| Hesai's robotics LiDAR volume doubling in 2026 compared to 2025. | in year 2026 versus 2025. | 2026-01-01 | 2026-12-31 | The robotics business typically carries higher ASPs and margins; doubling volumes would significantly boost overall revenue and profitability, contributing to a more diversified and robust business model. | Ticker | HSAI (ticker) | HSAI_54e4a1b2 | 2025-11-11 | earnings_transcript | ||||||||||||||
| Start of Production (SOP) for Hesai LiDAR with new major OEM customers, Geely and Chery. | extending into year 2026, including Geely and Chery. | 2026-01-01 | 2026-12-31 | These SOPs represent new design wins translating into revenue generation, expanding Hesai's customer base and market share within the ADAS segment. | Ticker | HSAI (ticker) | HSAI_959880d6 | 2025-11-11 | earnings_transcript | ||||||||||||||
| Commencement of mass production for Chinese OEM models equipped with Hesai LiDAR that are destined for overseas markets. | mass production kicking off in year 2026. | 2026-01-01 | 2026-12-31 | This signifies Hesai's indirect expansion into international markets through its Chinese OEM partners, contributing to overseas revenue and global market presence. | Ticker | HSAI (ticker) | HSAI_a9a83508 | 2025-11-11 | earnings_transcript | ||||||||||||||
| Realization of sales growth in local currency for fiscal year 2026, driven by strong order intake in the second half of 2025. | will see the rebound in sales in '26 | 2026-01-01 | 2026-12-31 | A significant rebound in sales, particularly exceeding analyst expectations, would validate the company's turnaround strategy, improve revenue visibility, and positively impact investor sentiment and valuation. | Ticker | INRN.SW (ticker) | INRN.SW_4da9f2aa | 2026-03-12 | earnings_transcript | ||||||||||||||
| Achievement of positive momentum and improvement in EBIT margin for fiscal year 2026. | the EBIT margin should see a positive momentum | 2026-01-01 | 2026-12-31 | Improved EBIT margin would demonstrate effective cost control and leverage from increased sales, confirming the stabilization and improvement of Interroll's core business and justifying a higher valuation. | Ticker | INRN.SW (ticker) | INRN.SW_1cf43f12 | 2026-03-12 | earnings_transcript | ||||||||||||||
| The actual magnitude of the negative foreign exchange effect on reported sales and profitability for fiscal year 2026. | the '26, the FX effect will be on the high side again... a negative FX effect, a considerable negative FX effect is already given. | 2026-01-01 | 2026-12-31 | A larger-than-expected negative FX impact could significantly offset local currency growth and margin improvements, negatively affecting reported financial results and investor sentiment. | Ticker | INRN.SW (ticker) | INRN.SW_ee0404a4 | 2026-03-12 | earnings_transcript | ||||||||||||||
| Successful conclusion of listing discussions and subsequent adoption of the Sortteq product by important e-commerce players. | already in listing discussion with some of the important players on this product | 2026-03-12 | 2026-12-31 | Securing listings with key e-commerce players would significantly expand market access and sales potential for this new product, driving revenue growth and strengthening Interroll's position in the growing e-commerce sector. | Ticker | INRN.SW (ticker) | INRN.SW_358258bd | 2026-03-12 | earnings_transcript | ||||||||||||||
| Successful implementation and initial results from the new technological partnership program within the ROI (Rolling on Interroll) partner network. | we will trading this in 2026 | 2026-01-01 | 2026-12-31 | This program aims to offer a 'one-stop shop' by integrating third-party solutions, potentially expanding Interroll's solution portfolio, increasing customer stickiness, and driving new revenue streams. | Ticker | INRN.SW (ticker) | INRN.SW_665533fa | 2026-03-12 | earnings_transcript | ||||||||||||||
| Announcement and completion of new acquisitions to fill product gaps or enhance market competitiveness. | acquisition is now part of our strategy | 2026-03-12 | 2028-03-12 | Acquisitions could significantly impact Interroll's product portfolio, market share, and competitive position, potentially driving substantial growth or strategic shifts and affecting valuation. | Ticker | INRN.SW (ticker) | INRN.SW_1a30e3fe | 2026-03-12 | earnings_transcript | ||||||||||||||
| Initiation of a share buyback program. | The last resort is a share buyback program, but this is only if we cannot invest it in the company. | 2026-03-12 | 2028-03-12 | A share buyback would signal that the company has excess cash beyond its investment needs, potentially boosting EPS and returning value to shareholders, which could positively impact investor sentiment. | Ticker | INRN.SW (ticker) | INRN.SW_ba45f6af | 2026-03-12 | earnings_transcript | ||||||||||||||
| The actual impact of ongoing macroeconomic challenges and geopolitical tensions on customer investment decisions and project awards. | the macroeconomic environment remains challenging and geopolitical tension that causes issues on our customer side could affect the business performance | 2026-01-01 | 2026-12-31 | Continued uncertainty or worsening conditions could lead to customer hesitancy on large projects, negatively impacting Interroll's order intake and sales, while stabilization or improvement could unlock deferred investments. | Theme | INRN.SW (ticker) | INRN.SW_156497ed | 2026-03-12 | earnings_transcript | ||||||||||||||
| Ramp-up and deployment of Volkswagen ID. Buzz robotaxi fleets with Innoviz LiDARs in six cities in the U.S. and Europe. | this year, targeted to ramp in the second half of the year | 2026-07-01 | 2026-12-31 | This represents a significant Level 4 Start of Production (SOP) and will drive LiDAR unit sales, validating Innoviz's technology in a high-profile autonomous application. Successful deployment is bullish for revenue and market perception. | Ticker | INVZ (ticker) | INVZ_91a4e4ac | 2026-02-25 | earnings_transcript | ||||||||||||||
| Conversion of the Statement of Work (SoDW) with a top 5 automotive OEM into a series production award. | unclear yet what is -- how it will convert and when | 2026-02-27 | 2027-02-27 | This would be a significant design win, leading to substantial future LiDAR unit sales and revenue, validating Innoviz's technology for a major OEM. A successful conversion is bullish, while a lack of conversion is bearish. | Ticker | INVZ (ticker) | INVZ_ed0a68c8 | 2026-02-25 | earnings_transcript | ||||||||||||||
| Delivery of specialty film pilot programs to 20 different customers for various applications, including downhole and energy transmission. | over the next, say, quarter | 2026-07-01 | 2026-09-30 | Successful pilot deliveries are crucial for converting these programs into larger production orders, which would be a significant driver of future revenue growth for the specialty film line and the Precision Devices segment. | Ticker | KN (ticker) | KN_a7276e3f | 2026-04-23 | earnings_transcript | ||||||||||||||
| Potential securing of larger, multi-year (3-5 year) orders from defense customers. | a lot of negotiations and discussion going on about that right now | 2026-04-23 | 2026-09-30 | These long-term agreements would provide significant revenue visibility and stability for the defense segment, potentially impacting future guidance and enhancing investor confidence. | Ticker | KN (ticker) | KN_e3d5ddde | 2026-04-23 | earnings_transcript | ||||||||||||||
| Realization of further improvement in Precision Devices gross margins, driven by increased capacity utilization in the specialty film line and other product lines. | second half of 2026 | 2026-07-01 | 2026-12-31 | This improvement, potentially 100 basis points for the full year and 200-250 basis points better than Q1 in the PD segment, would significantly boost overall profitability and investor sentiment. | Ticker | KN (ticker) | KN_ab773319 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Launch of a new digital current sensor, produced from a local China wafer fab, following final qualification at the customer and Melexis. | second half of this year after summer | 2026-09-01 | 2026-12-31 | This event signifies a concrete execution of Melexis's China localization strategy, potentially enhancing market share with Chinese customers and improving supply chain resilience, which is a key bull point for the company. | Ticker | MELE.BR (ticker) | MELE.BR_454fc089 | 2026-07-29 | earnings_transcript | ||||||||||||||
| The automotive market is seeing a continued shift towards hybrid vehicle adoption, with Western OEMs restarting combustion engine R&D and new platforms. | medium term | 2026-02-04 | 2027-02-04 | This trend is seen as positive for Melexis, as hybrid vehicles offer content opportunities in both electric and combustion engines, potentially increasing content per vehicle and driving long-term growth. | Theme | MELE.BR (ticker) | MELE.BR_c041cf8b | 2026-02-04 | earnings_transcript | ||||||||||||||
| Melexis' customers are transitioning to new, more modern versions of Melexis' driver and ASIC products. | will happen in Q2, Q3 | 2026-04-01 | 2026-09-30 | This transition is expected to drive stronger orders in H2 2026 as customers reduce inventory of older versions and then order new ones, contributing to the anticipated sales growth. | Ticker | MELE.BR (ticker) | MELE.BR_40a3cd1d | 2026-02-04 | earnings_transcript | ||||||||||||||
| Melexis expects sales growth in the second half of 2026, following a similar dynamic to 2025. | second half of '26 | 2026-07-01 | 2026-12-31 | Achieving this growth would positively impact revenue and investor sentiment, confirming the recovery phase. Failure to achieve it could negatively impact guidance and valuation. | Ticker | MELE.BR (ticker) | MELE.BR_924910e1 | 2026-02-04 | earnings_transcript | ||||||||||||||
| Implementation of a second round of price increases to offset rising input costs. | We are implementing a second round of price increases | 2026-08-10 | 2026-09-30 | This action is crucial for offsetting increasing raw material and external manufacturing costs, supporting the company's gross margin targets and overall profitability. | Ticker | ON (ticker) | ON_872d424a | 2026-08-03 | earnings_transcript | ||||||||||||||
| Recognition of the majority of Ouster's expected total royalty revenue for 2026, which is projected to be less than $5 million. | For 2026, total royalty revenue is expected to be less than $5 million, with the majority of that amount expected to be recognized in the back half of the year. | 2026-07-01 | 2026-12-31 | This represents a significant reduction in royalty revenue compared to 2025, highlighting the need for strong product revenue growth to offset this decline and maintain overall revenue trajectory. | Ticker | OUST (ticker) | OUST_9081abcb | 2026-03-02 | earnings_transcript | ||||||||||||||
| StereoLabs' revenue performance, with approximately 60% of its 2026 revenue historically occurring in the second half of the year. | seasonally stronger in the second half of the year with approximately 60% of the revenue occurring during this period. | 2026-07-01 | 2026-12-31 | Strong performance from StereoLabs in H2 2026 is crucial for the combined company's overall revenue growth and margin profile, validating the acquisition's accretive nature. | Ticker | OUST (ticker) | OUST_c2a00861 | 2026-03-02 | earnings_transcript | ||||||||||||||
| Realization of expected 17% growth in Plug-in Hybrid Electric Vehicle (PHEV) and Extended Range Electric Vehicle (EREV) production, leading to meaningful outgrowth for Sensata's Automotive segment. | In 2026 | 2026-01-01 | 2026-12-31 | As Sensata has approximately double the content per vehicle on EVs/PHEVs compared to ICE, strong growth in these vehicle types is a key driver for Automotive segment revenue outgrowth, regardless of overall flat automotive production. | Ticker | ST (ticker) | ST_4d97290f | 2026-02-20 | earnings_transcript | ||||||||||||||
| Sensata's ability to capitalize on the 'super cycle' in defense spending and the double-digit CAGR growth in the Unmanned Aerial Vehicle (UAV) market. | super cycle that is developing across both commercial aviation and defense | 2026-01-01 | 2028-12-31 | Successful penetration and growth in these areas would significantly boost revenue for the Aerospace, Defense and Commercial Equipment segment, leveraging existing products in high-margin applications. | Ticker | ST (ticker) | ST_03366b05 | 2026-02-20 | earnings_transcript | ||||||||||||||
| Modest recovery in North America On-Road truck production. | similar decreases through the first half of 2026, followed by modest recovery in the second half | 2026-07-01 | 2026-12-31 | This recovery is expected to be margin accretive and will contribute to revenue growth in the Aerospace, Defense and Commercial Equipment segment, enhancing overall profitability. | Ticker | ST (ticker) | ST_72c198d8 | 2026-02-20 | earnings_transcript | ||||||||||||||
| Achievement of adjusted operating margins of 19% or better in Q2 2026, followed by sequential expansion in subsequent quarters. | normalize to 19% or better in the second quarter and then expand each quarter thereafter | 2026-04-01 | 2026-12-31 | Meeting these margin targets would demonstrate continued operational excellence and contribute directly to increased profitability, reinforcing investor confidence in the company's transformation journey. | Ticker | ST (ticker) | ST_b7420420 | 2026-02-20 | earnings_transcript | ||||||||||||||
| Progress and updates on Sensata's dedicated initiative to expand its share and deliver growth in the data center market, including new design wins and product development (e.g., flow sensors). | as the year progresses | 2026-01-01 | 2026-12-31 | Successful execution could establish a significant new growth vector for the Industrial segment, contributing to revenue and potentially higher margins, positively impacting valuation and investor sentiment. | Ticker | ST (ticker) | ST_c8583598 | 2026-02-20 | earnings_transcript | ||||||||||||||
| Reporting of approximately $3.05 adjusted EPS for fiscal Q4 2026. | fourth quarter | 2026-07-01 | 2026-09-30 | This demonstrates continued profitability and operational efficiency, contributing to the overall strong fiscal year performance. | Ticker | TEL (ticker) | TEL_fd3924ab | 2026-07-22 | earnings_transcript | ||||||||||||||
| ON Semiconductor Analyst Day in New York. | September 16 | 2026-09-16 | 2026-09-16 | This event provides a platform for management to detail strategic initiatives, updated market opportunities, and financial outlook, which can significantly influence investor perception and valuation. | Ticker | ON (ticker) | ON_8f8e8cd8 | 2026-08-03 | earnings_transcript | ||||||||||||||
| Q3 2026 earnings season for key sensing and perception component suppliers, providing updates on demand, backlog, and outlook. | October - November 2026 | 2026-10-01 | 2026-11-30 | Earnings reports provide crucial, near-term updates on key metrics such as book-to-bill ratios, backlog growth, and new design wins, which signal healthy demand, mix, and pricing for sensor and component suppliers. Strong results and positive guidance would indicate continued acceleration and revenue inflection for the theme. | Theme | theme_composer | ADI, APTV, CGNX, ALGM, OUST, INVZ, HSAI, INDI, MELE.BR, ST, RAL, KN, APH, STM, ON | 15 | 6.5127 | 1.18 | 1.0 | 1.0 | 768.4965 | 2026-07-30 | False | 1 | 2.9127 | 343.6973 | Theme composer | ||||
| Start of production and loading of the Sanan silicon carbide manufacturing facility in China. | starting the end of 2026 | 2026-10-01 | 2026-12-31 | This marks a significant step in STMicroelectronics' China for China supply chain strategy and expands its silicon carbide production capacity, supporting future revenue growth in the automotive and industrial sectors. | Ticker | STM (ticker) | STM_7998986f | 2026-04-23 | earnings_transcript | ||||||||||||||
| Realization of approximately EUR 30 million in annualized savings from the Simplify program. | By year-end '26 | 2026-10-01 | 2026-12-31 | This milestone demonstrates progress in improving operational efficiency and profitability, directly supporting future margin expansion and strengthening the company's competitive position. | Ticker | AMS.SW (ticker) | AMS.SW_22023518 | 2026-08-04 | earnings_transcript | ||||||||||||||
| Start of mass production for Hesai's Infinity IB LiDAR solution (ETX and multiple FTX units) for a new L3 program with a top-three domestic new energy vehicle automaker. | mass production is slated for late 2026 or early 2027. | 2026-10-01 | 2027-03-31 | This represents a significant design win for Hesai's high-end multi-LiDAR solution, driving higher LiDAR content per vehicle ($500-$1,000) and expanding their ADAS business, positively impacting revenue and market share. | Ticker | HSAI (ticker) | HSAI_3a363be0 | 2025-11-11 | earnings_transcript | ||||||||||||||
| Receipt of required Chinese regulatory approvals (Shenzhen Stock Exchange and CSRC) and closing of the sale of Wuxi indie Micro to United Faith Auto-Engineering (UFA) for approximately $135M. | by the late 2026 time line we previously communicated (late 2026) | 2026-10-01 | 2026-12-31 | Closing would deliver ~ $135M cash proceeds, accelerate margin expansion by removing a lower-margin business and materially improve liquidity and runway; a regulatory delay or rejection would keep the lower-margin business on the books, weaken margin improvement expectations and pressure investor sentiment and guidance. | Ticker | INDI (ticker) | INDI_87d7f36c | 2026-02-19 | earnings_transcript | ||||||||||||||
| Completion of the acquisition of Astrodyne TDI. | by the end of this calendar year | 2026-10-01 | 2026-12-31 | This bolt-on acquisition broadens TE Connectivity's portfolio of power and filter products, is expected to be accretive to growth rates and margins for both TE and the Industrial segment, and expands TAM in custom power solutions for semiconductor equipment, defense, and medical markets. | Ticker | TEL (ticker) | TEL_555b7111 | 2026-07-22 | earnings_transcript | ||||||||||||||
| Melexis shares will start trading ex-coupon for the interim dividend of EUR 1.3 gross per share. | October 13, 2026, opening of the market | 2026-10-13 | 2026-10-13 | This is a direct financial event for shareholders, impacting the stock price around the ex-dividend date and reflecting the company's capital allocation policy. | Ticker | MELE.BR (ticker) | MELE.BR_568080da | 2026-07-29 | earnings_transcript | ||||||||||||||
| STMicroelectronics' ability to achieve 'well above $1 billion' in AI data center revenue for 2027. | well above $1 billion for 2027 | 2027-01-01 | 2027-12-31 | Achieving or exceeding this target, especially by successfully ramping capacity to meet unconstrained demand, would strongly validate the company's AI strategy and significantly boost revenue, valuation, and investor sentiment. | Ticker | STM (ticker) | STM_a555c4a7 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Meaningful industry relief from packaged-substrate and back-end/test capacity constraints as suppliers expand capacity (industry-level easing of substrate/back-end bottlenecks). | we expect the broader supply environment to remain constrained ... but suppliers' capacity investments likely beginning to take effect in 2027 | 2027-01-01 | 2027-12-31 | Easing of substrate/back-end constraints would enable indie (and peers) to fulfill planned radar/vision ramps and recover deferred revenue (past ~$5M impact), supporting revenue and margin upside; continued tightness would cap shipments, perpetuate quarterly shortfalls and keep margin pressure intact. | Theme | INDI (ticker) | INDI_7f0b2ff3 | 2026-02-19 | earnings_transcript | ||||||||||||||
| Start of Production (SOP) for various Level 3 automotive programs featuring Innoviz LiDAR. | SOPs in 2027 and beyond | 2027-01-01 | 2027-12-31 | These SOPs represent the beginning of revenue generation from these programs, impacting future revenue trajectory and validating Innoviz's technology for Level 3 applications. | Ticker | INVZ (ticker) | INVZ_cf3b89f3 | 2025-11-12 | earnings_transcript | ||||||||||||||
| Achievement of Level 3 Start of Production (SOPs) with Mobileye Chauffeur and Audi programs. | expected in 2027 | 2027-01-01 | 2027-12-31 | These SOPs will contribute to future LiDAR unit sales and revenue, demonstrating Innoviz's continued success in Level 3 automotive applications and expanding its market footprint. | Ticker | INVZ (ticker) | INVZ_683da40f | 2026-02-25 | earnings_transcript | ||||||||||||||
| Knowles will begin shipping on a $15 million-plus order for a radar application. | starting in 2027 | 2027-01-01 | 2027-03-31 | This order provides significant long-term revenue visibility and underscores strong demand in the defense market, supporting future organic growth for Knowles. | Ticker | KN (ticker) | KN_f5dcf974 | 2026-07-23 | earnings_transcript | ||||||||||||||
| Knowles plans to host an Investor Day to provide more details on new growth platforms. | sometime in the first half of next year | 2027-01-01 | 2027-06-30 | This event is expected to unveil detailed plans for future growth drivers such as energy, Micro Solutions Group, inductors, and downhole applications, potentially boosting investor confidence and valuation. | Ticker | KN (ticker) | KN_dc866f28 | 2026-07-23 | earnings_transcript | ||||||||||||||
| OEMs are expected to launch a significant number of new automotive platforms in 2027. | '27 will be different. And in '27, they forecast a lot of new platform | 2027-01-01 | 2027-12-31 | New platforms are typically more electronic-rich, offering increased content opportunities for Melexis' products, which could drive significant revenue growth in the longer term. | Theme | MELE.BR (ticker) | MELE.BR_c5a535a1 | 2026-02-04 | earnings_transcript | ||||||||||||||
| Novanta expects to complete the closure of two additional manufacturing facilities as part of its current restructuring program. | by the end of the first quarter of 2027 | 2027-01-01 | 2027-03-31 | These strategic manufacturing moves are anticipated to enhance scale, strengthen systems, deepen talent, establish full in-region for-region capability, reduce sensitivity to trade disruptions, and sustainably expand gross margin, profit margins, and cash flows. | Ticker | NOVT (ticker) | NOVT_2760a2ae | 2026-08-05 | earnings_transcript | ||||||||||||||
| Shipments expected to begin for pressure and temperature sensors to an OEM for data center coolant distribution units, following a hyperscaler specification. | first quarter of 2027 | 2027-01-01 | 2027-03-31 | This marks the commercialization of a significant design win in the high-growth data center market, providing a concrete revenue stream and validating Sensata's strategy in this area. | Ticker | ST (ticker) | ST_a90c0850 | 2026-07-29 | earnings_transcript | ||||||||||||||
| Realization of full benefits from the Agrate 300mm fab and the transition to 8-inch silicon carbide production as part of the manufacturing reshaping program. | end of '27 and entering in '28 | 2027-10-01 | 2028-12-31 | These programs are crucial for long-term capacity expansion, manufacturing efficiency, and gross margin improvement, significantly impacting the company's competitive position and profitability. | Ticker | STM (ticker) | STM_07615dd3 | 2026-04-23 | earnings_transcript | ||||||||||||||
| Start of Production (SOP) for the top European passenger OEM's Level 3 vehicles, for which Aeva is the exclusive LiDAR supplier. | target SOP in 2028 | 2028-01-01 | 2028-12-31 | This represents Aeva's first major passenger vehicle production program, signifying a substantial long-term revenue opportunity and validation of their FMCW technology. | Ticker | AEVA (ticker) | AEVA_4c656df6 | 2026-02-26 | earnings_transcript | ||||||||||||||
| A significant shift in the composition of Ouster's defense sector revenue, moving from research and development to large-scale deployment of fully autonomous systems on the battlefield. | a number of more years / couple more years for sure | 2028-01-01 | 2029-12-31 | This would represent a major new, long-term revenue stream and market expansion for Ouster, validating its investment in defense certifications and advanced autonomous capabilities. | Ticker | OUST (ticker) | OUST_953edb1b | 2026-03-02 | earnings_transcript | ||||||||||||||
| Humanoid robotics reaching a market scale that significantly impacts Ouster's top-line revenue, moving beyond pioneering research to widespread commercial deployment. | a little longer / couple more years for sure | 2028-01-01 | 2029-12-31 | This would open up a substantial new market opportunity for Ouster's combined lidar and camera sensing systems, validating its strategic investment in this emerging field. | Ticker | OUST (ticker) | OUST_b360ffa2 | 2026-03-02 | earnings_transcript |
NotesEarnings Overview
| Date | Type | Comment | Detail | Sentiment | Tickers |
|---|---|---|---|---|---|
| 2025-09-06 | Earnings Summary | The Humanoid '25 Sensing & Perception group delivered a mixed but broadly positive Q2 (July–Aug 2025). Ouster (+30% rev, record shipments, strong margins) and Amphenol (+57% rev, AI/datacom strength) were clear standouts, while Cognex surprised with margin recovery and free cash flow. Bentley Systems posted steady ARR but flagged seasonality and China headwinds, weighing sentiment. Overall, stocks in the group traded higher on AI, datacom, and industrial demand, but software-heavy names underperformed on guidance caution. Outperformers: Ouster, Amphenol, Cognex (execution, AI/industrial tailwinds). Underperformers: Bentley (seasonality/China drag), with auto/consumer-exposed suppliers lagging on cyclical softness. | Earnings Overview | mixed | |
| 2026-07-30 | Theme Refresh Synthesis | The Humanoid '25: Sensing & Perception theme is accelerating, driven by VLA models and NVIDIA's ecosystem. Ouster's new Rev8 native color lidar and Stereolabs integration significantly advance AI perception for robotics. Key suppliers like ADI, Allegro, Melexis, Aeva, Innoviz, indie, and Cognex are expanding their advanced sensing, vision, and connectivity solutions, directly enabling more intelligent and dexterous humanoid robot interaction and broader adoption across diverse applications. | Earnings Summary | Positive | OUST, ADI, ALGM, MELE.BR, AEVA, INVZ, INDI, CGNX, HSAI, TEL, KN, APH, AMS.SW, APTV |
Constituents
- APHT2— Amphenol Corporation
- STMT2— STMicroelectronics N.V.
- 2382.HKT3— Sunny Optical Technology (Group) Company Limited
- 2498.HKT3— Robosense Technology Co., Ltd
- 3019.TWT3— Asia Optical Co., Inc.
- 3059.TWT3— Altek Corporation
- ADIT3— Analog Devices, Inc.
- AEVAT3— Aeva Technologies, Inc.
- ALGMT3— Allegro MicroSystems, Inc.
- AMS.SWT3— ams-OSRAM AG
- AMS2.VIT3— AMS OSRAM AG
- APTVT3— Aptiv PLC
- BSYT3— Bentley Systems, Incorporated
- CGNXT3— Cognex Corporation
- HSAIT3— Hesai Group
- INDIT3— indie Semiconductor, Inc.
- INRN.SWT3— Interroll Holding AG
- INVZT3— Innoviz Technologies Ltd.
- KNT3— Knowles Corporation
- LINKT3— Interlink Electronics, Inc.
- MELE.BRT3— Melexis N.V.
- NOVTT3— Novanta Inc.
- ONT3— ON Semiconductor Corporation
- OUSTT3— Ouster, Inc.
- RALT3— Ralliant Corp
- SENS.SWT3— Sensirion Holding AG
- STT3— Sensata Technologies Holding plc
- TELT3— TE Connectivity plc
- VPGT3— Vishay Precision Group, Inc.
- RSW.LSET3· no notes yet