Luminar Technologies plunges 20% as revenue declines, guidance cut

Published 12/08/2025, 21:42
Luminar Technologies plunges 20% as revenue declines, guidance cut

Investing.com -- Luminar Technologies (NASDAQ:LAZR) shares plummeted 20% after the automotive technology company reported disappointing second-quarter results and significantly lowered its full-year guidance, citing slower vehicle production ramps and the winding down of non-core businesses.

The lidar sensor maker posted second-quarter revenue of $15.63 million, down 5% YoY and 17% from the previous quarter. The company reported a non-GAAP net loss of $73.1 million, or -$1.49 per share, with a non-GAAP gross loss of $10.8 million. Luminar ended the quarter with $107.6 million in cash and marketable securities.

"We took decisive steps this quarter to deliver on our customer commitments, advance Halo as the foundation of our future, and sharpen our focus on near-term revenue and profit opportunities beyond automotive in commercial markets," said Paul Ricci, CEO of Luminar.

The company substantially reduced its 2025 outlook, now expecting to ship 20,000 to 23,000 sensors, down from its previous forecast of 30,000 to 33,000. Full-year revenue guidance was cut to $67-74 million from the previously implied range of $82-90 million, reflecting lower shipment expectations and the discontinuation of a high-margin data contract.

For the third quarter, Luminar projects revenue between $17-19 million, suggesting a modest sequential improvement.

The company outlined several upcoming business milestones, including an ASIC tape-out for its Halo product by year-end, a high-volume production line in Thailand by the fourth quarter, and Halo B-sample delivery by the second quarter of 2026.

Despite the revenue challenges, Luminar maintained its guidance for non-GAAP quarterly operating expenses to reach the low $30 million range by year-end as it streamlines operations and exits non-core areas, including its insurance initiative.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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