The earnings call highlighted Luminar's technical achievements, cost-saving initiatives, and strategic shift towards commercial markets. However, the call also revealed significant revenue declines, production challenges, and revised financial guidance, indicating substantial hurdles ahead.

Company Guidance -

Q3 2025

During the Luminar Second Quarter Financial Update Call for Fiscal Year 2025, several key metrics were discussed to guide the company's future. Revenue for Q2 was reported at $15.6 million, showing a 17% sequential decline and a 5% year-over-year decrease. The company revised its 2025 revenue guidance down to $67 million to $74 million, primarily due to a reduction in production volume estimates and strategic exits from noncore business areas, such as data contracts. Luminar achieved a major technical milestone with an OEM, showcasing its ability to detect objects as small as 8 centimeters at over 175 meters, which is crucial for production readiness. The company plans to reduce operating expenses by nearly $23 million annually by 2026 and expects to close the fiscal year with $80 million to $100 million in cash and marketable securities. Additionally, Luminar aims to lower the outstanding balance of its 2026 convertible notes to below $100 million by year-end, having already reduced them by $440 million since August of the previous year.

Technical Milestone Achieved

In Q2, Luminar achieved a major technical milestone with a key OEM, successfully demonstrating the ability to detect objects as small as 8 centimeters at distances over 175 meters, which is considered an industry best.

Cost Reduction Initiatives

Luminar is exiting non-core initiatives like data and insurance businesses, expecting to reduce operating expenses by nearly $23 million in annual savings by 2026.

Strengthened Balance Sheet

Reduced the face value of 2026 convertible notes by approximately $440 million since August last year, and secured a $200 million convertible preferred facility.

Diversification into Commercial Markets

Luminar is placing a sharper focus on near-term revenue opportunities in markets like trucking, security, and defense, where they see attractive unit economics and technological advantages.

Luminar Technologies (LAZR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LAZR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.98 / -	-2.4	―	―	―
Aug 12, 2025	2025 (Q2)	-1.18 / -1.49	-2.7	44.81% (+1.21)
May 14, 2025	2025 (Q1)	-1.71 / -1.50	-2.85	47.37% (+1.35)
Mar 20, 2025	2024 (Q4)	-2.16 / -1.42	-3	52.67% (+1.58)
Nov 11, 2024	2024 (Q3)	-2.28 / -2.40	-3.15	23.81% (+0.75)
Aug 06, 2024	2024 (Q2)	-2.60 / -2.70	-3.15	14.29% (+0.45)
May 07, 2024	2024 (Q1)	-2.84 / -2.85	-3.6	20.83% (+0.75)	―
Feb 27, 2024	2023 (Q4)	-2.82 / -3.00	-3.9	23.08% (+0.90)	―
Nov 08, 2023	2023 (Q3)	-2.92 / -3.15	-2.7	-16.67% (-0.45)	―
Aug 08, 2023	2023 (Q2)	-3.44 / -3.15	-2.7	-16.67% (-0.45)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LAZR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 12, 2025	$3.01	$2.54	-15.61%
May 14, 2025	$4.76	$3.96	-16.81%
Mar 20, 2025	$6.28	$8.35	+32.96%
Nov 11, 2024	$15.30	$16.95	+10.78%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Luminar Technologies (LAZR) report earnings?

Luminar Technologies (LAZR) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Luminar Technologies (LAZR) earnings time?

Luminar Technologies (LAZR) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LAZR EPS forecast?

LAZR EPS forecast for the fiscal quarter 2025 (Q3) is -0.98.

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