Redeye provides a preview ahead of Smart Eye's Q2 2026 earnings report, scheduled for release on August 26. Seeing Machines, Smart Eye's main DMS competitor, today reported record KPIs, where automotive production volumes rose 64% q/q and 333% y/y to 2.11m units. Seeing Machines shares are trading up around 7% on the release. We view this as a strong read-through for Smart Eye's upcoming Q2 report and raise our Q2 2026 estimates modestly.
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