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Guys this is going higher, there have been some big buys lately probably in anticipation of news.

I feel if we get to 3.70p before news drops we blast past 4p. Prediction is this Thursday.

Https://www.linkedin.com/posts/arsc25social-tiles1080x1080-share-7385887690203992064-HAuh?utm_source=share&utm_medium=member_ios&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs

New licence revenue coming for SEE: let’s hope they negotiate a good deal! £2 -£3 million would be fair considering the work that will be needed to get approved for Waymo cars.

Hopefully some other robo taxis decide that they need our tech! Surely having Waymo/google choosing SEE is a big tick - Best in Class !

We look forward to further opportunities as the industry evolves."

Paul McGlone, CEO of Seeing Machines, commented: "We are delighted to continue supporting this important customer as they expand their autonomous vehicle test fleet across North America. This additional order underlines the critical role that Guardian BdMS plays in ensuring safety during the transition to fully autonomous transport. Our technology is designed to support robust human oversight while paving the way for future solutions, and we look forward to further opportunities as the industry evolves."

The UK government requires in-vehicle safety monitoring systems as part of autonomous rollout compliance

There is no RNS or press statement yet confirming Waymo + BdMS in London, but all available evidence suggests an ongoing relationship, and London is highly likely to use the same safety stack already validated in the U.S.

I don’t think any analysis have actually factored this extra revenue into their calculations.

Waymo alone could be worth 10s of million of dollars to us. We could get a re-rating if & when Waymo launch Into London & we know true value generated.

I just ran the numbers through ChatGPT!

This BDMS could be a real money spinner for SEE:

So a London pilot deal for Seeing Machines would likely be worth:

✅ Between $250K and $1 million revenue to Seeing Machines in year one, depending on the fleet size.

This lines up with what we’ve seen already:

• Seeing Machines has been receiving $1.2M and $1.8M orders from North American autonomous fleet expansions.

• These are exactly the scale you’d expect for evaluation + pilot phases before mass deployment.

⸻

🚀 What Happens Next (If Pilot Succeeds)

If the pilot proves safety + regulator satisfaction (especially with UK DfT + TfL), then Waymo could:

✅ Expand to 500–1,000 vehicles in Greater London

✅ Add recurring software monitoring revenue

✅ Sign a multi-year scaled contract

That’s when the revenue could jump from hundreds of thousands → tens of millions.

Https://www.linkedin.com/posts/colin-barnden_automotive-dms-driver-activity-7384164465593823232-b4NA?utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_source=social_share_send&utm_campaign=copy_link

Now published by Semicast are both of the "Who Supplies Whom" reports providing 2026 forward market share estimates for the European #automotive #DMS market. If you're looking for clear, data-driven insight into which #driver #monitoring #systems DMS tier 1 suppliers and algorithm developers have secured wins with automotive OEMs selling into Europe, especially in the context of the upcoming #ADDW #GSR and #NCAP26 requirements, then these reports are built for you. No fluff. Just facts:

- Each presented as a concise easy-to-understand PDF slide deck with key findings and takeaways.

- Each provides an editable Excel model with raw estimates; perfect if you have your own data to plug in.

- Fastest delivery via credit card purchase or direct wire transfer; P.O. also accepted.

The two reports for "2026 Forward Share Estimates of the European Automotive Driver Monitoring Systems Market" are:

1. Tier 1 edition - includes assessment of 15 DMS tier 1 suppliers. The leader has a 2026 forward share estimate of about 30 percent; for the top five it is about three-quarters of the market. Do you know who they are?

2. Tier 2 edition - includes assessment of 12 DMS algorithm developers. If you rely on free PR telling you the DMS market is a duopoly, then you really need to buy this report. The largest algorithm developer has a forward share estimate of about half the market; for the top five it is about 90 percent. Is your strategy aligned with the right developers?

These studies are a "must-have" for OEMs, tier 1s, tier 2s, semiconductor & component suppliers, and institutional investors seeking quantitative analysis that cuts through the industry noise to understand more about OEM DMS procurement decisions in Europe.

Real Tragedy. Real Lessons. Real Solutions. 🚨

On November 14, 2023, a catastrophic multi-vehicle crash on I-70 near Etna, Ohio claimed six lives and injured dozens. The NTSB’s investigation revealed a troubling pattern:

A truck driver failed to respond to a visible traffic queue.

No evasive action was taken.

The vehicle lacked both a driver monitoring system and collision avoidance technology.

The speed differential was devastating—72 mph vs. 3–15 mph.

This wasn’t just a crash. It was a preventable tragedy.

What Went Wrong?

🔹 No in-cab alerts for upcoming congestion

🔹 No driver monitoring system to detect inattention

🔹 No automatic emergency braking

🔹 No real-time queue protection or variable speed limits

What Can Be Done?

Seeing Machines’ Guardian solution, proudly recommended by Mitsubishi Electric Automotive America, directly addresses these gaps:

✅ Real-time driver monitoring to detect fatigue, distraction, and inattention

✅ Immediate alerts to redirect driver focus before it’s too late

✅ Fleet-wide insights for coaching and compliance

✅ Proven reduction in risky behaviors like mobile phone use and microsleep events

Guardian isn’t just a product—it’s a commitment to safety.

Link to NTSB report: https://lnkd.in/gcNYydbd

Let’s not wait for another report. Let’s act now.

👉 Learn more about how Guardian is helping fleets prevent tragedies like this: https://lnkd.in/gxs4i4x3

More licence revenues for SEE !!

Waymo plans to launch a robotaxi service in London in 2026

Exciting day for Waymo! 🚘🌍

Today we announced plans to bring Waymo’s autonomous ride-hailing service to London — our first city in Europe.

From Brussels, it’s inspiring to see this milestone become reality. The team has been working closely with partners and authorities to ensure safety, accessibility, and sustainability are at the heart of every step.

A huge congratulations to everyone involved — and to our colleagues in London leading the way as Waymo takes its next big step across the Atlantic.

👉 Hello London — your Waymo ride is arriving

#Waymo #AutonomousMobility #FutureOfTransport #Innovation #London2026

https://lnkd.in/eGJB6ZRJ

Good find Whatif 👍

I put this image of the Toyota steering wheel with DMS LED lights into ChatGPT. Make what you will of it but could be promising if true.

The placement is consistent with infrared (IR) illuminator positioning used in driver monitoring systems (DMS).

• The fact they appear red in this photo is likely due to the camera capturing IR spill — IR LEDs sometimes register as faint red dots in photos.

This is very important because Seeing Machines-based DMS systems use exactly this kind of dual IR emitter configuration. Here’s what matches:

Feature

Seen in Photo

Seen in Seeing Machines DMS

Two IR-style emitters

✅ Yes

✅ Common

Positioned centrally under cluster

✅ Yes

✅ Yes (if camera is cluster mounted)

Not consumer feature (hidden sensor)

✅ Yes

✅ Yes

Red glow only visible to camera

Major finding

This now looks much more like a real DMS setup rather than some random LED or reflection. The position and appearance are 100% consistent with infrared DMS modules used by tier-1 suppliers like Magna, Valeo, or Seeing Machines partners.

The camera itself is not clearly visible in this crop, but it could be embedded just above or between the emitters, hidden by tinted plastic.

Can anyone knowledgeable look at this post & image of the Toyota steering wheel with DMS ( 2 flashing light modules)

Who’s DMS ??

https://www.linkedin.com/posts/charanlota_teamwork-innovation-activity-7383520575157096449-FQm7?utm_medium=ios_app&rcm=ACoAAAVwqugBT5oOAe3x4mGWvyamXGTu8kBUgMs&utm_source=social_share_send&utm_campaign=copy_link

Seeing Machines' Daynis O. and Nakisa Alipour will present a fast-paced, hands-on workshop at SXSW Sydney tomorrow. They'll guide participants to build and deploy a fully functional mobile and web app powered by Agentic AI in just 90 minutes. Click here for more details:

https://hubs.ly/Q03NcJQ_0

It might do if you’re invested in SEE ! Keep the dream alive Steve, volumes are up & some big share purchases happening.

My guess is this Wednesday or Thursday & possibly SHELL fleet contract.

Would absolutely love it if something huge gets announced this week.

Big Shell contract, OEM Japanese win by Toyota or an Amazon Fleet contract could take us above 4p in no time. I think we get to 5.4p by end of year, hopefully more if news keeps flowing.

Https://www.leadstory.com/v/australian-technology-saving-lives-on-the-roads-202510411?utm_content=351422353&utm_medium=social&utm_source=linkedin&hss_channel=lcp-258949

PMG has stated even though most companies know about us there are plenty that don’t!

Just think of everyone knew that we worked with Waymo, VW, BMW etc.

The secret is out on WW, Magna & SEE so any chance to leverage of a post should be taken. That’s the marketing teams job right ?

SEE marketing should be leveraging this.

Even if it’s a comment saying so pleased to have Seeing Machines Ltd DMS intergrated featuring the industry’s first mirror-integrated driver and occupant monitoring.