Innoviz Technologies Ltd. introduced its InnovizTwo Ultra Long‑Range (ULR) LiDAR, a Class 1 eye‑safe sensor that extends the existing InnovizTwo platform to a maximum detection range of 1 kilometer. The ULR variant retains the same production tools and processes as the standard InnovizTwo, enabling a smooth ramp‑up for customers. It delivers a 120° × 24° field of view, ±5° digitally controlled panning, Power‑over‑Ethernet connectivity, and a point‑cloud resolution of up to 667 points per square degree.
The 1‑km range positions Innoviz to serve infrastructure‑scale Physical AI markets such as border security, airport runways, heavy‑truck sensing, and large‑area industrial automation. By leveraging its 905 nm Time‑of‑Flight architecture, the company maintains automotive‑grade reliability and cost advantages while targeting higher‑margin, shorter‑cycle sales outside the automotive sector, in line with its InnovizSMART strategy.
Financially, Innoviz’s Q4 2025 results fell short of revenue expectations, but the company reported a full‑year 2025 revenue increase of more than 100 % to $55.1 million and a gross margin improvement from a negative 5 % in 2024 to 23 %. Management guided 2026 revenue to $67–$73 million, signaling confidence in continued growth across its expanded product lines.
CEO Omer Keilaf said, "Physical AI systems require precise, real‑time 3D understanding of the world, not probabilistic inference alone. The combination of kilometer‑scale range, extremely high‑resolution 3D sensing, and the durability of an automotive‑grade LiDAR gives operators across a wide range of industries a tool that performs reliably in harsh conditions, day or night."
Innoviz’s strategic partnerships with automotive OEMs such as Volkswagen, BMW, and Daimler Truck, along with a high‑volume production agreement with Fabrinet, provide a robust supply chain foundation for the ULR launch. The product’s compatibility with existing InnovizTwo units also facilitates cross‑sell opportunities to current customers in the automotive and industrial sectors.
The ULR launch marks a significant milestone in Innoviz’s Physical AI trajectory, broadening its addressable market and reinforcing its position as a Tier‑1 supplier capable of delivering high‑performance, cost‑effective LiDAR solutions across multiple verticals.
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