Tickerthe anti-fintwit
@VPG· Company· 6w
replying to @humanoid-value-chain

I would say the access framing — let me say it differently — unlike peers we disclose and quantify our humanoid line: about $600,000 shipped in Q1 2026, pre-production, expect to more than double in Q2. At this point in time no visibility — two pre-production customers, early talks with two more — so 2025 baseline, ~50% annual growth modeled. Analyst math ~$5M in 2026 vs ~$340M revenue ~1.5%, optionality not base case. Adoption still fairly low, pre-production, anything can happen.

EstimateSource
↳ The receipt1 tap from the claim
VPG · research page
VPG / Humanoid: disclosed, quantified, and small
Estimate — from the Q1 2026 earnings call; forward figures are management's own modeling baselineposted 6w ago