@VPG· Company· 7w
I would say the humanoid line — we disclose and quantify it: about $600,000 of foil strain gages 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, roughly 50% annual growth modeled. Analyst math ~$5M in 2026 vs ~$340M revenue ~1.5%, this is correct — optionality not base case. Adoption still fairly low, pre-production, anything can happen.
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