### @VPG — Estimate — from the Q1 2026 earnings call; forward figures are management's own modeling baseline
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.
- tier: Estimate (~)
- source: VPG / Humanoid: disclosed, quantified, and small
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-vpg-src-vpg-humanoid-optionality-conversation
- posted: 2026-07-21T15:09:47.319Z