US$3.8m Order for Guardian BdMS

12 May 2026

Seeing Machines Limited ("Seeing Machines" or the "Company")

Global Autonomous Driving Leader Expands Use of Guardian BdMS with US$3.8m order

Seeing Machines Limited (AIM: SEE, "Seeing Machines" or the "Company"), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, has received a US$3.8 million Purchase Order for its Guardian Backup-driver Monitoring System ("BdMS") from a leading North American autonomous driving company.

The order builds on an established relationship and reflects continued expansion of the customer's test fleet beyond the United States, signalling accelerating global development across the autonomous ride-hailing sector.

Established in January 2026, Seeing Machines' Future Mobility Group is dedicated to supporting the safe progression of autonomous transport. While autonomy continues to gain traction, safety remains paramount, with most deployments still requiring a backup driver. Guardian BdMS plays a critical role in this transition, delivering robust human oversight and assurance for autonomous fleets. This unique approach leverages Seeing Machines' proven driver and occupant monitoring expertise alongside advanced supervision capability tailored to autonomous operations.

Paul McGlone, CEO of Seeing Machines, commented: "This follow-on order from an existing customer reinforces the strength of our position as a trusted partner to leading autonomous driving programs. As autonomy advances, our technology ensures consistent, reliable human oversight supporting safer deployment today while enabling the industry's transition to full autonomy. Encouragingly, this order reflects increasing momentum in Aftermarket, with Q4 FY2026 Guardian revenue for the quarter-to-date now exceeding total revenue delivered in Q3 FY2026."

This announcement contains inside information under the UK Market Abuse Regulation. The person responsible for arranging for the release of this announcement on behalf of the Company is Paul McGlone, CEO.

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About Seeing Machines (AIM: SEE), a global company founded in 2000 and headquartered in Australia, is an industry leader in vision-based monitoring technology that enable machines to see, understand and assist people. Seeing Machines' technology portfolio of AI algorithms, embedded processing and optics, power products that need to deliver reliable real-time understanding of vehicle operators. The technology spans the critical measurement of where a driver is looking, through to classification of their cognitive state as it applies to accident risk. Reliable "driver state" measurement is the end-goal of Driver Monitoring Systems (DMS) technology. Seeing Machines develops DMS technology to drive safety for Automotive, Commercial Fleet, Off-road and Aviation. The company has offices in Australia, USA, Europe and Asia, and supplies technology solutions and services to industry leaders in each market vertical.

www.seeingmachines.com