Here's How Aeva is Expanding Beyond Autos to Unlock Growth Aeva Technologies AEVA is broadening its strategy beyond vehicles. While automotive remains a core opportunity, the company is actively building growth across infrastructure, defense, and industrial markets. It aims to reduce reliance on a single end market and create multiple growth drivers using its 4D LiDAR and perception stack. Building Traction in Smart Infrastructure Aeva’s push into smart infrastructure is supported by its CityOS platform, which combines 4D LiDAR with edge AI to deliver real-time traffic intelligence. Unlike traditional systems that rely on delayed, cloud-based processing, CityOS enables on-site data capture and analysis. This allows cities to monitor traffic flow, detect incidents, and improve roadway safety in real time. The company already has a working deployment with the Georgia Department of Transportation. The system is being expanded across multiple intersections in the Atlanta area, following an initial rollout in high-traffic zones near Centennial Olympic Park and the Georgia World Congress Center. Faster Cycles in Defense and Industrial Markets Aeva’s push into non-automotive segments goes beyond smart cities. The company has already secured a defense win with Forterra and begun sizable shipments, signaling near-term revenue contribution. Meanwhile, industrial and robotics applications offer shorter sales cycles and faster commercialization, helping balance the longer automotive revenue ramp and improving overall business resilience. This diversification helps balance the business. Instead of waiting years for automotive production, Aeva can build revenue in segments where adoption happens more quickly. Product Pipeline & Scaling Capacity Its Eve precision sensors, which began shipping in late 2025, are expected to scale in 2026, targeting high-precision measurement and motion sensing applications in industrial environments. The company is also preparing to launch its Omni platform in the second half of 2026, with a goal of significantly increasing industrial shipments. Together, these