Seeing Machines LON:SEE, the London-listed artificial intelligence company specialising in driver and operator monitoring technology, has secured a significant order to supply its Guardian Generation 3 system to the distribution fleet of a major US multinational, marking a breakthrough deal in North America.
Under the agreement, Seeing Machines will deliver and support the installation of 1,100 of its Guardian units by December 2025. The rollout forms part of the customer’s wider strategy to reduce fatigue-related incidents and improve transport safety across its logistics operations.
Discussions are already under way for a potential expansion of the technology to the company’s heavy truck fleet next year.
Seeing Machines product reducing fatigue-related incidents
The contract follows an extended competitive trial in which the customer tested Guardian against existing driver monitoring systems. Seeing Machines said its product demonstrated superior performance in preventing fatigue events, combining real-time in-cabin alerts with 24/7 live monitoring. Independent studies have shown Guardian can reduce fatigue-related driving incidents by more than 94 per cent.
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Paul McGlone, chief executive, described the deal as a “landmark moment” for the company. “This marks our first major deal in North America and is a testament to our technology’s proven impact on driver safety and fatigue reduction,” he said. “When a company is truly committed to achieving the highest safety standards, Guardian stands out as the clear choice.”
The announcement accompanied the group’s quarterly trading update for the three months to 30 September 2025, which showed steady growth in its automotive business despite a subdued aftermarket performance.
The number of cars on the road equipped with Seeing Machines’ driver and occupant monitoring systems rose 62 per cent year-on-year to 4.24 million, up from 2.62 million in the same quarter of 2024. Quarterly production reached 510,167 units, a 4 per cent increase on the previous quarter and 26 per cent higher than a year earlier, reflecting gradual adoption of driver monitoring systems (DMS) by global carmakers.
Sales of Guardian hardware fell sharply to 368 units during the period, down from 2,536 in the previous quarter, as several expected fleet deals slipped into the second quarter. However, October sales rebounded strongly to 1,062 units, and with the newly announced US order of 1,100 units, total Guardian shipments for the current quarter have already surpassed 2,600 units.
European safety regulations are a tailwind
Seeing Machines said growth in its automotive division continues to be shaped by the complex rollout of DMS technology ahead of new European safety regulations. Under the EU’s General Safety Regulation, DMS will become mandatory for all new vehicles from July 2026. McGlone said the company expected a “substantial increase in volume through FY2026” as manufacturers accelerate compliance.
“Although there was some slippage in first-quarter sales, we are making good progress with Guardian across the aftermarket sector and early results for the second quarter are promising,” McGlone said. “We remain on track to achieve our cashflow break-even run-rate target by the end of this calendar year.”
Shares in Seeing Machines, which is listed on London’s AIM market under the ticker SEE, have been supported by rising interest in driver monitoring systems as vehicle safety regulation tightens worldwide. The company works with major automotive partners including Mitsubishi Electric and Qualcomm, and supplies monitoring systems to airlines, fleets and mining operators globally.
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