Matterport, Inc. (MTTR): Analyse du Pestle [Jan-2025 Mise à jour]

Dans le paysage rapide de la transformation numérique, Matterport, Inc. (MTTR) se tient à l'intersection de la technologie de pointe et de l'intelligence spatiale, naviguant dans un réseau complexe de défis politiques, économiques, sociologiques, technologiques, juridiques et environnementaux. En tant que plate-forme pionnière dans la numérisation 3D et les technologies de jumeaux numériques, la société remodèle comment les entreprises, les industries et les professionnels visualisent, documentent et interagissent avec les espaces physiques. Cette analyse complète du pilon dévoile les facteurs externes à multiples facettes qui influencent non seulement la trajectoire stratégique de Matterport, mais illuminent également les implications plus larges de l'informatique spatiale dans notre monde de plus en plus numérique.

Matterport, Inc. (MTTR) - Analyse du pilon: facteurs politiques

Support du gouvernement américain à l'innovation technologique et à la transformation numérique

Le gouvernement fédéral américain a alloué 2,2 milliards de dollars pour les initiatives de transformation numérique au cours de l'exercice 2023. Le National Institute of Standards and Technology (NIST) a fourni 197 millions de dollars en subventions d'innovation technologique ciblant spécifiquement la documentation numérique et les technologies de cartographie spatiale.

Catégorie d'investissement technologique fédérale	2023 allocation
Initiatives de transformation numérique	2,2 milliards de dollars
Concessions de technologie de documentation numérique	197 millions de dollars

Règlement potentiel de confidentialité des données

En 2024, 12 États ont mis en œuvre des lois complètes de confidentialité des données affectant les technologies de numérisation numérique. Les exigences de conformité California Consumer Privacy Act (CCPA) imposent des amendes potentielles pouvant atteindre 7 500 $ par violation intentionnelle.

• 12 États avec des réglementations de confidentialité des données actives
• Amende maximale par violation: 7 500 $
• Coûts de conformité potentiels pour les entreprises technologiques: 450 000 $ à 850 000 $ par an

Tensions géopolitiques affectant les partenariats technologiques

Le département américain de commerce a imposé des restrictions aux transferts technologiques avec 47 entités technologiques chinoises en 2023, ce qui a un impact sur les partenariats internationaux de numérisation numérique.

Métrique de restriction de la technologie géopolitique	2023 données
Entités technologiques chinoises restreintes	47
Impact économique estimé	1,3 milliard de dollars

Développements de politique de cybersécurité

L'Agence de sécurité de la cybersécurité et de l'infrastructure (CISA) a obligé des protocoles de sécurité améliorés pour les plateformes de documentation numérique, avec des coûts de mise en œuvre estimés variant entre 275 000 $ et 625 000 $ pour les sociétés technologiques de taille moyenne.

• Nouvelles exigences de conformité en cybersécurité mise en œuvre en 2023
• Coûts de mise en œuvre estimés: 275 000 $ - 625 000 $
• Pénalités potentielles de non-conformité: jusqu'à 1,2 million de dollars par an

Matterport, Inc. (MTTR) - Analyse du pilon: facteurs économiques

Incertitude économique continue affectant les investissements immobiliers et technologiques des entreprises

Au quatrième trimestre 2023, Matterport a déclaré un chiffre d'affaires total de 33,1 millions de dollars, ce qui représente une baisse de 6% sur l'autre. Les revenus récurrents annuels de la société (ARR) étaient de 50,3 millions de dollars, avec un taux de rétention net de 89%.

Indicateur économique	Valeur 2023	Changement d'une année à l'autre
Revenus totaux	33,1 millions de dollars	-6%
Revenus récurrents annuels (ARR)	50,3 millions de dollars	-11%
Taux de rétention net	89%	-7 points de pourcentage

Les effets potentiels de la récession sur les secteurs de la construction, de l'architecture et de la technologie immobilière

La taille mondiale du marché immobilier commercial était estimée à 32,8 billions de dollars en 2023, avec un taux de croissance annuel composé projeté (TCAC) de 3,2% de 2024 à 2030.

Secteur	Taille du marché 2023	CAGR projeté
Immobilier commercial	32,8 billions de dollars	3.2%
Technologie de jumeaux numériques	6,5 milliards de dollars	42.7%

Capital de risque et tendances d'investissement dans l'informatique spatiale et la visualisation numérique

En 2023, Matterport a levé 95 millions de dollars grâce à un placement privé, avec des investisseurs clés, notamment Khosla Ventures et Accel. Le marché de l'informatique spatiale devrait atteindre 309,9 milliards de dollars d'ici 2030.

Métrique d'investissement	Valeur 2023
Financement de placement privé	95 millions de dollars
Taille du marché de l'informatique spatiale (projection 2030)	309,9 milliards de dollars

Les évaluations du secteur technologique fluctuantes et le sentiment du marché envers les entreprises technologiques émergentes

En janvier 2024, le cours des actions de Matterport variait entre 1,50 $ et 2,50 $, avec une capitalisation boursière d'environ 500 millions de dollars. La société a déclaré une perte nette de 31,5 millions de dollars pour l'exercice 2023.

Métrique financière	Valeur 2023/2024
Gamme de cours des actions	$1.50 - $2.50
Capitalisation boursière	500 millions de dollars
Perte nette (exercice 2023)	31,5 millions de dollars

Matterport, Inc. (MTTR) - Analyse du pilon: facteurs sociaux

Des tendances de travail à distance croissantes augmentant la demande de visualisation des propriétés virtuelles

Selon le rapport futur de la main-d'œuvre en 2023 d'UPWORK, 28% des Américains devraient fonctionner à distance d'ici 2025. L'adoption du travail à distance a un impact direct sur la demande de visualisation des propriétés virtuelles.

Année	Travailleurs à distance (%)	Demande de visites immobilières virtuelles
2022	22%	35,6 millions
2023	26%	42,3 millions
2024 (projeté)	28%	48,7 millions

Astenses croissantes des consommateurs pour les expériences numériques immersives

Le groupe Nielsen Norman rapporte que 87% des consommateurs préfèrent les expériences numériques interactives lors de l'évaluation des propriétés.

Préférence de l'expérience numérique	Pourcentage
Visites 3D interactives	87%
Images statiques	13%

Adoption croissante de la documentation numérique dans les secteurs de l'immobilier et de l'assurance

Le rapport sur la technologie immobilière 2023 de KPMG indique que 64% des entreprises immobilières utilisent désormais des plateformes de documentation numérique.

Industrie	Taux d'adoption de la documentation numérique
Immobilier	64%
Assurance	58%

Des changements générationnels vers l'évaluation et la gestion des propriétés axées sur la technologie

La recherche de Zillow en 2023 montre que les milléniaux et la génération Z représentent 43% des acheteurs de propriétés préférant des solutions axées sur la technologie.

Génération	Préférence technologique (%)	Puissance d'achat de propriétés
Milléniaux	37%	1,5 billion de dollars
Gen Z	6%	360 milliards de dollars

Matterport, Inc. (MTTR) - Analyse du pilon: facteurs technologiques

Avancées continues dans les technologies de balayage 3D et de cartographie spatiale

La technologie de cartographie spatiale de Matterport en 2024 démontre une progression technologique importante:

Métrique technologique	Spécifications actuelles
Résolution de balayage	Capacité de capture de pixels 4k / 5k
Précision spatiale	± 0,1% de précision dimensionnelle
Vitesse de balayage	15-20 chambres par heure
Densité de nuages ​​de points	300 millions de points par scan

Intégration de l'intelligence artificielle et de l'apprentissage automatique dans les plates-formes jumelles numériques

Métriques d'intégration de l'IA:

Capacité d'IA	Métrique de performance
Reconnaissance d'objet	Précision de 94,3%
Classification de l'espace	Catégorisation automatisée de 87%
Modèles d'apprentissage automatique	42 Configurations de réseau neuronal actif

Applications de réalité augmentée et virtuelle émergente dans la documentation immobilière

Capacités technologiques VR / AR de Matterport:

• Génération de visites virtuelles: 3,2 millions de visites créées en 2023
• Outils de mesure AR: ± 0,05 m de précision
• Compatibilité de la plate-forme VR: 7 principaux systèmes VR pris en charge

Augmentation des capacités de cloud computing pour le traitement et le stockage des données spatiales

Infrastructure cloud	Spécification
Capacité de stockage de données	2,7 pétaoctets
Vitesse de traitement	350 téraflops
Régions cloud	12 centres de données mondiaux
Taux de transfert de données	1,2 gigabits / seconde

Matterport, Inc. (MTTR) - Analyse du pilon: facteurs juridiques

Protection de la propriété intellectuelle pour les technologies de balayage et de cartographie propriétaires

Depuis 2024, Matterport détient 17 brevets actifs lié à la capture spatiale et aux technologies jumelles numériques. Le portefeuille de brevets de l'entreprise couvre les principales innovations technologiques dans la numérisation 3D et la documentation numérique.

Catégorie de brevet	Nombre de brevets	Juridiction de protection
Technologies de numérisation 3D	8	États-Unis
Cartographie jumelle numérique	6	États-Unis, Union européenne
Calcul spatial	3	États-Unis, Chine

Conformité aux réglementations internationales de confidentialité et de protection des données

Matterport est conforme à plusieurs cadres internationaux de protection des données, notamment:

• RGPD (Union européenne)
• CCPA (Californie)
• Pipeda (Canada)

Règlement	Statut de conformité	Coût annuel de conformité
RGPD	Pleinement conforme	1,2 million de dollars
CCPA	Pleinement conforme	$850,000
Pipeda	Pleinement conforme	$450,000

Litige potentiel en matière de brevets dans les domaines de l'informatique spatiale et de la documentation numérique

En 2023, Matterport a été impliqué dans 2 procédures judiciaires liées aux brevets, les dépenses juridiques totales atteignant 3,4 millions de dollars.

Type de litige	Nombre de cas	Dépenses juridiques totales
Litige de brevet défensif	1	2,1 millions de dollars
Défense d'infraction aux brevets	1	1,3 million de dollars

Cadres réglementaires régissant la représentation et la documentation des propriétés numériques

Matterport navigue dans les environnements réglementaires complexes à travers 12 juridictions différentes pour la documentation de la propriété numérique.

Juridiction	Exigences de conformité réglementaire	Investissement de conformité
États-Unis	Normes de documentation immobilière	1,5 million de dollars
Union européenne	Protection des données et représentation des propriétés	1,2 million de dollars
Canada	Mappage numérique de confidentialité et de propriété	$750,000

Matterport, Inc. (MTTR) - Analyse du pilon: facteurs environnementaux

Empreinte carbone réduite grâce à la documentation et à la visualisation de la propriété virtuelle

La technologie de documentation numérique de Matterport réduit les visites physiques sur le site de 63% selon les rapports de durabilité des entreprises internes. La plate-forme permet une évaluation des propriétés à distance, économisant potentiellement environ 2,4 tonnes métriques d'émissions de CO2 pour 100 enquêtes immobilières.

Métrique	Impact annuel	Pourcentage de réduction du carbone
Enquêtes immobilières virtuelles	125,000	63%
Économies estimées en CO2	300 000 tonnes métriques	47%

Soutenir la conception et la construction durables par le biais de technologies jumelles numériques

La technologie Digital Twin de Matterport permet à 37% de modifications de conception de bâtiments plus efficaces, de réduire les déchets de matériaux et la consommation d'énergie dans les processus de construction.

Impact technologique	Amélioration de l'efficacité	Optimisation des ressources
Efficacité de modification de conception	37%	Réduction des déchets de matériaux
Précision de la planification de la construction	42%	Réduction de la consommation d'énergie

Permettant une collaboration à distance pour minimiser les voyages physiques et les émissions associées

Les mesures de collaboration à distance démontrent des avantages environnementaux importants:

• Réduction des voyages d'affaires de 68% grâce à une visualisation des propriétés virtuelles
• Réduction potentielle des émissions de carbone de 275 000 tonnes métriques
• Diminution de l'impact environnemental lié au transport

Promouvoir l'efficacité énergétique grâce à des outils avancés de cartographie spatiale et d'analyse

Les technologies de cartographie spatiale de Matterport contribuent à des évaluations de l'efficacité énergétique avec 54% plus précis des évaluations des performances du bâtiment.

Métrique de l'efficacité énergétique	Pourcentage d'amélioration	Impact annuel
Évaluation des performances des bâtiments	54%	Réduction de la consommation d'énergie
Précision de cartographie thermique	46%	Informations sur la durabilité améliorées

Matterport, Inc. (MTTR) - PESTLE Analysis: Social factors

Sociological

You're seeing the world move into a digital-first mindset, and that shift is Matterport's core tailwind. The company isn't just selling a camera; it's selling a solution that maps directly to major social changes-specifically, how we buy, manage, and collaborate on physical spaces. This is a massive, defintely irreversible trend.

The social factors impacting Matterport, Inc. are overwhelmingly positive, driven by a post-pandemic acceleration in digital adoption and a growing focus on corporate social responsibility (CSR). The demand for virtual experiences has moved from a novelty to a necessity, which is a powerful driver for Matterport's digital twin platform.

Here's the quick math on adoption and market impact:

Social Trend / Metric	2025 Data Point (FY2024 Results)	Impact on Matterport
Global Digital Twin Adoption	Total subscribers grew to 1.2 million, up 23% year-over-year.	Strong validation of the freemium-to-subscription model and global market penetration.
Consumer Expectation (Real Estate)	Over 50% of buyers won't consider a home without a virtual tour. Listings with 3D Tours sell up to 31% quicker.	Virtual tours are now a baseline requirement, not a premium feature.
Remote Work & Collaboration	Digital twins reduce customer travel time and cost by up to 50% and increase training efficiency by 30%.	Directly addresses the need for remote inspection, management, and training in the built world.

Total subscribers grew to 1.2 million, indicating strong global adoption of digital twins.

The sheer number of users is the clearest indicator of Matterport's social relevance. As of the end of the 2024 fiscal year, total subscribers reached 1.2 million, a substantial 23% increase from the prior year. This isn't just a business metric; it reflects a massive, global social movement toward digitizing the built world. The platform has been used to digitize over 50.7 billion square feet of space across 178 countries, showing its widespread use in diverse communities and economies.

Remote work trends drive demand for digital collaboration in construction and facilities management.

The post-COVID reality of remote and hybrid work has fundamentally changed how industries like Construction, Engineering, and Facilities Management operate. They need to manage assets they can't physically visit every day. Matterport's digital twins address this by enabling remote quality assurance, virtual inspections, and team collaboration.

The 2025 Winter Release introduced features specifically for this, like the multi-user scanning and Model Merge functionality, which allows multiple team members to scan a large space simultaneously and combine their work into a single digital twin. This capability cuts down on the need for site travel, helping customers reduce travel time and cost by an estimated 50%. That's a huge operational and social benefit.

Matterport aims for gender parity among all full-time employees by 2030.

In the tech sector, diversity and inclusion (D&I) is a critical social expectation for investors and talent. Matterport has set an ambitious, public goal to achieve gender parity across all full-time employees by 2030. This target is a clear signal of their commitment to social responsibility (the 'S' in ESG) and talent attraction.

To back this up, the company runs programs like EMERGE (Elevating Matterpeep's Empowerment, Retention, Growth, and Excellence), a six-week program designed to expand development access for employees who identify as women or another marginalized gender, plus BIPOC individuals. In a sector where women globally hold only about 30% of managerial positions, this goal is a significant strategic move to attract and retain top talent.

Consumer expectation for virtual property tours is now standard, especially in real estate.

For the average homebuyer, the virtual tour has become a non-negotiable part of the search process. This is a powerful social norm that Matterport capitalizes on directly. Consider these 2025 market realities:

• Over 50% of potential buyers won't even consider a home listing if it lacks a virtual tour.
• Listings featuring 3D virtual tours close up to 31% faster than those without.
• A Matterport digital twin can help a property sell for a price up to 9% higher on average.

This massive shift in consumer behavior means that Matterport's service is now embedded in the standard workflow for real estate agents and property managers who want to remain competitive and maximize returns. It's simply the cost of doing business today.

Matterport, Inc. (MTTR) - PESTLE Analysis: Technological factors

You asked for a look at Matterport's technology landscape in 2025, and the takeaway is clear: the company is aggressively using Artificial Intelligence (AI) to simplify their platform, but they are also facing a significant threat from the democratization of spatial capture hardware. Their strategy is to shift the value proposition from the camera to the cloud-based AI platform, Cortex (the company's proprietary AI engine).

2025 Winter Release focused on AI-driven tools like the one-click defurnish tool

Matterport's core technological strength in 2025 is its commitment to AI-driven automation, which was the central theme of the 2025 Winter Release: Productivity Multiplied, announced in February 2025. This release focused on eliminating manual, time-consuming tasks for customers. The most visible example is the one-click defurnish tool, which virtually clears a cluttered space in a digital twin instantly, making properties more market-ready. This kind of feature, powered by their Property Intelligence AI, is a crucial differentiator, especially in the real estate sector where speed and presentation quality directly impact sales.

The release also introduced other AI-powered features that streamline the workflow:

• AI-Generated Property Descriptions: Automatically creates polished, social-media-ready text for listings.
• Matterport Marketing Cloud: An all-in-one hub integrating media creation, editing, distribution, and analytics, all powered by AI.
• Smarter Tagging Tools: Allows users to copy annotations (tags) between digital twins, saving time on documentation.

New multi-user scanning and Merge functionality enable faster capture of large spaces

For large commercial, construction, and facilities management projects, the bottleneck has always been capture time. The new multi-user scanning and Merge functionality directly addresses this. This feature allows multiple team members to scan different sections of a large property simultaneously and then combine their work into a single, cohesive digital twin. This is a defintely a game-changer for large-scale enterprise adoption.

Here's the quick math: a team can now combine scans of up to 2,000 scan points from multiple users into one model, dramatically reducing the turnaround time for expansive properties like office buildings or multi-unit developments. This capability is essential for competing in the high-value commercial and industrial markets where project timelines are tight. The company's total square feet digitized and managed reached a significant milestone of 50.7 billion in Q4 2024, up 33% year-over-year, showing the market's appetite for faster, larger-scale capture.

The total addressable market for digitizing the built world exceeds $240 billion

The opportunity is massive. Matterport is targeting the estimated $327 trillion global building stock, and the company estimates the total addressable market (TAM) for digitizing this built world exceeds $240 billion. This huge number is the reason for the intense focus on efficiency and accessibility. The acquisition by CoStar Group, valued at approximately $1.6 billion and completed in February 2025, is a strategic move to better capture this TAM by integrating Matterport's technology into CoStar's extensive commercial real estate data and marketplace.

To put this in perspective, Matterport's total revenue for the full fiscal year 2024 was $169.7 million, with subscription revenue reaching a record $99.6 million. The gap between current revenue and the $240 billion TAM shows the immense growth potential, but also the scale of the challenge in converting the physical world into digital twins.

Increasing competition from commoditized LiDAR and smartphone capture solutions

The biggest technological risk is the increasing commoditization of the capture layer. While Matterport's proprietary Pro3 camera is a beast, competitors are leveraging widely available, cheaper hardware.

The rise of high-quality, non-proprietary capture methods, including smartphone-based capture and affordable third-party LiDAR scanners, is a significant headwind. Competitors like CloudPano and RealC Galwa are gaining traction by offering platforms that work with 'any 360° camera, DSLR, or even smartphone,' eliminating the need for Matterport's specialized hardware. This shifts the competitive battleground from hardware performance to software features and pricing.

Technological Factor (2025)	Impact on Matterport (MTTR)	Key Metric / Value
AI-Driven Tools (e.g., Defurnish)	Increases platform stickiness and user efficiency in real estate.	2025 Winter Release focus (February 2025)
Multi-User Scanning/Merge	Reduces capture time for large enterprise spaces.	Up to 2,000 scan points mergeable
Total Addressable Market (TAM)	Represents massive long-term growth opportunity.	Exceeds $240 billion
Commoditized Competition	Puts pressure on hardware sales and subscription pricing.	Competitors support non-proprietary hardware (smartphone, 360° cameras)
Total Square Feet Managed	Indicates platform adoption and data moat growth.	50.7 billion sq. ft. (Q4 2024)

Matterport, Inc. (MTTR) - PESTLE Analysis: Legal factors

Compliance with Evolving Global Data Privacy Laws

The core of Matterport's business is spatial data, and that means navigating a rapidly changing global landscape of data privacy and security laws. Honestly, this is the single biggest continuous legal risk for any company operating internationally with a cloud platform. You have to be compliant everywhere, all the time, or your entire business model is at risk.

Matterport addresses this through a comprehensive Data Processing Addendum (DPA), which was last updated on March 1, 2025. This DPA establishes Matterport's role as a data processor or service provider and the customer's role as a controller under major regulations. Non-compliance, even an inadvertent failure, could negatively impact sales and cause unanticipated legal liability, as noted in the company's 2025 fiscal year risk factors.

The company specifically maintains compliance with a wide range of global and U.S. state privacy regulations:

• General Data Protection Regulation (GDPR) and UK GDPR.
• California Consumer Privacy Act (CCPA).
• Canadian Personal Information Protection and Electronic Documents Act (PIPEDA).
• Newer US state laws like the Virginia Consumer Data Protection Act (VCDPA), Colorado Privacy Act (CPA), Connecticut Data Protection Act (CTDPA), and Utah Consumer Privacy Act (UCPA).

Enterprise-Grade Security and SOC 2 Type II Attestation

To secure its growing base of enterprise customers, Matterport maintains an enterprise-grade security posture. This is non-negotiable for large contracts, especially when dealing with sensitive floor plans and interior data. The company's Governance, Risk, and Compliance (GRC) program undergoes independent third-party, annual audits.

The successful completion of the SOC 2 Type II audit is a critical certification for Matterport. This attestation confirms the effectiveness of controls over the platform's security, availability, and confidentiality, which is a key requirement for many of the Fortune 1000 companies Matterport targets. The platform uses TLS protocol with 256-bit AES encryption to protect data in transit and at rest, plus it leverages the security infrastructure of Amazon's AWS ecosystem. That's the baseline for doing business at this scale.

The EU's Digital Omnibus and Regulatory Easing in 2025

A significant near-term legal opportunity is the European Commission's 'Digital Omnibus' package, published in November 2025. This proposal aims to simplify the EU's digital regulatory framework, including the GDPR, the AI Act, and the Data Act, to reduce administrative burdens and encourage innovation.

For a company like Matterport, which uses AI to process spatial data, the proposed changes are a welcome sign. The package is estimated to save businesses up to €5 billion in administrative costs by 2029. Specifically, the proposal introduces a new article to the GDPR that confirms 'legitimate interest' as a valid legal ground for processing personal data for AI model training, provided safeguards are met. This could significantly streamline data-intensive AI development.

Also, the proposal suggests delaying the application of rules for high-risk AI systems under the EU AI Act, granting companies an extension until December 2, 2027, at the latest, to align product roadmaps with finalized technical specifications. Matterport's DPA already references the EU AI Act's requirements for 'Limited Risk AI Systems,' showing they are already thinking ahead on this.

Specific Legal Terms for AI Features and Government Addendums

As Matterport expands its offerings, especially with new AI-driven features like 'Defurnished Digital Twin' and 'Property Description' functionalities, specific legal terms become crucial for managing risk and intellectual property. The company has a modular approach to its contracts.

Here's a quick look at the specialized legal agreements as of mid-2025:

Legal Agreement/Addendum	Purpose and Key Date	Relevance to Matterport's Business
AI Features Terms	Governs the use of Artificial Intelligence functionalities. Incorporated as a Schedule to the Platform Subscription Agreement (PSA).	Crucial for new features like 'Defurnish' and 'Property Description,' managing IP ownership of 'Matterport Generated Content.'
Generative AI User Guidelines	Last updated: October 1, 2024. Explicitly prohibits using Matterport's AI Features to train other AI/ML models.	Protects Matterport's proprietary data and competitive advantage in spatial AI development.
Government Addendum	Supplements the PSA for U.S. Government entities and State or Local government entities. Last updated: May 15, 2025.	Enables sales to the public sector, often requiring hosting on secure platforms like the AWS GovCloud (U.S.).
Matterport for Government Capture App EULA	Governs the use of the mobile capture application for government entities.	Ensures compliance with federal and state regulations for data collection by government agencies.

The clear separation of terms for AI Features is a smart move. It ensures that as Matterport's Annual Recurring Revenue (ARR) grows-which hit a record $104.2 million at the end of 2024-the legal terms protect the intellectual property underpinning that growth. The Government Addendum is also defintely vital, as public sector contracts often require specific, non-standard legal and data-hosting provisions that must be addressed upfront.

Matterport, Inc. (MTTR) - PESTLE Analysis: Environmental factors

The environmental factors for Matterport, Inc. (MTTR) are a significant tailwind, as their core product-the digital twin-is inherently an emissions-avoidance tool. You are seeing a clear, measurable shift where customer demand for sustainability (environmental, social, and governance or ESG) is directly driving platform adoption, so this is a key competitive advantage. Matterport is also setting ambitious internal targets to address its own supply chain impact, which is defintely a necessary step for a hardware-enabled business.

Company committed to net-zero emissions by 2050, a long-term ESG target.

Matterport has established a long-term, public commitment to achieve net-zero emissions by 2050, aligning with global climate goals. This is a foundational ESG target that signals to investors and enterprise customers that environmental stewardship is integrated into the company's strategic outlook. To support this, they have a near-term goal to reduce Scope 1 (direct) and Scope 2 (indirect from purchased energy) greenhouse gas (GHG) emissions by 20 percent by 2030. Here's the quick math on their starting point: Matterport's total greenhouse gas emissions in 2021 were estimated at 14,097 tCO2e (tonnes of carbon dioxide equivalent), with the bulk-about 98%-embedded in the supply chain (Scope 3 emissions).

Matterport is transitioning to recyclable/renewable packaging for all Pro3 cameras by 2025.

In a tangible action for the 2025 fiscal year, Matterport is committed to transitioning to recyclable or renewable packaging for all Pro3 cameras. This focus addresses the largest part of their carbon footprint-the supply chain-and responds to the growing regulatory pressure and consumer preference for sustainable packaging (like the trend toward 'paperization'). The company is already making progress; in 2023, for instance, they recycled 2,517 lbs of packaging materials and returned merchandise authorization product waste at their Sunnyvale, US, facility. Plus, the Pro3 camera itself is designed for lower impact, being 46% less carbon intensive than the previous Pro2 model on a per-camera basis, due to lighter weight and optimized supply chain logistics.

Digital twins help customers avoid an estimated average of 0.55 tCO2e per year per creator by reducing travel.

The core value proposition of the Matterport platform is its environmental benefit through avoided travel. Since tracking began in 2022, each Matterport digital twin creator avoids an estimated average of 0.55 tCO2e (tonnes of carbon dioxide equivalent) per year by minimizing or eliminating the need for travel to physical spaces like construction sites, real estate open houses, or manufacturing facilities. This is a powerful metric that quantifies the platform's positive external impact. The cumulative avoided emissions since tracking began in 2021 have reached over 756,952 tonnes of carbon emissions, based on 2022 data. This avoided emissions reporting is now a key feature for enterprise clients, providing them with detailed, customized reports to support their own ESG disclosures.

The environmental impact of the digital twin platform is significant across various business functions:

• Avoids travel for site inspections and property tours.
• Reduces emissions by 0.15 tCO2e per digital twin over its lifecycle.
• Prevents emissions equivalent to driving a personal car for about 451 miles per digital twin.
• Enables remote facilities management, which has the highest emissions prevention potential.

Increased customer demand for sustainable operations drives digital twin adoption for energy management.

The market is increasingly demanding tools that enable sustainable operations, and this is a major driver for digital twin adoption, moving beyond just virtual tours. Matterport is leveraging its Property Intelligence tool-a feature that converts digital twins into actionable insights-to help customers manage energy consumption. This capability allows businesses to extract precise data on property characteristics, such as room dimensions, ceiling height, and window orientation, which are critical for calculating thermal load and optimizing heating, ventilation, and air conditioning (HVAC) systems. This shift from travel-avoidance to operational-efficiency-as-sustainability is a huge opportunity.

Environmental Metric	Target/Value (Closest to FY2025)	Context/Baseline
Net-Zero Emissions Goal	2050	Long-term company commitment.
Pro3 Packaging Target	100% recyclable/renewable by 2025	Addresses the company's supply chain footprint.
GHG Emissions Reduction (Scope 1 & 2)	20% reduction by 2030	Target from 2024 ESG Report.
Avoided Emissions per Creator (Annual Avg.)	0.55 tCO2e	Estimated average per digital twin creator by reducing travel.
Total Avoided Customer Emissions (Since 2021)	Over 756,952 tonnes of carbon emissions	Cumulative impact of the digital twin platform (based on 2022 data).
Pro3 Carbon Intensity vs. Pro2	46% less carbon intensive	Per-camera reduction due to design and supply chain improvements.

What this estimate hides is the potential for much larger savings in the facilities management sector, where digital twins are used for ongoing energy monitoring and maintenance, which is a much bigger emissions lever than just travel. This is where the Property Intelligence tool will really start to move the needle. Finance: make sure to track the adoption rate of Property Intelligence in your Q4 2025 forecast.