From Perception to Integration: Revisiting the Internal Dynamics of Reasoning in Vision-Language Models

Recent advances in vision-language models (VLMs) emphasize long chain-of-thought reasoning; yet, we find that their performance on visual tasks is primarily limited by a lack of visual perception as opposed to reasoning itself. In this work, we systematically study the interplay between perception and reasoning in VLM post-training by decomposing their capabilities into three separate training stages: visual perception, visual reasoning, and textual reasoning, incorporating specialized training data. We demonstrate that visual perception (a) requires targeted optimization with specialized data; (b) serves as a fundamental scaffold that should be solidified through staged training before refining visual reasoning; and (c) is more effectively learned via RL than caption-based SFT. Our experiments across multiple VLMs demonstrate that staged training consistently improves both visual perception and reasoning performance over merged training. Notably, models trained with our approach achieve 1.5% higher reasoning accuracy with 20.8% shorter reasoning traces, suggesting that superior perception reduces the need for excessive reasoning. Furthermore, we show that this capability-based staging represents a new curriculum dimension orthogonal to traditional difficulty-based curricula, and combining both yields further additive gains. Our staged-training models achieve superior performance among open-weight VLMs, establishing advanced results on several visual math and perception (e.g., +5.2% on WeMath and +3.7% on RealWorldQA) tasks compared with the base counterpart.

Vision-language models (VLMs) answer visual questions by combining visual information extraction with downstream problem solving. We investigate a fundamental question: Does an incorrect answer necessarily reflect a failure in visual extraction or problem solving? A model may succeed at both abilities when tested separately yet still fail on the original multimodal question, a distinction that overall answer accuracy cannot reveal. To study this, we perform a question-level empirical analysis across multiple VLMs and visual domains. We define an exactly scorable task state (i.e., the visual information sufficient to solve a question) and use it to test whether the same model can extract the required state, solve the question from the ground-truth state, and answer the original multimodal question. We find that composition failures, where extraction and solving both succeed but direct answering fails, account for 17.7% to 75.6% of direct-answering errors across multiple VLMs and datasets. To address this failure mode, we introduce a simple yet effective method, termed State Realization Tuning (SRT). SRT fine-tunes LoRA adapters attached to the language-model layers while keeping the pretrained VLM weights frozen. It trains the model to output the ground-truth task state before the final answer in a single autoregressive response. SRT improves over standard supervised fine-tuning by 1.7 to 14.1 percentage points and repairs 92.5% to 98.1% of diagnosed composition failures. A single LoRA adapter trained with SRT also improves performance across substantially different task-state structures. Our work shows that having both visual extraction and problem-solving capabilities does not guarantee correct multimodal answering. Requiring the model to first output the visual information needed to solve the question can help bridge this gap.

Recent advances in vision language models (VLMs) offer reasoning capabilities, yet how these unfold and integrate visual and textual information remains unclear. We analyze reasoning dynamics in 18 VLMs covering instruction-tuned and reasoning-trained models from two different model families. We track confidence over Chain-of-Thought (CoT), measure the corrective effect of reasoning, and evaluate the contribution of intermediate reasoning steps. We find that models are prone to answer inertia, in which early commitments to a prediction are reinforced, rather than revised during reasoning steps. While reasoning-trained models show stronger corrective behavior, their gains depend on modality conditions, from text-dominant to vision-only settings. Using controlled interventions with misleading textual cues, we show that models are consistently influenced by these cues even when visual evidence is sufficient, and assess whether this influence is recoverable from CoT. Although this influence can appear in the CoT, its detectability varies across models and depends on what is being monitored. Reasoning-trained models are more likely to explicitly refer to the cues, but their longer and fluent CoTs can still appear visually grounded while actually following textual cues, obscuring modality reliance. In contrast, instruction-tuned models refer to the cues less explicitly, but their shorter traces reveal inconsistencies with the visual input. Taken together, these findings indicate that CoT provides only a partial view of how different modalities drive VLM decisions, with important implications for the transparency and safety of multimodal systems.