Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-9.76%
$0.01
0% positive prob.
5-Day Prediction
-21.91%
$0.01
0% positive prob.
20-Day Prediction
-35.01%
$0.01
0% positive prob.
SEC 8-K filings with transcript text
Aug 6, 2026 · 100% conf.
1D
-9.76%
$0.01
Act: -56.47%
5D
-21.91%
$0.01
Act: -69.41%
20D
-35.01%
$0.01
2 ea030082701ex99-1.htm
Exhibit 99.1
AEye Reports Second Quarter 2026 Results; Commercial Pipeline Again Reaches Record Level
Q2 Revenue Approximately Doubled Sequentially and Grew Approximately Nine-Fold Year-Over-Year; First-Half Revenue Exceeds Full-Year 2025
Expands Industry Verticals via Groundbreaking Sports Analytics Agreement with Alive3D
Apollo™ Validated on NVIDIA DRIVE AGX Thor™, Placing AEye as a Sensor Partner in the NVIDIA DRIVE Hyperion Ecosystem
Lead Defense Customer Places Third Consecutive Purchase Order as Defense Remains AEye’s Most Active Vertical
PLEASANTON, Calif. – August 6, 2026 – AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced financial results for the second quarter ended June 30, 2026.
Business Highlights
●New Commercial Deal in New Vertical: Apollo’s™ software-defined architecture was critical to securing the win; it allows AEye to reconfigure scan patterns, range, and resolution to meet the distinct demands of sports analytics using the same underlying sensor platform.
○Sports Analytics: Alive3D selected Apollo™ for next generation sports analytics. Apollo’s™ software-defined architecture will power 3D spatial sports visualization, precise measurement, and advanced data analytics for elite sports.
●Record Commercial Engagement: Commercial activity again reached its highest level in the Company’s history, with AEye now having 25 customers that have taken revenue-generating shipments – a 19% increase since the Company reported Q1 results in May 2026. Quarter-over-quarter, engagements and quotes increased over 25% and approximately 40%, respectively.
●NVIDIA Ecosystem: Apollo™ was validated on NVIDIA DRIVE AGX Thor™, deepening sensor-to-compute interoperability for next-generation physical AI and automotive platforms.
●Defense Vertical Expansion: Defense remains AEye’s most active vertical, with engagements doubling quarter-over-quarter. The Company’s lead defense customer placed its third consecutive paid order this quarter, and repeat business is emerging as Apollo™ is evaluated for UAV, UGV and counter-UAS applications, while the partnership with SynTech continues to expand Apollo’s™ international reach.
●Automotive, Trucking, & OEM Momentum: AEye is active in multiple OEM Level 3 and Level 4 evaluations. AEye signed an MOU with MoveAWheeL to combine Apollo’s™ long-range 3D object detection with acoustic road-surface friction sensing, aimed at improving ADAS and autonomous driving performance in adverse weather. Evaluations are underway across select geographies, with discussions already advancing with automotive OEMs.
●ITS Deployment: OPTIS™ continues to move into deployment, with the Company’s live smart intersection in the Bay Area remaining operational, as well as multiple OPTIS™ installations in and around Detroit.
Management Commentary
“We set a new high bar for commercial activity in Q2, securing two new commercial deals and gaining increased traction within existing accounts and verticals,” said Matt Fisch, CEO of AEye. “As a company, we are hitting our stride. Revenue is up more than nine times year-over-year, and has increased for four consecutive quarters. New technical engagements, inbound RFIs, and POC activity across automotive, trucking, aerospace and defense, rail, infrastructure, ITS – and, new this quarter, sports analytics – are trending in the right direction. We believe every new vertical we enter validates the same underlying thesis: when performance and programmability matter most, Apollo™ wins.”
Fisch continued, “Our unique software-defined architecture allows our Apollo™ sensor to immediately meet demand for the continuous influx of new lidar applications we’re seeing as they appear in the market. Paired with the sensor’s long range, superior performance, and rugged design, our technological edge – maintained and expanded by our highly scalable partnership and production models – is such that we believe we are well equipped to compete for physical AI market share as the space rapidly develops into a trillion-dollar industry over the coming decade. For the remainder of 2026, our focus continues to be on leveraging our strengths to advance deployments and build a durable revenue ramp.”
Financial Highlights
●Q2 2026 revenue was $202 thousand, up approximately nine times the $22 thousand reported in Q2 2025, and approximately double compared to last quarter.
●GAAP net loss in Q2 2026 was $(10.0) million, or $(0.22) per share.
●Non-GAAP net loss in Q2 2026 was $(7.6) million, or $(0.17) per share.
●Cash consumption in Q2 2026 was $7.5 million.
●Cash, cash equivalents, and marketable securities were $71.5 million as of June 30, 2026.
“Second quarter results mark a transition in how our revenue is generated: from paid evaluations toward commercial agreements,” said Conor Tierney, CFO of AEye. “Revenue approximately doubled seque
May 13, 2026
2 ea029038101ex99-1.htm
Exhibit 99.1
AEye Reports First Quarter 2026 Results; Commercial Pipeline Reaches Record Levels
Revenue Up ~60% Year-Over-Year; Active Customer Count Grows to 21; Active Quotes and Engagements Both Up Nearly 40%; 2026 Cash Burn Guidance Reaffirmed
Calif. – May 13, 2026 – AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced financial results for the first quarter ended March 31, 2026.
Business Highlights
●Record Commercial Engagement: Commercial activity has reached its highest level in the Company’s history, with AEye now having 21 customers that have taken revenue-generating shipments – a 31% increase since the Company reported Q4 results in March 2026. Quarter over quarter, quotes and engagements both increased by nearly 40%.
●Defense Vertical Expansion: SynTech, a global defense systems company with ties to leading defense primes, is actively promoting Apollo™ to its customers, with initial shipments already underway. This partnership may unlock opportunities in international defense and aviation, potentially expanding AEye’s addressable market.
●Automotive & OEM Momentum: Multiple new RFIs were received in Q1 across both the passenger and commercial vehicle segments, and OEMs have begun to reengage as L3 and L4 roadmaps are being reactivated.
●Trucking Evaluations: Multiple autonomous trucking company programs are underway and Apollo™ sensors are actively being shipped for evaluation, deepening the Company’s position in commercial vehicle autonomy.
OPTIS™ is live at an active California intersection, in partnership with Flasheye and Blue-Band.
Progress: Commercial discussions with customers in Australia, Korea, and China are advancing.
Ecosystem: In March 2026, AEye joined the NVIDIA Halos AI Systems Inspection Lab, the world’s first ANAB-accredited AI systems inspection lab. Apollo™ is validated on NVIDIA DRIVE AGX Orin™ and has been demonstrated on NVIDIA DRIVE AGX Thor™.
●Tier 1 Manufacturing Partnership: AEye’s manufacturing partnership with LITEON creates an industry-leading, globally diversified supply chain derived from off-the-shelf components, positioned to navigate geopolitical risk and shifting trade policies.
Management Commentary
“Q1 execution was steady and on plan -- the commercial pipeline continued to build, our partnerships advanced, and we now have more active proofs of concept (“POC”) and commercial engagements than at any point in our history,” said Matt Fisch, CEO of AEye. “New technical engagements, inbound RFIs, and POC activity across automotive, trucking, defense, rail, and ITS are all moving in the right direction. Revenue is up nearly 60% year-over-year, a reflection of the strong pipeline we are building. Physical AI appears to be a large and accelerating market -- Barclays projects that the market opportunity could reach one trillion dollars by 2035 -- and AEye’s software-defined architecture positions us as a core enabling layer of that ecosystem. The lidar sector’s consolidation has only strengthened our relative position: we are now better capitalized, leaner in structure, and creating a more diversified pipeline.”
Fisch continued, “Apollo™ offers best-in-class detection range when operating behind a windshield, which is a decisive differentiator as OEMs reengage and L3 and L4 programs begin to expand. The partnerships we have built -- from NVIDIA to LITEON to SynTech -- are converting engagements into deployments, and the focus for the remainder of 2026 is unchanged: advance those deployments and build a durable revenue ramp.”
Financial Highlights
●Q1 2026 revenue was approximately $101,000, up approximately 60% compared to $64,000 in Q1 2025, and roughly flat sequentially.
net loss in Q1 2026 was $(8.3) million, or $(0.18) per share.
●Non-GAAP net loss in Q1 2026 was $(6.7) million, or $(0.15) per share.
●Cash burn in Q1 2026 was $9.2 million.
●Cash, cash equivalents, and marketable securities were $77.2 million as of March 31, 2026.
“Our commercial momentum continued to build throughout the quarter,” said Conor Tierney, CFO of AEye. “Our pipeline metrics strengthened across the board, customer additions spanned every major vertical, and we are seeing a growing pattern of repeat business -- a direct signal of product-market fit. Our virtually debt-free capital structure and capital-light model keep our cash burn among the lowest in the sector, while our balance sheet provides the runway to execute multi-year commercial programs.”
2026 Cash Burn Outlook
The Company reaffirms its expectation that cash burn for the full year 2026 will be in the range of $30 million to $35 million, inclusive of approximately $5 million in working capital. The Company's cash balance provides operational runway well into 2028.
2
Conference Call and Webcast Details
AEye management will webcast its invest
Mar 16, 2026
2 ea028166301ex99-1.htm
Exhibit 99.1
AEye Reports Fourth Quarter and Full-Year 2025
Results; Strengthened Foundation for Commercial Growth
Revenue Doubled in Q4 over Q3; 40% Commercial Pipeline Expansion; 33% Increase in Customer Count
Joining NVIDIA Halos AI Systems Inspection Lab; Demonstrated Apollo™ Lidar with NVIDIA DRIVE AGX Thor™
Operational Runway Into 2028
PLEASANTON, Calif. – March 16, 2026 – AEye, Inc. (Nasdaq: LIDR) (the “Company”), a global leader in software-defined, high-performance lidar solutions, today announced financial results for the fourth quarter and full year ended December 31, 2025.
Business Highlights
●NVIDIA Ecosystem Maturity: Joining NVIDIA Halos AI Systems Inspection Lab to bolster automotive product readiness and demonstrated Apollo™ lidar with the NVIDIA DRIVE AGX Thor™ platform, the future centralized brain of NVIDIA-equipped autonomous vehicles.
●Commercial Inflection: AEye increased its commercial momentum, with 16 active customers that have taken revenue-generating shipments -- a 33% increase since the Company reported Q3 results in November 2025.
●Aerospace & Defense Traction: Repeat business with an existing customer, multiple new requests for quotations (“RFQs”), and a new distribution partnership that expands AEye’s reach in this sector.
●ITS & APAC Expansion: Completed a successful proof of concept (“POC”) in Australia that has progressed into the next phase of commercial discussions, while formalizing multiple intersection deployments across the U.S.; also signed a letter of intent (“LOI”) with a regional partner focused on unlocking opportunities in Korea and the broader APAC region.
●Partner Ecosystem: The Company expanded its OPTIS™ ecosystem, turning technological opportunities into actionable revenue pipelines through strategic partnerships, most recently adding Vueron for dynamic perception required by moving vehicles such as rail and trucks -- complementing existing partners Flasheye, Blue-Band, and Black Sesame Technologies.
●Technological Leadership: At CES 2026, introduced STRATOS™, a third-generation sensor featuring a 1.5-kilometer detection range and resolution greater than twice that of AEye’s flagship Apollo™ sensor, packaged in a smartphone-sized form factor which, like Apollo™, can fit behind a windshield.
Management Commentary
“Throughout 2025 we made consistent progress towards industrial scaling and active commercial execution,” said Matt Fisch, CEO of AEye. “We are now shipping products to global defense leaders, securing significant opportunities in high-speed rail, and strengthening our commercial pipeline across automotive, including commercial vehicles, smart infrastructure, mobility, and intelligent transportation systems. We believe our technology and product capabilities provide AEye with unique optionality, as we can offer best-in-industry long-range performance while also addressing the passenger vehicle market by meeting highway-speed requirements through the windshield. At the same time, we expect our capital-light manufacturing approach paired with our software-defined architecture will prove to offer the most viable path to sustainable commercialization.”
Fisch continued, “We ended 2025 with consistent momentum in our technology development, strong partnerships, and a commercial pipeline that is converting at an accelerated pace. With the launch of STRATOS™, our 1.5-kilometer ultra-long-range sensor, and our demonstrations on next-generation platforms like NVIDIA DRIVE AGX Thor™, we are delivering on our vision for the future of physical AI, which is estimated to represent a $5 billion market today and, according to a recent analysis by Barclays, a potential trillion-dollar opportunity by 2035. Moving into 2026, we are beginning to accelerate execution on our growth strategy, as we expect our technology lead will continue to translate into firm volume commitments and a durable revenue ramp.”
Financial Highlights
●Q4 2025 revenue was approximately $100,000, a 94% quarterly sequential increase. Full-year 2025 revenue totaled approximately $230,000, up 15% year over year.
●Cash burn excluding net financing proceeds in Q4 2025 was $7.5 million, and the cash burn for the 2025 full year period was $29.0 million.
●GAAP net loss for Q4 2025 was $(7.3) million, or $(0.17) per share. GAAP net loss for the 2025 full year period was $(34.0) million, or $(1.47) per share.
●Non-GAAP net loss for Q4 2025 was $(6.8) million, or $(0.15) per share. Non-GAAP net loss for the 2025 full year period was $(24.4) million, or $(1.05) per share.
●Ended 2025 with $86.5 million in cash, cash equivalents, and marketable securities, providing operational runway into 2028, based on our 2026 cash burn outlook and assuming comparable cash burn in subsequent years.
“We have an attractive level of resources that positions us to execute on the multi-year production cycles demanded by leading automotive
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