AEye (LIDR) Company Report

AEye (Nasdaq: LIDR) introduced Stratos™, a new ultra-long-range lidar sensor capable of reliably detecting objects at distances of up to 1.5 kilometers.
Stratos™ is designed to set a new benchmark for lidar performance, accuracy, and real-world deployment at a competitive price point, offering resolution greater than two times that of AEye's Apollo.
The compact sensor, comparable in size to a smartphone, can detect objects up to 500 meters when placed behind a windshield in automotive applications and is also applicable for aviation, defense, and rail.
CEO Matt Fisch stated that Stratos™ represents a significant leap in long-range lidar, providing a cost-disruptive solution for enhanced situational awareness and earlier object recognition.

Jan 5, 2026, 1:00 PM

Press Release

AEye, Inc. Reports Strong Q3 2025 Commercial Traction and Financial Position

LIDR

Revenue Acceleration/Inflection

New Projects/Investments

Guidance Update

AEye, Inc. reported a milestone Q3 2025, marked by execution, commercialization, and expansion, positioning the business for durable growth into 2026.
The company doubled its customer base since the end of Q2 2025, securing 12 contracts year-to-date across defense, aviation, rail, and intelligent infrastructure.
AEye expanded its Tier-1 manufacturing partnership with LITEON, establishing a new dedicated production line with an annual capacity of up to 60,000 Apollo units to meet growing demand.
The company ended Q3 2025 with strong liquidity and a nearly debt-free balance sheet, providing operational runway well into 2028.
New collaborations, including one with Black Sesame Technologies, led to a recent selection by a transportation OEM for a potential $30 million opportunity.

Dec 4, 2025, 9:05 PM

8-K

AEye (LIDR) Announces Q3 2025 Financial Results and Reiterates FY 2025 Cash Burn Guidance

LIDR

Earnings

Guidance Update

New Projects/Investments

AEye (LIDR) reported a GAAP net loss of $(9.3) million and GAAP EPS of $(0.30) for Q3 2025.
The company ended Q3 2025 with $84.3 million in cash, cash equivalents, and marketable securities.
AEye reiterated its FY 2025 cash burn guidance of $27 million to $29 million.
The company highlighted its capital-light business model, with a trailing twelve months (TTM) operating expense of $30 million and TTM free cash flow burn of $10 million as of June 30, 2025, which is favorable compared to peers.

Nov 6, 2025, 10:00 PM

Presentation

AEye Reports Strong Q3 2025 Financials, Doubles Customer Base, and Expands Production Capacity

LIDR

Earnings

New Projects/Investments

Revenue Acceleration/Inflection

AEye ended Q3 2025 with a strong financial position, reporting $84 million in cash, cash equivalents, and marketable securities, providing a runway into 2028. An additional $10 million was raised post-quarter-end, bringing the total cash balance to above $90 million.
The company demonstrated financial discipline in Q3 2025, with non-GAAP operating expenses of $6.1 million and a non-GAAP net loss of $5.4 million, or $0.17 per share, which beat consensus estimates. Net cash used for operating activities decreased to $6.1 million.
AEye significantly expanded its commercial traction, doubling its customer base to 12 contracts signed year-to-date and tripling active quotes in Q3 2025. The non-automotive funnel grew sixfold to nearly 600 prospects.
To meet anticipated demand, AEye expanded its manufacturing agreement with Lite-On, funding a new dedicated production line for Apollo with capacity to produce up to 60,000 units annually. The company expects revenue growth in 2026.

Nov 6, 2025, 10:00 PM

Transcript

AEye, Inc. Reports Third Quarter 2025 Results

LIDR

Earnings

Guidance Update

New Projects/Investments

AEye, Inc. reported a GAAP net loss of $(9.3) million (or $(0.30) per share) and a Non-GAAP net loss of $(5.4) million (or $(0.17) per share) for the third quarter ended September 30, 2025.
As of September 30, 2025, the company's cash, cash equivalents, and marketable securities totaled $84.3 million, which is quadruple the balance from the prior quarter.
The company doubled its customer base to 12 and secured a strategic investment to expand Apollo production capacity to 60,000 units annually.
AEye expects its full-year 2025 cash burn to be within the range of $27 million to $29 million, with its operational runway supported well into 2028.

Nov 6, 2025, 9:12 PM

8-K

AEye Reports Q3 2025 Results

LIDR

Earnings

Guidance Update

New Projects/Investments

AEye reported a GAAP net loss of $(9.3) million or $(0.30) per share and a non-GAAP net loss of $(5.4) million or $(0.17) per share for the third quarter ended September 30, 2025.
The company's cash, cash equivalents, and marketable securities were $84.3 million as of September 30, 2025, which is quadruple the prior quarter's balance, supporting an operational runway well into 2028.
Cash burn excluding net financing proceeds in Q3 2025 was $6.4 million, and the full-year 2025 cash burn is expected to be between $27 million and $29 million.
AEye doubled its customer base to 12 and secured a strategic investment to expand Apollo production capacity to 60,000 units annually.

Nov 6, 2025, 9:05 PM

Press Release

AEye expands Apollo manufacturing capacity and secures strategic investment

LIDR

New Projects/Investments

Guidance Update

AEye, Inc. is expanding its Apollo lidar unit manufacturing capacity to an initial annual output of up to 60,000 units through an engagement with LITEON Technology Corp..
This expansion is bolstered by a strategic capital infusion from a globally recognized institutional investor.
The full production capacity for the new manufacturing line is expected by mid-2026.
The initiative aims to meet growing global demand for Apollo units across automotive, defense, smart infrastructure, and industrial markets.

Nov 6, 2025, 1:00 PM

Press Release

AEye Begins Shipments of Apollo Lidar Sensor to Defense Contractor

LIDR

Product Launch

New Projects/Investments

AEye has commenced shipments of its Apollo lidar sensor to a global defense contractor.
The Apollo sensor is intended for use in manned and unmanned aerial vehicles, with an initial focus on providing enhanced wire detection capabilities for aircraft, including drones and helicopters.
This deployment expands AEye's market into the aviation and defense sectors, which the company believes opens a path to significant revenue with this OEM and others.

Oct 7, 2025, 12:00 PM

Press Release