AEye, Inc. develops software-defined lidar and intelligent sensing systems for advanced driver-assistance, vehicle autonomy, smart infrastructure, security, defense and logistics applications. Company news commonly covers its Apollo™ long-range lidar sensor, Stratos™ sensor and OPTIS™ full-stack perception platform, along with commercial relationships, product deployments and participation in safety and AI-system inspection initiatives.
Recurring updates also include quarterly and annual financial results, customer and shipment commentary, investor communications, equity-plan matters, inducement grants and leadership or operations-related appointments tied to AEye’s commercialization of lidar hardware and perception software.
AEye (LIDR) will release its third quarter 2026 financial results after market close on November 5, 2026. A conference call and webcast will follow at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). CEO Matt Fisch and CFO Conor Tierney will review results, provide a business update and answer questions. Supplemental financial information will be available on the company’s website before the call.
AEye (LIDR) is featuring its Apollo lidar in a LITEON demonstration vehicle at InCabin Europe 2026 in Barcelona.
The September 22–24 demonstration combines Apollo’s high-resolution 3D point-cloud data with imagery from LITEON’s automotive cameras. The data is processed into a unified visualization of the vehicle’s surroundings. Apollo’s software-defined design allows its sensing performance to be configured for different applications without changing the underlying hardware.
AEye (LIDR) and Swedish defense technology company Swiftstrike AI will integrate AEye’s STRATOS™ ultra-long-range, software-defined lidar into Swiftstrike’s counter-unmanned aircraft system (C-UAS) platforms. The goal is to add an extended detection layer that can identify and classify smaller, faster, low-signature drones earlier and more reliably than existing radio-frequency-based methods.
STRATOS™, AEye’s third-generation lidar, is designed to detect objects at up to 1.5 kilometers with more than twice the resolution of its Apollo™ sensor, in a compact form factor. The companies see this pairing as addressing evolving drone threats and tapping into a global counter-UAS market projected to grow from about $14.4 billion in 2026 to roughly $55.3 billion by 2034.
AEye (LIDR) released a stockholder letter highlighting record commercial activity, a multi-million-dollar NASA-backed contract, and strong year-over-year revenue growth.
The company secured a binding multi-million-dollar commitment from Lunar Outpost, ultimately backed by NASA funding, to deploy its Apollo™ lidar on the Pegasus Lunar Terrain Vehicle for Artemis missions. Alive3D selected Apollo™ for next-generation sports analytics, opening a new commercial category. AEye reported record commercial engagement, with 25 customers taking revenue-generating shipments, a 19% increase since Q1, while engagements and quotes rose over 25% and approximately 40% quarter-over-quarter, respectively. Revenue grew about nine-fold year-over-year and roughly doubled sequentially, with first-half 2026 revenue already exceeding full-year 2025, supported by a substantial cash position and a virtually debt-free balance sheet.
AEye (LIDR) will participate in the 28th Annual H.C. Wainwright Global Investment Conference from September 14-16, 2026, at the Lotte New York Palace Hotel in New York City, where CFO Conor Tierney will present and host one-on-one investor meetings.
Investors interested in scheduling meetings are directed to contact their H.C. Wainwright representative. AEye develops software-defined lidar solutions for applications such as advanced driver-assistance, vehicle autonomy, smart infrastructure, security, defense, and logistics, including its Apollo™, STRATOS™, and OPTIS™ platforms.
AEye (Nasdaq: LIDR) announced that its Apollo™ long-range lidar has been selected by Lunar Outpost for integration on the Pegasus Lunar Terrain Vehicle, which is planned to transport Artemis astronauts across the Moon’s surface. This multi-million-dollar commercial space contract marks AEye’s entry into the space mobility market, expanding beyond its automotive, defense, and industrial focus. Apollo was chosen for its solid-state, rugged design, software-defined architecture enabling mission-specific tuning, and compact form factor suited to strict lunar mass and volume constraints.
AEye (Nasdaq: LIDR) granted an inducement equity award of 125,000 restricted stock units (RSUs) to newly appointed Chief Revenue Officer Laura Wrisley. The award was approved by the Board’s independent Compensation Committee on July 28, 2026 and became effective on August 18, 2026, Ms. Wrisley’s employment start date.
According to AEye, one-third of the RSUs will vest on November 15, 2027, with the remainder vesting in equal quarterly installments over the following eight quarters, subject to continued employment. The award was granted under the 2025 Employment Inducement Incentive Award Plan, relying on Nasdaq Listing Rule 5635(c)(4), and sits outside stockholder-approved equity plans.
AEye (Nasdaq: LIDR) announced that CEO Matt Fisch will participate in a fireside chat at the J.P. Morgan Auto Conference in New York on Wednesday, August 12, 2026, at 2:20 PM ET.
A live audio webcast of the session, along with a replay and related investor materials, will be accessible through the AEye investor relations website. Investors can request meetings with AEye at the conference through their J.P. Morgan representative.
AEye (Nasdaq: LIDR) reported Q2 2026 revenue of $202 thousand, approximately nine times Q2 2025’s $22 thousand and about double Q1 2026, with first‑half 2026 revenue of $303 thousand, already exceeding full‑year 2025’s $86 thousand. GAAP net loss was $(10.0) million ($0.22 per share), and non‑GAAP net loss was $(7.6) million ($0.17 per share). Cash consumption in Q2 was $7.5 million, with cash, cash equivalents and marketable securities totaling $71.5 million as of June 30, 2026.
Commercial activity reached a record level, with 25 revenue-generating customers (up 19% since Q1), engagements up over 25% quarter‑over‑quarter, and quotes up approximately 40%. AEye announced a sports analytics agreement with Alive3D, validation of Apollo™ on NVIDIA DRIVE AGX Thor™, expanding participation in the NVIDIA DRIVE Hyperion ecosystem, and continued strength in defense, where engagements doubled quarter‑over‑quarter and a lead customer placed its third consecutive paid order. The company reaffirmed 2026 cash consumption guidance of $30–$35 million (including about $5 million working capital) and expects its cash balance to support operations well into 2028.
AEye (Nasdaq: LIDR) announced that its flagship Apollo™ lidar sensor has been validated on NVIDIA DRIVE AGX Thor™, the compute platform for next-generation NVIDIA-native autonomous vehicles and physical AI systems. Apollo is now a sensor partner in the NVIDIA DRIVE Hyperion ecosystem, with sensor-to-compute interoperability confirmed against NVIDIA DriveOS.
According to AEye, this validation expands its collaboration with NVIDIA, which already includes support on another NVIDIA automotive compute platform and membership in the NVIDIA Halos AI Systems Inspection Lab. OEMs and Tier 1 suppliers using NVIDIA DRIVE can source Apollo as a pre-qualified sensor, which AEye says can reduce integration risk and shorten the path from system design to deployment.