Every 8-K that AEye, Inc. Warrant (LIDRW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LIDRW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LIDRW filings page.
AEye, Inc. reported second quarter 2026 results, highlighting a sharp ramp in early commercial revenue but continued sizable losses. Revenue for the quarter was $202 thousand, up from $22 thousand a year earlier, which management said was approximately nine-fold year-over-year and roughly doubled sequentially. First-half 2026 revenue of $303 thousand already exceeds full-year 2025 revenue.
The company remained unprofitable, posting a Q2 GAAP net loss of $10.0 million, or $0.22 per share, versus a $9.3 million loss in Q2 2025. Non-GAAP net loss was $7.6 million, and Adjusted EBITDA was $(8.3) million. Gross margin stayed negative, with a Q2 gross loss of $161 thousand as operating expenses totaled $10.6 million.
AEye ended June 30, 2026 with $71.5 million in cash and marketable securities and a small $146 thousand convertible note, which management described as a virtually debt-free balance sheet. Operating cash outflow was $15.8 million in the first half. The company reaffirmed full-year 2026 cash consumption guidance of $30–35 million, including about $5 million of working capital, and expects its cash balance to provide operational runway well into 2028. Business updates included a sports analytics agreement with Alive3D, validation of Apollo™ on NVIDIA DRIVE AGX Thor™, and a third consecutive purchase order from its lead defense customer.
AEye, Inc. reported that its Board’s Compensation Committee approved changes to executive compensation focused on severance protections. The company adopted a form of Amended and Restated Change in Control Severance Agreement and authorized entry into this agreement with Chief Financial Officer Conor Tierney.
The agreement preserves existing change-in-control severance terms but newly provides benefits for a “Unilateral Termination,” which occurs when an eligible executive resigns for “good reason” or is terminated without “cause” outside a change in control context. In that case, Mr. Tierney is entitled to a severance payment equal to 12 months of base salary plus group health insurance coverage for the same 12‑month period.
All severance benefits are conditioned on the executive signing a general waiver and release of claims, reaffirming obligations under the company’s proprietary information agreement, and allowing any rescission period to lapse so the release becomes effective.
AEye, Inc. updated its executive compensation and severance arrangements. The Board approved an Amended and Restated Change in Control Severance Agreement that extends severance protection to certain terminations not tied to a change in control, including resignations for “good reason” or terminations without “cause.” For CEO Matthew Fisch, a Unilateral Termination provides 12 months of base salary and continued group health coverage for the same period, subject to a waiver and release of claims and other conditions. The Compensation Committee also raised CFO Conor Tierney’s annual base salary from $361,000 to $385,000 and increased his bonus target from 65% to 70% of base salary, and increased Mr. Fisch’s base salary from $500,000 to $562,000, both effective May 1, 2026. Despite these individual increases, the company states that base compensation for named executive officers will decline by 24% on a go-forward basis due to a broader restructuring.
AEye, Inc. reported first-quarter 2026 results showing rapid top-line growth but continued losses. Revenue was $101 thousand for the quarter ended March 31, 2026, up from $64 thousand a year earlier, reflecting the company’s stated ~60% year-over-year increase.
AEye posted a GAAP net loss of $8.345 million, compared with a net loss of $8.016 million in the prior-year quarter, with GAAP net loss per share improving to $(0.18) from $(0.46), driven by a higher share count. Non-GAAP net loss was $6.686 million, and adjusted EBITDA was a loss of $7.447 million, both slightly worse than a year ago.
As of March 31, 2026, cash and cash equivalents were $45.162 million and marketable securities were $32.076 million, supporting management’s view that the balance sheet provides runway well into 2028. The company reaffirmed its 2026 cash burn outlook of $30 million to $35 million, including approximately $5 million in working capital, while highlighting record commercial pipeline metrics, 21 active customers, and growing repeat business across automotive, trucking, defense, rail, and infrastructure markets.
AEye, Inc. reported the results of its 2026 Annual Meeting of Stockholders. Stockholders representing 27,302,724 votes, about 60.20% of the 45,345,919 shares outstanding as of March 23, 2026, were present, establishing a quorum.
Matthew Fisch and Doron Simon were elected as Class II directors to serve until the 2029 annual meeting. Stockholders ratified KPMG LLP as independent auditor for the year ending December 31, 2026, and approved an increase of 6,750,000 shares of common stock issuable under the 2021 Equity Incentive Plan.
On an advisory, non-binding basis, stockholders approved the compensation of named executive officers and chose an annual (one-year) frequency for future advisory votes on executive compensation.
AEye, Inc. reported that its General Counsel and Corporate Secretary, Andrew S. Hughes, has notified the company of his decision to resign. He plans to leave AEye effective May 15, 2026 in order to accept a position with an employer in an unrelated industry.
The company stated that Mr. Hughes’ resignation did not result from any disagreement with AEye regarding its operations, policies, or practices, indicating that this is a voluntary career move rather than a dispute-driven departure.
AEye, Inc. reported fourth-quarter and full-year 2025 results, highlighting stronger liquidity but still very early-stage revenue. Revenue was $97,000 in Q4 2025 and $233,000 for the year, modestly above 2024’s $46,000 and $202,000. The company posted a 2025 net loss of $33.96 million, slightly improved from a $35.46 million loss in 2024, with a basic and diluted net loss per share of $1.47 versus $4.89, reflecting a larger share count.
Cash and cash equivalents rose to $43.36 million as of December 31, 2025, aided by $90.96 million of common stock issuance under stock purchase agreements, giving management confidence in an operational runway into 2028. AEye expects 2026 cash burn between $30 million and $35 million, including about $5 million of working capital, while emphasizing commercial pipeline growth, new defense and transportation customers, and long-range lidar products like Apollo™ and STRATOS™.
AEye, Inc. reported that its Compensation Committee adopted new standard cash-settlement forms for performance stock units and restricted stock units under the company’s 2021 Equity Incentive Plan.
The Committee granted performance stock units (PSUs) to executives: 121,229 PSUs to General Counsel Andrew S. Hughes, 208,713 PSUs to Chief Financial Officer Conor B. Tierney, and, following Board approval, 834,724 PSUs to Chief Executive Officer Matthew Fisch. These PSUs vest in three equal tranches when the company’s common stock averages $3.00, $4.00, and $5.00 per share, respectively, over any five consecutive trading days before December 31, 2030. If there are not enough shares available under the plan at vesting, the awards will be settled in cash based on the five-day trailing average NASDAQ closing price.