---
schema_version: "secwatch.filing_event.v1"
accession: "0000947871-25-000464"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2025-05-08T23:59:59+00:00"
generated_at: "2026-05-22T05:20:31.723043+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# AEye Q1 GAAP net loss $8.0M; Apollo enters production with LITEON, NVIDIA integration advanced

## Summary
- GAAP net loss $8.0M ($0.46/shr); non-GAAP net loss $5.8M ($0.33/shr); weighted avg shares 17.4M.
- Cash & marketable securities $25.9M; potential liquidity ~$74M. Cash burn Q1 $8M; full-year outlook raised to $27-29M.
- First Apollo units manufactured at LITEON; B-sample deliveries to OEMs expected Q2 2025.
- Apollo integration with NVIDIA DRIVE platform in final test stage; 20+ customer engagements progressing.
- Resolved lease litigation, reducing liability from $6.4M to $1.4M; secured ITS and Defense customer agreements.

## SEC filing metadata
- accession: 0000947871-25-000464
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2025-05-08T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818644/000094787125000464/0000947871-25-000464-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000094787125000464/ss4799875_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000947871-25-000464
- JSON: https://secwatch.observer/filing/0000947871-25-000464.json
- Plain text: https://secwatch.observer/filing/0000947871-25-000464.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.