---
schema_version: "secwatch.filing_event.v1"
accession: "0000947871-25-000721"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2025-08-05T23:59:59+00:00"
generated_at: "2026-05-17T20:55:21.423396+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AEye reports $30M customer win, NVIDIA certification, OPTIS launch

## Summary
- Top global transportation OEM selected Apollo; potential $30M revenue beginning this year.
- Apollo certified on NVIDIA DRIVE AGX Orin; listed in NVIDIA's ecosystem.
- Launched OPTIS platform with NVIDIA Jetson Orin; secured contracts for airport safety, perimeter monitoring, logistics.
- Production with LITEON started Q1; 30 new customer engagements and six revenue contracts signed.
- Selected for WinTOR project (U of Toronto/GM) for adverse weather autonomous performance.

## SEC filing metadata
- accession: 0000947871-25-000721
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2025-08-05T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818644/000094787125000721/0000947871-25-000721-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000094787125000721/ss5170628_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000947871-25-000721
- JSON: https://secwatch.observer/filing/0000947871-25-000721.json
- Plain text: https://secwatch.observer/filing/0000947871-25-000721.txt

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