secwatch.observer — SEC 8-K summary ====================================== Issuer: AEye, Inc. (LIDR) CIK: 0001818644 Form: 8-K Filed at: 2025-08-05T23:59:59+00:00 Accession: 0000947871-25-000721 Event type: other_material Sentiment: positive Materiality: 0.75 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 AEye reports $30M customer win, NVIDIA certification, OPTIS launch ------------------------------------------------------------------ - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1818644/000094787125000721/0000947871-25-000721-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1818644/000094787125000721/ss5170628_8k.htm HTML page: https://secwatch.observer/filing/0000947871-25-000721 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer