---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-25-107165"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:57:01.875382+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# AEye reports Q3 2025 GAAP net loss $9.3M, cash $84.3M; customer base doubled to 12

## Summary
- GAAP net loss $(9.3M), $(0.30)/share; non-GAAP net loss $(5.4M), $(0.17)/share.
- Cash, cash equivalents and marketable securities $84.3M as of Sept 30, quadruple prior quarter.
- Customer base doubled to 12 contracts YTD; secured investment to scale Apollo production to 60K units annually.
- FY2025 cash burn guidance $27M-$29M; Q3 cash burn $6.4M.
- Delivered Apollo units to global defense contractor for next-generation aerial systems.

## SEC filing metadata
- accession: 0001213900-25-107165
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818644/000121390025107165/0001213900-25-107165-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000121390025107165/ea0264320-8k_aeye.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-25-107165
- JSON: https://secwatch.observer/filing/0001213900-25-107165.json
- Plain text: https://secwatch.observer/filing/0001213900-25-107165.txt

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