AEye Q3 update: customer base doubled, Apollo production capacity up to 60K units

AEye, Inc.

Customer base doubled since Q2 2025, reaching 12 contracts YTD across defense, aviation, rail, and infrastructure.
Apollo production capacity expanded to 60,000 units annually via LITEON partnership, funded by strategic investment.
Delivered Apollo units to a global defense contractor for next-gen aerial systems; engaged with ~2/3 of major Western OEMs.
New partnerships with Black Sesame, Blue-Band, Flasheye; Black Sesame led to potential $30M opportunity with transportation OEM.
Ended Q3 with strong liquidity, nearly debt-free balance sheet, operational runway into 2028.

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