---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-25-118273"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2025-12-04T23:59:59+00:00"
generated_at: "2026-05-16T14:52:02.261096+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-25-118273
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2025-12-04T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1818644/000121390025118273/0001213900-25-118273-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000121390025118273/ea0268444-8k_aeye.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-25-118273
- JSON: https://secwatch.observer/filing/0001213900-25-118273.json
- Plain text: https://secwatch.observer/filing/0001213900-25-118273.txt

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