---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-028340"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2026-03-16T23:59:59+00:00"
generated_at: "2026-05-15T11:54:06.858522+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# AEye Q4 revenue ~$100k, +94% QoQ; cash $86.5M provides runway into 2028

## Summary
- Q4 GAAP net loss $(7.3)M ($(0.17)/share); FY net loss $(34.0)M ($(1.47)/share).
- Non-GAAP net loss Q4 $(6.8)M ($(0.15)/share); FY $(24.4)M ($(1.05)/share).
- Q4 revenue ~$100k, +94% sequentially; FY revenue ~$230k, +15% YoY.
- FY2026 cash burn outlook $30-35M, including ~$5M working capital.
- 16 active customers (+33% vs Q3); demonstrated Apollo lidar with NVIDIA DRIVE AGX Thor.

## SEC filing metadata
- accession: 0001213900-26-028340
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2026-03-16T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- 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/1818644/000121390026028340/0001213900-26-028340-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000121390026028340/ea0281663-8k_aeye.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-028340
- JSON: https://secwatch.observer/filing/0001213900-26-028340.json
- Plain text: https://secwatch.observer/filing/0001213900-26-028340.txt

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