secwatch.observer — SEC 8-K summary
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Issuer:     AEye, Inc. (LIDR)
CIK:        0001818644
Form:       8-K
Filed at:   2026-03-16T23:59:59+00:00
Accession:  0001213900-26-028340
Event type: earnings
Sentiment:  neutral
Materiality: 0.55
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1818644/000121390026028340/0001213900-26-028340-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1818644/000121390026028340/ea0281663-8k_aeye.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-028340

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer