AEye Q1 2026 revenue up ~60% YoY to $101K; commercial pipeline at record levels

AEye, Inc.

Revenue $101K (+60% YoY); GAAP net loss $(8.3)M ($(0.18)/share); non-GAAP net loss $(6.7)M ($(0.15)/share).
Active customers increased 31% to 21; quotes and engagements both up ~40% QoQ.
Cash burn $9.2M in Q1; $77.2M cash; FY2026 cash burn reaffirmed at $30-$35M; runway into 2028.
Defense expansion via SynTech partnership; Apollo validated on NVIDIA DRIVE; manufacturing with LITEON.
New RFIs in automotive/trucking; OPTIS live at California intersection; APAC discussions advancing.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.