{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-055802","form_type":"8-K","ticker":"LIDR","cik":"0001818644","company_name":"AEye, Inc.","filed_at":"2026-05-13T20:12:03+00:00","discovered_at":"2026-05-13T20:13:00.301771+00:00","generated_at":"2026-05-13T22:02:44.032595+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"AEye Q1 2026 revenue up ~60% YoY to $101K; commercial pipeline at record levels","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-055802","json":"https://secwatch.observer/filing/0001213900-26-055802.json","markdown":"https://secwatch.observer/filing/0001213900-26-055802.md","text":"https://secwatch.observer/filing/0001213900-26-055802.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1818644/000121390026055802/0001213900-26-055802-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1818644/000121390026055802/ea0290381-8k_aeye.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-13T22:02:44.032595+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}