---
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"
generated_at: "2026-05-13T22:02:44.032595+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-055802
- JSON: https://secwatch.observer/filing/0001213900-26-055802.json
- Plain text: https://secwatch.observer/filing/0001213900-26-055802.txt

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