secwatch.observer — SEC 8-K summary
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Issuer:     AEye, Inc. (LIDR)
CIK:        0001818644
Form:       8-K
Filed at:   2026-05-13T20:12:03+00:00
Accession:  0001213900-26-055802
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1818644/000121390026055802/0001213900-26-055802-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1818644/000121390026055802/ea0290381-8k_aeye.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-055802

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