AEye Q2 revenue $202K, up 9x YoY; net loss $(10.0)M; commercial pipeline at record

AEye, Inc.

Q2 2026 revenue $202K, up ~9x from $22K YoY and ~2x sequentially; first-half revenue exceeds full-year 2025.
GAAP net loss $(10.0)M ($0.22/share); non-GAAP net loss $(7.6)M ($0.17/share).
Cash consumption $7.5M in Q2; cash & equivalents $71.5M; reaffirms FY2026 cash consumption $30-35M, runway into 2028.
Record commercial activity: 25 revenue-generating customers (+19% from Q1); new sports analytics vertical with Alive3D.
Apollo validated on NVIDIA DRIVE AGX Thor; defense vertical sees third consecutive purchase order.

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.