---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-26-086143"
form_type: "8-K"
ticker: "LIDR"
cik: "0001818644"
company_name: "AEye, Inc."
filed_at: "2026-08-06T20:10:46+00:00"
generated_at: "2026-08-06T20:14:31.532765+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001213900-26-086143
- form_type: 8-K
- ticker: LIDR
- cik: 0001818644
- company_name: AEye, Inc.
- filed_at: 2026-08-06T20:10:46+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/1818644/000121390026086143/0001213900-26-086143-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1818644/000121390026086143/ea0300827-8k_aeye.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-26-086143
- JSON: https://secwatch.observer/filing/0001213900-26-086143.json
- Plain text: https://secwatch.observer/filing/0001213900-26-086143.txt

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