secwatch.observer — SEC 8-K summary
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Issuer:     AEye, Inc. (LIDR)
CIK:        0001818644
Form:       8-K
Filed at:   2026-08-06T20:10:46+00:00
Accession:  0001213900-26-086143
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1818644/000121390026086143/0001213900-26-086143-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1818644/000121390026086143/ea0300827-8k_aeye.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-086143

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