{"schema_version":"secwatch.filing_event.v1","accession":"0001213900-26-098204","form_type":"8-K","ticker":"LIDR","cik":"0001818644","company_name":"AEye, Inc.","filed_at":"2026-09-09T11:00:24+00:00","discovered_at":"2026-09-09T11:05:00.512950+00:00","generated_at":"2026-09-09T11:05:09.115845+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AEye: revenue up ~9x YoY, record 25 customers, NASA-backed lunar contract","bullets":["Revenue grew ~9x YoY and roughly doubled sequentially; first-half 2026 revenue exceeded full-year 2025.","Secured multi-million-dollar contract with Lunar Outpost for Apollo on Pegasus Lunar Terrain Vehicle, backed by NASA funding.","Appointed Laura Wrisley as Chief Revenue Officer; defense engagements doubled QoQ with third consecutive paid order.","Apollo validated on NVIDIA DRIVE AGX Thor; 25 customers taking revenue-generating shipments, up 19% since Q1.","Strong cash position, virtually debt-free; expects more commercial deals in H2 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-098204","json":"https://secwatch.observer/filing/0001213900-26-098204.json","markdown":"https://secwatch.observer/filing/0001213900-26-098204.md","text":"https://secwatch.observer/filing/0001213900-26-098204.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1818644/000121390026098204/0001213900-26-098204-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1818644/000121390026098204/ea0304926-8k_aeye.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-09T11:05:09.115845+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}