Highest-materiality recent filing
AEye Q2 revenue $202K, up 9x YoY; net loss $(10.0)M; commercial pipeline at record
Q2 2026 revenue $202K, up ~9x from $22K YoY and ~2x sequentially; first-half revenue exceeds full-year 2025.
AEye amends CFO severance to include 12-month payout on unilateral termination
Compensation Committee on June 1, 2026 approved Amended Severance Agreement for CFO Conor Tierney and eligible NEOs.
AEye (LIDR) raises CEO salary to $562K, CFO to $385K; overall NEO comp down 24%
CEO Matthew Fisch base salary increased from $500,000 to $562,000 effective May 1, 2026.
AEye Q1 2026 revenue up ~60% YoY to $101K; commercial pipeline at record levels
Revenue $101K (+60% YoY); GAAP net loss $(8.3)M ($(0.18)/share); non-GAAP net loss $(6.7)M ($(0.15)/share).
AEye shareholders approve 6.75M share increase for equity plan at 2026 annual meeting
Elected Matthew Fisch and Doron Simon as Class II directors until 2029.
AEye General Counsel Andrew S. Hughes resigns effective May 15, 2026
Andrew S. Hughes notified AEye of his resignation as General Counsel and Corporate Secretary on May 4, 2026.
AEye Q4 revenue ~$100k, +94% QoQ; cash $86.5M provides runway into 2028
Q4 GAAP net loss $(7.3)M ($(0.17)/share); FY net loss $(34.0)M ($(1.47)/share).
AEye (LIDR) awards 1.16M performance stock units to CEO, CFO, GC; vesting at $3-$5 share price
CEO Matthew Fisch awarded 834,724 PSUs; CFO Conor Tierney 208,713; GC Andrew Hughes 121,229.
Terminated $50M Share Purchase Agreement with New Circle Principal Investments; effective Dec 17, 2025; no outstanding borrowings or fees.
AEye Q3 update: customer base doubled, Apollo production capacity up to 60K units
Customer base doubled since Q2 2025, reaching 12 contracts YTD across defense, aviation, rail, and infrastructure.
AEye reports Q3 2025 GAAP net loss $9.3M, cash $84.3M; customer base doubled to 12
GAAP net loss $(9.3M), $(0.30)/share; non-GAAP net loss $(5.4M), $(0.17)/share.
AEye reports $30M customer win, NVIDIA certification, OPTIS launch
Top global transportation OEM selected Apollo; potential $30M revenue beginning this year.
AEye reports Q2 2025 net loss of $9.3M; triples new business wins to six
GAAP net loss of $9.3M ($0.48 per share); Non-GAAP net loss of $6.7M ($0.35 per share).
AEye regains compliance with Nasdaq $1.00 bid price rule
Received Nasdaq notice on July 30, 2025 that compliance regained after 10 consecutive business days above $1.00.
AEye increases ATM offering capacity to $75M, including ~$23.7M sold to date
Amendment No. 4 increases maximum ATM offering capacity to $75M aggregate gross proceeds.
AEye upsizes ATM equity offering capacity to $23.7M
Filed Amendment No. 3 to raise up to $23,728,000 in common stock under ATM facility with A.G.P./Alliance Global Partners.
AEye re-elects directors Dunn & Zeifman; equity plan increase and governance proposals fail
Timothy J. Dunn and Sue E. Zeifman re-elected as Class I directors with 3.62M and 3.57M votes for.
Corrected aggregate consulting fees paid to Doron Simon from June 2023 to March 2025 from $456,000 to $261,000.
AEye Q1 GAAP net loss $8.0M; Apollo enters production with LITEON, NVIDIA integration advanced
GAAP net loss $8.0M ($0.46/shr); non-GAAP net loss $5.8M ($0.33/shr); weighted avg shares 17.4M.
AEye settles lease dispute for $1.4M+ warrants; appoints Doron Simon to board
Settlement with IGEP Park Place: $1.4M cash in 14 days, warrant for 350k shares at $2.22/share exercisable after 8/31/2025.
AEye receives Nasdaq bid price deficiency notice; 180 days to regain compliance
Received Nasdaq notice on March 11, 2025 for failing $1.00 minimum bid price for 30 consecutive business days.
AEye amends bylaws: reduces quorum, adds Universal Proxy Rule requirements
Reduces quorum for stockholder meetings from majority to 33-1/3% of shares entitled to vote.
AEye reports Q4 GAAP net loss $8.5M ($0.93/share); cash burn beat guidance at $4.8M
GAAP net loss Q4 2024 $(8.5)M, $(0.93) per share; Non-GAAP net loss $(6.3)M ($0.69 per share).
AEye updates ATM offering capacity to up to $15.3M
Filed Amendment No. 2 to Prospectus Supplements to increase maximum Placement Shares issuable under Sales Agreement with A.G.P./Alliance Global Partners.
AEye increases ATM offering capacity to $8,533,600 via amendment to sales agreement
On Jan 7, 2025, AEye filed Amendment No. 1 to its Prospectus Supplements to increase maximum Placement Shares under ATM sales agreement with A.G.P./Alliance Global Partners to $8,533,600.
AEye enters $3.24M convertible note and warrant financing with institutional investor
Issues senior unsecured convertible note of $3.24M at 7.4% OID (purchase price $3.00M), 7% interest, 18-month term.
AEye amends ATM sales agreement to allow up to $5.23M in share sales
Filed prospectus supplement on Dec 30, 2024 increasing maximum placement shares to $5,230,000 aggregate.
AEye Q3 revenue $104k, GAAP loss $1.01/sh; Apollo meets NVIDIA spec
Revenue of $104K from inventory sales; met consensus estimates.
AEye announces 2025 Annual Meeting timing and new stockholder address
Board expects 2025 Annual Meeting within 30 days of prior anniversary; proxy deadlines unchanged.
AEye enters $2.6M at-the-market equity facility with A.G.P./Alliance Global Partners
AEye may sell up to $2.6M of common stock at market prices through A.G.P. as sales agent.
AEye surrenders lease, faces up to $8.5M breach-of-lease lawsuit
Landlord terminated lease effective Aug 23, 2024 after AEye Tech surrendered premises and stopped rent payments.
AEye Q2 GAAP net loss $8.0M; cash burn improves, runway extended
GAAP net loss $(8.0)M or $(1.16)/share on 6.9M shares; non-GAAP loss $(6.2)M or $(0.91)/share.
AEye secures up to $50M equity facility from New Circle Principal Investments
Purchase agreement provides AEye right to sell up to $50M of common stock over 36 months at VWAP minus 2.5% or 3.5% discount.
AEye raises ~$2.5M in registered direct offering of 727,706 shares at $3.4480/share
Gross proceeds of $2.51M from sale of 727,706 shares at $3.4480 per share.
Entered securities purchase agreement with Dowslake Microsystems for $1M: 330,823 shares at $2.58/share ($853,523) and a $146,476.66 convertible note.
AEye Q1 2024 GAAP net loss $10.2M; cash burn reduced 4th consecutive quarter
GAAP net loss of $(10.2)M, $(1.61) EPS; non-GAAP net loss $(7.2)M, $(1.13) EPS.
AEye dismisses Deloitte as auditor, appoints KPMG for FY2024
Audit committee approved KPMG as independent auditor for FY2024; Deloitte dismissed effective April 8, 2024.
AEye reports Q4 2023 GAAP net loss of $27.8M; signs LOI with global Tier 1 supplier
Revenue of $0.1M; GAAP EPS loss of $4.44 on 6.3M weighted shares; non-GAAP EPS loss of $1.10.
AEye COO T.R. Ramachandran resigns effective April 5, 2024
COO T.R. Ramachandran notified AEye of resignation on March 15, 2024; effective April 5, 2024.
AEye effects 1-for-30 reverse stock split; shares trade split-adjusted Dec 27
Reverse stock split at 1-for-30 ratio became effective at 4:09 p.m. ET on Dec 26, 2023.
AEye CEO Matthew Fisch granted $500K cash retention incentive through Dec 31, 2024
CEO Matthew Fisch eligible for lump sum of $500,000 (current base salary) if employed and performing satisfactorily through Dec 31, 2024.
Continental ends joint lidar development with AEye; company to seek other Tier 1 partners
Continental AG informed AEye it will discontinue the joint lidar development program and the HRL131 product line.
AEye stockholders approve reverse stock split authorization at ratios up to 1:50
127,377,874 votes for (87.3% of cast) to authorize Board to effect reverse split at ratios from 1:5 to 1:50.
AEye Q3 2023 revenue $0.2M, GAAP net loss $17.0M, cash burn cut 50%, runway into 2025
Revenue of $0.2 million for Q3 2023; GAAP net loss $(17.0M) or $(0.09) per share on 184.1M shares.
AEye approves retention bonuses for CFO and General Counsel of $330K and $385K through Dec 2024
CFO Conor Tierney eligible for $330,000 cash award; General Counsel Andrew Hughes for $385,000 if employed through Dec 31, 2024.
AEye implements strategic plan phase 2; non-cash impairment $4.5M-$6.5M, 29 RIF
One-time pre-tax non-cash inventory write-down and asset impairment of $4.5M to $6.5M.
AEye terminates CTO Luis C. Dussan effective November 15, 2023
AEye, Inc. terminated employment of CTO Luis C. Dussan on Oct 30, effective Nov 15, 2023.
AEye appoints Jonathon B. Husby as Class III director; $175K RSU grant
Jonathon B. Husby appointed as Class III director, term ends at 2024 annual meeting.
AEye receives Nasdaq delisting notice after audit committee vacancy from director resignation
Received Nasdaq notice on Sep 13, 2023 for non-compliance with Listing Rule 5605 (independent audit committee).
Director Wen H. Hsieh resigns from AEye board and audit committee
Wen H. Hsieh resigned as director and audit committee member effective August 15, 2023.
On May 4, 2026, Andrew S. Hughes, our General Counsel and Corporate Secretary, notified us of his intent to resign from his employment at AEye, Inc. (the “Company”), effective May 15, 2026, to accept a position at an employer in an unrelated industry.
On April 29, 2025 (the “Appointment Date”), the Board of Directors (the “Board”) of AEye, Inc. appointed Doron Simon, effective as of the Appointment Date, as a Class II director
On April 29, 2025 (the “Appointment Date”), the Board of Directors (the “Board”) of AEye, Inc. appointed Doron Simon, effective as of the Appointment Date, as a Class II director
On March 15, 2024, Tirukkur R. “T. R.” Ramachandran, our Chief Operating Officer, notified us of his resignation from employment at AEye, Inc. (the “Company”), effective April 5, 2024, to accept a position at an employer in an unrelated industry.
terminated the employment of Luis C. Dussan, the Company’s Chief Technology Officer, effective November 15, 2023.
the Board of Directors (the “ Board ”) of AEye, Inc. (the “ Company ”) appointed Jonathon B. Husby, effective immediately, as a Class III director
On August 15, 2023, Wen H. Hsieh resigned, effective immediately, as a member of the Board of Directors of AEye, Inc. (the “Company”) and its Audit Committee.
and Timothy J. Dunn, as the Company's lead independent director.
Carol DiBattiste resigned as a member and Chairperson of the Board of Directors (the “Board”), and the Audit, Compensation, and Nominating and Corporate Governance Committees of AEye, Inc. (the “Company”), effective as of May 18, 2023, to accept a position with the U.S. Government.
the Board appointed Matthew Fisch, the Company’s Chief Executive Officer, as the Chairman of the Board
On May 1, 2023, the Board appointed Mr. Tierney as the Company’s Chief Financial Officer, Treasurer, and principal financial officer, removing the interim designation
On March 14, 2023, the Company’s Board of Directors appointed Conor B. Tierney, age 45, as the Company’s interim Chief Financial Officer, Treasurer, and principal financial officer, effective March 31, 2023.
Max materiality 0.85 · Median 0.57 · Most common event other_material