AEye Inc
NASDAQ:LIDR
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AEye Inc
NASDAQ:LIDR
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US |
AEye Inc
AEye, Inc. engages in the development of vision hardware, software and algorithms that act as the eyes and visual cortex of autonomous vehicles. The company is headquartered in Dublin California, California and currently employs 100 full-time employees. The company went IPO on 2020-11-13. The Company’s software-definable 4Sight intelligent sensing platform combines solid-state active lidar, an optionally fused low-light high dimension (HD) camera and integrated deterministic artificial intelligence to capture information. The Company’s product offerings are comprised of the 4Sight A and 4Sight M. 4Sight A is a software-configurable lidar solution for automotive markets. The 4Sight A series is customizable to address the specific design requirements for multiple original equipment manufacturers. 4Sight M is a software-configurable lidar solution for the mobility and industrial markets. 4Sight M meets the diverse array of performance and functional requirements for the mobility and industrial markets. 4Sight includes a comprehensive software development kit for an extensible roadmap to autonomous functionality.
AEye, Inc. engages in the development of vision hardware, software and algorithms that act as the eyes and visual cortex of autonomous vehicles. The company is headquartered in Dublin California, California and currently employs 100 full-time employees. The company went IPO on 2020-11-13. The Company’s software-definable 4Sight intelligent sensing platform combines solid-state active lidar, an optionally fused low-light high dimension (HD) camera and integrated deterministic artificial intelligence to capture information. The Company’s product offerings are comprised of the 4Sight A and 4Sight M. 4Sight A is a software-configurable lidar solution for automotive markets. The 4Sight A series is customizable to address the specific design requirements for multiple original equipment manufacturers. 4Sight M is a software-configurable lidar solution for the mobility and industrial markets. 4Sight M meets the diverse array of performance and functional requirements for the mobility and industrial markets. 4Sight includes a comprehensive software development kit for an extensible roadmap to autonomous functionality.
Cash runway: Ended 2025 with $86.5 million (described as nearly $87 million) and says it's funded well into 2028.
Revenue pipeline: Active customer count rose from 12 to 16, active engagements up over 40%, and CES generated ~130 high-quality leads feeding POCs and quotes.
Products: Launched STRATOS (1.5 km range) and continued shipments of Apollo (1 km detection range); OPTIS software platform beginning to generate revenue.
Manufacturing: Secured dedicated capacity for 60,000 Apollo units annually through Tier‑1 partner LITEON to support mass manufacturability.
Financials Q4: GAAP net loss of $7.3M ($0.17/sh), non-GAAP net loss of $6.8M ($0.15/sh); Q4 GAAP op. expenses $8.3M and non-GAAP op. expenses $7.5M.
Cash burn guidance: Expect full‑year 2026 cash burn of $30M–$35M; quarterly cash burn (ex-financing) rose to $7.5M from $6.4M QoQ.
Strategic partnerships: Deepening relationship with NVIDIA (DRIVE AGX Thor integration and Halos AI Lab) and distribution partner to expand APAC reach.
Market focus: Increased traction in non-automotive markets (defense, ITS, rail, trucking) with a announced $30M opportunity with a global transportation OEM, expected to scale in H2 2026 and more meaningfully in 2027.
