AEVA

Aeva Technologies, Inc. ( AEVA ) Q3 2026 Earnings Call November 4, 2026 5:00 PM EST Company Participants Andrew Fung - Senior Director of Investor Relations & Corporate Development Soroush Dardashti - Co-Founder, CEO & Director Rupesh Maheshwari - Interim CFO, VP & Corporate Controller Conference Call Participants Colin Rusch - Oppenheimer & Co. Inc., Research Division Mason Wayne - Morgan Stanley, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division George Gianarikas - Canaccord Genuity Corp., Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Good afternoon, everyone. My name is Bo, and I will be your conference facilitator today.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Aeva® (Nasdaq: AEVA), a leader in next-generation sensing and perception systems, today announced its third quarter 2026 results. Key Company Highlights First revenues in Optical Connectivity with deliveries of UHP chipsets to JDA customer for integration and validation; deepening collaboration with JDA customer to jointly pursue interest from additional hyperscalers Expanded Optical Connectivity product portfolio with Ultra-High Power (UHP) chipsets, SPE.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Aeva® (Nasdaq: AEVA), a leader in next-generation sensing and perception systems, today introduced an expanded portfolio of solutions within Optical Connectivity, Aeva's business that leverages proprietary high-power, low noise optical sources and multiwavelength integrated silicon photonics technologies for next-generation AI data centers. Aeva is engaged with a growing number of optical solutions providers and AI compute companies, driven by our ability.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Aeva® (Nasdaq: AEVA), a leader in next-generation sensing and perception systems, today announced it will report results for the third quarter 2026 after market close on Wednesday, November 4, 2026. Aeva will host a conference call and webcast to discuss the third quarter 2026 results at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day. Event: Aeva Technologies, Inc. Third Quarter 2026 Results Call Date: Wednesday, November 4, 2026 Time: 2:.

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Aeva Technologies announced a potential deal with a major hyperscaler JDA and new optical connectivity product, but material revenues remain years away. AEVA's Q2 revenues were stagnant at $6.1 million, with no near-term sales ramp despite a robust pipeline. Large deals with Daimler Truck and a hyperscaler could drive significant revenue, but production ramps are not expected until 2027–2028.

Aeva's Q2 loss narrows as service revenues nearly triple, lifting sales and turning gross profit positive despite higher operating expenses.