LIDR

AEye, Inc. ( LIDR ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants Keaton Olson Matthew Fisch - CEO & Chairman Conor Tierney - CFO & Treasurer Conference Call Participants Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Scott Buck - Titan Partners Group LLC Casey Ryan Charles Fratt - Alliance Global Partners, Research Division Kevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Thank you for standing by, and welcome to the AEye Q3 2026 Earnings Conference Call. [Operator Instructions] I'd now like to turn it over to Keaton Olson, Investor Relations Manager.

PLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced financial results for the third quarter ended September 30, 2026. Business Highlights Expanding Commercial Customer Base: The number of customers that have taken revenue-generating shipments increased to 32, up 28% from the 25 reported in conjunction with second quarter 2026 results. Active technical engagements are now greater than 200, each one.

PLEASANTON, Calif. & STOCKHOLM--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, and AB Swiftstrike AI, a Swedish defense technology company building autonomous and scalable defense systems for Counter-Unmanned Aircraft System (“counter-UAS”) and Intelligence, Surveillance, and Reconnaissance (ISR), today announced that they will cooperate on the development and integration of AEye's ultra-long-range lidar, into Swiftstrike's C-U.

PLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today issued a letter to stockholders. The full text of the letter follows: Dear Fellow Stockholders, In the time since my last letter, AEye has experienced significant progress marked by accelerating commercial momentum and expansion into entirely new markets. Our commercial pipeline again has reached a record level, with more programs advancing from initial ev.

PLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced that CFO Conor Tierney will present and host one-on-one investor meetings at the 28th Annual H.C. Wainwright Global Investment Conference on September 14-16, 2026 at the Lotte New York Palace Hotel in New York City. To schedule a meeting at the conference, please contact your H.C. Wainwright representative. About AEye AEye offers a suite of uniqu.

PLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced the grant of an inducement equity award to Laura Wrisley, the Company's newly appointed Chief Revenue Officer. The award was approved by the Compensation Committee of the Company's Board of Directors, composed entirely of independent directors, on July 28, 2026, and became effective on August 18, 2026, the date on which Ms. Wrisley commenced empl.

AEye, Inc. (LIDR) Q2 2026 Earnings Call Transcript

PLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced that CEO Matt Fisch will participate in a fireside chat at the J.P. Morgan Auto Conference in New York on Wednesday, August 12, 2026, at 2:20 PM ET. A live audio webcast of the fireside chat will be available here: Fireside Chat A replay and related investor materials will also be made available here: AEye Investor Relations Website To request a.

AEye NASDAQ: LIDR reported second-quarter revenue of $202,000, approximately double its first-quarter revenue and about nine times the $22,000 reported in the prior-year period, as the lidar company continued to expand its customer pipeline and add commercial programs across defense, automotive, intelligent transportation systems and sports analytics.

PLEASANTON, Calif.--(BUSINESS WIRE)--AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced that its flagship Apollo™ lidar sensor has been validated on NVIDIA DRIVE AGX Thor™, the compute platform anchoring the next generation of NVIDIA-native autonomous vehicles and physical AI systems. “This technical milestone is a significant statement about AEye's increasingly favorable competitive position to address the large next-generation tra.