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$1.31 +0.03 (+2.34%) At close · Aug 14
Customer concentration — top 3 customers 10% of receivables

3 customers — 10% of receivables (As of June 30, 2026)

“As of June 30, 2026, there were three customers accounting for 10% or more of our accounts receivable and one vendor accounting for 10% or more of our accounts payable.”
View the 10-Q filed Aug 6, 2026
Market Cap
$60.90M
Shares
46.49M

AEye, Inc. Earnings Call Transcripts

Every quarterly earnings call for AEye, Inc. (LIDR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲503.9% $767,000 −$23.62M '22 Q3 22-11-10 ▼39.5% $1.09M −$23.74M '22 Q4 23-03-15 ▼41.2% $636,000 −$26.27M '23 Q1 23-05-11 ▼19.1% $571,000 −$16.03M '23 Q2 23-08-07 ▼75.5% $188,000 −$17.05M '23 Q3 23-11-09 ▼93.7% $69,000 −$27.78M '23 Q4 24-03-26 ▼96.9% $20,000 −$10.22M '24 Q1 24-05-14 ▼94.4% $32,000 −$7.99M '24 Q2 24-08-05 ▼44.7% $104,000 −$8.71M '24 Q3 24-11-12 ▼33.3% $46,000 −$8.55M '24 Q4 25-02-20 ▲220% $64,000 −$8.02M '25 Q1 25-05-08 ▼31.2% $22,000 −$9.27M '25 Q2 25-07-31 ▼51.9% $50,000 −$9.33M '25 Q3 25-11-06 ▲110.9% $97,000 −$7.34M '25 Q4 26-03-16 ▲57.8% $101,000 −$8.35M '26 Q1 26-05-13 LATEST ▲818.2% $202,000 −$10.02M '26 Q2 26-08-06
Earnings call
FY26 · Q2
2026-08-06
AEye, Inc. Q2 FY2026 Earnings Call
Confident tone Revenue growth and momentum Defense vertical expansion Sales funnel and commercial pipeline
Revenue
$202,000
▲ 818.2% YoY
Gross margin
-79.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-13
AEye, Inc. Q1 FY2026 Earnings Call
Confident tone Defense market expansion Product portfolio: Apollo and Stratos NVIDIA partnership and ecosystem
Revenue
$101,000
▲ 57.8% YoY
Gross margin
-99.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-16
AEye, Inc. Q4 FY2025 Earnings Call
Confident tone Product Launches (Optus, Stratos, Apollo) NVIDIA Partnership Defense & Aviation
Revenue
$97,000*
▲ 110.9% YoY
Gross margin
-154.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
AEye, Inc. Q3 FY2025 Earnings Call
Confident tone Apollo commercialization and customer wins Manufacturing capacity expansion with LightOn Software partnerships and ecosystem
Revenue
$50,000
▼ 51.9% YoY
Gross margin
-106.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
AEye, Inc. Q2 FY2025 Earnings Call
Confident tone NVIDIA DRIVE AGX partnership and certification Apollo LiDAR product and OEM wins OPTIS next-generation platform launch
Revenue
$22,000
▼ 31.2% YoY
Gross margin
-390.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
AEye, Inc. Q1 FY2025 Earnings Call
Confident tone China Market via ATI Partnership Apollo Product & B-Samples Capital Raising & Lease Resolution
Revenue
$64,000
▲ 220% YoY
Gross margin
-50.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
AEye, Inc. Q4 FY2024 Earnings Call
Confident tone Non-automotive markets expansion Apollo product and capabilities OEM engagement and Level 3 ADAS
Revenue
$46,000*
▼ 33.3% YoY
Gross margin
-6.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-12
AEye, Inc. Q3 FY2024 Earnings Call
Confident tone China market expansion Apollo product performance and samples OEM pipeline and sourcing decisions
Revenue
$104,000
▼ 44.7% YoY
Gross margin
-194.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
AEye, Inc. Q2 FY2024 Earnings Call
Confident tone Tier 1 and supply chain partnerships Apollo product launch and OEM traction Cash runway and capital-light model
Revenue
$32,000
▼ 94.4% YoY
Gross margin
-400.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-14
AEye, Inc. Q1 FY2024 Earnings Call
Confident tone China Market Partnership (ATI / LighTekton) LITEON Tier 1 Partnership Apollo / 4Sight Flex Product
Revenue
$20,000
▼ 96.9% YoY
Diluted EPS
$-1.61
Gross margin
-1215.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-03-26
AEye, Inc. Q4 FY2023 Earnings Call
Positive tone Tier 1 partnership and Continental wind-down Apollo product and 4Sight Flex reference design Capital-light business model and cash runway
Revenue
$69,000*
▼ 93.7% YoY
Gross margin
-9563.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-09
AEye, Inc. Q3 FY2023 Earnings Call
Revenue
$188,000
▼ 75.5% YoY
Diluted EPS
$-2.70
Gross margin
-2282.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-07
AEye, Inc. Q2 FY2023 Earnings Call
Revenue
$571,000
▼ 19.1% YoY
Diluted EPS
$-2.70
Gross margin
-234.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-11
AEye, Inc. Q1 FY2023 Earnings Call
Revenue
$636,000
▼ 41.2% YoY
Diluted EPS
$-4.75
Gross margin
-255.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-03-15
AEye, Inc. Q4 FY2022 Earnings Call
Revenue
$1.09M*
▼ 39.5% YoY
Gross margin
-185.3%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-10
AEye, Inc. Q3 FY2022 Earnings Call
Revenue
$767,000
▲ 503.9% YoY
Diluted EPS
$-4.50
Gross margin
-253.1%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-15
AEye, Inc. Q2 FY2022 Earnings Call
Revenue
$706,000
▼ 5.5% YoY
Diluted EPS
$-5.10
Gross margin
-102.1%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-13
AEye, Inc. Q1 FY2022 Earnings Call
Revenue
$1.08M
▲ 228.9% YoY
Diluted EPS
$-4.80
Gross margin
-37.0%
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-03-28
AEye, Inc. Q4 FY2021 Earnings Call
Revenue
$1.80M*
Gross margin
-16.4%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-12
AEye, Inc. Q3 FY2021 Earnings Call
Revenue
$127,000
▼ 88.8% YoY
Diluted EPS
$-4.50
Gross margin
-266.9%
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–20 of 20 earnings calls
Key facts CIK 1818644 CUSIP 008183204 13F (30d) 55 filings 54 filers Visit website Investor relations

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