Aeye, Inc. (LIDR)
NASDAQ (CM) NASDAQ (CM) Primary Summary
AEye, Inc. (LIDR) Q3 2025 Earnings Call Transcript
AEye, Inc. ( LIDR ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Matthew Fisch - CEO & Chairman Conor Tierney - CFO & Chief Business Development Officer Conference Call Participants Charles Fratt - Alliance Global Partners, Research Division Casey Ryan - WestPark Capital, Inc., Research Division Richard Shannon - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to the AEye Q3 2025 Earnings Conference Call.
AEye: Nvidia And Blue-Band Change The Game
AEye, Inc. is expanding beyond lidar hardware, leveraging partnerships with Blue-Band and Nvidia to target smart infrastructure and autonomous driving markets. The OPTIS initiative and Nvidia DRIVE AGX integration position the company at the intersection of traffic intelligence and AI-powered mobility. I understand concern about the recent LIDR stock pullbacks, however, I'm viewing the decline as a cooling phase rather than a shift in fundamentals.
AEye, Inc. (LIDR) Q2 2025 Earnings Call Transcript
AEye, Inc. (NASDAQ:LIDR ) Q2 2025 Earnings Call July 31, 2025 5:00 PM ET Company Participants Conor B. Tierney - CFO & Chief Business Development Officer Matthew Fisch - CEO & Chairman Conference Call Participants Casey Ryan - Unidentified Company Glenn George Mattson - Ladenburg Thalmann & Co. Inc., Research Division Poe Fratt - Unidentified Company Scott Christian Buck - H.C.
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Aeye, Inc. Profile
| Automobile Components Industry | Consumer Discretionary Sector | Matthew Fisch CEO | NASDAQ (CM) Exchange | 008183105 CUSIP |
| US Country | 45 Employees | - Last Dividend | 27 Dec 2023 Last Split | 11 Jan 2021 IPO Date |
Overview
AEye, Inc., initially known as US LADAR, Inc. until its renaming in March 2016, stands as an influential player in the lidar systems domain, focusing primarily on enhancing vehicle autonomy, advanced driver-assistance systems (ADAS), and robotic vision technologies. Founded in 2013 and rooted in Dublin, California, the company extends its technological advancements across the United States, Germany, Europe, and Asia. With a firm commitment to innovation in the realm of optical perception, AEye's dedication to developing state-of-the-art lidar solutions positions it as a key contributor to the evolution of autonomous and semi-autonomous vehicles, as well as in various industrial applications requiring advanced vision capabilities.
Products and Services
- 4Sight A
Designed specifically for the automotive market, the 4Sight A series exemplifies AEye's prowess in creating flexible, software-configurable lidar solutions tailored to meet the evolving needs of vehicle autonomy and advanced driver-assistance systems. The 4Sight A suite allows for customization at different software levels, namely 4Sight at Design for foundational configurations, Triggered 4Sight for scenario-based adaptability, and Responsive 4Sight for real-time responsiveness to dynamic driving environments.
- 4Sight M
The 4Sight M series broadens AEye's reach within the mobility and industrial sectors by offering a versatile, software-configurable lidar solution engineered to serve a wide array of applications outside the automotive industry. The adaptability of 4Sight M is evident through its extensive software configuration options, which include 4Sight at Design for base configurations, Triggered 4Sight for application-specific adaptability, Responsive 4Sight for real-time reaction capabilities, and Predictive 4Sight for anticipatory sensing in complex and predictive scenarios.
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