AEye, Inc. (LIDR) Q2 2026 Earnings Call Transcript
AEye NASDAQ: LIDR reported second-quarter revenue of $202,000, approximately double its first-quarter revenue and about nine times the $22,000 reported in the prior-year period, as the lidar company continued to expand its customer pipeline and add commercial programs across defense, automotive, intelligent transportation systems and sports analytics.
AEye NASDAQ: LIDR reported higher first-quarter revenue and emphasized expanding commercial engagement across defense, transportation, automotive and infrastructure markets, while management said the lidar company remains focused on converting evaluations and proofs of concept into deployments.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 302 | $692 | $365.42 | -$326.58 | -47.19% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 23,811 | $34,290 | $28,811.31 | -$5,478.69 | -15.98% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,560 | $10,063.6 | $6,755.4 | -$3,308.2 | -32.87% |
| NA Nizar Araji National Bank Of Canada /FI/ | 6.6 | $12.14 | $8.71 | -$3.43 | -28.25% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 18,615 | $26,806 | $22,803.37 | -$4,002.63 | -14.93% |
| Automobile Components Industry | Consumer Discretionary Sector | Matthew Fisch CEO | NASDAQ (CM) Exchange | 008183204 CUSIP |
| US Country | 56 Employees | - Last Dividend | 27 Dec 2023 Last Split | 11 Jan 2021 IPO Date |
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.
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.
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.