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.
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, 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. (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.
AEye stock (NASDAQ: LIDR) had a solid July, rising by close to 240% over the month, although the stock has retraced by about 12% over the last five trading days. AEye develops adaptive LiDAR (light detection and ranging) systems used to enable advanced driver-assistance systems (ADAS) and autonomous driving capabilities.
AEye stock (NASDAQ: LIDR) surged nearly 50% on Friday and has now increased over 3x in only a week, driven by news of a collaboration with AI semiconductor leader Nvidia. AEye specializes in adaptive LiDAR (light detection and ranging) technology that facilitates advanced driver-assistance systems (ADAS) and capabilities for autonomous vehicles.
I'm bullish on AEye, Inc. after its Apollo LiDAR system was integrated into Nvidia's DRIVE AGX platform, a major validation and commercial opportunity. The Nvidia partnership puts AEye on the map in autonomous driving, opening doors to automaker deals and transforming its long-term growth prospects. Despite LIDR stock's surge, AEye's valuation remains attractive given its modest market cap and early-stage revenue, offering significant upside if execution follows.
AEye, Inc. (NASDAQ:LIDR ) Q1 2025 Results Conference Call May 8, 2025 5:00 PM ET Company Participants Matt Fisch - Chief Executive Officer Conor Tierney - Chief Financial Officer Conference Call Participants Poe Fratt - Alliance Global Partners Operator Good day, and thank you for standing by. Welcome to the AEye Q1 2025 Earnings Conference Call.
AEye, Inc. (NASDAQ:LIDR ) Q4 2024 Earnings Conference Call February 20, 2025 5:00 PM ET Company Participants Matt Fisch - CEO Conor Tierney - CFO Conference Call Participants Casey Ryan - WestPark Capital Jesse Sobelson - D. Boral Capital Operator Thank you for standing by.
AEye, Inc. (NASDAQ:LIDR ) Q3 2024 Earnings Conference Call November 11, 2024 5:00 PM ET Company Participants Matt Fisch – Chief Executive Officer Conor Tierney – Chief Financial Officer Conference Call Participants Brian Kinstlinger – Alliance Global Partners Operator Thank you for standing by. My name is Jeanine and I will be your conference operator for today.