The earnings call highlighted significant strategic partnerships and a strong customer pipeline, underscoring AEye's potential for growth and market expansion. However, increased operating expenses and modest revenue growth indicate challenges that need to be addressed. Overall, the company's momentum and strategic moves create a positive outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025 earnings call, AEye provided optimistic guidance, highlighting several key metrics. The company secured a $30 million opportunity with a top global transportation OEM for an autonomous safety program, anticipated to contribute to revenue within the year. AEye's sales funnel expanded significantly, leading to 30 new potential high-value customer engagements and six revenue-generating contracts. The company also reported a decrease in cash burn to $7.1 million, despite onetime expenses, and ended the quarter with cash, cash equivalents, and marketable securities totaling $19.2 million. AEye's total potential liquidity was enhanced to approximately $126 million, ensuring a cash runway into 2027. Additionally, the company expects full-year 2025 cash burn to be at the high end of the previously communicated range of $27 million to $29 million. The launch of the OPTIS platform and Apollo's certification as an NVIDIA DRIVE AGX partner were emphasized as pivotal to future growth and market expansion.

Significant Partnership with NVIDIA

AEye was certified as an NVIDIA DRIVE AGX partner, potentially unlocking new OEM engagements and expanding presence in the automotive market.

Major OEM Opportunity

A top global transportation OEM chose Apollo for a critical autonomous safety program, providing a potential $30 million opportunity.

Launch of OPTIS Platform

AEye launched OPTIS, a next-generation platform deployed to multiple customers, demonstrating scalability and adaptability across various markets.

Growing Customer Pipeline

The sales funnel has grown exponentially with over 100 potential customers actively engaged and 30 in advanced negotiations.

Contract Wins and Manufacturing Readiness

AEye signed 6 revenue-generating contracts and has a ready supply chain with LITEON to meet growing demand.

Robust Financial Position

AEye's cash, cash equivalents, and marketable securities increased to $19.2 million, with a total potential liquidity of approximately $126 million.

AEye Inc (LIDR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LIDR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	- / -	-0.7	―	―	―
Jul 31, 2025	2025 (Q2)	- / -0.35	-0.91	61.54% (+0.56)
May 08, 2025	2025 (Q1)	- / -0.33	-1.13	70.80% (+0.80)
Feb 20, 2025	2024 (Q4)	-0.88 / -0.69	-1.1	37.27% (+0.41)
Nov 12, 2024	2024 (Q3)	-0.89 / -0.70	-1.5	53.33% (+0.80)
Aug 05, 2024	2024 (Q2)	-1.16 / -0.91	-2.7	66.30% (+1.79)
May 14, 2024	2024 (Q1)	-1.40 / -1.13	-3.3	65.76% (+2.17)
Mar 26, 2024	2023 (Q4)	-1.20 / -1.10	-3.3	66.67% (+2.20)
Nov 09, 2023	2023 (Q3)	-1.80 / -1.50	-3.3	54.55% (+1.80)
Aug 07, 2023	2023 (Q2)	-2.70 / -2.70	-3.9	30.77% (+1.20)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LIDR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$3.61	$2.88	-20.22%
May 08, 2025	$0.56	$0.61	+8.93%
Feb 20, 2025	$0.84	$0.77	-8.33%
Nov 12, 2024	$1.21	$1.13	-6.61%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does AEye Inc (LIDR) report earnings?

AEye Inc (LIDR) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is AEye Inc (LIDR) earnings time?

AEye Inc (LIDR) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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What is LIDR EPS forecast?

Currently, no data Available

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