Aeye, Inc. (LIDR)
NASDAQ:LIDR
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.35Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and product differentiation (notably pipeline growth, partnerships, and long-range detection capabilities) alongside continued early-stage financial constraints: revenue remains small, GAAP losses widened, and cash burn rose sequentially. Management emphasized a partner-led, capital-efficient model, validated integrations (NVIDIA) and multiple live POCs and pilots, and reiterated guidance for a second-half revenue inflection. Overall, the tone is cautiously optimistic — clear progress on leading indicators balanced against the reality that revenue scale and profitability remain future outcomes dependent on conversion of the pipeline.Company Guidance
Meaningful Revenue Growth
Q1 FY2026 revenue of $101,000, up almost 60% year-over-year from $64,000 in Q1 FY2025 and up slightly versus Q4 FY2025, signaling early commercial traction as technical engagements convert to revenue.
Expanded Customer Base and Pipeline Momentum
Revenue-generating customer count increased from 15 to 21 since the prior earnings call (+40% sequential). Issued quotes and active engagements increased nearly 40% quarter-over-quarter, indicating a broadening and deepening commercial funnel across automotive, trucking, defense, rail, infrastructure and ITS.
Product Performance and Roadmap
Apollo provides proven detection to 1 kilometer behind the windshield; Stratos extends detection to 1.5 kilometers and 500-meter performance behind the windshield at a disruptive price point — key technical differentiators driving selection across markets.
Partnerships and Manufacturing Strength
Strategic partnerships with NVIDIA (DRIVE AGX Orin/Thor integration and Halos AI lab), Lite-On (manufacturing diversification), Syntech (defense channel) and Optus (infrastructure platform) strengthen go-to-market, validation and scalable manufacturing capabilities.
Commercial Deployments and Proofs-of-Concept
Optus is live at an active California intersection; an Australian ITS POC advanced to commercial terms; successful Korea roadshow with >10 OEM engagements; four additional customers evaluating Apollo via ATI in China; active defense shipments with repeat business.
Capital Position and Capital-Efficient Model
Company ended Q1 with $77.2M in cash, cash equivalents and marketable securities, is virtually debt-free, and reaffirmed a full-year 2026 cash burn target of $30M–$35M with runway into 2028. Manufacturing via Tier 1 partners helps keep cash burn among the lowest in the sector.
Improving Investor Visibility
Added new sell-side analyst coverage and increased sell-side and buy-side interactions, signaling greater institutional attention to the expanding commercial activity.
LIDR Earnings History
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 |
|---|---|---|---|
May 13, 2026 | $2.43 | $2.08 | -14.40% |
Mar 16, 2026 | $1.55 | $1.83 | +18.06% |
Nov 06, 2025 | $2.32 | $2.40 | +3.45% |
Jul 31, 2025 | $3.61 | $2.88 | -20.22% |
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 Aug 10, 2026, After Close (Confirmed).
What is Aeye, Inc. (LIDR) earnings time?
Aeye, Inc. (LIDR) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LIDR EPS forecast?
LIDR EPS forecast for the fiscal quarter 2026 (Q2) is -0.15.