Aeye, Inc. · NASDAQ:LIDR
Aeye — Q1 2026 Earnings Presentation
14 slides from Aeye's earnings presentation, May 13, 2026
Slide 1: First Quarter 2026 Earnings
First Quarter 2026 Earnings MAY 13, 2026 Matt Fisch | CEO Conor Tierney | CFO LIDR
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation of AEye, Inc. (“AEye” or the “Company”) includes statements that are not historical facts, but rather are forward-looking statements within the meaning of the federal securities laws, including safe harbor provisions under the U.S. Private Secu
Slide 3: Disclaimer
Disclaimer Readers are cautioned not to put undue reliance on forward-looking statements; AEye assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. AEye gives no assurance that AEye will a
Slide 4: Matt Fisch, Chief Executive Officer
Matt Fisch Chief Executive Officer 4
Slide 5: Q1 2026 Commercial Dashboard
Q1 2026 Commercial Dashboard 21 ~40% ~60% 6 Active customers QoQ pipeline growth YoY revenue growth Active verticals +31% since the Q4'25 earnings call Active quotes & engagements Q1'26 vs. Q1'25 Auto, Trucking, Defense, ITS, Rail, Industrial More commercial engagement than at any point in AEye's hi
Slide 6: Industry Vertical Momentum
Industry Vertical Momentum Automotive & OEM Aerospace & Defense » Multiple new RFIs in Q1 as L3/L4 OEM roadmaps » SynTech selected Apollo ; initial shipments expand underway » Apollo — only sensor customer-proven to » Repeat business from U.S. customer; new detect objects at up to 1 km opportunities
Slide 7: APAC Expansion
APAC Expansion Progressing across three priority APAC markets AUSTRALIA KOREA CHINA Commercial-stage conversion Multi-vertical OEM engagement Expanding via ATI partnership » ITS proof of concept advanced into » Customer roadshow engaged 10+ OEMs » Four new customers evaluating Apollo in Q1 commercia
Slide 8: Strategic Priorities for 2026
Strategic Priorities for 2026 1 2 3 Convert the pipeline into Extend our software-defined Maintain capital discipline commercial deployments performance lead through the ramp » 21 revenue-generating customers, a 31% » Apollo — only sensor customer-proven to » $77.2M cash, virtually debt-free increas
Slide 9: Conor Tierney, Chief Financial Officer
Conor Tierney Chief Financial Officer 9
Slide 10: Q1'26 Financial Summary
Q1’26 Financial Summary (in millions, except per share amounts) Quarterly Results (unaudited) Key Financial Metrics(1) Q4 2025 Q1 2026 GAAP Net Loss $(7.3) $(8.3) GAAP EPS $(0.17) $(0.18) Non-GAAP Net Loss(2) $(6.8) $(6.7) Non-GAAP EPS(2) $(0.15) $(0.15) Net Cash Used in Operating Activities $(7.5)
Slide 11: FY 2026 Cash Burn Outlook
FY 2026 Cash Burn Outlook Expected cash burn for full-year 2026 reaffirmed at $30-$35 million, inclusive of approximately $5 million in working capital requirements Strong balance sheet, with $77.2 million in cash at quarter end and virtually no debt, providing operational runway well into 2028
Slide 12: Appendix
AEYE Appendix AEYE” »*
Slide 13: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures (in thousands, except share amounts and per share data) Quarterly Results (unaudited) Reconciliation to Non-GAAP Net Loss Q4 2025 Q1 2026 GAAP Net Loss $(7,342) $(8,345) Stock-based compensation 790 1,542 Stock issuance and debt issuance costs 12
Slide 14: Thank You
THANK YOU Contact us: AEye, Inc. Investor Relations info@aeye.ai 925-400-4366 LIDR