Slide 1: First Quarter 2025 Earnings
First Quarter 2025 Earnings Matt Fisch Conor Tierney CEO CFO May 8, 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements competitive and regulated industries in which AEye operates; variations in operating performance across competitors; changes in laws This presentation of AEye, Inc. (“AEye” or the “Company”) includes statements that are not historical facts, but rather are forwa
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 directly comparable GAAP financial measures is available without unreasonable efforts at this time. AEye believes that these forward- update or revise these for
Slide 4: Matt Fisch, CEO
Matt Fisch CEO AEye Arere |
Slide 5: Executing with Speed to Build Shareholder Value
Executing with Speed to Build Shareholder Value AEye has rapidly advanced its strategic priorities over the past 18 months, setting a clear path forward to sustainable growth. » Launched Apollo, our industry-leading lidar sensor, into » Executed strategic supplier partnership model to begin global m
Slide 6: Latest Highlights
Latest Highlights Apollo manufacturing line at Apollo’s advanced capabilities are Secured new customer LITEON is now operational; unlocking growth, with 20+ agreements for intelligent B-sample deliveries to customer engagements in new transportation systems and automotive OEMs expected markets movin
Slide 7: Conor Tierney, CFO
Conor Tierney CFO AEye Arere |
Slide 8: A Capital-Light Business Model that Sets Us Apart
A Capital-Light Business Model that Sets Us Apart Peer Comparison » Favorable cost structure » Peer cost structures are up to ~12x higher than AEye » Total potential liquidity (including ELOC and ATM) should extend runway to high-volume production All comparisons exclude China-based peers 8
Slide 9: Q1'25 Financial Summary
Q1’25 Financial Summary (in millions, except per share amounts) Quarterly Results (unaudited) Key Financial Metrics(1) Q4 2024 Q1 2025 GAAP Net Loss $(8.5) $(8.0) GAAP EPS $(0.93) $(0.46) Non-GAAP Net Loss(2) $(6.3) $(5.8) Non-GAAP EPS(2) $(0.69) $(0.33) Net Cash Used in Operating Activities $(4.8)
Slide 10: FY 2025 Cash Burn Outlook
FY 2025 Cash Burn Outlook » Updated FY 2025 cash burn guidance to be in the range of $27 million to $29 million due to one-time litigation settlement expense and the potential cash repayment of a portion of the outstanding convertible note » Underlying cash operating burn rate remains unchanged » Qu
Slide 11: First Quarter 2025 Earnings
First Quarter 2025 Earnings Thank you