Slide 1: Fourth Quarter 2025 Earnings
Fourth Quarter 2025 Earnings MARCH 16, 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: Business Highlights
Business Highlights Automotive Progress: Aerospace & Defense Traction: ITS & APAC Expansion: Joined the Halos AI Systems Strengthened momentum with repeat Advanced a successful Australian POC into Inspection Lab, demonstrated Apollo business from an existing defense commercial discussions, formalize
Slide 6: Conor Tierney, Chief Financial Officer
Conor Tierney Chief Financial Officer 6
Slide 7: Q4'25 Financial Summary
Q4’25 Financial Summary (in millions, except per share amounts) Quarterly Results (unaudited) Key Financial Metrics(1) Q3 2025 Q4 2025 GAAP Net Loss $(9.3) $(7.3) GAAP EPS $(0.30) $(0.17) Non-GAAP Net Loss(2) $(5.4) $(6.8) Non-GAAP EPS(2) $(0.17) $(0.15) Net Cash Used in Operating Activities $(6.1)
Slide 8: FY 2026 Cash Burn Outlook
FY 2026 Cash Burn Outlook Expected cash burn for full-year 2026 is projected to be $30-$35 million, inclusive of approximately $5 million in working capital requirements Strong balance sheet, with $86.5 million in cash at year end and virtually no debt, providing operational runway well into 202
Slide 9: Appendix
AEYE Appendix AGYE °
Slide 10: 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 Q3 2025 Q4 2025 GAAP Net Loss $(9,330) $(7,342) Stock-based compensation 1,071 790 Stock issuance and debt issuance costs 19
Slide 11: THANK YOU
THANK YOU Contact us: AEye, Inc. Investor Relations info@aeye.ai 925-400-4366 LIDR