Slide 1: Second Quarter 2026 Earnings
Second Quarter 2026 Earnings AUGUST 6, 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, except as may be required under applicab
Slide 4: Matt Fisch
Matt Fisch Chief Executive Officer 4
Slide 5: Q2 2026 Commercial Dashboard
COMMERCIAL MOMENTUM Q2 2026 Commercial Dashboard Selected 25 ~9x 3rd New Commercial Revenue-generating YoY Revenue Consecutive Deal Customers Growth Defense Order Alive3D Up 19% vs. Q1 Earnings ~2x sequentially Defense engagements 2x QoQ First-half 2026 revenue of $303K exceeded full-year 2025 reven
Slide 6: New Vertical Proves the Architecture
New Vertical Proves the Architecture Apollo enters sports analytics, expanding the physical AI opportunity S P O R T S A N A LY T I C S W H Y I T M AT T E R S Apollo selected by Alive3D Same platform, expanding market » Powers 3D spatial sports visualization and » Use case was beyond the reach of fi
Slide 7: Industry Vertical Momentum
Industry Vertical Momentum Automotive, Trucking, & OEM Defense & Aerospace » Apollo validated on NVIDIA DRIVE AGX Thor » Now our most active vertical -- engagements » Active in multiple OEM L3/L4 evaluations sensing doubled QoQ » MOU signed with MoveAWheeL on acoustic » Lead customer placed third co
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 » New commercial deal closed: Alive3D » Apollo detects at up to 1 km » $71.5M cash, virtually debt-free » Third consecutive p
Slide 9: Conor Tierney
Conor Tierney Chief Financial Officer 9
Slide 10: Q2'26 Financial Summary
Q2’26 Financial Summary (in millions, except per share amounts) Quarterly Results (unaudited) Key Financial Metrics(1) Q2 2026 Q1 2026 GAAP Net Loss $(10.0) $(8.3) GAAP EPS $(0.22) $(0.18) Non-GAAP Net Loss(2) $(7.6) $(6.7) Non-GAAP EPS(2) $(0.17) $(0.15) Net Cash Used in Operating Activities $(7.3)
Slide 11: FY 2026 Cash Consumption Outlook
FY 2026 Cash Consumption Outlook Expected cash consumption for full-year 2026 reaffirmed at $30-$35 million, inclusive of approximately $5 million in working capital requirements Strong balance sheet, with $71.5 million in cash at quarter end and virtually no debt, providing operational runway w
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 Q2 2026 Q1 2026 GAAP Net Loss $(10,022) $(8,345) Stock-based compensation 2,419 1,542 Stock issuance and debt issuance costs
Slide 14: Thank You
THANK YOU Contact us: AEye, Inc. Investor Relations info@aeye.ai 925-400-4366 LIDR