Cool, Aeye blog page now added reddit sharing

Matt Fisch on The Big Biz Show -again: New Market, Defense, Shareholders, Confidentiality and Hinting Huge things are coming!!!!!!!!!

MF: "“revenue is coming. We're going to see in the back half of the year it's going to continue to grow we anticipate”

MF: [on revenue vs customers and pipelines]“revenue… lags because it takes time for customers to integrate it, test it, maybe meet regulatory requirements…”

MF: “AEye is really getting a big uptake in the market.”

MF: “[defense] it's one of the hottest topics that we're seeing right now in terms of growth.”

MF: “[on defense application] these very small drones are invisible to today's technology which is radar for example, and lidar unlocks that…”

MF: “we're now deploying Apollo sensors as part of a sports analytics program”; “we just announced a new partnership in this area where we're selling sensors into the sports analytics market.”

MF: “Every time we come back here, it seems we're talking about a new market segment.”

MF: “we maintain confidentiality for the customers we're working with.”

MF: "[after Q2 earning calls] shareholders understand our progress as a business.."

MF: “at the end of the day, we're here to help our shareholders.”

More importantly, Matt emphasized that: “Revenue is coming… in the back half of the year it's going to continue to grow, we anticipate.”

Basically two phases: slides show with MF, and then Q/A with Matt/Conor:

1. In Automotive, Rivian R2 was taken as an example why Rivain argued lidars are needed / cited James Philbin Rivian's VP of Autonomy and AI
2. Fresh capitals for "L4 down" approach for robotaxi/trucking.
3. Supply chain resiliency: confirmed Lite-On can produce lidars in USA!
4. Confirmed Lite-On 60K line is ready and ready to scale/ramp
5. Hyperion integration: Agx Orgin and Agx Thor + Halos Safety Lab
6. Strong differentiation: easier OEM manufacturing + NA footprint + software defined (SDV of Lidars)
7. Current 4 partners expanding the market
8. Still Matt reminded the audience about things can't be disclosed...during Q/A.

On Q/A: the main relevant question to LIDR stockholder, is the ASP and margin - Conor mentioned somewhere about 60% margin or over on defense vertical. On the competing landscapes on Aeye's target markets/margin compression due to competition , Matt definitedly said "the answer is no" - meaning Aeye doesn't think anyone is competing with them - " as they can't - as my interpretation".

The hypothetical "share dilution" question - suppose Aeye now lands on a large contract and needs to step up on investment, if they will need to issue more stocks to dilute the shareholders: Conor reluctant to say yes as they operate the business with the capital light model blahblah - good.

The question on sensor fusion - Matt taking Flasheye as example, for security applications ongoing.

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AEye at J.P. Morgan Automotive Conference — Full Fireside Chat Summary

I reviewed the full ~31-minute AEye fireside chat from the J.P. Morgan Automotive Conference on August 12, 2026 together with the presentation slides. Below is a consolidated summary of the major points discussed by CEO Matt Fisch and CFO Conor Tierney.

1. Lidar remains central to autonomy

Matt opened by addressing the question of whether lidar is still essential to autonomous driving.

• He referenced recent Rivian comments supporting lidar for higher levels of autonomy.
• Lidar remains complementary to radar and cameras.
• It can see long distances like radar while providing much higher spatial resolution.
• Matt emphasized lidar's advantages in difficult conditions such as direct sunlight, rain and other environments where cameras can struggle.
• He showed AEye's work with the University of Toronto's autonomous-driving program.

2. OEM requirements are moving away from “one monolithic lidar”

AEye said the automotive market has evolved materially over the past year.

Previously, many discussions assumed one lidar sensor would handle essentially every requirement on a vehicle.

Management now sees OEMs moving toward specialized lidar configurations.

Examples discussed:

• long-range forward lidar
• shorter-range side sensors
• different sensors/configurations for robotaxi, passenger cars and trucks

Matt said a vehicle could potentially use a very long-range sensor above the windshield and lower-cost shorter-range sensors elsewhere rather than one highly over-engineered lidar doing everything.

3. “L4 Down” and renewed investment in autonomy

Matt said AEye has seen an enormous amount of capital flowing into L4 companies, especially autonomous trucking.

He said this renewed investment in:

• robotaxis
• autonomous trucking
• higher-level autonomy

is strengthening lidar's position within autonomous-driving sensor stacks.

The presentation described this broader trend as “L4 Down” — technologies and requirements originating in L4 autonomy influencing lower-level and eventually higher-volume vehicle applications.

4. Supply-chain resiliency has become an OEM requirement

AEye repeatedly emphasized geographic manufacturing and supply-chain resiliency.

Matt said that, especially with Western European and U.S. OEM purchasing organizations, having a resilient supply chain has effectively become table stakes.

The presentation specifically states:

“Manufacturing in North America.”

Matt also said AEye can manufacture in North America today.

5. AEye describes itself as the “SDV of lidar”

A major theme was AEye's software-defined architecture.

Matt described AEye as essentially the:

“software-defined vehicle of lidar.”

The key concept is the photon budget.

AEye's hardware architecture creates a large sensing-performance budget, and software can redistribute that performance depending on the application.

Trade-offs can be made between:

• range
• frame rate
• resolution
• field of view
• power/performance allocation

This allows one hardware architecture to behave differently depending on the customer's requirements.

6. The extreme range comes from the hardware architecture — software reallocates it

During Q&A, Matt clarified that software itself does not create the extreme range.

He attributed AEye's large photon budget to factors including:

• wavelength
• optical design
• bistatic architecture
• separate transmit and receive paths

Software then determines how that performance is used.

In simple terms:

hardware creates the performance envelope → software redistributes it.

7. Apollo can trade excess range for other performance

Matt repeatedly used Apollo's roughly 1-km capability as a “checkbook.”

An automotive application may not need to see one kilometer ahead.

Instead, that excess capability can be traded for:

• higher frame rate
• wider field of view
• higher resolution
• operation behind automotive glass

AEye sees this flexibility as one of its main differentiators.

8. Behind-the-windshield automotive installation

AEye discussed placing Apollo behind the windshield above the rearview mirror.

Passing laser energy through glass reduces effective range.

However, Matt said AEye has enough performance headroom to absorb that loss while still supporting long-range automotive requirements such as approximately 85-mph highway driving.

An additional benefit is that the sensor can use the vehicle's existing windshield-cleaning system instead of requiring a separate cleaning mechanism.

9. Alive3D is a real example of software-defined differentiation

Matt discussed the recently announced Alive3D commercial win.

He specifically said competition for that business was “fierce.”

Instead of using Apollo's performance for extreme range, AEye brought the range inward and increased the frame rate to approximately:

60 Hz

for high-speed sports tracking.

Matt said nobody else could deliver the required capability for that particular application and that this was why AEye won the business.

This was one of the clearest examples management gave of SmartScan/software-defined sensing converting into a commercial win.

10. Manufacturing is capital-light

AEye continues to emphasize its capital-light manufacturing model.

Management said its manufacturing system is modular and can scale up or down depending on demand.

Matt said the major incremental costs associated with scaling are primarily:

• components
• inventory
• working capital

rather than AEye needing to make major investments in building its own factories.

11. Current manufacturing line is ready for 60,000 units/year

This was one of the clearest manufacturing statements of the conference.

The slide states:

“Ready to Scale, meet Automotive style ramp — Current line can support up to 60k units annually.”

Matt verbally confirmed that the line announced late last year is:

ready to ramp up to 60,000 units per year.

Management described this capability as another important checkbox when approaching automotive OEM purchasing organizations.

12. NVIDIA relationship is primarily about integration and qualification

AEye discussed its relationship with NVIDIA extensively.

Apollo has been integrated/validated with:

• NVIDIA DRIVE AGX Orin
• NVIDIA DRIVE AGX Thor
• DRIVE Hyperion ecosystem

AEye also participates in NVIDIA's HALOS safety initiative.

Matt said NVIDIA states its hardware is used by 35+ OEMs.

Important distinction:

This does not mean AEye has 35 OEM design wins.

The advantage for AEye is that Apollo can approach OEMs already using NVIDIA as a pre-qualified and compatible sensor.

13. NVIDIA can reduce the true cost of lidar integration

Matt emphasized that the cost of adopting lidar is not simply the hardware ASP.

OEMs also face:

• software integration
• sensor training
• validation
• automotive qualification
• safety work

Being compatible with NVIDIA's platform can potentially lower these integration costs.

Matt also said NVIDIA has pushed AEye toward more representative automotive sensing requirements and helped the company strengthen its automotive-grade reliability processes.

14. STRATOS: smaller sensor with up to ~1.5-km range

AEye introduced STRATOS as the next evolution of its long-range platform.

The presentation compares:

Apollo

• up to ~1 km range
• ~0.05° × 0.05° angular resolution
• automotive/mobility focus

STRATOS

• up to ~1.5 km range
• ~0.03° × 0.02° angular resolution
• smaller form factor
• automotive plus rail, defense, trucking and infrastructure

Matt described STRATOS as having approximately twice the performance “checkbook” of Apollo.

15. STRATOS and Apollo share more than 90% of the work

This was an important Q&A disclosure.

Matt said STRATOS should not be viewed as a completely separate engineering platform.

He described it more like a:

manufacturing SKU/configuration change versus a redesign.

He said:

• more than 90% of the work is shared between Apollo and STRATOS
• most of the shared work is software
• optics can be changed during manufacturing
• some logic can be added or removed depending on the application
• relatively little new design engineering is required

This supports AEye's “one platform across multiple markets” approach.

16. Reliability and MEMS architecture

Matt discussed AEye's MEMS-based design.

He said the only moving component is approximately 1 mm in size, smaller than a pencil eraser.

AEye believes this architecture provides better durability than long-range lidar architectures relying on larger spinning mirrors or prisms.

17. Customer testing requiring 1,000g shock resilience

Matt disclosed that AEye is wrapping up a deep discussion/testing process with a customer requiring:

1,000g shock resilience.

The customer was not identified.

Management did not announce a design win or production award related to this testing.

Physical AI / Non-Automotive Markets

18. AEye is expanding from “autonomy” to “Physical AI”

Management said the company's addressable market has broadened considerably over the last year.

AEye now uses the term Physical AI to describe machines that perceive and interact with the physical world.

Target markets discussed included:

• automotive
• robotaxi
• autonomous trucking
• rail
• aerospace
• defense
• infrastructure
• intelligent transportation systems
• security
• data centers
• sports analytics

19. Defense has become a major area of activity

Matt said defense has been a very hot topic for AEye and that the company has received substantial inbound interest.

Applications discussed included:

• unmanned ground vehicles
• larger military drones
• surveillance aircraft
• manned vehicles
• power-line detection
• counter-UAS
• drone detection
• border/perimeter security

20. Defense was AEye's largest revenue category in H1 2026

One of the most important disclosures of the fireside chat:

Matt said defense had been:

the largest chunk of AEye's revenue during the first half of 2026.

This establishes defense as an existing revenue-generating market for AEye, although the company's overall current revenue base remains relatively small.

21. Power-line detection

Matt discussed high-speed, low-altitude drone applications.

AEye says its lidar can detect very thin objects such as power lines from hundreds of meters away.

He used an example of detecting something approximately the thickness of a golf ball from around 500 meters.

This is particularly relevant for large, expensive drones operating at high speeds and low altitude.

22. Counter-UAS

Management discussed lidar as a complement to existing counter-drone systems.

Matt described current systems as potentially using:

• microphones/acoustic sensing
• radar

He said radar may detect an object but struggle to distinguish a drone from something such as a flock of birds.

AEye believes lidar can provide:

• finer resolution
• better object discrimination
• longer-range identification of small targets

Pricing / Margins

23. Automotive ASPs

Management gave more specific automotive pricing guidance than usual.

Conor said that at meaningful automotive production volumes, lidar likely needs to be:

below $1,000 per sensor.

Matt later discussed approximately:

$500–$1,000

for automotive applications.

Lower-volume sampling units can command higher pricing.

24. Non-automotive ASPs can be much higher

Conor said non-automotive economics are very different.

Depending on the application, customers may purchase:

• lidar hardware
• software
• services
• customization

The combined solution can sometimes reach tens of thousands of dollars.

Management said its non-automotive pricing model is still evolving.

25. Defense sensor pricing can reach thousands to >$10,000

When asked directly about the price of STRATOS-type hardware for defense, Matt said defense applications can support:

• thousands of dollars per sensor
• potentially more than $10,000

depending on the application.

Matt also noted that some military customers are accustomed to paying hundreds of thousands of dollars for other military-grade sensing systems with extreme performance.

He did not say AEye intends to charge hundreds of thousands per lidar.

26. Aerospace/defense margins can exceed 60%

The moderator asked about ASPs and longer-term gross margins.

Conor said AEye has greater pricing power in high-performance verticals such as:

• aerospace
• defense

because customers are willing to pay for performance.

He said:

margins north of 60% are not unusual in those sectors.

Important clarification:

This was not a 60% gross-margin forecast for AEye overall.

27. Automotive margins will be more compressed

Immediately after discussing >60% margins in high-performance markets, Conor said automotive is different.

Automotive margins will be:

more compressed

especially when selling directly to OEMs.

So management clearly distinguished the economics of:

high-performance defense/aerospace

from:

high-volume automotive.

28. J.P. Morgan separately asked about pricing compression in defense

This was a second, separate discussion from the gross-margin question.

Later in the fireside chat, the moderator asked whether AEye is seeing:

pricing compression in defense as more lidar peers enter or focus on the market.

Matt said it depends on the use case.

In applications requiring combinations of:

• ~1-km range
• high frame rates
• high resolution

AEye believes it currently has strong differentiation.

Matt's answer regarding whether AEye is seeing pricing compression was:

“Not yet.”

and then:

“The answer is no.”

29. Conor said many defense customers are willing to pay a premium

Conor added that pricing is not the primary concern for many of these customers.

They are focused on solving a specific technical problem and can be willing to pay a premium for a solution that works.

OPTIS / Security / Infrastructure

30. OPTIS deployments

Matt discussed AEye's OPTIS solution.

He referenced systems deployed at intersections including:

• Detroit
• Bay Area

OPTIS combines lidar with compute/perception capabilities.

One use case is wide-area intersection monitoring.

Matt said a lidar-based solution can potentially replace several cameras in certain infrastructure applications.

31. Flasheye partnership

AEye identified Flasheye as a perception/software partner.

Applications discussed included:

• data-center security
• perimeter security
• border security

Management said lidar/perception systems can distinguish:

• humans
• animals
• vegetation
• other objects

in 3D.

32. Sensor fusion

AEye also discussed combining lidar with other sensors.

One example:

• lidar detects an object at long distance/in darkness
• system then hands the target to a camera
• camera zooms in for visual identification

Conor also said lidar can see through openings in structures such as chain-link fences in ways that can be difficult for some radar systems because of reflected clutter.

Customers / Commercialization

33. 25 revenue-generating customers

AEye's final slide states:

“Large customer pipeline, 25 revenue generating customers.”

Matt also said verbally:

25 customers are paying revenue today.

Management did not disclose:

• revenue per customer
• recurring volume per customer
• customer concentration
• number of customers already in production-scale programs

34. Four additional partners expanding market reach

The final slide also states:

“+4 partners that expand our market reach.”

Management said partnerships are helping AEye enter additional markets such as:

• defense
• security
• data centers
• other Physical AI applications

The fireside chat did not identify all four partners as one complete list.

35. Different sales channels for different industries

An audience member asked how STRATOS would be sold into applications such as drones.

Matt said AEye is a B2B company.

Depending on the market, customers or channels may include:

• OEMs
• system integrators
• defense primes
• Tier 1 suppliers

Automotive and trucking may involve more direct OEM relationships.

Defense and other markets may involve primes or systems integrators.

Longer-Term Business Model

36. Licensing could become important at very high automotive volumes

Conor said licensing is more of a longer-term opportunity.

Today, AEye primarily sells directly to customers.

But if automotive volumes eventually reach:

millions of units

AEye would likely work more heavily through Tier 1 suppliers and could:

pivot more toward a licensing model.

37. Why licensing fits the capital-light strategy

Conor said licensing could allow AEye to maintain:

• lower capital requirements
• lower manufacturing investment
• lower headcount
• lower operating costs
• potentially higher margins

while Tier 1 partners handle much of the high-volume industrialization/manufacturing role.

Balance Sheet / Capital

38. Management emphasized the balance sheet

AEye's final slide highlighted:

• strong cash position
• virtually debt-free balance sheet
• large customer pipeline
• liquidity runway into 2028

Management repeatedly tied the balance sheet to its capital-light model.

39. J.P. Morgan directly asked about financing a major contract

The moderator asked what would happen if AEye won a large contract requiring a significant increase in investment.

Conor said AEye does not intend to change its capital-light business model.

However, if there is a:

growth opportunity or growth catalyst

management would evaluate it and determine what it believes is in the best interests of:

• shareholders
• the company

40. Management did not promise “no dilution”

The answer should not be interpreted as a commitment that AEye will never raise additional capital.

Management reiterated its intention to remain capital-light while retaining flexibility to fund attractive growth opportunities if necessary.

AEye's closing positioning

Management summarized the company around three major themes:

Strong Differentiation

• extreme range
• software-defined sensing
• configurable performance
• simplified OEM packaging
• North American manufacturing capability

Solid Balance Sheet

• strong cash position
• virtually debt free
• customer pipeline
• 25 revenue-generating customers

Diverse Ecosystem

• NVIDIA integration
• additional partners
• expansion into defense, security, infrastructure and other Physical AI markets

Main factual takeaways from the conference

If I reduce the entire fireside chat to the most important new/clarified facts:

• Current manufacturing line is ready to ramp to 60K units/year
• AEye has North American manufacturing capability
• 25 customers are paying revenue today
• Defense was the largest revenue category in H1 2026
• Defense ASPs can be thousands to >$10K
• High-performance aerospace/defense applications can support >60% margins
• AEye says it is not yet seeing pricing compression in differentiated defense applications
• Automotive volume ASPs are expected around $500–$1,000 / below $1,000
• Automotive margins will be more compressed
• Apollo and STRATOS share >90% of the work
• AEye disclosed customer testing requiring 1,000g shock resilience
• Alive3D was won after fierce competition using AEye's 60-Hz capability
• NVIDIA's value is largely about reducing OEM integration/qualification friction
• At million-unit automotive scale, AEye could move increasingly toward Tier 1 + licensing
• Management remains committed to a capital-light model but retained flexibility to fund major growth opportunities

That is my complete summary of the major points discussed during the J.P. Morgan fireside chat.

Can it be 100$ stock one day? Even more? What is the potential?

AIGH/Worth (initiated) added over 3.8M shares! - to their portfolio (weighted about 0.35%) -overall trend of institutional ownership is up according to FINTEL up to today:

https://preview.redd.it/8e592dolimih1.png?width=2802&format=png&auto=webp&s=90435ba700d4ba963e7f4ce4210e044fb9844dfc

https://preview.redd.it/rdvmk4mmnkih1.png?width=2330&format=png&auto=webp&s=4de04e7ee35b54e79f972f1aec77e9f6f6a65081

13F-HR (Institutional investment manager holdings report) INFORMATION TABLE	2026-08-07	2026-06-30	AIGH Capital Management LLC

AEVA, showing strongest commercialization momentum, and stock price up bigly

OUST: disappointing to many investors/analysts on the process of breakeven; Stock slipped after hours

LIDR: Strong executions on Q2, but not enough to get a re-rate, but generated high expectations on Q3/Q4 and early 27. Stock price is flat after hours - still a deep discount for new investors at this price point.

MVIS: missed almost everything, pray that their ATM dilutions can get to the finish line to survive a few more quarters - doomed for Ch11 sometime if not soon.

=========

Overall, LIDR is still the best candidate with a huge and potential asymmetric reward if Aeye progresses well in coming 1-3 quarters.

August 6, 2026

PDF Version

Q2 Revenue Approximately Doubled Sequentially and Grew Approximately Nine-Fold Year-Over-Year; First-Half Revenue Exceeds Full-Year 2025

Expands Industry Verticals via Groundbreaking Sports Analytics Agreement with Alive3D

Apollo™ Validated on NVIDIA DRIVE AGX Thor™, Placing AEye as a Sensor Partner in the NVIDIA DRIVE Hyperion Ecosystem

Lead Defense Customer Places Third Consecutive Purchase Order as Defense Remains AEye’s Most Active Vertical

PLEASANTON, Calif.--(BUSINESS WIRE)--Aug. 6, 2026-- AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today announced financial results for the second quarter ended June 30, 2026.

Business Highlights

• New Commercial Deal in New Vertical: Apollo’s™ software-defined architecture was critical to securing the win; it allows AEye to reconfigure scan patterns, range, and resolution to meet the distinct demands of sports analytics using the same underlying sensor platform.
  • Sports Analytics: Alive3D selected Apollo™ for next generation sports analytics. Apollo’s™ software-defined architecture will power 3D spatial sports visualization, precise measurement, and advanced data analytics for elite sports.
• Record Commercial Engagement: Commercial activity again reached its highest level in the Company’s history, with AEye now having 25 customers that have taken revenue-generating shipments – a 19% increase since the Company reported Q1 results in May 2026. Quarter-over-quarter, engagements and quotes increased over 25% and approximately 40%, respectively.
• NVIDIA Ecosystem: Apollo™ was validated on NVIDIA DRIVE AGX Thor™, deepening sensor‑to‑compute interoperability for next‑generation physical AI and automotive platforms.
• Defense Vertical Expansion: Defense remains AEye’s most active vertical, with engagements doubling quarter-over-quarter. The Company’s lead defense customer placed its third consecutive paid order this quarter, and repeat business is emerging as Apollo™ is evaluated for UAV, UGV and counter-UAS applications, while the partnership with SynTech continues to expand Apollo’s™ international reach.
• Automotive, Trucking, & OEM Momentum: AEye is active in multiple OEM Level 3 and Level 4 evaluations. AEye signed an MOU with MoveAWheeL to combine Apollo’s™ long-range 3D object detection with acoustic road-surface friction sensing, aimed at improving ADAS and autonomous driving performance in adverse weather. Evaluations are underway across select geographies, with discussions already advancing with automotive OEMs.
• ITS Deployment: OPTIS™ continues to move into deployment, with the Company’s live smart intersection in the Bay Area remaining operational, as well as multiple OPTIS™ installations in and around Detroit.

Management Commentary

“We set a new high bar for commercial activity in Q2, securing two new commercial deals and gaining increased traction within existing accounts and verticals,” said Matt Fisch, CEO of AEye. “As a company, we are hitting our stride. Revenue is up more than nine times year-over-year, and has increased for four consecutive quarters. New technical engagements, inbound RFIs, and POC activity across automotive, trucking, aerospace and defense, rail, infrastructure, ITS – and, new this quarter, sports analytics – are trending in the right direction. We believe every new vertical we enter validates the same underlying thesis: when performance and programmability matter most, Apollo™ wins.”

Fisch continued, “Our unique software-defined architecture allows our Apollo™ sensor to immediately meet demand for the continuous influx of new lidar applications we’re seeing as they appear in the market. Paired with the sensor’s long range, superior performance, and rugged design, our technological edge – maintained and expanded by our highly scalable partnership and production models – is such that we believe we are well equipped to compete for physical AI market share as the space rapidly develops into a trillion-dollar industry over the coming decade. For the remainder of 2026, our focus continues to be on leveraging our strengths to advance deployments and build a durable revenue ramp.”

Financial Highlights

• Q2 2026 revenue was $202 thousand, up approximately nine times the $22 thousand reported in Q2 2025, and approximately double compared to last quarter.
• GAAP net loss in Q2 2026 was $(10.0) million, or $(0.22) per share.
• Non-GAAP net loss in Q2 2026 was $(7.6) million, or $(0.17) per share.
• Cash consumption in Q2 2026 was $7.5 million.
• Cash, cash equivalents, and marketable securities were $71.5 million as of June 30, 2026.

“Second quarter results mark a transition in how our revenue is generated: from paid evaluations toward commercial agreements,” said Conor Tierney, CFO of AEye. “Revenue approximately doubled sequentially, first-half revenue already exceeds all of 2025, and repeat orders are now increasingly a feature of our business. Just as important, we generated revenue from our first contract development engagement in Q2, a second, distinct source of revenue that did not exist for us six months ago. With $71.5 million in cash and marketable securities and a virtually debt-free balance sheet, we believe we have the runway to execute multi-year commercial programs well into 2028.”

2026 Cash Consumption Outlook

The Company reaffirms its expectation that cash consumption for the full year 2026 will be in the range of $30 million to $35 million, inclusive of approximately $5 million in working capital. The Company expects its cash balance provides operational runway well into 2028.

Conference Call and Webcast Details

AEye management will webcast its investor conference call today, August 6, 2026, at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss these results. AEye CEO Matt Fisch and CFO Conor Tierney will host the call, followed by a question-and-answer session.

The webcast and accompanying slides will be accessible via the company’s website at https://investors.aeye.ai/.

Access is also available via:

Webcast: https://edge.media-server.com/mmc/p/tmd5jc68/

1. Exponential growth trends will continue: per CEO during earning call. ~900% yoy! 100% QoQ - of course the base is small. 1H/26 revenue>25 full year.
2. Very strong balance sheet: 71.5M cash remaining, beat our expectation of 69M, affirmed cash runway to 2028
3. No dilution needed near term: confirmed through earning release and 10Q: share count O/S no major changes found.
4. Commercialization: clearly progressing - and Q2 is the beginning of inflection point! This was confirmed in 10-Q: "During the first half of 2026, it experienced increased commercial traction that it believes “marks an inflection point in our transition from development toward commercialization**.” and we can sense several verticals Aeye Lidar sensors excel at. - Revenue inflection is expected to follow the trend accordingly.
5. Lite-On production: start to ramp up and the capacity utilization will be guided/gated by prospective 2H customer demand. - CEO/CFO earning calls confirmed this - and affirmed expenditure is expected and prepared for the production ramp up!
6. Multiple programs (possible across multiple verticals I guess) nearing deals in coming months: per CFO in earning calls - also this is the leading reason for production ramp per earning call!
7. Largest verticals spreading with geographical expansion: automotive, rail/train, trucking, defense, ITS, aviation/aerospace, security, sports, and other (potentially new) physical AI applications. APAC region expansions are still progressing along with EMEA - this is a risk management during commercialization process too!
8. Automotive going strong - but will be a long process
9. NVIDIA hyperion validation - great for future market penetration; Oh -on marketing/BD side, CFO/CEO mentioned: Previously Aeye has to look for customers, now customers finding Aeye for solutions. Smell somthing?
10. A great and confident team: CEO/CFO sounded very confident on what they are doing. Hope new CRO will make things better not worse.

==============

So through Q2 earning release/call and 10-K/10-Q, Aeye team demonstrated a clean executed Q2 and a great picture of future Aeye. Market now is in a difficult situation evaluating LIDR's EV. As an investor, I'm holding my long position untouched, and will continue to swing trade some if time allows and opportunities knock my door. I'm expecting LIDR could hit a minimum of $25/sh someday.

What to watch after Q2 earning: 1) scheduled 13G/13D 2) Analysts updates 3) Additional news/announcement from Aeye

===============

The biggest lessson for investment I learnt: a new investor on a new stock or holding a new stock, often missed the big picture of the business (or the stock you are holding) - and influenced by the general dynamics of market movement and business fluctuations/quarterly changes!

For Aeye/LIDR stock, the big picture is: someday, Aeye/LIDR stock reaches over $70/sh and market cap over 3B-6B. Do your math and evaluate the scenarios and business potentials and how the team is working towards the potentials, not the fluctuations of market. This is way I said LIDR is potentially a real 100X bagger!

Good luck to everyone!