)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
AEye
AEye (LIDR) investor relations material
AEye Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue reached $506K, up ~10x YoY and 2.5x QoQ, marking a fifth consecutive quarter of sequential growth.
Revenue-generating customers reached 32, up 28% QoQ, with 200+ active technical engagements feeding the commercial pipeline.
Commercialization is moving from technical evaluations toward Phase 2 contracts; positive margins and scaled deployments remain ahead.
Financial highlights
Q3 revenue was $506K vs. $50K YoY; 9M revenue was $809K vs. $136K, up 495%.
Q3 GAAP operating expenses were $11.1M; GAAP net loss was $11.2M, or $0.24/share, vs. $10.0M and $0.22/share in Q2.
Q3 non-GAAP net loss was $7.2M, or $0.15/share, vs. $7.6M and $0.17/share in Q2.
Q3 gross loss was $178K and gross margin was negative 35%, improving 45 percentage points QoQ on revenue mix, lower product costs and lower warranty reserves.
Q3 cash consumption, net of financing costs, was $8.3M; cash and marketable securities were $63.1M at Sept. 30, 2026.
Outlook and guidance
Q4 revenue is guided at ~$1M, roughly double Q3, with Apollo commercial programs expected to establish a new quarterly baseline.
FY 2026 cash consumption is expected to be $35M, including ~$5M in working capital; the 2027 target is ~15% below FY26.
Management expects revenue to build in 2027 on repeat purchases, commercial programs and new opportunities; several POC conversions are expected over the next 6–9 months.
Current liquidity and virtually no debt are expected to support operations and multi-year programs into 2028.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from AEye
- Exhibits-only amendment updates auditor consent, with no changes to offering or disclosures.LIDR
Registration filing - Modular, software-defined lidar and key alliances drive high-margin growth in autonomy and new markets.LIDRJ.P. Morgan Automotive Conference
- Q2 2026 revenue soared nine-fold year-over-year, with strong cash reserves and new verticals.LIDRQ2 2026
- Shelf registration enables up to $200M in securities to fund growth in expanding lidar markets.LIDRRegistration filing
- Q1 2026 revenue surged nearly 60% year-over-year, with record customer and pipeline growth.LIDRQ1 2026
- Proposal to allocate 6,750,000 shares for equity incentives is central to upcoming shareholder vote.LIDRProxy filing
- Shareholders to vote on director elections, auditor, equity plan, and executive pay amid strong growth.LIDRProxy filing
- Q4 2025 revenue surged 94%, with strong cash reserves and expanding commercial momentum.LIDRQ4 2025
- Q1 2025 featured narrowed losses, Apollo production milestones, and strong liquidity.LIDRQ1 2025
Next AEye earnings date
Q4 202619 Mar, 2027
AEye
Next AEye earnings date
Q4 202619 Mar, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
AEye Inc. develops lidar-based perception systems for autonomous vehicles and advanced driver-assistance systems. Its adaptive lidar technology is designed to enhance safety and performance in automotive, industrial, and mobility applications. AEye markets its products to OEMs and Tier 1 suppliers. The company is headquartered in Dublin, California, and its shares are listed on the NASDAQ.