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AEye (LIDR) investor relations material

AEye J.P. Morgan Auto Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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J.P. Morgan Auto Conference 2025 summary13 Aug, 2025

Strategic pivots and product innovation

  • Pivoted in early 2024 to focus on developing a leapfrog LiDAR product, Apollo, after separating from a previous partner and leveraging customer learnings for improved performance, cost, and size.

  • Partnered with Lite On for cost-driven manufacturing, leveraging their expertise and supply chain to keep CapEx low and scale efficiently.

  • Achieved first major OEM win in transportation and integrated Apollo LiDAR into NVIDIA DRIVE AGX, enhancing credibility and performance validation.

  • Emphasized LiDAR's necessity over cameras in challenging conditions, with China leading in mass production and Western markets expected to ramp up in the next 12 months.

  • Built a strong pipeline in adjacent markets like tolling and smart infrastructure, with rapid product-to-OEM win cycles enabled by software-defined architecture.

Financial discipline and business model

  • Maintains a strong cash position with over $80M in the bank and the lowest burn rate in the industry, providing runway through 2028.

  • Capital-light model supported by scalable software updates, allowing rapid adaptation to diverse customer needs with a small engineering team.

  • Employs a methodical, three-phase customer evaluation process to ensure resource allocation aligns with financial returns, with regular deal desk reviews.

  • Automotive margins are tighter, but non-automotive markets offer higher margins, with competitive pricing well below $1,000 for long-range LiDAR.

  • Lite On partnership provides supply chain resiliency and expertise in automotive integration, supporting risk management as the company scales.

Market traction and customer engagement

  • Six contracts secured with 30 more in deep negotiation, expecting revenue growth this year and thousands of units shipped next year.

  • Recent OEM win driven by unmatched detection range, with immediate aftermarket deployment and revenue ramping into 2027.

  • Advanced negotiations with a top-five automaker for a Level 3 passenger vehicle program, catalyzed by NVIDIA partnership and validation.

  • Non-automotive market is large and less competitive, with most customers replacing legacy technology rather than switching from competitors.

  • Focused on converting a robust pipeline of over 100 potential customer engagements into recurring revenue.

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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.

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