AEye (NASDAQ:LIDR) stock is taking off on Friday after the lidar systems company announced a new partnership with LiteOn Technology Corporation.This is a follow-up to the company’s non-binding Letter of Intent that was announced in March. LiteOn Technology Corporation is the company that was talked about in that announcement but wasn’t named until now.According to AEye, this partnership with LiteOn Technology Corporation secures it a channel and industrialization partner. This will see the two companies wor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 333-259554 AEye, Inc. (Exact name of registrant as specified in its charter) Delaware 37-1827430 (State or other jurisdiction of i ...

AEye, Inc. (NASDAQ:LIDR) Q4 2023 Results Conference Call March 26, 2024 5:00 PM ET Company Participants Leigh Bannister - Director of Finance Matt Fisch - Chief Executive Officer Conor Tierney - Chief Financial Officer Conference Call Participants John Roy - Water Tower Research Kevin Garrigan - WestPark Capital Operator Good day, and thank you for standing by. Welcome to the AEye Fourth Quarter 2023 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's pres ...

EX-99.1 2 ss3175926_ex9901.htm EARNINGS TABLE FOR IMMEDIATE RELEASE AEye Reports Fourth Quarter 2023 Results Signed LOI with global Tier 1 automotive supplier Third consecutive quarter of cash burn reduction DUBLIN, Calif. -- (BUSINESS WIRE) – March 26, 2024 – AEye, Inc. (Nasdaq: LIDR), a global leader in adaptive, high performance lidar solutions, today announced its results for the fourth quarter and year ended December 31, 2023. Management Commentary “AEye is pleased to announce that we have signed an LO ...

Third Quarter Earnings Matt Fisch Conor Tierney ...

AEye, Inc. (NASDAQ:LIDR) Q3 2023 Earnings Conference Call November 9, 2023 5:00 PM ET Company Participants Jennifer Deitsch - Communications Director Matt Fisch - Chief Executive Officer Conor Tierney - Chief Financial Officer Conference Call Participants Brooks O'Neil - Lake Street Capital Markets Jeffrey Cohen - Ladenburg Thalmann Scott Henry - ROTH Capital Operator Good day, and thank you for standing by. Welcome to the AEye Third Quarter 2023 Financial Results Conference Call. At this time all participa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 333-259554 AEye, Inc. (Exact name of registrant as specified in its charter) Delaware 37-1827430 (State or other jurisdic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 333-259554 AEye, Inc. (Exact name of registrant as specified in its charter) Delaware 37-1827430 (State or other jurisdiction ...

财务数据和关键指标变化 - 第二季度收入为571,000美元,与上一季度基本持平,但产品销售收入有所增加,被汽车开发合同收入下降所抵消 [25] - 第二季度GAAP经营费用为1,480万美元,较上一季度下降39%,主要由于成本削减措施 [26] - 第二季度非GAAP经营费用为1,070万美元,较上一季度的1,650万美元下降 [26] - 第二季度GAAP净亏损为1,600万美元,较上一季度的2,630万美元有所改善 [26] - 第二季度非GAAP净亏损为1,170万美元,较上一季度的1,770万美元有所改善 [26][27] 各条业务线数据和关键指标变化 - 公司的核心4Sight LiDAR产品出货量较上一季度有所增加 [25] - 公司推出了4Sight Plus解决方案,能够在高速公路上检测行人和小物体,获得了OEM的积极反馈,正被Continental整合到HRL 131长距离LiDAR产品中 [15][16] 各个市场数据和关键指标变化 - 公司在智能交通系统(ITS)市场取得进展,与合作伙伴Intetra在土耳其和哈萨克斯坦部署了基于光艺术的收费系统,并预计将拓展到欧洲南部和亚太地区 [18] - 公司的LiDAR产品已成功部署在美国一条22英里的高速公路上,用于改善高速公路监控和自动事故检测 [19] 公司战略和发展方向及行业竞争 - 公司与NVIDIA和两家全球顶级汽车OEM进行了重要的技术验证,获得了积极反馈 [7] - 公司与Continental合作,大幅降低了LiDAR产品的成本,实现了生产就绪的供应链,可以提供低于1,000美元的ADAS产品价格 [10][11] - 公司有6个RFQ管线,已入围2个,预计年内将有更多RFQ进入决赛阶段 [13][14] - 公司的资本轻资产的许可和版税业务模式有助于实现高毛利,并有助于快速扩展到其他市场 [20] 管理层对经营环境和未来前景的评论 - 公司看到了汽车LiDAR市场的巨大机遇,预计未来5年将以55%的复合年增长率增长到47亿美元 [12] - 公司正在采取成本削减措施,预计到2024年初将把去年的现金消耗率降低50% [22][23] - 公司有健康的资产负债表,有足够的财务资源来执行关键目标 [24] - 公司预计第三季度收入将在50-70万美元之间,第四季度收入将环比增长,随着资本许可模式的优势显现,第三季度非GAAP亏损将收窄至0.06美元 [30] 问答环节重要的提问和回答 问题1 **John Roy 提问** 对LiDAR和公司产品的需求环境有何看法 [38] **Matt Fisch 回答** 1) 产品性能方面,公司LiDAR在OEM的严苛测试中表现出色,能够在高速和夜间等恶劣条件下识别道路上的危险物体 [39][40][41][42] 2) 供应链交付方面,公司与Continental的合作为OEM提供了信心和安全感,有助于公司进入RFQ决赛 [43][44] 问题2 **Kevin Garrigan 提问** 公司是否与所有主要汽车OEM都有合作 [49] **Matt Fisch 回答** 公司通过Continental与主要全球OEM都有接触和合作,正积极参与大量的高容量RFQ招标 [50][51] 问题3 **Kevin Garrigan 提问** 4Sight Plus产品是否拓展了公司的收入机会 [54] **Matt Fisch 回答** 4Sight Plus产品是针对OEM对高速行驶条件下的感知需求而开发的,有助于进一步拓展公司在ADAS市场的机会 [57]

Second Quarter Earnings Matt Fisch Conor Tierney August 7, 2023 LIDR Nasdaq 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 Securities Litigation Reform Act of 1995. Forward-looking statements are sometimes accompanied by words such as "believe," "continue," "proj ...