AEye, Inc. (Nasdaq: LIDR), a leader in software-defined lidar solutions, announced its financial results for the fourth quarter and full year ended December 31, 2025. The company reported a significant increase in revenue, with Q4 2025 revenue reaching approximately $100,000, a 94% increase from the previous quarter. Full-year revenue totaled approximately $230,000, marking a 15% year-over-year growth. AEye's commercial momentum is evident, with a 33% increase in customer count and a 40% expansion in its commercial pipeline. The company has also joined NVIDIA's Halos AI Systems Inspection Lab, enhancing its product readiness for the automotive sector. AEye's operational runway extends into 2028, supported by a cash position of $86.5 million, which positions the company well for future growth. CEO Matt Fisch emphasized the company's progress in scaling operations and executing its commercial strategy, highlighting the launch of their new STRATOS sensor, which boasts a 1.5-kilometer detection range. The company expects to continue its growth trajectory into 2026, driven by strong partnerships and a robust technology lead.



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