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AEye — Third Quarter 2026 Earnings Summary

AEye reported third-quarter 2026 revenue of $506,000, representing a tenfold year-over-year increase and a 2.5-fold sequential rise. The company's customer base expanded to 32, with new revenue streams emerging from the Lunar Outpost program, a fifth defense order, and initial STRATOS sales. Gross margin improved to negative 35% from negative 80% in the prior quarter, while the company projects fourth-quarter revenue to reach approximately $1 million.

Company
AEYE INC
Sector
Technology
Industry
Software - Infrastructure