AEye Reports Q2 2026 Results: Full Earnings Call Transcript

AEye (NASDAQ: LIDR ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary AEye Inc reported significant revenue growth in Q2 2026, with revenue increasing ninefold year over year and doubling quarter over quarter. The company was selected as the preferred lidar vendor for a new sports analytics provider and is expanding into new markets including defense and sports. AEye's sales funnel shows strong growth with proof-of-concept programs increasing to 25 and commercial engagements and quote activity rising 25% and 40% quarter over quarter respectively. Defense remains a highly active sector with custome...