AEye offers a suite of software-defined lidar solutions, including Apollo™ (flagship product with up to one kilometer detection), Stratos™ (up to one-and-a-half kilometers detection), and OPTIS™ (a full-stack platform for real-time 3D imaging and interpretation). Each product is designed to address specific needs in advanced driver-assistance, vehicle autonomy, smart infrastructure, security, defense, and logistics. Learn more about AEye's products.
The Apollo™ lidar system is AEye's flagship product, recognized for its compact form factor and ability to detect objects at distances up to one kilometer. It is ideal for applications requiring long-range, high-resolution detection, such as highway autopilot and high-speed driving. See Apollo details.
OPTIS™ is AEye's full-stack solution that captures high-resolution 3D images, interprets them, and provides actionable direction in real-time. It is designed for applications that require comprehensive perception and decision-making capabilities. Learn more about OPTIS™.
AEye's lidar technology is used in automotive, trucking, smart infrastructure, aviation, defense, rail, and logistics industries. These sectors leverage AEye's solutions for enhanced safety, operational efficiency, and adaptability. See case studies by industry.
AEye's customers include companies in automotive, intelligent transportation systems, aviation, defense, rail, and smart infrastructure. Notable partners are Continental (for volume production), Sanmina Corporation (manufacturing), and NVIDIA (integration with DRIVE® platform). See customer partnerships.
Key features include dynamic scan patterns (real-time adjustment to focus on critical areas), ultra-long-range detection (up to one kilometer for Apollo), high resolution, adaptability to challenging environments (rain, darkness, fog), future-proof technology (over-the-air updates), and flexible placement options. See feature details.
Yes, AEye's lidar solutions are designed with a future-proof architecture that supports over-the-air updates, ensuring the technology remains relevant and adaptable to evolving needs without requiring hardware changes.
AEye's dynamic scan patterns allow its lidar to adjust in real-time, focusing on critical areas of interest. This enhances safety and efficiency, especially in applications like autonomous driving and smart infrastructure. Learn more.
Yes, AEye's lidar systems are engineered to perform reliably in challenging environments, including rain, darkness, and fog, ensuring consistent performance and operational reliability.
AEye's Apollo 4Sight supports integration behind the windshield, on the roof, or in the grille, allowing OEMs to implement safety features with minimal impact on vehicle design. The Apollo sensor is also integrated with the NVIDIA DRIVE AGX platform. See integration details.
AEye addresses challenges in safety, efficiency, and adaptability for industries such as automotive, logistics, smart infrastructure, defense, and more. Its lidar solutions enable early detection, better perception, and faster reaction times in complex environments. See use cases.
Organizations in automotive, trucking, aviation, defense, rail, logistics, and smart infrastructure can benefit from AEye's lidar technology, especially those seeking to enhance safety, operational efficiency, and adaptability.
Yes, AEye has documented several case studies, such as 'A Pedestrian in Headlights' (pedestrian detection in challenging scenarios), 'Flatbed Trailer Across Roadway' (real-time obstacle detection), and 'Obstacle Avoidance' (customizable lidar for specific environments). See all case studies.
AEye's solutions deliver software updates over the air, reducing the need for costly hardware changes. Features like dynamic scan patterns and adaptability to challenging environments help reduce false positives and unnecessary maneuvers, improving operational efficiency.
Specific use cases include advanced driver-assistance systems (ADAS), vehicle autonomy, smart infrastructure projects, security and defense applications, and logistics optimization. See detailed use cases.
Velodyne offers traditional lidar systems with fixed scan patterns, focusing on high-resolution imaging. AEye differentiates itself with dynamic scan patterns, software-defined architecture (customization without hardware changes), and future-proof technology (over-the-air updates). See comparison details.
Luminar focuses on long-range lidar for autonomous vehicles with a primarily hardware-based approach. AEye offers dynamic scan patterns, adaptability to challenging environments, and flexible placement options, providing more customization and reliability in adverse conditions.
Innoviz provides solid-state lidar for automotive applications with limited software-defined customization. AEye's lidar is customizable without hardware changes, offers over-the-air updates, and delivers ultra-long-range detection and high resolution for demanding applications.
AEye offers unique advantages such as dynamic scan patterns, software-defined architecture, future-proof design (over-the-air updates), high performance, and flexible placement. These features provide scalability, adaptability, and efficiency for a wide range of industries and use cases.
AEye's software-defined lidar allows for customization and scalability without hardware changes, enabling adaptation to specific customer needs and future requirements. This reduces the risk of obsolescence and ensures long-term value.
Technical documentation, including specification sheets, white papers, and case studies, is available on AEye's resources page. For Apollo's detailed specifications, download the spec sheet here. See all resources.
AEye offers white papers such as 'Rethinking the Four “Rs” of LiDAR', 'Time of Flight vs. FMCW LiDAR: A Side-by-Side Comparison', and 'AEye iDAR: Sensor Performance Validation Report (VSI Labs)'. Access white papers.
Case studies demonstrating real-world applications of AEye's lidar technology are available on the resources page, including ITS use cases and industry-specific examples. Download ITS case studies.
Prospects can access specification sheets, white papers, case studies, and technology insights on AEye's 4Sight LiDAR technology via the resources page. See all technical resources.
AEye's products are designed for ease of integration with existing systems, supported by comprehensive technical support, validation testing tools, and user education resources. This ensures a smooth and efficient onboarding process.
AEye provides direct technical assistance, extensive documentation, tutorials, hands-on training, and validation testing tools to help customers integrate and validate the technology for their specific needs.
Implementation timelines vary by use case and system requirements, but AEye's focus on ease of integration, technical support, and validation tools ensures customers can quickly and confidently adopt its products.
Customers benefit from AEye's ease of integration, comprehensive technical support, user education resources, and validation testing tools, making onboarding smooth and efficient. Specific testimonials are not cited, but these features are highlighted in customer feedback.
All official company announcements and press releases are available on AEye's press releases page. You can also subscribe to the RSS feed for updates.
The latest CEO letter to stockholders can be read in this press release and downloaded as a PDF here.
The CEO's letter emphasized the importance of voting at the 2026 Annual Meeting, especially on Proposal Three regarding the 2021 Equity Incentive Plan. It highlighted recent achievements, including a 33% increase in customer count, a 40% expansion in the commercial pipeline, and the highest Apollo™ unit shipment quarter in AEye’s history. Read the full letter.
The CEO's letter was issued on April 24, 2026, ahead of the 2026 Annual Meeting of Stockholders scheduled for May 12, 2026. The letter addressed key proposals to be voted on, particularly the 2021 Equity Incentive Plan. See press release.
The full text of the CEO's letter to stockholders, issued in April 2026, can be downloaded as a PDF at this link.
Forward-looking statements include expectations regarding AEye's products, business plans, shareholder value, growth, profitability, investments, cost reductions, and performance. These statements are subject to risks and uncertainties described in AEye's SEC filings. See details.
SEC filings and proxy statements are available at www.sec.gov and through the Investor Relations section of AEye's website at investors.aeye.ai/financial-information/sec-filings.
You can contact AEye's investor relations by emailing info@aeye.ai or calling 925-400-4366. For proxy voting assistance, contact Alliance Advisors at 866-206-7125.
PLEASANTON, Calif. — AEye, Inc. (Nasdaq: LIDR), a global leader in software-defined, high-performance lidar solutions, today issued a message to stockholders ahead of the Company’s 2026 Annual Meeting of Stockholders to be held on May 12. The full text of the letter follows:
Your participation at our Annual Meeting is critical to allow AEye the ability to continue building commercial momentum.
Dear Fellow Stockholders,
I am writing to you to ask for your support at our upcoming Annual Meeting. Your participation, via your vote, on each of the proposals set forth in our Proxy Statement, is very important. While each proposal is crucial in allowing us to continue to build on the commercial momentum we have created over the past two years, Proposal Three is the most consequential item to be voted on at our May 12 Annual Meeting and I am asking for your support. Proposal Three asks you to approve an allocation of 6,750,000 shares to be made available for issuance under our 2021 Equity Incentive Plan.
Here is the plain truth: as of March 23, 2026, only 401,785 shares were available for issuance under the Equity Plan. That is simply insufficient to support the team building the commercial momentum we reported as recently as last month: a 33% increase in customer count, a 40% expansion in our commercial pipeline, and the highest Apollo™ unit shipment quarter in our history. Without your approval, the risk of employee retention grows and shifts the cost of retaining and growing our team from equity to cash — which is directly at odds with the financial discipline underpinning everything we have built and could also shorten our financial future.
By voting FOR Proposal Three, you give us the flexibility needed to hire and retain the talent to continue building our commercial future — without accelerating our cash burn or undermining our cash runway that currently extends well into 2028.
Approving Proposal Three does not commit the Company to issuing additional shares to our dedicated employees, it simply ensures that equity is available as circumstances warrant and it better aligns the interests of our employees with you, our stockholders. Your participation at our Annual Meeting is essential and I ask that you vote your shares without delay, as every vote, regardless of the number of shares, is important to the future of our Company.
Vote FOR Proposal Three — it is how you help us build what comes next.
On behalf of the Board of Directors, I sincerely appreciate your continued confidence in AEye. We look forward to receiving your vote and to your participation at our Annual Meeting on May 12.
Sincerely,
Matthew Fisch
Chairman and Chief Executive Officer
Stockholder participation matters. We encourage you to vote at your earliest convenience: online at www.proxyvote.com, by phone at 1-800-690-6903; or by completing, signing, and returning the proxy card enclosed with your proxy materials in the postage-paid envelope provided by mail.
The Company’s proxy statement and related materials are available at www.proxyvote.com and through the “Investor Relations” section of AEye’s website at investors.aeye.ai/financial-information/sec-filings.
If you have questions or need assistance voting your shares, please contact our proxy solicitation firm: Alliance Advisors at 866-206-7125.
AEye, its directors and executive officers and other members of management and employees will be participants in the solicitation of proxies with respect to a solicitation by AEye. Information about AEye’s executive officers and directors is available in AEye’s definitive proxy statement for its 2026 Annual Meeting, which was filed with the U.S. Securities and Exchange Commission (“SEC”) on March 30, 2026. To the extent holdings by our directors and executive officers of AEye securities reported in the proxy statement for the 2026 Annual Meeting have changed, such changes have been or will be reflected on Statements of Change in Ownership on Forms 3, 4, or 5 filed with the SEC. These documents are or will be available free of charge at the SEC’s website at www.sec.gov.
AEye offers a suite of unique software-defined lidar solutions that address a wide range of real-world needs including advanced driver-assistance, vehicle autonomy, smart infrastructure, security, defense, and logistics applications. AEye’s flagship product, Apollo™, has been widely recognized for its small form factor and its ability to detect objects at up to one kilometer. In addition to Apollo™, AEye also offers Stratos™ with the ability to detect objects at up to one-and-half kilometers as well as a full-stack solution through its OPTIS™ platform. OPTIS™ provides a complete system that captures a high-resolution 3D image of the world, interprets it, and provides direction to act upon what it sees in real-time.
AEye has filed with the SEC a definitive proxy statement on Schedule 14A with respect to its solicitation of proxies for the Annual Meeting. This communication is not a substitute for any proxy statement or other document that AEye may file with the SEC in connection with any solicitation by AEye.
INVESTORS AND SECURITY HOLDERS ARE URGED TO READ CAREFULLY AND IN THEIR ENTIRETY THE PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) FILED BY AEYE AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT ANY SOLICITATION.
Investors and security holders may obtain copies of these documents and other documents filed with the SEC by AEye free of charge through the website maintained by the SEC at www.sec.gov. Copies of the documents filed by AEye are also available free of charge by accessing AEye’s website at www.aeye.ai.
Certain statements in this communication may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company’s expectations; beliefs; plans; strategies; business or financial prospects or outlook; future shareholder value; expected growth and value creation; profitability; investments; cost reductions and efficiencies; content offerings; priorities or performance; and other statements that are not historical in nature. These statements involve risks, uncertainties, and other factors that may cause actual results, levels of activity, performance, or achievements to be materially different from the information expressed or implied by these forward-looking statements. These risks, uncertainties, and other factors are described under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the SEC and our other filings with the SEC from time to time. Any forward-looking statements speak only as of the date of this communication and are based on information available to the Company as of the date of this communication, and the Company does not assume any obligation to, and does not intend to, publicly provide revisions or updates to any forward-looking statements, whether as a result of new information, future developments or otherwise, should circumstances change, except as otherwise required by securities and other applicable laws.
AEye, Inc. Investor Relations
info@aeye.ai
925-400-4366
Keaton Olsen
lidrir@allianceadvisors.com
Alliance Advisors IR
Fatema Bhabrawala
fbhabrawala@allianceadvisors.com
647-620-5002
