AEye expands to 25 revenue-generating customers as Q2 revenue rises nine-fold
AEye reported that Q2 2026 revenue approximately doubled sequentially and increased about nine-fold year over year as revenue-generating customers reached 25.
Evidence notes
- The customer count increased 19% from Q1, while total commercial engagements grew 25% and active quotations increased by roughly 40%.
- Defence engagements doubled quarter over quarter and AEye's lead defence customer placed a third consecutive paid order.
- The company is evaluating Apollo lidar across uncrewed aerial and ground vehicles and counter-UAS applications.
Company context
AEye develops software-defined lidar systems for autonomous vehicles, smart infrastructure and other autonomy applications.