{"filing":{"accession_number":"0001213900-26-098204","cik":"0001818644","ticker":"LIDRW","company_name":"AEye, Inc.","form":"8-K","filing_date":"2026-09-09","report_date":"2026-09-09","primary_document":"ea0304926-8k_aeye.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1818644/000121390026098204/ea0304926-8k_aeye.htm"},"events":[{"id":32167,"run_id":29549,"accession_number":"0001213900-26-098204","anchor_item_number":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"summary":"The filing discloses a stockholder letter from CEO Matt Fisch highlighting multiple operational and commercial achievements: a multi-million-dollar NASA-backed lunar contract with Lunar Outpost, new sports analytics development contract with Alive3D, appointment of Chief Revenue Officer Laura Wrisley, record commercial engagement (25 customers, 19% increase), and significant revenue growth (9x year-over-year, 4 consecutive quarters of growth). While the letter emphasizes commercial momentum and new market expansion, it does not fit neatly into specific event categories—it is neither a discrete M\u0026A transaction, earnings release with formal results, nor a single executive appointment, but rather a comprehensive operational update covering multiple business developments and strategic progress. The material nature is evident from the record pipeline, revenue growth metrics, and expansion into new verticals (space mobility, sports analytics).","company_name":"AEye, Inc.","ticker":"LIDRW","filing_date":"2026-09-09","form":"8-K","submitted_at":null,"items":null}],"classifications":[{"id":35278,"accession_number":"0001213900-26-098204","item_number":null,"item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.72,"reasoning":"The filing discloses a stockholder letter from CEO Matt Fisch highlighting multiple operational and commercial achievements: a multi-million-dollar NASA-backed lunar contract with Lunar Outpost, new sports analytics development contract with Alive3D, appointment of Chief Revenue Officer Laura Wrisley, record commercial engagement (25 customers, 19% increase), and significant revenue growth (9x year-over-year, 4 consecutive quarters of growth). While the letter emphasizes commercial momentum and new market expansion, it does not fit neatly into specific event categories—it is neither a discrete M\u0026A transaction, earnings release with formal results, nor a single executive appointment, but rather a comprehensive operational update covering multiple business developments and strategic progress. The material nature is evident from the record pipeline, revenue growth metrics, and expansion into new verticals (space mobility, sports analytics).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-09-09T11:02:04.017725+00:00","company_name":"AEye, Inc.","ticker":"LIDRW","filing_date":"2026-09-09"}]}