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How AEye (LIDR) makes money

AEye (LIDR) made $506K of revenue in the third quarter 2026 (Q3 2026), +912% from a year earlier. Technology Service brought in $278K (55%); Product brought in $228K (45%).

Drawing the Sankey…

AEye revenue by segment, Q3 2026AEye revenue by segment, Q3 2026Technology Service$278KProduct$228K
AEye: revenue by line, Q3 2025 to Q3 2026AEye: revenue by line, Q3 2025 to Q3 2026ProductTechnology ServiceProduct: $228K latest$228KTechnology Service: $278K latest$278KQ3 2025Q4 2025Q2 2026Q3 2026
Technology Service went from 18% of revenue in Q3 2025 to 55% in Q3 2026, the largest shift in the mix.
AEye revenue by quarterAEye revenue by quarter$64KQ1 2025$22KQ2 2025$50KQ3 2025$97KQ4 2025$101KQ1 2026$202KQ2 2026$506KQ3 2026

Revenue by segment, Q3 2026

SegmentRevenueShareQ/QY/Y
Technology Service$278K54.9%+827%31×
Product$228K45.1%+33%+456%

Where each dollar of revenue goes

LineQ3 2026% of revenue
Revenue$506K100.0%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q3 2026$506K+912%
Q2 2026$202K+818%
Q1 2026$101K+58%
Q4 2025$97K+111%
Q3 2025$50K-52%
Q2 2025$22K-31%
Q1 2025$64K+220%

From AEye's 10-Q filed Nov 6, 2026 (on EDGAR).

Questions

How does AEye make money?

AEye (LIDR) made $506K of revenue in the third quarter 2026 (Q3 2026), +912% from a year earlier. Technology Service brought in $278K (55%); Product brought in $228K (45%).

What is AEye's biggest business?

Technology Service: $278K in the third quarter 2026, 55% of revenue, up 31-fold from a year earlier.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.