CEO Discusses Challenges over the Last Year and How Its Capital-Light Model Is Key to the Future
On February 5, WTR held a fireside chat with CEO Matt Fisch. This report contains a transcript of the conversation, and on-demand accessible in a link in our full report. Fisch talked about his first year as CEO and the challenges he has faced. He was forthright about the disappointment surrounding Continental’s financial decision to cease work on the partnership with AEye, but he is seeing a lot of doors open up that were not open before. Fisch highlighted how the company’s capital-light model has put it in a better position during the industry pause than its competition. The competition is having to handle the excess manufacturing facilities they built for the expected ramp, which is now delayed. AEye’s cash runway extends through 2024 and Fisch indicated that a capital raise is not the priority today. The priority is to keep the product competitive and ahead of the rest of the market, while it continues to develop new partnerships. AEye is a provider of adaptive, high-performance LiDAR for driver-assistance, vehicle autonomy, smart infrastructure, and logistics applications. AEye’s 4Sight™ Intelligent Sensing Platform, with its adaptive sensor-based operating system, focuses on what matters most: delivering faster, more accurate, and reliable information. AEye’s 4Sight™ products, built on this platform, are ideal for dynamic applications that require precise measurement imaging to ensure safety and performance. The company plans to focus on the automotive market first before broader expansion into other verticals. While there have been some delays, the automotive ADAS business should be ramping up over the next couple of years. The lidar TAM is expected to grow from $3 billion to $42 billion over the next 10 years. View all our fireside chats and reports on AEye on our website.
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