AEye Management

Management criteria checks 2/4

AEye's CEO is Matt Fisch, appointed in Feb 2023, has a tenure of 1.92 years. total yearly compensation is $5.38M, comprised of 7.8% salary and 92.2% bonuses, including company stock and options. directly owns 0.66% of the company’s shares, worth $131.84K. The average tenure of the management team and the board of directors is 2.4 years and 3.4 years respectively.

Key information

Matt Fisch

Chief executive officer

US$5.4m

Total compensation

CEO salary percentage	7.8%
CEO tenure	1.9yrs
CEO ownership	0.7%
Management average tenure	2.4yrs
Board average tenure	3.4yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Matt Fisch's remuneration changed compared to AEye's earnings?
Date	Total Compensation	Salary	Company Earnings
Sep 30 2024	n/a	n/a	-US$55m
Jun 30 2024	n/a	n/a	-US$63m
Mar 31 2024	n/a	n/a	-US$71m
Dec 31 2023	US$5m	US$422k	-US$87m

Compensation vs Market: Matt's total compensation ($USD5.38M) is above average for companies of similar size in the US market ($USD645.47K).

Compensation vs Earnings: Insufficient data to compare Matt's compensation with company performance.

CEO

Matt Fisch (55 yo)

1.9yrs

Tenure

US$5,383,242

Compensation

Mr. Matthew Fisch, also known as Matt, has been Senior Vice President and Chief Technology Officer of Gentherm Incorporated since April 6, 2020. He serves as Chief Executive Officer and Director at AEye, I...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Matthew Fisch	CEO & Chairman	1.9yrs	US$5.38m	0.66% $ 131.8k
Luis Dussan	Founder & Director	12yrs	US$4.17k	3.18% $ 633.8k
Conor Tierney	CFO & Treasurer	1.8yrs	US$1.09m	0.54% $ 107.8k
Andrew Hughes	Senior VP	3.8yrs	US$852.72k	0.37% $ 74.4k
Erica Allen	Chief People Officer	2.4yrs	no data	no data

2.4yrs

Average Tenure

52yo

Average Age

Experienced Management: LIDR's management team is considered experienced (2.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Matthew Fisch	CEO & Chairman	1.9yrs	US$5.38m	0.66% $ 131.8k
Luis Dussan	Founder & Director	3.4yrs	US$4.17k	3.18% $ 633.8k
Bernd Gottschalk	Member of Advisory Board & Independent Director	3.4yrs	US$221.99k	0.38% $ 76.2k
Timothy Dunn	Lead Independent Director	3.4yrs	US$262.78k	0.92% $ 183.9k
Jeffrey Clarke	Member of Advisory Board	no data	no data	no data
Keith Dierkx	Member of Advisory Board	4.3yrs	no data	no data
Willie Gault	Member of Advisory Board	no data	no data	no data
James Doty	Member of Advisory Board	no data	no data	no data
David Bill	Member of Advisory Board	no data	no data	no data
Elliot Garbus	Member of Advisory Board	no data	no data	no data
Jonathan Lauckner	Member of Advisory Board	4.3yrs	no data	no data
Sue Zeifman	Independent Director	3yrs	US$215.51k	0.35% $ 70.1k

3.4yrs

Average Tenure

63yo

Average Age

Experienced Board: LIDR's board of directors are considered experienced (3.4 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/10 22:43
End of Day Share Price	2025/01/10 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

AEye, Inc. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Thomas Diffely	D.A. Davidson & Co.
Suji Desilva	Roth MKM
Kevin Garrigan	WestPark Capital, Inc.

AEye Management

Management criteria checks 2/4

Key information

Recent management updates

Director recently sold US$655k worth of stock

High number of new and inexperienced directors

AEye, Inc., Annual General Meeting, May 15, 2024

AEye, Inc. Terminates Employment of Luis C. Dussan as Chief Technology Officer, Effective November 15, 2023

AEye, Inc. Announces Resignation of Wen H. Hsieh as Member of Board and Its Audit Committee

AEye, Inc. Announces Resignation of Carol DiBattiste as A Member and Chairperson of the Board of Directors and the Audit, Compensation, Nominating and Corporate Governance Committees of the Company

Recent updates

AEye Provides Update on Apollo 4Sight’s Record-Breaking Behind-the-Windshield Performance

Third quarter 2024 earnings released: US$1.01 loss per share (vs US$2.78 loss in 3Q 2023)

AEye, Inc. to Report Q3, 2024 Results on Nov 12, 2024

Aeye’S Apollo Excels in Field Testing Demonstrating Unmatched Performance At 1 Kilometer

AEye, Inc. has filed a Follow-on Equity Offering in the amount of $2.6 million.

AEye, Inc. has filed a Follow-on Equity Offering in the amount of $2.6 million.

New major risk - Market cap size

Second quarter 2024 earnings released: US$1.16 loss per share (vs US$2.74 loss in 2Q 2023)

AEye, Inc. to Report Q2, 2024 Results on Aug 05, 2024

Director recently sold US$655k worth of stock

First quarter 2024 earnings released: US$1.61 loss per share (vs US$4.75 loss in 1Q 2023)

AEye, Inc. to Report Q1, 2024 Results on May 14, 2024

High number of new and inexperienced directors

AEye, Inc., Annual General Meeting, May 15, 2024

Full year 2023 earnings released: US$14.95 loss per share (vs US$18.82 loss in FY 2022)

AEye, Inc. Introduces Apollo, the First Product in the 4Sight Flex Family

AEye, Inc. to Report Q4, 2023 Results on Mar 26, 2024

Third quarter 2023 earnings released: US$0.093 loss per share (vs US$0.15 loss in 3Q 2022)

AEye Announces In-Cabin Lidar That Maximizes Both Performance and Vehicle Design

AEye, Inc. Terminates Employment of Luis C. Dussan as Chief Technology Officer, Effective November 15, 2023

AEye, Inc. to Report Q3, 2023 Results on Nov 09, 2023

AEye Receives Non-Compliance Notice from the Nasdaq Stock Market

AEye, Inc. Announces Resignation of Wen H. Hsieh as Member of Board and Its Audit Committee

Second quarter 2023 earnings released: US$0.091 loss per share (vs US$0.17 loss in 2Q 2022)

Nasdaq Grants AEye A Second 180-Calendar Day Period, or Until January 16, 2024 to Regain Compliance and Cure the Deficiency

AEye, Inc. to Report Q2, 2023 Results on Aug 07, 2023

AEye, Inc. Unveils 4Sight+ - Dramatically Increasing Spatial Resolution and Range to Deliver Path-Planning, Obstacle Avoidance, and Prediction Capabilities

AEye, Inc. Announces Resignation of Carol DiBattiste as A Member and Chairperson of the Board of Directors and the Audit, Compensation, Nominating and Corporate Governance Committees of the Company

First quarter 2023 earnings released: US$0.16 loss per share (vs US$0.16 loss in 1Q 2022)

AEye, Inc. Appoints Tierney as Treasurer, and Principal Financial Officer, Removing the Interim Designation

Full year 2022 earnings: EPS and revenues exceed analyst expectations

High number of new directors

AEye, Inc. Appoints Matt Fisch as New CEO, Effective on February 13, 2023

AEye Receives Written Notice from Nasdaq Regarding Minimum Bid Price Requirement for Continued Listing on The Nasdaq Capital Market

AEye, Inc. Appoints Tirukkur R. ‘TR’ Ramachandran as Principal Operating Officer

Forecast to breakeven in 2025

AEye, Inc. Announces Resignation of Blair LaCorte as Chief Executive Officer, Effective February 28, 2023

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

AEye, Inc. to Report Q3, 2022 Results on Nov 10, 2022

AEye, Inc. Announces Advisory Board Appointments

AEye, Inc. announced that it expects to receive $21 million in funding

CEO & Director notifies of intention to sell stock

AEye, Inc Announces Resignation of Thomas R. Tewell as Chief Operating Officer, Effective August 26, 2022

Consensus forecasts updated

Second quarter 2022 earnings: EPS and revenues miss analyst expectations

We're Not Very Worried About AEye's (NASDAQ:LIDR) Cash Burn Rate

AEye Non-GAAP EPS of -$0.13 beats by $0.01, revenue of $0.7M misses by $0.13M

AEye, Inc. to Report Q2, 2022 Results on Aug 15, 2022

CEO & Director notifies of intention to sell stock

Chief Operating Officer recently sold US$142k worth of stock

Consensus forecasts updated

Aeye, Inc. Announces Resignation of Karl-Thomas Neumann to its Board of Directors and the Compensation Committee

First quarter 2022 earnings: Revenues exceed analyst expectations

AEye Demonstrates the Power of Adaptive Lidar to Enhance Software-Defined Vehicles

AEye, Inc. to Report Q1, 2022 Results on May 13, 2022

Price target decreased to US$13.00

High number of new directors

AEye, Inc. Appoints Andreas Prinz as Sales Director for AEye in Europe

AEye, Inc., Annual General Meeting, May 10, 2022

Full year 2021 earnings: EPS and revenues exceed analyst expectations

AEye, Inc. Provides Revenue Guidance for the Year 2022

AEye, Inc. to Report Q4, 2021 Results on Mar 28, 2022

High number of new directors

AEye Inc. Holds Long-Term Potential

AEye, Inc. announced that it expects to receive $125 million in funding from Tumim Stone Capital LLC

Member of Advisory Board recently bought US$84k worth of stock

CEO Compensation Analysis

CEO