Q4 2025 Aeva Technologies Inc Earnings Call Transcript

Feb 26, 2026 / 10:00 PM GMT

Transcript 8-K

Key Points

Positve

Aeva Technologies Inc (AEVA) doubled its revenue in 2025, reaching a new record for the company.
The company secured a major passenger vehicle production program award from a top European OEM, marking a significant milestone.
Nvidia selected Aeva Technologies Inc (AEVA) as the reference LiDAR sensor for its Drive Hyperion platform, enhancing its credibility in the industry.
Aeva Technologies Inc (AEVA) formed a strategic collaboration with LG Innotech, which includes a $50 million investment to expand into physical AI applications.
The company successfully reduced its non-GAAP operating expenses by 12% in 2025, demonstrating financial discipline.

Negative

Aeva Technologies Inc (AEVA) reported a non-GAAP operating loss of $102 million for the full year 2025.
The company's gross cash use was $119.7 million for the full year, indicating high cash burn.
There is uncertainty regarding the exact timing of customer shipments and development activities, which could impact revenue targets.
The competitive landscape in the LiDAR industry remains challenging, with consolidation among capable companies.
Aeva Technologies Inc (AEVA) faces risks associated with transitioning OEMs from time of flight to FMCW technology, which may affect adoption rates.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AEVA.OQ - Aeva Technologies Inc
Q4 2025 Aeva Technologies Inc Earnings Call
Feb 26, 2026 / 10:00PM GMT

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Presentation
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Hum.

Please stand by. Your meeting is about to begin.

Good day. My name is Miss Stephanie, and I will be your conference facilitator. I would like to welcome everyone to Ava Technologies 4th quarter and full year 2025 earnings conference call.

During opening remarks, all participants will be in a listen-only mode.

Following the opening remarks, we will conduct a question-and-answer session. As a reminder, today's conference is being recorded and simultaneously webcast. I would like to now turn the call over to Andrew Fung, senior Director of Investor relations and corporate Development. Andrew, please go ahead.

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