What does AudioEye do and what are its main business segments?

Did AudioEye beat or miss consensus estimates last quarter?

What is the market's earnings forecast for AudioEye next quarter?

What is AudioEye's gross profit margin?

What guidance did AudioEye's management provide for the next earnings period?

What is AudioEye's latest dividend and current dividend yield?

What were the key takeaways from AudioEye’s earnings call?

What factors drove the changes in AudioEye's revenue and profit?

- **40-Q Growth Milestone**: First SaaS company with 40+ consecutive quarterly revenue increases.
- **Next-Gen Platform**: AI-powered solution detects 89-253% more WCAG issues than competitors.
- **2026 EBITDA Target**: $11.8 million, up 30% YoY, with $15 million run rate by year-end.
- **Litigation Trend**: 2026 expected to see record digital accessibility lawsuits, driven by AI tools.
- **EU Expansion**: Growing pipeline with large deals, positioning for rapid growth post-enforcement.

**【CEO Summary Section】**
- Achieved 40 consecutive quarters of record revenue growth, a unique milestone in the SaaS industry.
- Adjusted EBITDA for 2025 reached $9.1 million, up 35% year-over-year, with a margin of 22%.
- Launched next-gen platform combining AI detection, expert audits, and custom fixes, offering 3-4x legal protection compared to competitors.
- Projected adjusted EBITDA of $11.8 million for 2026, targeting a run rate of $15 million by year-end.
- Noted 2026 as a record year for digital accessibility lawsuits, driven by AI-powered detection tools.

**【CFO Financial Commentary】**
- Q4 2025 revenue: $10.5 million (8% YoY growth), full-year 2025 revenue: $40.3 million (15% YoY growth).
- Gross profit for 2025: $31.6 million (78% gross margin), with adjusted gross margin of 84%.
- Operating expenses increased 7% YoY to $33.4 million, driven by sales and marketing.
- Free cash flow improved to $7.2 million for 2025, up from $4.9 million in 2024.
- Repurchased $4.6 million in shares during 2025, with a strong balance sheet of $5.3 million in cash.

**【Q&A Highlights】**
- **AI vs. Human Fixation**: CEO emphasized ongoing need for human experts due to complex web content, but AI streamlines processes.
- **2026 Guidance**: Revenue $43-44.5 million (10-15% growth), focusing on ARR over nonrecurring revenue.
- **EU Expansion**: Building pipeline with large deals, expecting rapid growth if enforcement accelerates.
- **AI Partnerships**: Unique data position may unlock future collaborations, though specifics未 disclosed.
- **DOJ Title II**: Compliance deadline approaching, seeing momentum with federal partners like Finalsite and CivicPlus.

AudioEye, Inc. (AEYE) Q4 2025 Earnings Call Transcript

- **Record Financials**: Q3 2025 revenue $10.2 million (+15% YoY), EBITDA $2.5 million (24% margin). Full-year EBITDA guidance $9-$9.1 million.
- **EU Growth**: Late-stage EU deals >$100,000 ARR, with 50% higher deal sizes than U.S.
- **AI Advancements**: Playwright MCP to enhance detection accuracy, targeting 300%-400% improvement over competitors.
- **Share Buybacks**: 300,000 shares repurchased in 2025, exploring further cash deployment.
- **Aspirational Goals**: 30%-40% annual EBITDA growth via revenue, margin, and cost efficiency.

**【CEO Summary Section】**
- **Record Revenue and EBITDA**: Q3 2025 revenue reached $10.2 million, marking 39 consecutive quarters of growth. Adjusted EBITDA hit a record $2.5 million, with a 24% margin. Full-year guidance revised to $40.3-$40.4 million in revenue, $9-$9.1 million in EBITDA, and $0.72-$0.73 EPS.
- **AI and EU Momentum**: Investment in AI advancements (e.g., Playwright MCP) aims to improve detection accuracy by 300%-400% over competitors. EU deals, including late-stage ARR >$100,000, drive new business growth ahead of DOJ Title II enforcement.
- **Customer Migration**: Integration of small-acquisition customers into the Core platform is nearly complete, expected to accelerate ARR and improve margins in Q4.
- **Share Buybacks**: 300,000 shares repurchased in 2025, with plans to explore further buybacks or M&A for cash deployment.

**【CFO Financial Commentary】**
- **Revenue Breakdown**: Q3 2025 revenue up 15% YoY, with enterprise channel (45% of revenue) growing 26% YoY and partner/marketplace (55%) up 7%. ARR reached $38.7 million, +$2.5 million YoY.
- **Gross Margin and Expenses**: Gross profit $7.9 million (77% of revenue), with sequential improvement expected in Q4. Operating expenses rose 2% YoY due to sales/marketing investments, offset by R&D efficiency gains (15% of revenue vs. 18% YoY).
- **Liquidity and Cash Flow**: $4.6 million cash on hand, $6.6 million available debt. Free cash flow $2 million in Q3, expected to grow in Q4.

**【Q&A Highlights】**
- **EU Traction**: Higher deal sizes (50%+ vs. U.S.), with pipeline growth and no impact from government shutdown. EU enforcement (May 2026) expected to boost compliance rates similar to GDPR.
- **Platform Migration**: Most customers on new platform by Q4, with ARR reacceleration post-integration.
- **Aspirational Goals**: 30%-40% annual EBITDA growth driven by revenue (reseller expansion, U.S. demand), margin expansion (AI efficiency), and cost discipline.

AudioEye, Inc. (AEYE) Q3 2025 Earnings Call Transcript

- **Record Growth**: Q2 revenue of $9.9 million marks 38 straight quarters of growth, with high teens annualized growth expected in Q3/Q4.
- **Margin Expansion**: Adjusted EBITDA margins to reach high 20s by Q4, driven by cost control and EU expansion.
- **EU Opportunity**: Pipeline tripled since Q2, targeting 100-500 EU agencies, with enforcement actions in France leading early adoption.
- **AI Differentiation**: AI integration improves testing accuracy and workflow, positioning for margin improvements.
- **Risk Management**: $1 million-$1.5 million ARR reduction from legacy customer phaseouts, but synergistic cash flow goals remain intact.

**【CEO Summary Section】**
- Q2 2025 revenue reached $9.9 million, marking the 38th consecutive quarter of growth. Sequential ARR growth was $1.1 million, with expectations for high teens annualized growth in Q3 and Q4.
- Adjusted EBITDA margins are projected to reach the high 20s by Q4, driven by accelerating revenue and cost management. Free cash flow is expected to strengthen in the second half.
- The company repurchased 144,000 shares in Q2, with plans to explore stock buybacks alongside M&A for cash utilization.
- Integration of recent acquisitions has led to the phaseout of lower-margin legacy services, reducing full-year 2025 guidance by $1 million-$1.5 million in ARR.
- European Accessibility Act (EAA) enforcement is driving EU revenue acceleration, with pipeline growth tripling since Q2. U.S. Title II compliance is expected to boost enterprise partnerships in 2026.

**【CFO Financial Commentary】**
- Q2 revenue grew 16% YoY to $9.9 million, with ARR up $4.9 million YoY to $38.2 million. Gross profit was $7.6 million (77% of revenue), down from 79% in Q2 2024 due to platform migration costs.
- Operating expenses increased 2% YoY, driven by marketing and R&D investments. Adjusted EBITDA was $1.9 million, up 31% YoY, with free cash flow of $1.4 million.
- The phaseout of acquired legacy customers is expected to reduce ARR by $1 million-$1.5 million in 2025, though synergistic cash flow goals remain on track.

**【Q&A Key Highlights】**
- **EU Expansion**: Pipeline growth tripled from Q2 to Q3, targeting agencies and SMBs. France, Germany, and Italy show early traction. 
- **AI Integration**: AI improves testing accuracy and workflow efficiency, positioning for long-term margin gains.
- **Client Adoption**: Enterprise clients are early adopters of accessibility mandates, with broader SMB adoption expected over 5 years, similar to GDPR.
- **Share Repurchases**: $1.8 million in Q2 buybacks reflect confidence in long-term growth and cash generation.

AudioEye (AEYE)-7 Aug 25-2025 Q2 Earnings call transcript

- **Record Growth & Margin Achievement**: Q1 2025 revenue up 20% YoY to $9.7M, with 20% adjusted EBITDA margin meeting Rule of 40 for the first time.
- **Pipeline Surge**: U.S. and EU enterprise pipeline at record levels, with EU deal wins already in Q1 and accelerated reseller growth in H2.
- **AI-Driven Differentiation**: New platform features leveraging AI for 3-400x better legal protection than competitors, launching in next 4 weeks.
- **Financial Strength**: $8.3M cash on hand, 7.5% interest rate refinancing, and $3M free cash flow target in Q4 2025 (~40% YoY growth).
- **European Opportunity**: EU sales team expansion and 10-20% larger deal sizes position for significant H2 growth ahead of June 2025 accessibility mandate.

**【CEO Summary Section】**
- Q1 2025 revenue reached $9.7 million, marking the 37th consecutive quarter of record revenue with 20% year-over-year growth and 20% adjusted EBITDA margins, achieving the Rule of 40.
- Direct enterprise pipeline is at record levels, with strong deal progression in both the U.S. and Europe, driven by the upcoming European Accessibility Act deadline.
- Reseller channel growth expected to accelerate in H2 2025 with expanded partnerships with Finalsite and CivicPlus.
- New AI-driven platform features to be rolled out in the next few weeks, enhancing customer insights and legal protection rates.
- Q2 2025 revenue guidance: $9.85M - $10M; Full year 2025 revenue guidance: $41M - $42M, with adjusted EBITDA margin targeting upper 20%.

**【CFO Financial Commentary】**
- Q1 2025 ARR reached $37.1 million, up $500K from Q4 2024, with enterprise channel growth at 26% YoY and partner/marketplace channel at 17% YoY.
- Gross profit margin improved to 80% in Q1 2025 (vs. 78% in Q1 2024), though expected to temporarily decline to 76-77% in Q2 due to platform migration costs.
- Operating expenses increased 25% YoY to $8.7 million, driven by sales & marketing investments and litigation expenses.
- Q1 2025 adjusted EBITDA of $1.9 million (vs. $0.9M in Q1 2024), with free cash flow expected to reach $3 million in Q4 2025 (~$1 per share run rate).
- Debt refinanced to $20M facility with 7.5% interest rate, reducing net interest expense by 50% and strengthening cash position to $8.3 million.

**【Q&A Highlights】**
- **European Expansion**: Sales team expansion underway, with EU deal sizes 10-20% larger than U.S. and pipeline strengthening ahead of June 2025 EAA deadline.
- **Sales Investment**: New term loan provides flexibility for strategic hires, with focus on high-ROI sales roles and EU market penetration.
- **AI Integration**: Internal tests show AI can resolve 3-400% more accessibility issues than competitors, though human oversight remains critical.
- **Public Sector Growth**: Partnerships with Finalsite and CivicPlus driving state/local government adoption, with pipeline growth in Title II compliance.
- **Margin Outlook**: Gross margin expected to recover to high 70s in H2 2025 after Q2 platform migration costs.

AudioEye (AEYE)-29 Apr 25-2025 Q1 Earnings call transcript

- **Q4 Standout Metrics**: $9.7M revenue (+24%), 80% gross margin, $2.3M EBITDA (24% margin), and 17% ARR growth to $36.6M.
- **European Growth Catalyst**: EU team expansion targeting EAA compliance, with potential for multi-year demand similar to GDPR.
- **Product Differentiation**: 500x more automated issues detected than competitors, and 300-400x better legal protection for clients.
- **2025 Outlook**: 18% revenue growth, 41% EBITDA expansion, with H2 acceleration driven by EU adoption.
- **Cash Flow Turnaround**: Full-year free cash flow turned positive at $4.9M, enabling $12.5M share buyback program.

**【CEO Summary Section】**
- **Record Q4 Performance**: Revenue reached $9.7 million, up 24% YoY, with gross margins at 80% and adjusted EBITDA of $2.3 million (24% margin). ARR grew 17% to $36.6 million.
- **European Expansion**: Building a dedicated team in Europe to capitalize on the European Accessibility Act (EAA) deadline in June 2025, with expectations of GDPR-like demand scaling.
- **Product Strength**: 500% more automated accessibility issues detected than competitors, and 300%-400% better legal protection for clients.
- **2025 Guidance**: Revenue $41-42 million (+18%), adjusted EBITDA $9-10 million (+41%), with acceleration in H2 from EU demand.

**【CFO Financial Commentary】**
- **Q4 Financials**: GAAP net loss $1.5 million (-200% YoY), non-GAAP EPS $0.18. Free cash flow $1.9 million, up $1 million YoY. Full-year cash flow turned positive at $4.9 million vs. -$0.6 million in 2023.
- **Channel Growth**: Partner/marketplace channel grew 12% to $20.2 million (58% of ARR), enterprise channel up 18% to $16.4 million (42% of ARR). Customer count increased 17% to 127,000.
- **Cost Efficiency**: Operating expenses rose 3% YoY, driven by stock comp and litigation, but R&D spend as % of revenue declined to 18% (vs. 29% in 2023).

**【Q&A Highlights】**
- **Europe Execution**: Pipeline building rapidly, with potential to exceed guidance if demand accelerates. Key challenge: hiring top sales talent.
- **Sales & Marketing ROI**: 90%+ gross retention rates, with strong lead conversion and close rates in enterprise channel.
- **Government Policy**: No impact from new admin on private sector demand; OPM memo reaffirms disability rights enforcement.
- **Share Buybacks**: Authorized $12.5 million repurchase program, with plans to deploy excess cash starting in 2025.


Actual							-0.19	-0.16	-0.02	-0.09	-0.09	-0.13	-0.24	-0.16	-0.12	-0.02	0.01	0.01	0	-0.02	0.02	0.11	0.08	0.12	0.16	0.18	0.15	0.15	0.19	0.22
Forecast							-0.18	-0.13	-0.24	-0.1	-0.155	-0.1769	-0.2333	-0.31	-0.2047	-0.1269	-0.02	0.01	-0.025	-0.02	0.0019	0.025	0.0555	0.0967	0.15	0.1775	0.1466	0.1503	0.1799	0.208
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-5.56%	-23.08%	+91.67%	+10.00%	+41.94%	+26.51%	-2.87%	+48.39%	+41.38%	+84.24%	+150.00%	0.00%	+100.00%	0.00%	+952.63%	+340.00%	+44.14%	+24.10%	+6.67%	+1.41%	+2.32%	-0.20%	+5.61%	+5.77%

AEYE

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AEYE Q4 2025 Earnings

Earnings Call

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AEYE

AEYE fundamentals

AEYE Q4 2025 Earnings

Earnings Call

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AEYE Earnings Call Summary for Q4/20244:30 PM on Mar 12, 2025

You can ask Aime