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

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

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

What is AudioEye's gross profit margin?

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

What is the revenue and EPS growth rate for AudioEye year over year?

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

Did AudioEye beat or miss consensus estimates last quarter?

- **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

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