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- **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

Revenue

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AEYE

AEYE fundamentals

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