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

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

What is Brand Engagement's latest dividend and current dividend yield?

What were the key takeaways from Brand Engagement’s earnings call?

Did Brand Engagement beat or miss consensus estimates last quarter?

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

What were the key takeaways from Brand Engagement's earnings call?

What does Brand Engagement do and what are its main business segments?

- **Revenue Turnaround**: Q2 2025 marks first revenue ($5,000) since Q2 2024, driven by Armenia hospitality AI pilot.
- **Cost Efficiency**: 55.6% expense reduction and 126% equity growth reflect financial stabilization.
- **Strategic Momentum**: Global partnerships (Swiss Life), Mexico expansion, and automotive/pharmacy AI solutions position for growth.
- **AI Differentiation**: Brand-specific data focus enables regulated sector adoption, with all pilots moving toward commercialization.
- **Operational Clarity**: Transparent roadmap with Q3 earnings call on November 4 and shareholder meeting on November 26.

**【CEO Summary Section】**
- **Filing Delay Context**: Q2 10-Q filing delay attributed to strategic cost reductions (e.g., vendor renegotiations) and management changes, not financial underperformance.
- **Strategic Partnerships**: 
  - Global partnership with Swiss Life for conversational AI solutions.
  - Expansion into Mexico, targeting markets prioritizing data sovereignty.
- **Market Progress**: 
  - Automotive sector integrations for consumer engagement.
  - Pharmacy sector AI solutions gaining traction post-Boston conference.
- **AI Differentiation**: Focus on brand-specific data sovereignty to ensure reliable, regulated interactions.
- **Operational Momentum**: 
  - Seoul-based Korean Innovation Lab expanded to 30+ employees.
  - Annual Shareholder Meeting scheduled for November 26, 2025.

**【CFO Financial Commentary】**
- **Revenue Growth**: $5,000 in Q2 2025 vs. $0 in Q2 2024, driven by early AI solution adoption.
- **Cost Efficiency**: 
  - Operating expenses down 55.6% to $2.8M (from $6.3M).
  - Net income improved to $900K (vs. -$3M loss).
- **Financial Health**: Stockholders' equity increased 126% to $5.9M (from $2.6M at year-end 2024).
- **One-Time Gains**: $4M debt extinguishment offset by warrant fair value changes.

**【Q&A Key Highlights】**
- **Management Focus**: 
  - Execution discipline, commercial acceleration, and product leadership.
  - Emphasis on regulated industries (healthcare, automotive) with slower adoption curves.
- **Media Strategy**: 
  - Fast-evolving sector requiring agile partnerships and M&A opportunities.
  - Continued investment in AI stack for advertising use cases.
- **Revenue Context**: 
  - $5,000 from Armenia hospitality pilot, expected to scale.
  - All pilots progressing toward commercial agreements.
- **Cataneo Update**: Active partnership with Cataneo, no M&A plans, but exploring co-development opportunities.


Brand Engagement Network, Inc. (BNAI) Q2 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

BNAI

BNAI fundamentals

You can ask Aime