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AudioEye Inc (AEYE)
NASDAQ:AEYE
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.17Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive operational and financial trajectory: record revenue, strong adjusted EBITDA growth (+35% YoY to $9.1M), improving net loss, expanding ARR, product innovation validated by an independent study, and constructive 2026 guidance (revenue $43.0M–$44.5M and adjusted EBITDA +30%). Key challenges were acknowledged, including continued net loss versus profitability, modest cash on hand and net debt, rising litigation/regulatory activity (which management frames as both risk and demand driver), a deliberate near-term reduction in nonrecurring revenue that tempers 2026 revenue guidance, and ongoing need for human involvement alongside AI. Overall, positive operating leverage, cash flow improvement, and a clear path to higher adjusted EBITDA drove a favorable tone despite manageable execution and market risks.Company Guidance
40 Consecutive Quarters of Sequential Revenue Growth
AudioEye reported its 40th consecutive quarter of sequential record revenue growth, a rare multi-year streak highlighted by management as unique among public SaaS companies.
Record Revenue and Year-over-Year Growth
Full-year 2025 revenue reached $40.3M, up 15% from $35.2M in 2024; Q4 2025 revenue was $10.5M, up 8% year-over-year and a 10% annualized sequential increase from Q3 2025.
Strong Adjusted EBITDA Improvement
Adjusted EBITDA grew approximately 35% year-over-year to a record $9.1M for full-year 2025 (record margin of 22%). Q4 adjusted EBITDA was $2.8M vs $2.3M in prior-year Q4.
Improved Net Loss and EPS Trends
Net loss narrowed: Q4 2025 net loss was $1.1M ($0.08/share) vs $1.5M ($0.12/share) in Q4 2024; full-year net loss improved to $3.1M ($0.25/share) from $4.3M ($0.36/share) in 2024.
ARR Growth and Mix Shift Toward Recurring Revenue
ARR ended Q4 2025 at $40M, up 9% year-over-year and $1.3M sequentially. Management expects ARR growth to outpace revenue in 2026 and indicated a strategic shift away from nonrecurring revenue.
Channel Performance: Enterprise and Marketplace Growth
Enterprise channel revenue grew 21% year-over-year to $18.1M; partner and marketplace channel revenue grew 10% to $22.2M and represented ~59% of ARR in Q4 2025.
High Gross Margins and Adjusted Gross Margin
Full-year gross margin was ~78% with Q4 gross margin ~79%. Management introduced adjusted gross margin (ex-SBC and D&A) at 84% for FY2025 and 85% in Q4 2025.
Cash Flow, Share Repurchases and Balance Sheet Actions
Adjusted free cash flow for full-year 2025 was $7.2M (vs $4.9M in 2024). Q4 generated $2.3M of free cash flow. The company repurchased ~$4.6M of shares in 2025 and refinanced debt to reduce interest expense; cash of $5.3M and $6.6M of available debt facilities remained on the balance sheet.
Product Innovation and Independent Detection Study
Launched a next-generation platform unifying AI detection, expert audits and custom fixes. An independent study reported AudioEye detected 89% to 253% more WCAG issues than competitive products and was the only solution to identify issues across all WCAG levels in the tested sites.
2026 Guidance and Growth Targets
Management guided 2026 revenue of $43.0M–$44.5M, first-quarter 2026 revenue of $10.5M–$10.6M, and adjusted EBITDA growth of at least 30% to at least $11.8M (implying a ~27% margin at the revenue midpoint). They also expect a run-rate adjusted EBITDA of $15M by year-end 2026.
AEYE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AEYE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | $7.87 | $6.11 | -22.36% |
Nov 06, 2025 | $13.48 | $13.34 | -1.04% |
Aug 07, 2025 | $11.66 | $10.10 | -13.38% |
Apr 29, 2025 | $11.97 | $10.85 | -9.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AudioEye Inc (AEYE) report earnings?
AudioEye Inc (AEYE) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is AudioEye Inc (AEYE) earnings time?
AudioEye Inc (AEYE) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AEYE EPS forecast?
AEYE EPS forecast for the fiscal quarter 2026 (Q1) is 0.17.