Cxapp Inc. (CXAI)
NASDAQ:CXAI
Earnings Data
Report Date
May 26, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.08Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a transitional year (FY2025) marked by deliberate strategy changes: top-line revenue contracted materially as management exited lower-quality revenue and absorbed short-term transition costs, but underlying unit economics strengthened. Key positives include a sharp shift to recurring subscription revenue (98% of mix), gross margin expansion to 87%, an $11.1M cash balance providing runway, product differentiation via Agentic AI (BOND + CORTEX), solid IP filings, and a strategic TouchSource partnership and growing enterprise pipeline that underpin management’s expectation of double-digit growth in 2026. Main negatives are the 36% revenue decline, continued operating losses and negative adjusted EBITDA, non-cash accounting swings (derivative liabilities and goodwill impairment) that worsened adjusted results, customer churn during transition, and a NASDAQ bid-price compliance risk. On balance, the call emphasized that the difficult reset is largely complete and painted an optimistic growth outlook for 2026 while acknowledging near-term execution and market-compliance risks.Company Guidance
Shift to High-Quality Recurring Revenue
Subscription revenue now represents 98% of total revenue, up from 87% a year ago (an 11 percentage-point increase), reflecting a deliberate move away from one-time services toward predictable, high-margin recurring revenue.
Improved Gross Margin and Delivery Efficiency
Gross margin expanded to 87%, up 5 percentage points from 82% in 2024, driven by disciplined cloud cost management and platform efficiency gains; cost of revenues declined 55% (from $1.3M to $578K).
Stronger Cash Position and Runway
Ended FY2025 with $11.1M in cash as of Dec 31, providing an estimated runway of approximately six quarters and supporting execution of the strategic plan into 2026.
Operational Profitability Trajectory (EBITDA Improvement)
Net loss improved from $19.4M to $13.5M year-over-year (improvement of $5.9M); EBITDA improved from negative $15.6M to negative $10M, a 35% year-over-year improvement, demonstrating progress on operational leverage.
Focused R&D Investment and Product Roadmap
R&D spend modestly increased (~4%) to support Agentic AI platform development (BOND + CORTEX) and CXAI 2.0, scheduled for release in June 2026, positioning the company for product-driven growth.
Differentiated IP and Enterprise Credentials
Company reports 39 patents filed (including a recent provisional on Agentic AI) and 18 granted patents; maintains enterprise-grade compliance (ISO, SOC 2, GDPR), strengthening competitive moat for enterprise procurement.
Commercial Traction and Pipeline Momentum
Reported strong Q4 bookings, five large client renewals in Q4 and a >20-customer pipeline with expansion activity; management expects double-digit revenue growth in 2026 driven by Agentic AI demand and enterprise RFPs.
Strategic Partnership Expands Distribution
Signed MOU/co-selling agreement with TouchSource, providing access to 11,000+ digital directory deployments and creating a capital-efficient channel to expand into commercial real estate, healthcare, retail and mixed-use verticals.
CXAI 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
CXAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 30, 2026 | $0.20 | $0.18 | -10.00% |
Nov 12, 2025 | $0.57 | $0.51 | -9.82% |
Aug 12, 2025 | $0.90 | $0.86 | -3.46% |
May 20, 2025 | $1.39 | $1.07 | -23.02% |
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 Cxapp Inc. (CXAI) report earnings?
Cxapp Inc. (CXAI) is schdueled to report earning on May 26, 2026, After Close (Confirmed).
What is Cxapp Inc. (CXAI) earnings time?
Cxapp Inc. (CXAI) earnings time is at May 26, 2026, After Close (Confirmed).
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What is CXAI EPS forecast?
Currently, no data Available