Audioeye (AEYE)
NASDAQ:AEYE
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.21Last Year’s EPS
0.15Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong operational and financial improvements: continued record revenue growth (41 consecutive quarters), ARR expansion, improved adjusted EBITDA and free cash flow, clear product leadership, and supportive regulatory and market tailwinds (WebAIM trends and DOJ timing). Offsetting these positives are higher operating and litigation costs that widened the GAAP net loss, small customer count fluctuation from a partner realignment, modest gross margin compression, and slower near-term traction in the EU. Management provided constructive guidance and aggressive margin targets for 2026, and the firm has manageable leverage. Overall, the positives — recurring revenue momentum, improving profitability metrics, product differentiation and favorable market dynamics — outweigh the near-term cost and litigation headwinds.Company Guidance
Record Revenue Streak and Q1 Revenue Growth
Q1 2026 revenue of $10.6 million, an 8% increase year-over-year, marking the company's 41st consecutive quarter of record revenue.
ARR Growth and Customer Base Expansion
ARR of $41.2 million as of March 31, 2026 (up from $40.0M on Dec 31, 2025), reflecting ~12% annualized sequential ARR growth and 11% year-over-year ARR growth; approximately 127,000 customers, up 8,000 from March 31, 2025.
Improved Adjusted EBITDA and Margins
Q1 adjusted EBITDA of ~$2.4 million ($0.18 per share) with a 22% adjusted EBITDA margin, up from $1.9 million and 20% margin in Q1 2025; adjusted EBITDA increased by ~$0.5M year-over-year.
Positive Free Cash Flow and Strong Liquidity Position
Generated $1.9 million of free cash flow in Q1 (adjusted EBITDA less software development costs), an improvement of $0.5M versus prior year; ended quarter with $8.6M cash and $3.0M available on revolving credit.
Enterprise and Partner Channel Growth
Enterprise channel revenue grew 9% year-over-year and comprised ~41% of ARR; partner & marketplace channel grew 8% year-over-year and comprised ~59% of ARR, with meaningful ARR contribution from partners.
Guidance and Full-Year Financial Targets
Near-term guidance: expected quarter revenue between $10.65M–$10.75M and adjusted EBITDA $2.6M–$2.7M (~25% margin at midpoint). Full-year 2026 revenue guidance refined to $43.25M–$44.25M with adjusted EBITDA at least $12M (~27% margin) and adjusted EPS at least $0.96; targeting $15M run-rate adjusted EBITDA by year-end 2026.
Product Leadership and AI-Enabled Roadmap
Positioned as market leader with 10+ years of proprietary dataset (100k+ sites, billions of datapoints), next-gen platform combining AI automation with custom fixes, strong legal protection and automatic detection rates; management emphasizing AI-driven product releases to improve accuracy, automation and margins.
Market Tailwinds and Regulatory Opportunity
WebAIM data shows rising accessibility failures (95.9% of top 1M homepages had detectable WCAG failures, averaging 56.1 errors per page, +10% YoY), and DOJ extended Title II enforcement to April 2027—both factors expanding addressable demand and providing runway for partner engagement.
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 |
|---|---|---|---|
May 12, 2026 | $7.58 | $7.18 | -5.28% |
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% |
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 (AEYE) report earnings?
Audioeye (AEYE) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Audioeye (AEYE) earnings time?
Audioeye (AEYE) earnings time is at Aug 06, 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 (Q2) is 0.21.