Crexendo Inc. (CXDO)
NASDAQ:CXDO
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Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial trajectory: double-digit organic revenue growth, sustained GAAP profitability (10 consecutive profitable quarters), robust EBITDA and cash generation, significant user and platform scale expansion, completion of an important OCI migration, and a strategic acquisition (ESI) expected to be accretive. Lowlights included declines in product revenue, some quarter-specific gross-margin pressure, increased operating expenses due to strategic investments, and uncertainty because ESI’s results are unaudited and synergy timing is not finalized. Overall, the positives (growth, profitability, cash flow, scale and strategic AI and M&A initiatives) materially outweigh the negatives.Company Guidance
Double-Digit Organic Revenue Growth
Full-year revenue grew 12% year-over-year to $68.2 million. Fourth quarter revenue increased 11% year-over-year to $18.1 million, meeting the company's objective of profitable double-digit organic growth.
Consistent GAAP Profitability and Improved EBITDA
Crexendo reported GAAP net income of $5.1 million for 2025 and Q4 net income of $1.2 million. Non-GAAP net income was $11.4 million for the year and $2.8 million for Q4. Full-year EBITDA rose to $8.0 million (from $5.2 million prior year) and adjusted EBITDA increased to $11.2 million (17.0% of revenue) from $8.2 million (13.5%). Q4 adjusted EBITDA was $2.8 million (15.3% of revenue) versus $2.2 million (13.3%) in the prior-year quarter.
Strong Cash Generation and Balance Sheet Improvement
Cash and cash equivalents increased to $31.4 million (from $18.2 million year-over-year). Cash provided by operating activities was $9.3 million (versus $6.3 million prior year). Non-GAAP free cash flow was $9.3 million for the year, representing a 14% free cash flow margin.
Software Solutions Segment Outperformance
Software solutions revenue grew 27% for the year to $29.7 million and 18% in the quarter to $8.3 million. Software solutions gross margin was 72% for the year (up ~1 percentage point year-over-year) and remains the strongest-margin segment.
Large Increase in End Users and Platform Scale
User base expanded from just over 4 million to more than 7 million users in under three years (~75% growth), demonstrating meaningful platform scalability.
Strategic, Accretive Acquisition of ESI
Crexendo announced acquisition of Estech Systems (ESI) for $35 million ($27.3M cash, $7.7M stock), ~1.35x unaudited 2025 revenue. ESI reported approximately $26 million in 2025 revenue (unaudited), ~80% recurring UCaaS, with UCaaS gross margins around 86%. Management expects the deal to be accretive and to help accelerate progress toward a $100M revenue run rate.
Operational Milestone — OCI Migration Completed
The company completed migration of legacy hosted infrastructure to Oracle Cloud Infrastructure (OCI), with remaining legacy NetSapiens data centers scheduled for decommissioning later in the month; expected to improve margins via lower infrastructure costs and consolidation.
Momentum in Sales, Channel and Backlog
Recorded the strongest sales bookings quarter for the retail segment; master agent/technology service distributor bookings up materially (TSDs and AppDirect partnership driving pipeline). Remaining performance obligations increased to $89.1 million (up from $85.6M year-over-year, ~4% growth), indicating recurring future revenue.
AI Product Recognition and Early CAIRO Traction
Company won Generative AI Product of the Year (second consecutive year) and 42 G2 Winter 2026 awards. Launched CAIRO (AI receptionist) in January with early positive feedback and management suggesting potential to increase average retail revenue per account by over 25% for adopters.
CXDO 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
CXDO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $6.49 | $6.47 | -0.31% |
Nov 04, 2025 | $6.46 | $6.84 | +5.88% |
Aug 05, 2025 | $5.81 | $5.96 | +2.58% |
May 06, 2025 | $5.35 | $5.25 | -1.87% |
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 Crexendo Inc. (CXDO) report earnings?
Crexendo Inc. (CXDO) is schdueled to report earning on May 12, 2026, TBA (Confirmed).
What is Crexendo Inc. (CXDO) earnings time?
Crexendo Inc. (CXDO) earnings time is at May 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CXDO EPS forecast?
CXDO EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.