AudioEye (AEYE) Q3 2025 earnings summary

Executive summary

• Achieved 39th consecutive quarter of record revenue, reaching $10.2 million in Q3 2025, up 15% year-over-year, with ARR at $38.7 million and customer count at approximately 123,000, up 3,000 sequentially.

• Net loss narrowed to $600,000 ($0.04 per share) in Q3 2025, improved from $1.2 million loss ($0.10 per share) year-over-year; nine-month net loss was $2.0 million, down from $2.8 million.

• Record Adjusted EBITDA of $2.5 million (24% margin) and Adjusted EPS of $0.19, both up from prior year.

• Strong new business momentum, especially in the EU, with late-stage deals and strategic partnerships expected to drive record ARR.

• Continued investment in R&D, with spend at $1.6 million (15–16% of revenue), down from prior year.

Financial highlights

• Q3 2025 revenue: $10.2 million, up 15% year-over-year; nine-month revenue: $29.8 million, up 17%.

• Q3 2025 Adjusted EBITDA: $2.5 million (24% margin); Adjusted EPS: $0.19.

• Gross profit: $7.9 million (77% margin), down from 80% in Q3 2024 due to platform migration and acquired customers.

• Net loss: $600,000 ($0.04 per share) in Q3 2025; nine-month net loss: $2.0 million.

• Cash and cash equivalents as of September 30, 2025: $4.6 million.

Outlook and guidance

• Q4 2025 revenue guidance: $10.45–$10.6 million; Adjusted EBITDA: $2.7–$2.8 million; Adjusted EPS: $0.21–$0.23.

• Full-year 2025 revenue guidance: $40.3–$40.4 million; Adjusted EBITDA: $9–$9.1 million; Adjusted EPS: $0.72–$0.73.

• Targeting annual Adjusted EBITDA and Adjusted EPS growth of 30–40% for the next three years.

• Management expects continued focus on recurring revenue growth and ongoing investment in product innovation.