AudioEye, Inc. (AEYE) Q2 2026 Earnings Call Transcript
AudioEye, Inc. (AEYE) Q2 2026 Earnings Call Transcript

AudioEye, Inc. provides patented, Internet content publication and distribution software and related services to Internet and other media to people regardless of ...
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Est. EPS $0.27 · Revenue $10.94M · 2 analysts
Est. EPS $0.30 · Revenue $11.42M · 2 analysts
Est. EPS $0.99 · Revenue $43.63M · 2 analysts
Est. EPS $0.26 · Revenue $11.55M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $40.3M | +14.5% | +1.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-3.1M | +27.7% | +59.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +78.3% | -1.4% | +0.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -7.9% | +18.1% | +68.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -7.6% | +36.8% | +59.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $4.7M | +494.8% | -16.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.7% | +419.4% | -18.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 274.8% | +258.3% | -93.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.88x | -16.4% | +3.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $32.2M | +8.3% | -0.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.25 vs 0.69 | -136.3% | -0.07 vs 0.21 | -132.9% |
| Revenue Surprise | $40.3M vs $40.3M | +0.0% | $10.7M vs $10.7M | +0.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 20, 2026 | Domeyer Matthew | officer: Chief Financial Officer | Common Stock | A | 15,000 | — |
| Jul 20, 2026 | Domeyer Matthew | officer: Chief Financial Officer | Common Stock | A | 3,000 | — |
| Jul 20, 2026 | Domeyer Matthew | — | — | — | 0 | — |
| Jul 1, 2026 | Tahir Jamil A. | director | Common Stock | A | 2,100 | — |
| Jul 1, 2026 | Fleming Katherine E. | director | Common Stock | A | 1,300 | — |
Operator: Good afternoon and welcome to AudioEye's Second Quarter 26 Earnings Conference Call. Joining us for today's call are AudioEye's Chief Executive Officer Ms. Kelly Georgevich and Chief Financial Officer, Mr. Matthew Domeyer. Following their remarks, we will open the call for questions from the company's publishing analysts. I would like to remind everyone that this call will be recorded and made available for replay via a link available in the Investor Relations section of the company's site at www.audioeye.com. Before I turn the call over to AudioEye's CEO, the company would like to remind all participants that statements made by AudioEye management during the course of this conference call that are not historical facts are considered to be forward looking statements. The Private Securities Litigation Reform Act of 2000 provides a Safe Harbor for such forward looking statements. Words believe, expect, anticipate, estimate, confident, will, and other similar statements of expectation identify forward looking statements. These statements are predictions, projections and other statements about future events and are based on current expectations and assumptions that are subject to risks and uncertainties. Actual results could differ materially because of factors discussed in today's press release. Comments made during the conference call and in the Risk Factors section of the company's annual report on Form 10 its quarterly reports on Form 10 Q, and its other reports and filings with the Securities and Exchange Commission. Participants on this call are cautioned not to place undue reliance on these forward looking statements which reflect management's beliefs only as of the date hereof. AudioEye does not undertake any duty to update or correct any forward looking statements. Further, management's remarks today will include certain non GAAP financial measures. A reconciliation of the most directly comparable GAAP financial measures to these non GAAP financial measures is available in the company's earnings release or otherwise posted in the Investor Relations section of its website at www.audioeye.com. Now I would like to turn the call over to AudioEye's CEO, Ms. Kelly Georgevich. Kelly Georgevich: Thank you, operator, and good afternoon, everyone. Q2 marked our 42nd consecutive quarter of sequential revenue growth, and we are excited about the continued momentum throughout the business. Revenue came in at $10.7 million and ARR grew $1.1 million sequentially to $42.3 million. This reflects low double digit year over year ARR growth. Adjusted EBITDA and free cash flow have reached a pivotal point, and we are raising our full year adjusted EBITDA guidance. Adjusted EBITDA has grown at a CAGR of 42% over the last 2 years and we now expect to achieve over $15 million run rate adjusted EBITDA in the fourth quarter of 2026. We also expect meaningful free cash flow generation in the second half of 2026 as we expect litigation expense to trend down. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Kelly Georgevich | Chief Executive Officer & Director | USD 435,000 | Female | 1983 | Active |
John Postlethwait | Chief Operating Officer | USD 309,583 | Male | — | Active |
Sean D. Bradley | Senior Vice President of Customer Advocacy | USD 210,000 | Male | 1982 | Active |
Matthew Domeyer | Chief Financial Officer | — | Male | 1983 | Active |
Chad Sollis | Chief Marketing Officer | — | Male | — | Active |
Michael Paciello | Chief Accessibility Officer | — | Male | — | Active |
AudioEye, Inc. (AEYE) Q2 2026 Earnings Call Transcript

AudioEye (AEYE) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.15 per share a year ago.

Audioeye NASDAQ: AEYE reported second-quarter 2026 revenue of $10.7 million, up 9% from the prior-year period, as the digital accessibility software provider extended its streak of sequential revenue growth to 42 quarters.

Forty-Second Consecutive Period of Record Revenue TUCSON, Ariz., Aug. 13, 2026 /PRNewswire/ -- AudioEye, Inc. (Nasdaq: AEYE) ("AudioEye" or the "Company"), an industry-leading digital accessibility company, reported financial results for the second quarter ended June 30, 2026.

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