CXApp Inc (NAS:CXAI)

Q2 2025 CXApp Inc Earnings Call Transcript

Aug 12, 2025 / 09:00 PM GMT

Release Date Price: $0.8962 (+1.00%)

Transcript 10-Q

Key Points

Positve

KINS Technology Group Inc (KINZU) reported a meaningful ARR expansion this quarter, anchored by two large Fortune 1,000 renewals.
Subscription revenue made up 96% of total revenue, indicating a strong shift towards a higher margin recurring model.
Gross margin improved to 86% from 80% last year, showcasing efficient cost management despite increased R&D investments.
The company has a strong partnership with Google Cloud, leveraging advanced AI technologies to enhance their platform capabilities.
KINS Technology Group Inc (KINZU) is experiencing high employee engagement and adoption of their platform among large enterprise clients, leading to increased usage and renewals.

Negative

Operating expenses increased due to significant investments in R&D and expanded partnerships, impacting overall profitability.
Despite revenue stability, the company faces macroeconomic headwinds and potential recession concerns.
The loss from operations increased, attributed to the substantial R&D investments.
The company is still grappling with the challenge of optimizing real estate and workspace utilization amid changing corporate real estate dynamics.
There is a need for strategic partnerships and integrations to accelerate market penetration, indicating potential gaps in current market reach.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CXAI.OQ - CXApp Inc
Q2 2025 CXApp Inc Earnings Call
Aug 12, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the CXAI 2nd quarter 2025 earnings call.

At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation.

As a reminder, this conference call is being recorded. Now, I would like to turn the call over to your host, Karam Sheikh, Chairman and CEO of CXAI. Please go ahead.

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Unidentified_2 [2]
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Thank you operator. Good afternoon everybody. I'm joined today by our CFO Joe Benuo as well, and we are both excited to share with you our earnings for the 2nd quarter of 2025.

We will also

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