CXApp Inc (NAS:CXAI)

Q4 2025 CXApp Inc Earnings Call Transcript

Mar 31, 2026 / 09:00 PM GMT

Release Date Price: $0.1805 (-9.75%)

Transcript 10-K

Key Points

Positve

CXApp Inc (CXAI) has transitioned to an AI-native platform, positioning itself at the forefront of the enterprise workplace technology market.
The company has a strong patent portfolio with 39 patents filed, including a recent provisional on Agentic AI, providing a competitive edge.
Subscription revenue now represents 98% of total revenue, offering a more predictable and high-margin income stream.
Gross margin improved to 87%, demonstrating operational efficiency and cost management.
The company has a healthy cash balance of $11.1 million, providing a runway to execute its strategic plans for the next six quarters.

Negative

Total revenue declined by 36% year-over-year, reflecting the exit of non-core contracts and reduced bookings during the platform transition.
Operating expenses increased by 10%, driven by a non-cash goodwill impairment charge of $2.1 million.
The company received a delisting notice from NASDAQ due to bid price issues, although an extension has been granted until September.
Adjusted EBITDA was negative $9.8 million, impacted by a $7.7 million non-cash swing related to derivative liabilities.
The company faces competition in a commoditized market, with the need to differentiate its AI platform from other solutions.

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

CXAI.OQ - CXApp Inc
Q4 2025 CXApp Inc Earnings Call
Mar 31, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day, everyone, and welcome to the CX App Fourth Quarter 2025 Earnings Call.

At this time, all participants are placed on a listen-only mode. You can submit a question at any time by clicking on the Ask Question button on the left side of your screen. Type your question into the box and hit send button to submit your question.

It is now my pleasure to hand the floor over to your host, Koram Sheikh. Sir, the floor is yours.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, Matthew. Good afternoon, everyone, and thank you for joining CXF's fiscal year 2025 earnings call. I

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.