Q3 2025 AudioEye Inc Earnings Call Transcript
Key Points
- AudioEye Inc (AEYE) achieved record third quarter revenue of $10.2 million, marking 39 consecutive quarters of record revenue.
- The company reported a record adjusted EBITDA of $2.5 million, up from $1.9 million sequentially, with an adjusted EBITDA margin of 24%.
- Significant growth in the enterprise channel, which grew around 26% year-over-year, and the partner marketplace channel, which grew around 7%.
- Successful integration of customers from small acquisitions is expected to improve margins in the fourth quarter and beyond.
- AudioEye Inc (AEYE) is seeing strong momentum in the EU market, with several late-stage deals and contributions from major partners in government and government-adjacent spaces.
- Gross profit margin decreased to 77% from 80% in the same quarter last year due to customer migration to an upgraded platform.
- Net loss for the third quarter was $600,000, although this was an improvement from a $1.2 million loss in the same period last year.
- Customer count decreased by approximately 3,000 from the previous year due to a partner renegotiation.
- Operating expenses increased by 2% year-over-year, driven by additional investments in sales and marketing.
- The ongoing integration of acquired customers is expected to impact ARR growth in the fourth quarter.
Good afternoon and welcome to AudioEye, third quarter 2025 earnings conference call. Joining us for today's call for audio CEO Mr. David Moradi and CFO Ms. Kelly Georgevich. 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 website at www.auudioi.com.
Before I turn the call over to AudioEye Chief Executive Officer, 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 1995 provides a safe Harbor for such forward-looking statements. The words believe, expect, anticipate, estimate, confident, will, and other similar statements of expectation identify forward-looking statements.
These statements are
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