AudioEye (AEYE) Q2 2026 Earnings Call: EBITDA Guidance Raised
Source Tradingkey
Key Takeaways
- Q2 2026 revenue increased 9% year over year to $10.7 million, marking AudioEye’s 42nd consecutive quarter of sequential revenue growth.
- Annual recurring revenue reached $42.3 million, up 11% year over year and $1.1 million from March 31, 2026. Customer count increased by 9,000 to approximately 129,000.
- Adjusted EBITDA rose 54% year over year to a record $3.0 million. Adjusted EBITDA margin expanded to 28% from 20% in Q2 2025.
- Partner and marketplace revenue grew 16% year over year and represented approximately 59% of ARR. Enterprise revenue was flat as lower nonrecurring revenue offset higher recurring revenue.
- Management raised full-year adjusted EBITDA guidance to at least $12.7 million while maintaining the revenue guidance midpoint and narrowing the range to $43.5 million-$44.0 million.
- AudioEye expects litigation expense to decline and adjusted free cash flow to accelerate in the second half of 2026. The company is evaluating potential share buybacks, dividends and M&A opportunities, but has made no commitment.
Key Financial Results
| Metric | Q2 2026 | Change / Commentary |
|---|---|---|
| Revenue | $10.7 million | Up 9% year over year |
| ARR | $42.3 million | Up 11% year over year; up $1.1 million sequentially |
| Customers | Approximately 129,000 | Up 9,000 year over year |
| Gross profit | $8.4 million | 79% gross margin, versus 77% in Q2 2025 |
| Adjusted gross margin | 84% | Versus 83% in Q2 2025 |
| Operating expenses | $9.0 million | Versus $7.4 million in Q2 2025; prior-year results included a $1.4 million contingent consideration revaluation benefit |
| Net loss | $0.9 million, or $0.07 per share | Versus breakeven in Q2 2025 |
| Adjusted EBITDA | $3.0 million, or $0.23 per share | Up 54% year over year; 28% margin |
| Adjusted free cash flow | $2.6 million | Improved by $1.2 million year over year |
| Cash | $8.7 million | As of June 30, 2026 |
| Net debt | $8.1 million | Approximately 0.6 times 2026 adjusted EBITDA guidance |
Business and Operating Performance
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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