Core Insights - AudioEye, Inc. will participate in the 38th Annual ROTH Conference, engaging with institutional investors through 1-on-1 and small group meetings [1][8] Group 1: Event Details - The Annual ROTH Conference is a significant event for small-cap companies, featuring executive management from around 500 private and public companies across various growth sectors, including Technology & Media, Healthcare, and Consumer [2] - Investors interested in meeting with AudioEye management can contact their ROTH representative or the investor relations contact provided [2] Group 2: Company Overview - AudioEye is recognized as a leader in digital accessibility, offering a comprehensive solution that combines AI automation technology with expert fixes, ensuring compliance for over 131,000 customers, including notable brands like Samsung, Calvin Klein, and Samsonite [4] - The company holds 26 US patents and provides services such as 24/7 accessibility monitoring, automated WCAG issue testing and fixes, expert testing, developer tools, and legal protection [4]

Core Insights - The 2026 Accessibility Advantage Report by AudioEye highlights a significant gap between rising accessibility compliance expectations and organizations' ability to meet them consistently [1] - Many organizations lack the necessary infrastructure, expertise, and processes to sustain accessibility compliance, leading to increased legal exposure and compliance risks [1] Group 1: Compliance Challenges - Over half of business leaders (52%) actively champion accessibility, yet many face barriers to delivering sustainable compliance [1] - Budget constraints (58%) and limited internal expertise (50%) are the most common challenges reported by organizations [1] - Nearly half of organizations manage accessibility in-house, but 64% of those teams lack the specialized skills needed to keep pace with evolving standards [1] Group 2: Legal Risks - The average webpage has 297 accessibility issues, indicating growing compliance pressure across industries [1] - 52% of organizations have faced accessibility-related lawsuits or legal threats [1] - 59% of business leaders believe their organization would be at risk if audited today [1] Group 3: Strategic Recommendations - Organizations that invest in comprehensive accessibility solutions are better positioned to meet regulatory requirements and reduce risks [1] - The report emphasizes that accessibility compliance gaps are systemic issues across industries, not isolated incidents [1] - Companies that address these gaps can avoid litigation, operational disruption, and reputational damage [1]

Core Insights - AudioEye will participate in the 41st Annual CSUN Assistive Technology Conference, focusing on digital accessibility and compliance standards [1] - The conference will feature sessions led by notable figures, including Gabby Giffords and Jonathan Mosen, aimed at improving accessibility for people with disabilities [1] - Despite increased awareness, 94.8% of home pages still exhibit detectable WCAG failures, indicating a persistent gap in digital accessibility [1] Company Overview - AudioEye is recognized as a leading digital accessibility company, combining AI-powered automation with expert audits to enhance accessibility [1] - The company serves over 131,000 customers, including major brands like Samsung and Calvin Klein, and holds 26 US patents related to accessibility technology [1] - AudioEye's solution includes 24/7 accessibility monitoring, automated WCAG issue testing, and legal protection, empowering organizations to create accessible digital experiences [1] Industry Context - The CSUN conference is a significant event for accessibility professionals, providing a platform for discussions on improving digital accessibility [1] - The integration of AI in accessibility efforts is a key focus, with AudioEye aiming to leverage its technology to detect 89–253% more issues than other tools [1] - The ongoing challenges in achieving compliance standards highlight the need for continued innovation and collaboration within the accessibility community [1]

Core Insights - The market opportunity for digital accessibility is growing due to rapid digital experience buildout and increasing litigation risks related to accessibility issues, particularly as AI accelerates content creation [1][4] - AudioEye anticipates significant growth in adjusted EBITDA, projecting at least 30% growth in 2026, reaching a minimum of $11.8 million, with a target of $15 million run-rate adjusted EBITDA by year-end [2][5] - The company reported its 40th consecutive quarter of record revenue growth, with a focus on digital accessibility solutions amid rising regulatory activity [3][5] Financial Performance - For Q4 2025, AudioEye reported revenue of $10.5 million, an 8% increase from Q4 2024, and full-year revenue of $40.3 million, up 15% from $35.2 million in 2024 [8][12] - Adjusted EBITDA for Q4 was approximately $2.8 million, up from $2.3 million a year earlier, and for the full year, it reached about $9.1 million, a 35% increase from $6.7 million in 2024 [13] - The company ended 2025 with $5.3 million in cash and $6.6 million available under debt facilities, with a net debt of $8.1 million [15] Growth Outlook - For 2026, AudioEye guided revenue between $43.0 million and $44.5 million, with annual recurring revenue (ARR) growth expected to outpace revenue growth [17][18] - The company is focusing on reducing non-recurring revenue, which currently constitutes about 5% of overall revenue, aiming for low to mid-teens growth in ARR [18] - Management highlighted regulatory tailwinds, including the European Accessibility Act and U.S. Department of Justice Title II rule, which are expected to drive demand for their services [20] Product Development - AudioEye launched a next-generation platform that claims to provide 3-4 times the legal protection compared to competitors and detects significantly more WCAG issues [4][6] - The platform integrates AI detection, expert audits, and custom fixes, leveraging proprietary data from extensive site analysis [6] - The company emphasizes the importance of human involvement in custom fixes, acknowledging that automated tools may not adequately address accessibility issues [7]

Core Insights - AudioEye reported record financial results for Q4 and full year 2025, with a 15% revenue growth to $40.3 million and a 28% decrease in net loss to $3.1 million [1][4] - The company anticipates strong operating leverage in 2026, projecting at least 30% growth in adjusted EBITDA and a run-rate adjusted EBITDA of $15 million by year-end [1][4] Financial Performance - Q4 2025 revenue increased 8% to $10.5 million from $9.7 million in Q4 2024, with adjusted EBITDA reaching a record $2.8 million [1][4] - Full year 2025 adjusted EBITDA was $9.1 million, up from $6.7 million in 2024, while adjusted EPS improved to $0.72 per share from $0.55 [1][4] - The company had $5.3 million in cash and cash equivalents as of December 31, 2025, compared to $4.6 million at the end of Q3 2025 [1][4] Customer Growth and Market Position - As of December 31, 2025, AudioEye had approximately 131,000 customers, an increase of 8,000 from Q3 2025 [1][4] - An independent study found that AudioEye's automated technology detects 89-253% more WCAG issues than competitors, reinforcing its competitive advantage [1][4] Product Development - AudioEye launched its next-generation platform, which integrates AI detection, expert audits, and custom code fixes into a single dashboard, enhancing transparency and legal protection [1][4] - The company aims to leverage its proprietary data and new agentic models to create innovative products and unlock growth opportunities [1][4] Financial Outlook - For Q1 2026, AudioEye expects revenue between $10.5 million and $10.6 million, with full year 2026 revenue projected between $43 million and $44.5 million [1][4] - The company anticipates adjusted EBITDA of $2.2 million to $2.3 million for Q1 2026, with at least 30% growth for the full year [1][4]

Core Insights - AudioEye, Inc. has been recognized as a winner in the 2025 SaaS Awards for its innovative and results-driven software-as-a-service solutions that enhance compliance and reduce legal risk [1][2]. Group 1: Company Recognition - The recognition highlights AudioEye's use of responsible, outcome-driven AI technology to help organizations ensure compliance and monitor accessibility in real time [2]. - AudioEye was acknowledged alongside other leading SaaS innovators such as Gong, PagerDuty, and BambooHR [1]. Group 2: Technology and Impact - AudioEye's digital accessibility platform combines 24/7 automation, expert human testing, and custom code fixes, providing up to 400 percent greater legal protection compared to other market solutions [3]. - The platform executes 1.3 billion automated fixes daily and identifies up to 350 percent more accessibility issues, aiding organizations in maintaining ongoing compliance [3]. Group 3: Industry Leadership - The SaaS Awards recognition reflects the growing demand for partners who can deliver measurable and lasting compliance as legal and regulatory enforcement expands [4]. - AudioEye's technology and expertise are positioned to help organizations reduce legal risk and build long-term confidence in their digital accessibility programs [4]. Group 4: Company Overview - AudioEye serves over 123,000 customers, including notable brands like Samsung, Calvin Klein, and Samsonite, ensuring they meet and exceed compliance standards [6]. - The company holds 25 US patents and offers a comprehensive solution that includes 24/7 accessibility monitoring, automated WCAG issue testing and fixes, expert testing, developer tools, and legal protection [6].

Core Insights - AudioEye, Inc. has announced a partnership with Creode to enhance digital accessibility solutions for financial services and enterprise organizations, addressing the growing demand for compliance with the European Accessibility Act (EAA) and other global regulations [1][2][3] Group 1: Partnership Details - The partnership will integrate AudioEye's accessibility platform into Creode's digital services, allowing for comprehensive solutions to accessibility issues at scale [1][2] - This collaboration aims to expand AudioEye's international presence in highly regulated industries, particularly in Europe [1][3] Group 2: Regulatory Context - The EAA, effective from June 28, 2025, builds on the EU's Web Accessibility Directive, increasing digital accessibility requirements across Europe [2] - As regulations strengthen, the partnership will help clients ensure ongoing compliance with accessibility standards [2][3] Group 3: Strategic Importance - Digital accessibility is emphasized as a business imperative, especially for industries like financial services that are heavily regulated [3] - The partnership allows Creode to embed accessibility into its core digital services, ensuring compliance from the outset of web design and development [3][4] Group 4: Company Backgrounds - Creode is a UK-based digital agency specializing in marketing solutions for the financial services sector, focusing on building customer relationships and driving growth [5][6] - AudioEye is recognized as a leader in digital accessibility, providing a comprehensive solution that combines AI automation with expert fixes, serving over 120,000 customers [7]

Core Insights - AudioEye, Inc. has been selected by Motability Operations to enhance the accessibility and compliance of its digital experiences through the AudioEye Digital Accessibility Platform [1][2][3] - The partnership emphasizes AudioEye's expanding international presence and its role as a trusted accessibility partner for organizations focusing on compliance and usability [2][5] Company Overview - AudioEye is recognized as an industry leader in digital accessibility, combining AI automation technology with expert fixes to ensure compliance with accessibility standards [10] - The company serves over 120,000 customers, including notable brands like Samsung and Calvin Klein, and offers a comprehensive solution that includes 24/7 accessibility monitoring and legal protection [10] Partnership Details - Motability Operations chose AudioEye for its superior automation capabilities and the ability to provide custom fixes from accessibility experts, which are crucial for the launch of a refreshed website [3] - The partnership aims to reinforce a shared commitment to digital accessibility and scalable solutions that support compliance and usability [5] Impact of the Motability Scheme - The Motability Scheme is vital for thousands of disabled individuals in the UK, providing them with accessible vehicles and enhancing their mobility and economic participation [4][7] - On average, users of the Scheme can work an additional two days per week, and for every £1 of disability allowance spent, £1.50 is returned to the UK economy, supporting approximately 34,000 jobs [4][7]

Financial Data and Key Metrics Changes - In Q2 2025, AudioEye achieved revenue of $9.9 million, representing a 16% increase year-over-year and marking the 38th consecutive quarter of growth [15][5] - Annual Recurring Revenue (ARR) increased by $1.1 million sequentially and $4.9 million year-over-year to $38.2 million [15][5] - Adjusted EBITDA for Q2 2025 was $1.9 million, a 31% increase year-over-year [21] - The company expects adjusted EBITDA margins to reach the high 20s by Q4 2025 [6] Business Line Data and Key Metrics Changes - The enterprise channel grew by 25% year-over-year, contributing approximately 45% of revenue and ARR, while the partner and marketplace channel grew around 10%, contributing about 55% [19] - The company is phasing out lower-margin legacy services from acquired companies, which has impacted ARR and revenue numbers [19][10] Market Data and Key Metrics Changes - The European Accessibility Act (EAA) went into effect in late June 2025, creating significant demand for AudioEye's services in the EU [10] - The company is seeing a growing pipeline in the EU, which has reportedly tripled from Q2 to Q3 2025 [29][34] Company Strategy and Development Direction - AudioEye aims to achieve annual adjusted EPS growth of 30% to 40% over the next three years [7] - The company is focusing on integrating recent acquisitions to standardize offerings and eliminate duplicate systems, which is expected to enhance cash flow [9] - There is a strong emphasis on expanding presence in the EU and targeting agencies that create websites for clients [46] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about accelerating ARR and revenue growth in the second half of 2025, driven by strong demand in the enterprise business [5][6] - The company anticipates that the enforcement of the EAA will lead to increased legal actions for non-compliance, further driving demand for its services [10][11] - Management noted that the digital accessibility lawsuits have increased, which is expected to benefit AudioEye's growth [28] Other Important Information - The company repurchased approximately $1.8 million of shares in Q2 2025 [22] - As of June 30, 2025, AudioEye had $6.9 million in cash and $6.6 million in available debt facilities [22] Q&A Session Summary Question: Impact of phased-out customers on numbers - Management indicated that acquisition-related churn is expected to impact ARR by approximately $1 million to $1.5 million in 2025, primarily due to the migration to AudioEye products [25][26] Question: Digital accessibility lawsuits trend - Management acknowledged that digital accessibility lawsuits are likely up, estimating a 10% to 20% increase, and noted that the company is outgrowing the market [28] Question: EU pipeline visibility - Management reported that the pipeline for the EU business has tripled from the previous quarter, indicating strong growth potential [29][34] Question: Expansion strategy in the EU - Management confirmed that the company is adding salespeople and increasing marketing efforts in the EU to drive growth [36] Question: Title II of the DOJ update - Management expects significant momentum from partners in the government-adjacent space as they prepare for the implementation of Title II [49]

Core Insights - AudioEye, Inc. reported its 38th consecutive quarter of record revenue, achieving a total revenue of $9.9 million for Q2 2025, a 16% increase from $8.5 million in the same period last year [7] - The company anticipates annualized sequential revenue growth in the high teens for the second half of 2025, driven by business momentum in the U.S. and the EU due to the European Accessibility Act [2] - AudioEye aims for adjusted EPS and EPS growth of 30-40% annually over the next three years [2] Financial Performance - Total revenue for Q2 2025 was $9.9 million, up from $8.5 million in Q2 2024, with gross profit increasing to $7.6 million [7] - Adjusted EBITDA for Q2 2025 was $1.9 million, compared to $1.5 million in Q2 2024, reflecting a margin increase to 20% from 17% [25][26] - The net loss for Q2 2025 was $0.0 million, an improvement from a net loss of $0.7 million in the same prior year period [7] Financial Outlook - For Q3 2025, AudioEye expects revenue between $10.2 million and $10.4 million, representing an annualized growth rate of 18% at the midpoint [5] - The full-year 2025 revenue guidance has been updated to between $40.3 million and $40.7 million, reflecting the phase-out of certain customers due to previous acquisitions [5] - Adjusted EBITDA for Q3 2025 is expected to be between $2.2 million and $2.4 million, with adjusted EPS projected between $0.17 and $0.19 per share [5] Customer Base and Market Position - As of June 30, 2025, AudioEye had approximately 120,000 customers, an increase of 1,000 from the previous quarter, driven by growth in both Partner and Marketplace and Enterprise channels [7] - The European Accessibility Act, effective June 28, 2025, is expected to drive demand for AudioEye's services as businesses in the EU must comply with new accessibility requirements [7]