I have a vision and I would see it become a reality. For true innovation to begin, it starts with empathy and inclusion. Not just for disabled but also for all of us. In hunt it unlocks the potential within human. How many of us here know of a person with disability? Almost all of us in this room. Have you ever wondered how challenging the life of a person living with a disability is? More than a decade ago, I was working with a person. Let's for this talk call him Ed. L was incredibly smart. He had a rare ...

Core Insights - AudioEye, Inc. reported record revenue of over $10.2 million for Q3 2025, marking a 15% increase from $8.9 million in the same period last year [2][6] - The company anticipates continued growth in ARR, revenue, and adjusted EBITDA in Q4 2025, driven by regulatory demand and advancements in AI technology [2][4] - AudioEye updated its full-year 2025 revenue guidance to between $40.3 million and $40.4 million, reflecting approximately 15% year-over-year growth [5] Financial Performance - Total revenue for Q3 2025 was $10.2 million, with gross profit increasing to $7.9 million, representing 77% of total revenue [6] - Adjusted EBITDA for Q3 2025 was $2.5 million, with adjusted EPS of $0.19 per share, compared to $2.0 million and $0.16 per share in Q3 2024 [6][24] - The net loss for Q3 2025 was $0.6 million, or $(0.04) per share, an improvement from a net loss of $1.2 million, or $(0.10) per share, in the prior year [6][21] Market and Strategic Developments - The European Accessibility Act is increasing demand for digital accessibility solutions in Europe, and AudioEye is expanding its market presence through a partnership with Creode [2][6] - As of September 30, 2025, AudioEye had approximately 123,000 customers, an increase of 3,000 from the previous quarter, driven by growth in the Partner and Marketplace channel [6][8] - The company aims for a 30-40% annual growth in adjusted EPS and EPS over the next three years [2]

Core Insights - Kaltura has launched a new AI-powered Accessibility Agent to help organizations comply with upcoming digital accessibility regulations, particularly for video content [1][3][4] Group 1: Regulatory Context - New Title II regulations in the U.S. and the European Accessibility Act mandate that all video content must be fully accessible, including captioning and audio descriptions, by April 2026 [2] - Institutions with extensive video libraries face significant challenges in assessing compliance due to the manual nature of the process [2] Group 2: Product Features and Benefits - The Kaltura Accessibility Agent automates the process of ensuring video content meets accessibility standards, including adding necessary features before publication [3] - The solution not only aids compliance but also enhances student engagement and retention through improved accessibility features like closed captions and interactive transcripts [4] Group 3: Market Trends and Future Directions - There is a growing trend among forward-thinking enterprises to prioritize accessibility for both employees and customers, seeking AI-powered solutions for inclusivity [5] - Kaltura will showcase its Accessibility Agent and other AI solutions at the upcoming EDUCAUSE annual conference, highlighting practical strategies for compliance and innovation in accessibility [5]

Core Points - AudioEye, Inc. will hold a conference call on November 4, 2025, at 4:30 p.m. Eastern Time to discuss its financial results for Q3 2025 [1][2] - The conference call will include a question and answer session and will be available for live webcast and replay on the company's investor relations website [2][3] - AudioEye is recognized as a leader in digital accessibility, providing solutions that combine AI automation with expert fixes, serving over 120,000 customers including notable brands like Samsung and Calvin Klein [3] Financial Results Announcement - The financial results for the third quarter ended September 30, 2025, will be released in a press release prior to the conference call [1] - A telephonic replay of the conference call will be available after 7:30 p.m. Eastern Time on the same day through November 18, 2025 [3] Company Overview - AudioEye aims to ensure digital accessibility, offering a comprehensive solution that includes 24/7 monitoring, automated WCAG issue testing, and legal protection [3] - The company holds 24 US patents related to its accessibility solutions [3]

Financial Data and Key Metrics Changes - The company achieved record revenue for the thirty-seventh consecutive quarter, with Q1 2025 revenue at $9.7 million, reflecting a 20% year-over-year growth [5][12] - Annual recurring revenue (ARR) increased to $37.1 million, a $500,000 increase from Q4 2024 [12] - Adjusted EBITDA for Q1 2025 was $1.9 million, a $1 million improvement year-over-year [19] - The net loss for Q1 2025 was $1.5 million, compared to a loss of $800,000 in the same period last year [18] Business Line Data and Key Metrics Changes - The partner and marketplace channel grew 17% year-over-year, representing 57% of revenue and around 58% of ARR [14] - The enterprise channel grew 26% year-over-year, contributing 43% of revenue and around 42% of ARR [15] - Customer count increased to approximately 119,000 from 112,000 year-over-year, although there was a sequential decrease due to contract renegotiation [15] Market Data and Key Metrics Changes - The company is experiencing strong deal progression in both the U.S. and European markets, with a notable increase in leads and deal closures expected [7][24] - The European Accessibility Act deadline is approaching, creating significant demand for the company's services [7] Company Strategy and Development Direction - The company is focused on expanding its product features and enhancing its sales engine, particularly in Europe [6][9] - There is an emphasis on building AI capabilities into the company's offerings to improve margins and operational efficiency [29] - The company plans to continue investing in sales and marketing while exploring stock buybacks and potential acquisitions [27] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging macroeconomic environment but expressed confidence in revenue and operating leverage improvements in the second half of the year [5][6] - The company expects quarterly revenues and ARR growth to accelerate in Q2 2025, with guidance for Q2 revenue between $9.85 million and $10 million [10] Other Important Information - The company refinanced its existing debt for a $20 million facility, reducing net interest expense from 14% to approximately 7.5% [19] - Adjusted free cash flow is expected to approach $3 million in Q4 2025, representing over 40% year-over-year growth [20] Q&A Session Summary Question: Insights on the pipeline in the U.S. and Europe - Management reported strong deal progression in all stages in both regions, with direct sales momentum increasing in the U.S. [24] Question: Financial flexibility and investment strategy - The company plans to balance investments in sales and marketing with expected ROI, while also considering stock buybacks and acquisitions [27] Question: Implementation of AI in new products - AI is being integrated into various workflows, with internal tests showing improvements in solving common accessibility issues [29] Question: Details on European market opportunities - The company is actively winning deals in Europe and plans to expand its sales force to capture the growing demand [31] Question: Impact of U.S. legal rulings on business - Management indicated that while there are various rulings, the overall demand remains consistent with historical levels [34] Question: Sales and marketing spending details - The increase in sales and marketing expenses is attributed to additional hires and expansion efforts in both the U.S. and EU [40] Question: Confidence in ARR acceleration - Management expressed confidence in ARR growth due to strong performance in direct enterprise sales and reseller channels [49] Question: Near-term margin impact from platform migration - A temporary increase in costs is expected in Q2 due to customer migration to the upgraded platform, with margins expected to normalize in the second half [50]