AudioEye Q2 2026: Revenue Up 9%, ARR Hits $42.3M, Full-Year EBITDA Guidance Raised
AEYE is trading near its 52-week low of $5.31 (12% above the low).
Summary
AudioEye posted record Q2 revenue of $10.7M (+9% YoY) and raised full-year adjusted EBITDA guidance, while ARR grew 11% to $42.3M. Net loss widened on higher G&A and interest costs, but cash flow from operations improved.
Key Events · Earnings and Guidance · AEYE
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Record Q2 Revenue and ARR Growth
Q2 revenue rose 9% to $10.7M, with Partner and Marketplace channel up 16%. ARR reached $42.3M, up 11% year-over-year, driven by expansion with existing partners.
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Full-Year Adjusted EBITDA Guidance Raised
Management raised full-year adjusted EBITDA guidance, citing AI-driven cost efficiencies that reduced R&D and marketing headcount. Specific new guidance figures were not disclosed in the 10-Q.
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Net Loss Widens on Higher G&A and Interest
Q2 net loss was $865K vs. $2K a year ago. G&A expense rose 22% to $4.5M due to litigation, severance, and amortization. Interest expense increased 9% to $267K after drawing the remaining $3.6M term loan.
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Operating Cash Flow Improves
Net cash provided by operating activities was $2.3M for the first half of 2026, up from $1.2M a year earlier, driven by timing of customer payments.
Analysis · AEYE · Technology
AudioEye delivered record Q2 results with revenue up 9% to $10.7M and ARR up 11% to $42.3M. The company raised full-year adjusted EBITDA guidance, reflecting improved operating leverage from AI-driven cost efficiencies. Net loss widened to $865K from $2K a year ago due to higher G&A (litigation, severance) and interest expense, but operating cash flow improved to $2.3M for the half. The balance sheet shows $8.7M cash and $16.8M term loan debt, with management affirming sufficient liquidity for the next twelve months.
At the time of this filing, AEYE was trading at $5.94 on NASDAQ in the Technology sector, with a market capitalization of approximately $72.6M. The 52-week trading range was $5.31 to $16.39. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.