AudioEye 3Q 2026: Revenue $10.96M, Net income $990K, EPS $0.08— 10-Q Summary

What happened

AudioEye reported third-quarter 2026 revenue of $10.96 million, up 7.2% from a year earlier. Net income was $990,000 versus a $554,000 loss, and diluted earnings per share were $0.08 versus a $0.04 loss.

Confirmed

Global impact / market context

Turning a loss into a profit means AudioEye now keeps money after expenses, which reduces pressure to raise outside cash. Revenue growth plus lower research, selling and marketing, and cost of revenue suggests cost cuts and automation supported the profit swing.

Analyst inference

Annual recurring revenue, which is subscription revenue expected to repeat each year, reached $43.3 million, up 12%. Partner and Marketplace revenue grew 14%, but Enterprise revenue fell 1%, so growth depends more on partner channels than on direct enterprise customers.

Analyst inference

What to watch

1. Annual recurring revenue reached $43.3 million, up 12%, and customer count rose 6% to about 130,000, showing subscription demand and customer additions both grew. Confirmed
2. Watch whether Partner and Marketplace growth of 14% can offset the 1% Enterprise decline, since a continued split would concentrate revenue reliance on partner channels. Proposed
3. AI tools and automation lowered headcount and quarterly research, selling, marketing, and cost of revenue, so future profit depends on whether these savings persist without slowing revenue growth. Analyst inference

Evidence

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