AudioEye (NASDAQ:AEYE) announced Tuesday its 40th consecutive period of record revenue, signaling that the global push for digital accessibility continues to fuel the company’s expansion.
In a preliminary update, the Tucson-based firm projected fourth-quarter revenue of approximately $10.5 million, a result that underscores the increasing adoption of its AI-automated compliance platform.
The company’s growth is increasingly being anchored by its Annual Recurring Revenue (ARR), which is expected to reach a record range of $39.9 million to $40 million by the end of 2025.
This reflects a significant sequential climb from the $38.7 million reported at the end of September.
Management attributed the surge to robust demand in the European Union, where the European Accessibility Act (EAA)—which took full effect in mid-2025—has imposed strict new digital standards and penalties on businesses operating within the bloc.
AudioEye’s focus on high-margin, automated solutions appears to be yielding significant operating leverage.
The company expects to report adjusted EBITDA of approximately $2.75 million for the fourth quarter, representing a record 26% adjusted EBITDA margin.
This lean operational model has allowed the company to consistently achieve "Rule of 40" metrics, balancing double-digit revenue growth with strong profitability.
Management is presenting the results this week at the 28th Annual Needham Growth Conference in New York, where they are expected to detail 2026 guidance.
Early analyst consensus suggests the company will continue its trajectory of 30-40% annual EPS growth over the next three years, bolstered by a customer base that now exceeds 131,000, including global brands like Samsung and Calvin Klein.