Research Dossier · Editorial Research

40 Consecutive Record Quarters. The DOJ Made Their Product Legally Mandatory. ARR is $40M.

AEYE · NASDAQ · Technology · Published March 2026

40 consecutive quarters of record revenue. ARR at $40M growing 9% year-over-year. 131,000+ customers. DOJ enforcement making web accessibility compliance legally mandatory. $9.1M in adjusted EBITDA for FY2025, up 35%.

What This Company Is

AudioEye makes websites work for blind and disabled users. The DOJ in 2024 said government websites have to comply with accessibility standards. Private businesses are getting sued under the ADA for the same reasons. AudioEye's product is the fix. 131,000 businesses are already paying for it every month. The more the legal pressure grows, the larger the pipeline of companies that need to get compliant; whether they want to or not.

Analyst Note

"Fortieth consecutive quarter of record revenue. ARR at $40M, growing 9% annually. 131,000+ customers. Adjusted EBITDA $9.1M, up 35%. The DOJ made this product legally mandatory in an expanding set of applications."

The Bottom Line

Watch ARR growth rate in Q1 2026; if it accelerates above 9% year-over-year, enterprise customer acquisition is compounding. Watch adjusted EBITDA margin for whether the 30%+ growth guidance holds. A GAAP profitable quarter would be a structural milestone.

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