NASDAQ$CXAI

CXApp Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

CXApp reported record business performance in Q4 2024, driven by a significant transformation towards an AI-centric subscription application business and successful deployment of new products.

CXApp Inc. announced strong Q4 2024 and Annual 2024 financial results, highlighting a successful transition to an AI-centric subscription application business model. The company achieved double-digit ARR growth, increased subscription revenue split to 87%, improved Net Revenue Retention to 101%, and expanded Gross Margin to 82%. Significant progress was made in customer adoption and employee engagement, including the deployment of new products like CXAI Kiosk and CXAI VU.

  • CXApp achieved double-digit Annual Recurring Revenue (ARR) growth from 2023.
  • The subscription to one-time revenue split increased to 87% in 2024 from 78% in 2023, indicating a stronger recurring revenue model.
  • Net Revenue Retention (NRR) improved significantly to 101% from 73%, demonstrating higher recurring revenue retention.
  • Gross Margin (GM) increased to 82% from 78%, reflecting more profitable revenue.

Headline financials

Total Revenue

$0.00

Previous: $1.72M-100.0%
EPS (adj)

$0.00

Previous: -$3.23+100.0%
ARR Expansion Growth

0.0%

No prior period
Subscription Revenue Split

87.0%

Previous: 78.0%+11.5%
Gross Margin (GM)

82.0%

Previous: 78.0%+5.1%
Opex Reduction

20

No prior period
Net Income

$0.00

No prior period
Operating Income

$0.00

No prior period
Gross Profit

$0.00

Previous: $724K-100.0%

Revenue & EPS history

CXApp · Revenue · Quarterly

$0

Q4 2024-100%vs Q4 2023
Beat estimate in 2 of 6 quarters(33%)
ActualEstimate

Forward guidance

CXApp anticipates 2025 to be a banner year, expecting significant expansion demand from existing customers and new enterprise clients, driven by its Agentic AI offerings and strong balance sheet.

Tailwinds

  • Significant expansion demand from existing customers for scaling products in their footprint.
  • Anticipated growth from new enterprise clients in target markets.
  • Leveraging Silicon Valley based technology team and Global customer success teams to deliver amazing products and experiences.
  • The era of Agentic AI for employee experiences is realized, positioning CXApp as a leader.
  • Strong balance sheet with access to capital provides financial stability and capability to fund growth initiatives.

Headwinds

  • The company's expectations, estimates, and projections may differ from actual results.
  • The impact of the COVID-19 pandemic on business, operations, results, and financial condition.
  • The demand for the Company's services may be adversely affected by economic, business, and/or competitive factors.
  • Changes in consumer preferences or the market for the Company's services.
  • Difficulties of managing growth profitably or loss of key management members/major customers.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.8%

Avg return

Earnings day

-7.2%

Avg return

5 days after

+30.5%

Avg return

30 days after

42%

8 / 19 earnings

Positive

+76.0%

Q4 2024

Best reaction

-22.8%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.9%+0.6%
Q4 2025-20.4%-10.5%-18.0%
Q3 2025-10.6%-18.1%-29.8%
Q1 2025-1.0%-3.8%-2.9%
Q4 2024+76.0%-5.2%-3.4%
Q3 2024-22.8%-24.5%-3.3%
Q1 2024-11.3%-17.2%-30.1%
Q4 2023-0.7%-17.7%-24.3%
Q3 2023-0.7%-8.1%-4.7%
Q2 2023-8.6%-38.2%-70.5%
Q1 2023+30.5%+4.0%+733.8%
Q4 2022+0.0%+0.8%+0.5%
Q3 2022+0.2%+0.2%+0.9%
Q2 2022+0.1%-0.2%+0.2%
Q1 2022+0.1%+0.2%+0.2%
Q4 2021-0.1%+0.0%+0.0%
Q3 2021-0.2%-0.3%+0.0%
Q2 2021+0.3%+0.2%+0.3%
Q1 2021+0.5%+0.7%+0.7%
Q3 2020

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