CXApp Inc. Q2 FY2025 earnings call

CXAI's platform is AI-first with mobile and cloud-first architecture. Focus on creating exceptional employee experiences. Market trends involve corporate real estate compression and the rise of structured hybrid work. Key highlights include large client renewals and expansions, new client campus launches, and CXAI Kiosk orders. Partnership with Google for infrastructure, spatial intelligence, and security. Development of OneMap experience, analytics and spatial intelligence models, and CXAI BTS.

Revenue held steady at $1.2 million in Q2 2025. Subscription revenue accounted for 96% of total revenue, up from 87% the previous year. Gross margin improved to 86% from 80% last year, with cost of revenue slightly increasing due to hardware purchased on behalf of a client.

Continued investment in R&D to accelerate ARR growth. Focus on scaling sales and marketing as the business expands. Confidence in capturing a growing share of the employee experiences market where penetration is still low.

Q: How does CXAI differentiate from larger AI competitors in the enterprise engagement space?

A: CXAI delivers enterprise-scale AI solutions validated in live complex workplace environments, has active client feedback on the product roadmap, agility to respond to enterprise needs, and integrates localization and multiple components.

Q: Are there strategic partnerships or integrations in the pipeline?

A: Partnerships with design build firms, business process automation providers, global real estate firms, and technology ecosystem partners, along with ongoing work with cloud providers