CXAIW
NASDAQ · Technology · Software - Application · US
Next report
Analyst consensus
- Next report date
- Nov 17, 2026
- EPS estimate
- -$2.00
- Revenue estimate
- $2.5M
Latest reported
- Last report date
- Aug 10, 2026
- EPS actual
- -$0.06
- EPS estimate
- -$0.06
- Revenue actual
- $1.7M
- Revenue estimate
- $1.1M
Track record
Trailing twelve quarters
- EPS beats (12Q)
- 3
- EPS misses (12Q)
- 1
- EPS in line (12Q)
- 1
- Avg surprise (4Q)
- -5.0%
- Revenue beats (12Q)
- 3
Q3 FY2025 · Nov 12, 2025
AI summary of management’s prepared remarks and analyst Q&A · For informational purposes only, not investment advice
Management highlights
- Sky defines the intelligent experience layer for modern enterprises, combining AgenTeq AI autonomous context over agents and spatial intelligence to transform office buildings, campuses, and digital workspaces. Operates in over 200 cities across 50 countries with over a million users. - Team has around 65 employees, with over 70% in R&D. - Market trend: AI is used by enterprises but not scaled to the enterprise level, and Sky solves the execution gap by unifying workflows, analytics, and human experience. - Collaborations: Partnered with Noro to merge Sky's autonomous AI engine with Noro's life-size presence portals. - Product innovation: Sky's Edge was enhanced by 1050%, improving colleague visibility and UI. - Key client deployment: Live at 30 Rock with 6,000 users on day one, performing well, and dining was the most popular feature. - Digital assistant demoed, allowing employees to book, plan, and act in real time using natural language.
Guidance
- Expand within current customer base, with expansions in analytics or content management potentially multiplying ARR potential. - Accelerate ecosystem integrations, such as partnerships with Noro and Google Cloud to extend Sky's reach. - Maintain cost discipline while investing in AI leadership, balancing growth with responsibility.
Segment performance
Revenue for the third quarter was $1,100,000, down from $1,200,000 in Q2, reflecting a shift in revenue mix with lower hardware-related sales. Subscription revenue mix reached 99%, an increase from 88% in the same quarter last year. Gross margin improved to 89% compared to 88% in Q3 of the previous year and 86% in the prior quarter. Cash OpEx held steady at $3,200,000. Earnings per share improved this quarter to negative $0.13, a substantial gain from negative $0.34 in the same quarter last year.
Analyst Q&A
Q: Give me an update on the kiosk, customer feedback, usage set, how many units deployed today versus pipeline growth, and expansion progress with largest existing customers status of testing before expanding deployments to all locations, and maybe more information on the thirty rock deployment and how he did that.
A: Kiosk was launched with one client in Silicon Valley, deployed in San Jose and working well. There are three more clients in pilot phase. 30 Rock is a large multinational media company deployment. It had 6,000 users on day one, performed well. Kiosk will be deployed globally across client's campuses after San Jose proves successful. Existing clients are in pilot for kiosk and show interest in scaling.
Reported results against consensus at the time of each report · Surprise is computed from the estimate on record · Data as of Nov 17, 2026