CXAI earnings analysis
What we found in CXAI's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
The supplied 10-Q extract does not include the income statement, balance sheet, cash flow statement, segment disclosures, or MD&A, so revenue, margins, EPS, cash flow, and period-over-period trends cannot be assessed from the filing text provided. The principal disclosed event is the post-quarter issuance of approximately 7,673,664 Class A shares to Avondale at $0.099463-$0.166712 per share, creating meaningful dilution risk. Controls were deemed effective as of June 30, 2026, and management reported no material changes to the risk factors from the March 30, 2026 10-K.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Disclosure Controls Deemed Effective
- Management concluded that disclosure controls and procedures were effective as of June 30, 2026.
- No Material Litigation Reported
- The filing reports no material litigation, arbitration, or governmental proceeding currently pending against CXApp or its management team.
- Post-Quarter Equity Issuance
- CXApp issued approximately 7,673,664 Class A shares to Avondale after quarter-end, between July 6 and August 12, 2026, at $0.099463-$0.166712 per share.
- Risk Factors Unchanged
- The filing states that there were no material changes to the risk factors disclosed in the March 30, 2026 Form 10-K.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Substantial Shareholder Dilution
- The approximately 7,673,664 Class A shares issued to Avondale after June 30, 2026 represent a material potential dilution event, with issuance prices ranging from $0.099463 to $0.166712 per share.
- No Updated Risk Detail
- The company continues to rely on the risk factors disclosed in its March 30, 2026 Form 10-K, with no material changes identified in this 10-Q; the filing therefore provides limited new risk disclosure.
- Limited Insider Trading Signals
- The filing states that no director or officer notified CXApp of adoption, modification, or termination of a Rule 10b5-1 or non-Rule 10b5-1 trading arrangement during the six months ended June 30, 2026; this does not mitigate the company’s broader financing and execution risks.
What they said about what is next.
No quantitative revenue or EPS outlook is provided in the supplied 10-Q extract; the filing does not provide explicit guidance.
The filing reads about the same as the one before it.
What came before.
- 10-Q · May 13, 2026
- CXApp Inc. reported a decline in revenue to $950,000 for Q1 2026, down from $1.224 million in the prior year, with a gross margin of 83%. The company's net loss widened to $4 million compared to a loss of $1.616 million…
- 10-K · March 30, 2026
- CXApp positions itself as an AI‑powered, mobile‑first employee experience SaaS platform (the CXAI Platform) with 37 filed patents (17 granted) and a product stack spanning apps, analytics (CXAI‑VU), backend…
- 10-Q · November 12, 2025
- CXApp reported Q3 2025 revenue of $1,114,000 (down $783,000 or 41.3% vs. Q3 2024 $1,897,000) and GAAP loss per share of $(0.13) (improved from $(0.34) in Q3 2024). Gross margin expanded to ~89.0% (cost of revenues…
- 10-Q · August 13, 2025
- CXApp reported Q2 2025 revenues of $1,223,000, down from $1,766,000 in Q2 2024, while GAAP net loss narrowed to $3,139,000 (EPS -$0.16) from $5,256,000 (EPS -$0.34). Gross margin improved to ~86.0% despite the revenue…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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