The $5M in new contract value and $1.4M in bookings signal potential revenue acceleration in coming quarters, but the current revenue run rate of ~$3.8M annualized is tiny. Monitor next quarter's recognized revenue to see if bookings convert; the $12.3M cash position provides a ~3-year runway at current burn rates.
Price Chart
Executive Summary
CXApp Inc. reported Q1 2026 revenue of approximately $0.95 million, slightly above the $900K consensus, with subscription revenue representing 98% of total revenue and GAAP gross margin of 83%. The company also announced approximately $5 million in total contract value from three new enterprise wins, though the revenue base remains very small relative to the $2M market cap.
Key Financial Metrics
Key Facts
- Q1 2026 revenue of approximately $0.95 million, versus consensus of $900K
- Subscription revenue represented 98% of total revenue
- GAAP gross margin of approximately 83%
- Cash and cash equivalents of approximately $12.3 million as of March 31, 2026
- Deferred revenue increased to approximately $2.0 million
- Total bookings for the quarter were approximately $1.4 million, mostly recurring
- Announced approximately $5 million in total contract value from three new enterprise wins
- Named a Visionary in the inaugural Gartner Magic Quadrant for Workplace Experience Applications (April 2026)
Financial Impact
Revenue of ~$0.95M vs $900K consensus; $5M in new contract value; $12.3M cash position
Risk Factors
- Revenue base of ~$0.95M/quarter is extremely small, making the stock highly speculative
- No EPS or profitability data provided; company is likely pre-profitability
- Market cap of $2M means any meaningful sell order could cause disproportionate price moves
- Forward-looking statements about 30X+ market opportunity are unquantified and aspirational
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001829126-26-005105 |
| Document: cxapp_ex99-1.htm | 0001829126-26-005105 |
| Document: 0001829126-26-005105-index-headers.html | 0001829126-26-005105 |
| Document: 0001829126-26-005105-index.html | 0001829126-26-005105 |
| Document: 0001829126-26-005105.txt | 0001829126-26-005105 |
| 8-K Data (Synthetic) | 0001829126-26-005105 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 28, 2026 21w ago | 8-K | $0.0624 $0.0349 | ▲ +44.07% | ▲ +45.25% | — |
May 13, 2026 23w ago | 8-K | $0.0624 | awaiting T+60 | — | — |
Apr 17, 2026 27w ago | 8-K | $0.0624 $0.0549 | ▲ +12.02% | ▲ +18.80% | — |
US Market Status
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