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Aware (AWRE) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 30, 2026 · Aware (AWRE) Q3 2026 earnings results →

Q3 2026 Revenue down 14% year over year to $4.4M · 18¢ of every $1 of revenue lost · operating margin -21.3%

Aware made $4.4M in Q3 2026 (-14% Y/Y): Maintenance $2.1M, License and Service $1.9M, Service Other $374K. Operating margin -21.3%, net loss $791K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 30, 2026.

Revenue$4.4M
Year over year-14%
Operating margin-21.3%
Net earnings−$791K
Operating cash flow−$1.4M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $4.4M in Q3 2026, down 14% year over year and up 36% from the previous quarter. Maintenance was the largest line at 48% of revenue. License and Service lost $587K year over year (down 23%), 82% of the total change.

Operating costs exceeded revenue by $940K, an operating margin of -21.3%. Total costs fell 17% while revenue fell 14%. The quarter ended with a net loss of $791K, narrower than the previous quarter's $2.6M loss.

Operating cash flow was −$1.4M. Non-cash charges added back $139K of depreciation and amortization and $253K of share-based compensation. Working capital and other items used $1.0M.

Quarterly history

Aware revenue by quarterAware revenue by quarter$3.6MQ1 2025$3.9MQ2 2025$5.1MQ3 2025$4.7MQ4 2025$3.4MQ1 2026$3.3MQ2 2026$4.4MQ3 2026
Aware net earnings by quarterAware net earnings by quarter−$1.6MQ1 2025−$1.8MQ2 2025−$1.1MQ3 2025−$1.5MQ4 2025−$3.5MQ1 2026−$2.6MQ2 2026−$791KQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 30, 2026$4.4M-14%-21.3%−$791K−$1.4M
Q2 202610-QJul 31, 2026$3.3M-16%-84.2%−$2.6M−$2.8M
Q1 202610-QMay 1, 2026$3.4M-6%-107.8%−$3.5M−$2.7M
Q4 202510-KMar 6, 2026$4.7M-3%-31.1%−$1.5M$1.0M
Q3 202510-QOct 31, 2025$5.1M+33%-25.2%−$1.1M−$2.4M
Q2 202510-QAug 1, 2025$3.9M-10%-50.3%−$1.8M−$1.2M
Q1 202510-QMay 2, 2025$3.6M-18%-51.3%−$1.6M−$2.9M

Charts

Aware: revenue growth, year over year and quarter over quarterAware: revenue growth, year over year and quarter over quarterY/YQ/Q-18%Q1 2025-10%+8%Q2 2025+33%+32%Q3 2025-3%-9%Q4 2025-6%-27%Q1 2026-16%-4%Q2 2026-14%+36%Q3 2026
Latest (Q3 2026): Y/Y -14%, Q/Q +36%.
Aware: where the cash came from (+) and went (−), TTM to Q3 2026Aware: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow−$5.8MCash drawn (+) / kept (−)$3.9MOther investing$2.0MCapital spending−$120KShares issued$101KTaxes on employees’ shares−$3K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Aware: profit against cash, quarter by quarterAware: profit against cash, quarter by quarterNet incomeOperating cash flow−$1.2M$683KQ4 2024−$1.6M−$2.9MQ1 2025−$1.8M−$1.2MQ2 2025−$1.1M−$2.4MQ3 2025−$1.5M$1.0MQ4 2025−$3.5M−$2.7MQ1 2026−$2.6M−$2.8MQ2 2026−$791K−$1.4MQ3 2026
Latest (Q3 2026): Net income −$791K, Operating cash flow −$1.4M.
Aware: diluted shares by fiscal yearAware: diluted shares by fiscal year21MFY202022MFY202122MFY202221MFY202321MFY202421MFY2025
-1.4% since FY2020: buybacks shrank the count.
Aware in its industry: growth against margin (192 companies, SIC 7372)Aware in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERAMPLDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNSMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYAWRE (-14%, -21%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Aware

Aware, Inc. (“Aware”, “we”, “us”, “our”, or the “Company”) is a leading, biometric identification company that validates and secures identities using proven and trusted biometrics. Aware’s software offerings address the growing challenges that government and commercial enterprises face in knowing, authenticating and securing individuals through frictionless and highly secure user experiences. Aware’s algorithms are based on diverse data sets from around the world and can be tailored to the unique security requirements of each customer. Our portfolio enables government agencies and commercial entities to enroll, identify, authenticate and enable using biometrics, which comprise physiological characteristics, such as fingerprints, faces, irises and voices.

In its own words, from its 10-K, filed Mar 6, 2026.

Aware against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -14% against the peers' median +14%. Operating margin: -21.3% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
AWRE AwareQ3 2026$4.4M-14%-21.3%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Aware 10-Q on SEC EDGAR · CIK 1015739 · Services-Prepackaged Software

Guidance and outlook

Aware: what its forward-looking statements are about (10-Q filed 2026-10-30)Aware: what its forward-looking statements are about (10-Q filed 2026-10-30)Demand3Costs2Margins2Other2
9 statements; tone -0.56 (−1 all cautious, +1 all confident); 2 hedged.
Aware: outlook statements against the filing beforeAware: outlook statements against the filing beforeCautious5

13F: who owns AWRE and who is buying

Largest holders of AWRE (13F)Largest holders of AWRE (13F)Vanguard Group$1.6MVanguard Capital Management LLC$1.1MDimensional Fund Advisors LP$968KRenaissance Technologies LLC$885KNorthern Trust$498KBlackRock$473KGeode Capital Management, LLC$210KRBF Capital, LLC$187KCibc Private Wealth Group LLC$148KState Street$101K
Funds' net buying of AWRE by quarter (13F)Funds' net buying of AWRE by quarter (13F)−$640K2024-09−$269K2024-12$48K2025-03−$281K2025-06−$557K2025-09$3K2025-12−$16K2026-03$210K2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on AWRE

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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中文版：Aware（AWRE）财报

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