Crexendo, Inc. (CXDO)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
$4.96-5.34%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · CXDO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -8.4% |
| Our one-year growth estimate | diamond | 21.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 29.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 8 industry peers · Company calendar date is not available
CXDO — earnings in line
Dated 2026-11-03
Results of Operations and Financial Condition. On November 3, 2026, Crexendo, Inc. issued a press release, a copy of which is being furnished as Exhibit 99.1 hereto and is incorporated herein by reference. Pursuant to the rules and regulations of the Securities and Exchange Commission, such exhibit and the information set forth therein and herein shall be deemed "furnished" and not "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or incorporated by refere…
Why it matters: ESI added to revenue, and management says sales are above its early hopes. More gains would support the case that the deal is working.
Supportive ifManagement says ESI sales are still above the first plan. It also names more cost cuts or sales gains from integration.
Worry ifManagement says ESI sales are below plan, the integration is late, or new costs cut earnings.
Why it matters: Management says its AI tools are not yet a major source of sales. Paid use in 2027 would show that customer interest can bring in revenue.
Supportive ifA 2027 company update reports AI revenue and shows it is a meaningful part of total sales.
Worry ifA 2027 company update says AI revenue remains immaterial, or reports no paid use of its AI tools.
Why it matters: Management has named $100 million in annual revenue as a goal. Q3 revenue growth will show whether the business stays on that path.
Supportive ifQ3 revenue is above $24.6 million and year-over-year growth is at least 29%.
Worry ifQ3 revenue is below $20.7 million or year-over-year growth falls below 29%.
Why it matters: Operating cash flow improved, but investing used $26.2 million in the first half. More cash from operations would help fund growth and deals.
Worry ifIn the next six-month report, operating cash flow is under $4.8 million. Investing cash use stays near or above $26.2 million.
Less concerning ifIn the next six-month report, operating cash flow tops $4.8 million. Investing cash use drops below $26.2 million.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$163 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $537 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,000 loss on $10,000 · 50.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: New platform clients can add recurring sales as they move users onto NetSapiens. The Q2 logo count rose to 11 from two a year earlier.
Supportive ifA later update shows more than 11 new platform logos year to date, or reports growth in users or licenses from the 11 wins.
Worry ifA later update reports fewer than 11 new logos year to date, or says client moves and license sales have stalled.