INSG
Inseego Corp.11.73
-0.37-3.06%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Ramp details, channel traction surface
Q&A delivered granular ramp visibility, with Q2 revenue eyeing high $40s and Q3/Q4 hitting $50 handles en route to $190M FY2026 guide, while EBITDA scales from single digits H1 to double digits H2. Management detailed all three carriers launching new MiFi late Q1 in higher-volume tiers to consolidate share, plus H1 entry-level enterprise FWA completing good/better/best stack. Channel specifics surfaced: CDW, Insight, SHI stocking FX4200; MSOs promising for failover. Memory fully secured for H1. Verizon adds early variability, but visibility holds. Q&A reaffirmed bullish tone. Watch H1 execution.
Key Stats
Market Cap
179.79MP/E (TTM)
-Basic EPS (TTM)
-1.50Dividend Yield
0%Recent Filings
10-K
FY2025 results
Inseego's FY2025 revenues fell 13.1% y/y to $166.2M, with mobile solutions plunging 31.3% to $67.9M from prior promotions, yet fixed wireless access grew 4.4% to $49.8M and software services rose 8.6% to $48.5M on a key contract extension. Gross margins leaped to 42.7% from 36.0%, fueling $4.3M operating income versus $1.7M prior. Debt restructuring slashed interest to $3.8M. Q4 momentum shone in FWA ramp-up. Cash hit $24.9M with $14.5M revolver availability. Customer concentration risks quarterly flows.
8-K
Q4 revenue beats, FWA wins
Inseego posted Q4 2025 revenue of $48.4 million, up 5.5% sequentially, with mobile solutions surging 27.4% to $20.4 million and Adjusted EBITDA hitting $6.0 million at 12.4% margin. All three U.S. Tier-1 carriers now back its FX4200 for enterprise FWA, with ramps starting H1 2026. Balance sheet strengthened: retired $42 million preferred stock at 38% discount for $26 million. Q1 revenue guides $33-36 million; full-year ~$190 million. Debt reliance drops sharply.
8-K
Inseego retires preferred at discount
Inseego swapped all 25,000 shares of its Series E Preferred Stock—$42M liquidation value—for $26M in consideration, a 38% discount: $10M cash in installments, 767,165 common shares, and $8M in 9% Senior Secured Notes due 2029. This retires perpetual preferred obligations while adding secured debt. Balance sheet simplifies. Mubadala affiliate now holds common stock.
10-Q
Q3 FY2025 results
Inseego swung to an operating profit of $2.2M in Q3 ended September 30, 2025, up from $1.0M a year earlier (derived), while gross margin expanded to 41.6% from 34.8% on fixed wireless access growth of 81.5% y/y to $17.7M that offset a 50.3% drop in mobile solutions; revenues fell 15.1% y/y to $45.9M yet margins held firm. Diluted EPS of $0.03 matched basic on 15.5M shares, consistent with filings. Cash dipped to $14.6M after $14.9M convertible note repayment, backed by $14.5M revolver availability and $40.9M 2029 notes at 9%; operating cash flow from continuing ops was negative $3.9M y/y. FWA now rivals mobile at 38% of sales. Tariffs threaten supply costs.
8-K
Q3 revenue beats, FWA surges
Inseego posted Q3 2025 revenue of $45.9 million, up 14% sequentially, with Adjusted EBITDA at $5.8 million and GAAP net income of $1.4 million. FWA revenue hit $17.7 million, fueled by FX4100 traction at T-Mobile and a new Tier-1 carrier win; leadership bolstered via CMO, CTO, and board additions. Q4 guides $45-48 million revenue, $4-5 million EBITDA. Debt slashed, cash at $14.6 million.
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