SPOK
Spok Holdings, Inc.13.35
+0.15+1.14%
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
Reaffirms outlook; adds backlog, AI color
Q&A largely reaffirmed the prepared script's upbeat Q4 bookings rebound and 2026 growth outlook, adding color without contradictions. Management attributed the 6.8% YoY software backlog drop to cancelable portions tripling to ~$16M from larger deal terms, but expects full collection per history. Total 2026 bookings should top 2025 levels despite lumpy quarters from 7-figure wins. AI emerges as helper for console operators—boosting efficiency and training, not replacing in emergencies—while internal use cuts R&D costs. No shocks here. Growth balances dividend discipline; post-2026 acceleration via new-platform shift. Watch pipeline for durable momentum.
Key Stats
Market Cap
274.99MP/E (TTM)
16.69Basic EPS (TTM)
0.80Dividend Yield
0.09%Recent Filings
8-K
Spok's steady 2025 results
Spok Holdings released its Q4 and full-year 2025 results on February 26, 2026, posting $139.7M total revenue—flat year-over-year—with software up to $67.2M while wireless dipped to $72.5M. No debt, $25.3M cash, and $27.3M returned to stockholders. 2026 guidance projects $136-143M revenue. Cash flows strong.
10-K
FY2025 results
Spok Holdings delivered FY2025 revenue of $139.7M, up 1.5% y/y, with wireless at $72.5M (down 1.4% on 675K units vs 720K) offset by software growth to $67.2M fueled by managed services tripling to $6.6M. Operating income rose 3.9% to $19.7M as technology costs fell 4% on network rationalization trimming transmitters 5.9% to 2,869. Cash from operations held steady at $28.9M, fully funding $27.3M dividends at $1.25/share. Network rationalization risks service disruptions.
8-K
Spok's 2025 results, 2026 guidance
Spok Holdings reported 2025 full-year revenue of $139.7M, up 1.5% with software revenue rising 4.8% to $67.2M on managed services growth, while wireless dipped 1.4% to $72.5M. Net income climbed 6.1% to $15.9M; adjusted EBITDA held at $29.0M. Board declared $0.3125/share dividend, payable March 31. Software bookings surged 14% in Q4. 2026 guides $136-143M revenue, $27.5-32.5M adjusted EBITDA.
8-K
Q3 revenue dips, EBITDA holds
Spok Holdings disclosed Q3 2025 results via investor presentation, posting $33.9M total revenue, down from $34.9M YoY, with wireless at $17.8M and software $16.1M. Adjusted EBITDA hit $6.6M amid wireless ARPU rising 3% to $8.19 and churn improving to 1.4%. No debt bolsters $21.4M cash for $27M+ 2025 capital returns. Cash flow reigns.
10-Q
Q3 FY2025 results
Spok Holdings' 10-Q for Q3 ended September 30, 2025 lacks financial statements and MD&A details, so topline revenue, profitability deltas, margins, EPS, cash flow, and debt figures are not disclosed. No y/y or q/q changes, segment drivers, non-GAAP metrics, M&A, or liquidity posture can be sourced from the filing. Balance sheet and cash flow data omitted here too. No numbers available. Filing covers standard SEC disclosures only.
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