Airgain Inc (AIRG)
NASDAQ:AIRG
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Earnings Data
Report Date
Aug 11, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
<0.01Last Year’s EPS
-0.04Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveys a balanced view: clear strategic progress and improving commercial momentum (pipeline growth +40%, trials increasing, product acquisitions and design wins, $4M IoT order, and Q2 revenue guidance +17%) contrast with near-term financial pressures (Q1 negative adjusted EBITDA of $0.9M, Q1 non-GAAP EPS -$0.08), a sequential gross margin decline (-2.1 percentage points), a sizable consumer revenue seasonality/supply dip (~23% q/q) and a modest cash balance ($7.1M). Management expects improved operating leverage and profitability by Q2, but conversion timing for larger Tier 1 deals and a temporary OEM supply issue are key execution risks.Company Guidance
Q1 Revenue and Sequential Momentum
Total non-GAAP sales of $11.5M in Q1 2026 (at guidance midpoint). Enterprise revenue $5.0M (up $0.7M sequential), Automotive $0.9M (up $0.4M sequential). Management projects Q2 sales of $12.5M–$14.5M with a $13.5M midpoint, representing a 17% sequential increase at the midpoint.
Pipeline Expansion and Improved Funnel Progress
Airgain reported >55 Tier 1/Tier 2 opportunities in the AirgainConnect pipeline, up roughly 40% from ~40 opportunities on the prior call. More than one-third of Tier 1/Tier 2 opportunities are now in trial or post-trial stages versus ~25% previously, indicating ~8+ percentage point improvement in funnel advancement.
Strategic Product and M&A Progress (AirgainConnect & MegaFi 2)
Acquisition of HPUE MegaFi 2 assets from Nextivity expanded AirgainConnect capabilities and vehicle gateway offerings. Both AirgainConnect Fleet and MegaFi 2 are included in the AT&T FirstNet offering and orderable via the AT&T Speed portal, broadening go-to-market reach.
Lighthouse Moving Toward Commercial Trials
Lighthouse advanced from network validation to business-sponsored enterprise trial engagement with a Tier 1 MNO in the U.S.; management expects potential initial commercialization opportunities toward the end of 2026 and broader rollout in 2027. Engagements in the Middle East (Omantel) are resuming after temporary pause.
Notable Design Wins and IoT Orders
Secured a multiyear, multimillion-dollar in-build antenna design win with a Tier 1 North American MNO (production later this year). IoT momentum includes a $4.0M purchase order from a long-standing customer (shipments to complete this year, initial shipments in Q2), a design win with Coco Robotics, and preproduction shipments in Q2 for an autonomous VTOL rotorcraft program.
Improved Operating Discipline
Non-GAAP operating expenses were $6.1M in Q1, modestly higher sequentially due to seasonal marketing; however operating expenses declined 8% year-over-year (~$0.5M reduction). Management expects Q2 operating expenses to decrease sequentially to approximately $5.8M and foresees improved operating leverage as revenue scales.
AIRG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AIRG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $7.05 | $7.25 | +2.84% |
Feb 26, 2026 | $4.63 | $4.20 | -9.39% |
Nov 12, 2025 | $3.82 | $3.07 | -19.63% |
Aug 06, 2025 | $4.33 | $4.33 | 0.00% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Airgain Inc (AIRG) report earnings?
Airgain Inc (AIRG) is schdueled to report earning on Aug 11, 2026, TBA (Confirmed).
What is Airgain Inc (AIRG) earnings time?
Airgain Inc (AIRG) earnings time is at Aug 11, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AIRG EPS forecast?
AIRG EPS forecast for the fiscal quarter 2026 (Q2) is <0.01.