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Airgain Inc (AIRG)
NASDAQ:AIRG
Earnings Data
Report Date
May 13, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: clear strategic progress (design wins, platform validations, pipeline expansion, HPUE acquisition, and margin improvement) balanced against significant near‑term revenue declines, negative adjusted EBITDA, channel inventory issues in Enterprise and Automotive, and timing risks tied to long sales cycles. Management emphasized disciplined cost reductions and expects platform contributions in H2 2026 and beyond, but near‑term results remain pressured by timing and inventory dynamics.Company Guidance
Consumer Revenue Growth and Strength
Full-year Consumer revenue of $26.1M, up 20% year-over-year; Q4 Consumer revenue $7.3M (highest quarterly consumer revenue since Q3 2022) driven by increased Wi‑Fi 7 antenna shipments to cable operators and MNO engagements.
Design Wins with Tier 1 Service Providers
Secured a multiyear, multimillion-dollar embedded antenna design win with a Tier 1 North American MNO for a next‑generation 5G home connectivity platform (FWA router and in‑home Wi‑Fi extender) expected to enter mass production later in 2026; previously announced Wi‑Fi 7 design win with another Tier 1 North American MNO and a European operator ramping into production.
Platform Progress — AirgainConnect Pipeline Expansion
AirgainConnect pipeline expanded to ~100 active opportunities (including ~40 Tier 1/2 opportunities, roughly double from a few months prior); more than 25% of Tier 1/2 opportunities are in trial or negotiation, and non‑first responder markets (utility, sanitation, fleet) are accelerating shorter sales cycles.
Strategic Acquisition — HPUE Product Line
Acquired HPUE product line from Nextivity (IP + customer base) to strengthen AirgainConnect; historical run rate ~ $2M annually (~$0.5M quarterly) with potential uptick by end of 2026/2027; acquisition is non‑cash and accretive to adjusted EBITDA on day 1 and includes a reseller agreement for international channels.
Lighthouse Trial Validations and Partnerships
Completed successful Lighthouse trials: domestic Tier 1 MNO trial demonstrated advanced carrier aggregation and shifting congested LTE traffic to underutilized 5G spectrum; Latin America deployment showed multi‑carrier support in a high‑density environment. Established first U.S. system integrator partnership and a forthcoming strategic co‑development partnership to accelerate commercialization.
Gross Margin and Cost Structure Improvement
Non‑GAAP gross margin improved to 44.6% for FY2025 (up 260 basis points YoY); Q4 non‑GAAP gross margin 46.3% (190 bps sequential increase and 230 bps above midpoint guidance). Non‑GAAP operating expenses decreased 6% YoY to $25.1M while increasing engineering and sales & marketing for growth platforms by ~15% and reducing core market expenses by ~30%.
Cash and Liquidity Movement
Cash balance of $7.4M as of Dec 31, 2025, up $0.3M sequentially, aided by $0.4M ATM proceeds, providing short‑term liquidity while platforms progress toward commercialization.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $4.06 | $4.06 | 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 May 13, 2026, TBA (Confirmed).
What is Airgain Inc (AIRG) earnings time?
Airgain Inc (AIRG) earnings time is at May 13, 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 (Q1) is -0.07.