The earnings call reflects a mixed picture with strategic advancements in new product launches and partnerships, but these are overshadowed by significant revenue declines and increased operating expenses resulting in a higher net loss.

Company Guidance

During the Smith Micro Second Quarter 2025 Earnings Conference Call, the company provided guidance for the upcoming quarters, expecting consolidated revenues in the range of $4.5 million to $4.8 million for the third quarter of 2025. This forecast includes revenue from the launch of a new feature with an existing carrier customer, indicating anticipated sequential quarterly revenue growth in the fourth quarter as well. The company revealed a gross margin target of 72% to 75% for the third quarter, slightly below the 74% gross margin achieved in the second quarter of 2025. Non-GAAP operating expenses are projected to modestly decline in the third quarter compared to the second quarter, reflecting ongoing evaluations of cost structures against expected revenues. The company emphasized its strategic focus on expanding the SafePath platform, particularly with the launch of SafePath 8, and highlighted its engagement in extensive discussions with mobile operator partners in both the North American and European markets.

New Product Launches and Upgrades

Introduction of SafePath Kids and SafePath Senior phones powered by SafePath OS, and AI-enabled SafePath 8 which are gaining traction in carrier discussions.

Strategic Asset Sale

Sold ViewSpot product line for $1.3 million to focus resources on SafePath platform, retaining a royalty-free license for internal use.

Improved Gross Margin

Gross margin increased to 74% in Q2 2025 from 69% in Q2 2024 despite a decrease in revenue.

Revenue Growth Prospects

Guidance for Q3 2025 indicates a revenue increase to $4.5 million to $4.8 million, with expectations of sequential quarterly revenue growth in Q4 as well.

Positive Customer Engagement

Ongoing discussions with Orange properties in Europe, and strengthened relationships with AT&T and T-Mobile for expanded SafePath solutions.

Smith Micro Software (SMSI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SMSI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.23 / -	-0.54	―	―	―
Aug 06, 2025	2025 (Q2)	-0.25 / -0.78	-0.38	-105.26% (-0.40)	―
May 07, 2025	2025 (Q1)	-0.25 / -0.28	-0.45	37.78% (+0.17)	―
Mar 11, 2025	2024 (Q4)	-0.28 / -0.25	-0.16	-56.25% (-0.09)	―
Nov 13, 2024	2024 (Q3)	-0.31 / -0.54	0.08	-775.00% (-0.62)	―
Aug 01, 2024	2024 (Q2)	-0.35 / -0.38	-0.08	-375.00% (-0.30)	―
May 08, 2024	2024 (Q1)	-0.24 / -0.45	-0.48	6.25% (+0.03)	―
Feb 22, 2024	2023 (Q4)	-0.15 / -0.16	-0.64	75.00% (+0.48)	―
Nov 08, 2023	2023 (Q3)	0.03 / 0.08	-0.72	111.11% (+0.80)	―
Aug 09, 2023	2023 (Q2)	-0.16 / -0.08	-0.72	88.89% (+0.64)	―

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

SMSI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$0.77	$0.67	-12.99%
May 07, 2025	$1.04	$0.96	-7.69%
Mar 11, 2025	$1.08	$0.71	-34.26%
Nov 13, 2024	$0.88	$0.85	-3.41%

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 Smith Micro Software (SMSI) report earnings?

Smith Micro Software (SMSI) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Smith Micro Software (SMSI) earnings time?

Smith Micro Software (SMSI) earnings time is at Nov 05, 2025, After Close (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 SMSI EPS forecast?

SMSI EPS forecast for the fiscal quarter 2025 (Q3) is -0.24.

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