While the company has made significant strides in reducing costs and expanding its SafePath platform, challenges remain with declining revenues and net losses. However, the strong pipeline and improved margins indicate potential for future growth.
Company Guidance
During the third quarter of 2025, Smith Micro Software implemented significant strategic changes aimed at realigning its cost structure and enhancing financial stability. These changes, which affected approximately 30% of the workforce, are expected to save the company around $7.2 million annually. The company reported a revenue of $4.3 million, slightly below the guided range of $4.4 million to $4.8 million, primarily due to a delay in finalizing a contract for a new SafePath feature. Gross profit for the quarter stood at $3.2 million with a gross margin of 74%. Despite a GAAP net loss of $5.2 million for the quarter, Smith Micro anticipates reaching profitability by mid-2026, driven by strong pipeline growth and ongoing customer engagements in North America and Europe. The company completed a private placement and follow-on offering, expected to generate approximately $2.7 million in gross proceeds, which will further support its path to breakeven in 2026.
Cost Reduction Measures
Implemented strategic changes expected to save approximately $7.2 million in annualized costs, affecting 30% of the workforce.
Strong Pipeline Growth
Reported a strong and growing pipeline with ongoing activities and customer trials in North America and Europe.
Expansion of SafePath Platform
SafePath platform now offers a comprehensive ecosystem tailored to family needs, aligning with carrier strategies to capitalize on family market opportunities.
CommSuite Revenue Increase
CommSuite revenue increased by approximately $148,000 compared to the third quarter of 2024.
Improved Gross Margin
Gross margin increased to 74% from 72% in the third quarter of 2024, with expectations to reach 78% to 80% in 2026.
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
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
Nov 05, 2025
$0.66
$0.58
-12.12%
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%
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 Mar 05, 2026, After Close (Confirmed).
What is Smith Micro Software (SMSI) earnings time?
Smith Micro Software (SMSI) earnings time is at Mar 05, 2026, 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.