The earnings call reflected a mixed outlook. While there are promising advancements and strategic focus on new markets with AI-enabled products, the company faces significant revenue declines and net losses. Cost reduction measures and product portfolio enhancements are positive, but the financial challenges are notable.

Company Guidance -

Q3 2025

During the Smith Micro Second Quarter 2025 Earnings Conference Call, the company provided guidance for the upcoming quarters, highlighting a projected consolidated revenue range of $4.5 million to $4.8 million for the third quarter of 2025. This guidance reflects optimism about new feature launches at existing carrier customers, which are expected to drive sequential quarterly revenue growth into the fourth quarter. The second quarter of 2025 saw a revenue decrease of 14% year-over-year to $4.4 million, with year-to-date revenue declining by 17% to $9 million. Despite these decreases, the company anticipates a positive shift in trends, supported by the launch of the AI-enabled SafePath 8 and expansion into new markets with SafePath OS solutions for kids and senior phones. Gross margins for the third quarter are expected to be between 72% to 75%, aiming to maintain the momentum from the second quarter's 74% gross margin. Additionally, Smith Micro plans to continue evaluating its cost structure to align with expected revenue changes over the next several quarters.

Introduction of AI-Enabled SafePath 8

The launch of SafePath 8 with advanced AI capabilities, including social media intelligence and AI blocking functionality, marks a significant upgrade in the company's product offering.

Strategic Focus on Family and Senior Markets

The company is expanding its SafePath OS offerings to include phones for kids and seniors, addressing a potentially large and untapped market according to feedback from carrier partners.

CommSuite Revenue Increase

CommSuite revenue increased by $246,000 compared to the second quarter of 2024, showing growth in this product line.

Reduction in Non-GAAP Operating Expenses

Non-GAAP operating expenses decreased by approximately $1.6 million or 22% compared to the second quarter of 2024, reflecting cost reduction efforts.

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.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing