Spok Holdings (SPOK)
NASDAQ:SPOK
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.18Last Year’s EPS
0.25Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed cautious optimism. Spok demonstrated regained momentum in Q4 with notable software bookings growth, larger multi-year deals, double-digit growth in professional services and expanding managed services, while maintaining strong cash returns and a healthy adjusted EBITDA margin. Offsetting this, legacy wireless revenue continues a secular decline, certain software revenue categories (licenses, maintenance) were down, backlog declined and cancelable contract exposure increased. Management provided guidance that implies flat-to-modest revenue growth in 2026 but a higher mix of software and potential adjusted EBITDA improvement. On balance, the positive operational progress, cash generation and strategic positioning toward higher-margin software and managed services outweigh the manageable legacy-business headwinds and execution risks.Company Guidance
Strong cash returns and profitability
Returned $27.3 million of cash to stockholders in 2025; full-year GAAP net income of $15.9 million ($0.75 diluted EPS), up ~6.0% from $15.0 million in 2024; ended 2025 with $25.3 million in cash (up from $21.4 million at Q3).
Healthy adjusted EBITDA and margin
Adjusted EBITDA of $29.0 million in 2025, representing a nearly 21% adjusted EBITDA margin and supporting the company's dividend strategy.
Software and professional services momentum
Software revenue reached $67.2 million in 2025 with professional services up 23.7% year-over-year to $22.1 million; managed services revenue doubled to $6.6 million (nearly 30% of professional services, up from 18% in 2024).
Q4 software bookings recovery and larger deal sizes
Q4 software operations bookings grew 14% year-over-year and 83% sequentially; 73 six- and seven-figure customer contracts closed in 2025 (14 in Q4); average customer contract size in Q4 grew by more than 50% year-over-year.
Recurring revenue and backlog
Operations bookings have exceeded $30 million for the third consecutive year; professional services and maintenance backlog totaled more than $58 million.
Investment in product development
Invested over $12 million in product R&D in 2025, a nearly 5% increase from 2024, including work toward a modernized platform and early AI integrations.
Strategic wins with large health systems
Closed multiple multiyear managed-services and enterprise-license deals with long-standing blue-chip hospital customers, including several 6- and 7-figure, multiyear engagements that include Spok Smart Suite, Care Connect reporting, Spok Academy and premium support.
Pager device initiatives helping ARPU
GenA pager placements exceeded 72,000 units (~11% of total units in service) and ARPU increased by $0.23 year-over-year; product sales (largely unreturned pager equipment fees) increased $1.4 million or 54%.
SPOK 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
SPOK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $13.40 | $11.60 | -13.44% |
Oct 29, 2025 | $15.03 | $13.15 | -12.52% |
Jul 30, 2025 | $15.91 | $17.14 | +7.69% |
Apr 30, 2025 | $13.14 | $14.87 | +13.18% |
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 Spok Holdings (SPOK) report earnings?
Spok Holdings (SPOK) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Spok Holdings (SPOK) earnings time?
Spok Holdings (SPOK) earnings time is at May 06, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SPOK EPS forecast?
SPOK EPS forecast for the fiscal quarter 2026 (Q1) is 0.18.