TeraGo Inc. (TSE:TGO)
TSX:TGO
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.08Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of tactical progress and persistent near-term operating challenges. Positive elements include higher ARPA (+4.4%), lower churn (0.7% vs 0.8%), a positive adjusted EBITDA, a strengthened balance sheet with $12.6M cash and new financing that improves flexibility, and a differentiated asset base (majority mmWave spectrum ownership and broad national network). Offsetting these positives are revenue declines (Q4 down ~5.6%, FY down ~3.0%), a meaningful increase in net loss (Q4 +~53%, FY +~26%), lower cash from operations (down ~42%), and delays in bookings/installs driven by macroeconomic and timing factors. Management highlights a strategic choice to exit unprofitable accounts and expects revenue momentum later in the year, while regulatory progress on millimeter-wave spectrum could be a potential catalyst.Company Guidance
ARPA Improvement
Average revenue per account (ARPA) in Connectivity rose 4.4% year-over-year to $1,265 in Q4 2025 (from $1,212), driven by favorable shifts in customer base and product mix.
Lower Customer Churn
Customer churn improved to 0.7% in Q4 2025 from 0.8% in the prior-year period (a 0.1 percentage-point improvement, ~12.5% relative reduction), reflecting stronger retention and renewals execution.
Positive Adjusted EBITDA and Cost Discipline
Adjusted EBITDA remained positive: $885k in Q4 2025 and $3.79M for fiscal 2025. Management attributes the relatively moderate EBITDA decline to disciplined cost management and operational efficiencies.
Improved Financial Flexibility from Financing Activity
Management completed financing initiatives in 2025 including new term debt and equity capital, bringing in additional institutional investors and enhancing the company's financial flexibility.
Strong Strategic Assets and Network Footprint
TeraGo owns ~91% of millimeter-wave spectrum, operates a national backbone with 400+ wireless hubs, covers Canada's 26 million population and passes over 11 million homes — a unique asset base supporting future growth (fixed wireless, private 5G).
Ongoing Investment in Market-Facing Products
Continued disciplined investment in fixed wireless access and private 5G, and recent launches of additional fixed wireless broadband products to meet growing demand, positioning the company for demand from AI-driven bandwidth needs.
Solid Cash Position at Quarter End
The company ended Q4 2025 with $12.6M in cash and cash equivalents, providing runway while executing strategic initiatives.
TSE:TGO 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
TSE:TGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 27, 2026 | C$0.84 | C$0.84 | 0.00% |
Nov 10, 2025 | C$0.86 | C$0.81 | -5.81% |
Aug 12, 2025 | C$1.05 | C$1.10 | +4.76% |
May 13, 2025 | C$1.13 | C$1.13 | 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 TeraGo Inc. (TSE:TGO) report earnings?
TeraGo Inc. (TSE:TGO) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is TeraGo Inc. (TSE:TGO) earnings time?
TeraGo Inc. (TSE:TGO) earnings time is at May 13, 2026, After Close (Confirmed).
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What is TSE:TGO EPS forecast?
Currently, no data Available