Smith Micro Software, Inc. engineers and distributes specialized software solutions globally, primarily to telecommunications and cable service providers, with the goal of ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $-0.46 · Revenue $5.10M · 1 analysts
Est. EPS $-0.38 · Revenue $5.95M · 1 analysts
Est. EPS $-1.79 · Revenue $19.60M · 1 analysts
Est. EPS $-0.10 · Revenue $7.10M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $17.4M | -15.5% | +2.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-30.1M | +38.2% | +32.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +74.1% | +5.5% | +3.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -110.8% | +53.9% | +6.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -173.3% | +26.8% | +33.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-7.3M | +49.1% | +76.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -41.9% | +39.8% | +77.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 12.7% | +101.9% | +25.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.74x | -58.2% | +5.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $25.0M | -48.0% | +0.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -7.30 vs -6.70 | -9.0% | -0.52 vs -0.50 | -4.0% |
| Revenue Surprise | $17.4M vs $17.7M | -1.9% | $4.3M vs $4.8M | -10.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Braund Bethany M | officer: VP, CFO and Treasurer | Common stock | D | 2 | $2.86 |
| Aug 19, 2026 | Huffmyer Timothy C. | director, officer: President and CEO | Common stock | D | 300 | $2.87 |
| Aug 19, 2026 | SMITH WILLIAM W JR | director, 10 percent owner, officer: Executive Chairman | Common stock | D | 963 | $2.87 |
| May 14, 2026 | SMITH WILLIAM W JR | director, 10 percent owner, officer: Executive Chairman | Common stock | D | 1,618 | $0.87 |
| May 14, 2026 | Huffmyer Timothy C. | officer: President and CEO | Common stock | D | 588 | $0.87 |
Operator: Good day, and welcome to the Smith Micro Second Quarter of 2026 Earnings Conference Call. [Operator Instructions] Also, please be aware that today's call is being recorded. I would now like to turn the call over to Charles Messman, Vice President. Please go ahead. Charles Messman: Thank you, operator. We appreciate you joining us today to discuss Smith Micro Software financial results for the second quarter of 2026. By now you should have received a copy of the press release with the financial results. If you do not have a copy and would like one, please visit the Investor Relations section of our website at www.smithmicro.com. On today's call, we have Bill Smith, Executive Chairman of the Board; Tim Huffmyer, our President and CEO; and Bethany Braund, our Chief Financial Officer. Please note that some of the information you will hear during today's discussion consists of forward-looking statements, including without limitation those regarding the company's future revenue and profitability; our plans and expectation; new products, development and availability; new and expanded market opportunities; future product deployments; growth by new and existing customers; operating expenses; and the company's cash reserve. Forward-looking statements involve risk and uncertainty, which could cause actual results or trends to differ materially from those expressed or implied by our forward-looking statements. For more information, please refer to the risk factors included in our most recently filed Form 10-K. Smith Micro assumes no obligation to update any forward-looking statements, which speak to the management's beliefs and assumptions only as of the date they are made. I want to point out that in our forthcoming prepared remarks, we will refer to specific non-GAAP financial measures. Please refer to our press release disseminated earlier today for a reconciliation of these non-GAAP financial measures. With that said, I'll turn the call over to Tim. Tim? Timothy Huffmyer: Thanks, Charlie, and thank you for joining us today for our second quarter 2026 conference call. I see our second quarter performance as a significant step forward on our journey of returning Smith Micro to growth and future profitability. We delivered sequential revenue growth in the second quarter, consistent with the guidance provided on our last call. In fact, we have now delivered sequential revenue growth over 2 consecutive quarters for the first time in approximately 5 years. We expect to announce the launch of 2 new customers by the end of this month. Contracts with both customers are fully executed, and launch plans and products are ready to go. Additionally, we are within days of signing a significant multi-year contract extension with an existing Tier 1 customer. We believe this contract extension will generate significant revenue growth beginning in the third quarter. Both the new customer launches and the contract extension were planned to happen in the second …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
William W. Smith Jr. | Co-Founder & Executive Chairman | USD 467,421 | Male | 1948 | Active |
Charles Messman | Vice President of Marketing | USD 421,009 | Male | 1971 | Active |
David Sperling | Senior Vice President of Engineering & Chief Technology Officer | USD 384,519 | Male | 1969 | Active |
Timothy C. Huffmyer | President, CEO & Director | USD 338,764 | Male | 1974 | Active |
Jennifer Reinke | Vice President, General Counsel & Secretary | — | Female | 1973 | Active |
Anup Kaneri | VP and Chief Product & Revenue Officer | — | Male | 1979 | Active |
Bethany Braund | VP, CFO, Principal Accounting Officer & Treasurer | — | Female | 1988 | Active |
Smith Micro Software (SMSI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Smith Micro Software, Inc. (SMSI) Q2 2026 Earnings Call Transcript
Smith Micro Software, Inc. (SMSI) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.7 per share a year ago.
PITTSBURGH--(BUSINESS WIRE)--Smith Micro Software, Inc. (Nasdaq: SMSI) today announced the availability of SafePath Connect™, a new family safety solution designed to help partners quickly offer trusted digital family safety services to consumers. Built on Smith Micro's proven SafePath® platform, SafePath Connect delivers the same trusted real-time location services, parental controls, digital wellness tools, and family safety capabilities, while offering partners a simplified path to market. B.
PITTSBURGH--(BUSINESS WIRE)--Smith Micro Software, Inc. (Nasdaq: SMSI) (“Smith Micro” or the “Company”) today reported financial results for its second quarter ended June 30, 2026. “I am pleased with our second quarter, which marked an important step forward for Smith Micro as we continued to execute on our strategy and delivered our second consecutive quarter of sequential revenue growth,” said Tim Huffmyer, President and Chief Executive Officer of Smith Micro. “We are continuing to see strong.
