Airgain Inc (FRA:6LV)

Q3 2025 Airgain Inc Earnings Call Transcript

Nov 12, 2025 / 10:00 PM GMT

Release Date Price: €3.34 (-6.70%)

Transcript 10-Q8-K

Key Points

Positve

Airgain Inc (AIRG) achieved its third consecutive quarter of sequential revenue growth, meeting guidance and generating positive adjusted EBITDA.
The company reached key certification milestones, including T-Mobile Triority certification for its Agen Connect platform, enhancing its market opportunities.
Airgain Inc (AIRG) expects double-digit revenue growth in its consumer and embedded modem markets for the second consecutive year.
The company is expanding into emerging markets and applications, such as unmanned flight systems and industrial IoT, which are expected to create new revenue streams.
Airgain Inc (AIRG) has a strong sales opportunity pipeline with approximately 80 opportunities in play, indicating potential future growth.

Negative

Asset tracker sales have moderated due to a lack of traction on customer projects.
Aftermarket antenna and enterprise custom products are facing challenges due to channel inventory overhang and government agency project deployment delays.
The current government funding climate is expected to cause the inventory overhang to persist through the first half of 2026.
The company anticipates a sequential revenue decline of approximately 7% in the fourth quarter, reflecting a temporary moderation in consumer and enterprise sales.
Adoption in the first responder market has been slowed by budget and funding constraints, further accentuated by the recent government shutdown.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AIRG.OQ - Airgain Inc
Q3 2025 Airgain Inc Earnings Call
Nov 12, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Air Games 3rd quarter 2025 conference call. My name is Paul and I will be your operator for today's call. Joining us today are Air Games President and CEO Jacob Swen and CFO Michael Elbaz. As a reminder, this call will be recorded and made available for replay via a link found in the investor relations section of Air Games website at investors.airgain.com.

Following management's prepared remarks, the call will be open for questions from Air gains covering analysts. I caution listeners that during this call, Air Gin management will be making forward-looking statements about future events, as well as Air Gin's business strategy and future financial and operating performance. Actual results could differ materially

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