Q4 2025 Spok Holdings Inc Earnings Call Transcript

Feb 25, 2026 / 10:00 PM GMT

Release Date Price: €11.53 (-0.60%)

Transcript 10-K8-K

Key Points

Positve

Spok Holdings Inc (SPOK) achieved a 14% year-over-year and 83% sequential increase in software operations bookings in Q4 2025.
The company returned $27.3 million of cash to stockholders and generated $29 million of adjusted EBITDA in 2025.
Spok Holdings Inc (SPOK) maintained solid profitability levels and continued expense management, generating $15.9 million or $0.75 per diluted share of net income for the full year of 2025.
The company secured 73 six and seven-figure customer contracts in 2025, with a 47% increase in license bookings related to multi-year engagements.
Spok Holdings Inc (SPOK) was recognized for the ninth consecutive year as a leading performer in enterprise messaging and critical alert management solutions by Black Book Market Research.

Negative

Software backlog declined by 6.8% year over year, with an increase in cancelable contracts nearly tripling to around $16 million.
Wireless revenue declined from $73.5 million in 2024 to $72.5 million in 2025, reflecting a secular decline in demand for wireless services.
License and hardware revenue decreased from $9 million in 2024 to $8.6 million in 2025.
Maintenance and subscription revenue fell by 2.1% from the prior year.
The company faces challenges in managing net unit churn, although it improved slightly to 1.3% in the fourth quarter.

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

SPOK.OQ - Spok Holdings Inc
Q4 2025 Spok Holdings Inc Earnings Call
Feb 25, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Spoke Holdings Incorporated Q4 2025 earnings results conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to your host, Al Galgano. Please go ahead.

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Unidentified_2 [2]
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Hello everyone and welcome. I am joined today by Vince Kelly, Chief Executive

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