Smith Micro Software Inc (NAS:SMSI)

Q4 2025 Smith Micro Software Inc Earnings Call Transcript

Mar 4, 2026 / 09:30 PM GMT

Release Date Price: $2.7 (+3.85%)

Transcript 10-K8-K

Key Points

Positve

Smith Micro Software Inc (SMSI) has strengthened its product lineup with a strategic focus on SafePath OS solutions for kids and seniors, which more than doubles its total addressable market.
The company has successfully rationalized its cost structure, resulting in a reduced loss in Q4 2025 and expectations for non-GAAP profit in Q2 2026.
Smith Micro Software Inc (SMSI) plans to bring two new carrier customers to the market by mid-year 2026, driven by its SafePath OS product offerings.
The company has a strong sales pipeline that should provide new opportunities in the back half of 2026.
Smith Micro Software Inc (SMSI) has received additional funding of $4 million from its co-founder, which will provide the time needed to return to profitability and support business growth.

Negative

Smith Micro Software Inc (SMSI) reported a 20% decrease in revenue for Q4 2025 compared to the same quarter in 2024, primarily due to a new feature launch delay and a one-time event with an existing deployment.
Family safety revenue decreased by 16% in Q4 2025 compared to the prior year, and by 11% compared to Q3 2025.
The company experienced a 16% decrease in fiscal 2025 revenue compared to 2024, with a total revenue of $17.4 million.
Smith Micro Software Inc (SMSI) posted a GAAP net loss of $4.7 million for Q4 2025, slightly higher than the $4.4 million loss in Q4 2024.
The company has a low cash reserve, reporting only $1.5 million in cash and cash equivalents as of December 31, 2025.

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

SMSI.OQ - Smith Micro Software Inc
Q4 2025 Smith Micro Software Inc Earnings Call
Mar 04, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Smith Micro 4th quarter 2025 earnings conference call.

All participants will be in a listen-only mode. Search you need assistance, please signal a conference specialist by pressing the key followed by 0.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press 1 on your telephone keypad and to withdraw your question, please press 2.

Please note today's event is being recorded.

I would now like to turn the conference over to Charles Messman, Vice President of Marketing. Please go ahead.

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Unidentified_2 [2]

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