SMITH MICRO SOFTWARE INC (SMSI)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$2.29-1.29%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · SMSI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“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 rev…
Stated in 1 of 1 supplied quarters. Management reported: ““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.” “Second Quarter 2026 Financial Results Smith Micro reported revenue of $4.3 million for the quarter ended June 30, 2026 , compared to $4.4 million reported in the quarter ended June 30, 2025 .” Revenue was $4.341 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““As we move forward, our priority remains driving revenue growth, increasing operational leverage, and delivering sustainable profitability, supported by a growing pipeline and continued momentum thr…”
Gross profit as a percentage of revenue was 81.3% for the quarter ended June 30, 2026 , compared to 73.5% for the quarter ended June 30, 2025 .
Stated in 1 of 1 supplied quarters. Management reported: “Gross profit as a percentage of revenue was 81.3% for the quarter ended June 30, 2026 , compared to 73.5% for the quarter ended June 30, 2025 .” ““Q1 reflected meaningful improvement across the business, as we increased focus, enhanced execution, and drove better operating discipline which resulted in increased revenue, increased gross margin, and decreased operating expenses as compared to the fourth quarter of 2025.”” Gross profit was $3.530 million in 2026-Q2.
““Q1 reflected meaningful improvement across the business, as we increased focus, enhanced execution, and drove better operating discipline which resulted in increased revenue, increased gross margin,…”
We also continue to broaden the capabilities of our SafePath ® platform, creating new opportunities for growth with both current and prospective customers.
Stated in a supplied disclosure. Management reported: “We also continue to broaden the capabilities of our SafePath ® platform, creating new opportunities for growth with both current and prospective customers.” “The introduction of SafePath Connect™ and our new SDK and API deployment options has increased the overall addressable market, opening new channels for growth and enabling us to reach customers beyond traditional carrier deployments.”
Pursue mergers and acquisitions and enter material definitive agreements to expand business opportunities and customer base.
Manage capital allocation through convertible notes issuance, equity sales, and financing arrangements to support operations and growth.
Over the trailing year it converted 0.30x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
21 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-05.