Smith Micro Software Q2 revenue misses estimates
Overview
Smith Micro Q2 2025 revenue falls 14% yr/yr, missing analyst expectations
GAAP net loss widens to $15.1 mln, non-GAAP net loss narrows to $2.8 mln
Co anticipates sequential revenue growth in H2 2025 with SafePath 8 launch
Outlook
Smith Micro expects sequential quarterly revenue growth in H2 2025
Company anticipates growth from SafePath 8 launch and new customer features
Result Drivers
SAFEPATH 8 LAUNCH - Upcoming launch of SafePath 8 with AI-driven features expected to drive revenue growth in H2 2025
CUSTOMER RELATIONSHIPS - Strong customer relationships seen as a factor for future revenue growth
GROSS PROFIT MARGIN - Improved gross profit margin to 73.5% from 68.7% yr-ago, indicating better cost management
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $4.42 mln | $4.68 mln (3 Analysts) |
Q2 Net Income | -$15.06 mln | ||
Q2 Gross Profit | $3.25 mln | ||
Q2 Operating Expenses | $18.20 mln | ||
Q2 Operating Income | -$14.95 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Smith Micro Software Inc is $5.00, about 85.5% above its August 5 closing price of $0.72
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