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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Smith Micro Software
Smith Micro Software (SMSI) investor relations material
Smith Micro Software Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Nov, 2026
Executive summary
Q3 revenue rose 16% QoQ and 15% YoY to $5.017M; gross margin reached 81.6%, while GAAP and non-GAAP losses narrowed YoY.
Third consecutive quarter of sequential revenue growth; Q4 revenue guidance is $5.4M–$5.6M.
Commercial momentum included three new Q3 contracts, an expanded multi-year Tier 1 agreement, and SafePath launches; substantial doubt about continuing as a going concern within one year remains unalleviated.
Financial highlights
Q3 revenue was $5.017M vs. $4.347M YoY; gross profit was $4.096M vs. $3.211M, and operating loss narrowed to $1.462M from $4.485M.
Q3 GAAP net loss attributable to common stockholders was $1.698M, or $0.30/share, vs. $5.170M, or $1.23/share; non-GAAP net loss was $281K, or $0.05/share.
9M revenue was $13.580M vs. $13.389M; gross profit was $10.936M vs. $9.823M.
9M GAAP net loss was $8.244M vs. $24.774M; non-GAAP net loss was $2.8M, or $0.52/share, vs. $8.2M, or $2.10/share.
Cash was $2.369M at Sept. 30; 9M operating cash use was $4.827M and financing cash inflow was $5.724M.
Outlook and guidance
Q4 2026 revenue expected at $5.4M–$5.6M, with double-digit sequential growth supported by new contract contributions.
Q4 gross margin expected at 81%–83%; non-GAAP operating expenses expected to remain relatively flat QoQ.
Management plans to grow subscribers, add customers and expand offerings; further financing, restructuring, credit, product-line sales or IP licensing may be pursued, with availability and timing uncertain.
First SDK/API customer launch expected in H1 2027; management cited a growing pipeline and expects further contract signings and market launches.
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Latest events from Smith Micro Software
- SafePath expands across devices and partners as cost realignment targets at least $10 million in savings.SMSI
Corporate presentation - Q2 2026 saw revenue growth, record gross margin, and narrowed losses amid ongoing liquidity risks.SMSIQ2 2026
- AI-powered family safety solutions and cost savings drive growth and margin expansion.SMSIInvestor presentation
- Registering resale of 487,349 shares from warrant exercise, with up to $1.85M in potential proceeds.SMSIRegistration filing
- Registering resale of 18.2M shares tied to convertible notes and warrants, with dilution risk.SMSIRegistration filing
- SafePath's expansion and cost realignment drive growth in family safety and senior markets.SMSIInvestor presentation
- Q2 revenue guidance up 24% sequentially, but liquidity risks persist despite margin gains.SMSIQ1 2026
- Virtual meeting to vote on directors, compensation, equity plan, warrants, and reverse stock split.SMSIProxy filing
- Revenue fell 50% YoY, net loss widened, and new launches and cost cuts target future growth.SMSIQ2 2024
Next Smith Micro Software earnings date
Q4 202624 Feb, 2027
Smith Micro Software
Next Smith Micro Software earnings date
Q4 202624 Feb, 2027
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Frequently asked questions
Smith Micro Software Inc develops and markets software solutions aimed at enhancing mobile and wireless user experiences. The company's products include platforms for family safety, location tracking, device management, and digital lifestyle services. Smith Micro serves wireless service providers, cable operators, and device manufacturers. The company is headquartered in Pittsburgh, Pennsylvania, and its shares are listed on the NASDAQ.