Inseego (INSG) Company presentation summary

Strategic direction and market positioning

• Focus on delivering a comprehensive enterprise wireless edge platform, integrating FWA, mobile routers, IoT, and cloud software for device and network management.

• Over 27 years of wireless innovation, with a strong track record in 2G to 5G technologies and industry firsts such as inventing MiFi.

• Differentiation through U.S.-based design, TAA compliance, FIPS certification, and deep engineering expertise in RF and Wi-Fi.

• Broad go-to-market reach via carriers, MSPs, VARs, and OEMs, supporting both enterprise and consumer segments.

• Positioned as a trusted supplier for scalable, high-performance, and secure wireless solutions.

Product and service portfolio

• Offers a unified platform for enterprise wireless edge, including FWA, mobile broadband, industrial IoT, and SaaS management tools.

• SaaS solutions like Inseego Connect and Subscribe provide device/network management and subscriber lifecycle management.

• Portfolio spans premium 5G hotspots, indoor/outdoor routers, industrial gateways, and cloud-based management.

• Solutions support diverse use cases: AI workloads, business continuity, field operations, and digital inclusion.

• Customers include major U.S. retailers, industrial operators, and senior living providers, leveraging 5G for critical operations.

Market opportunity and growth drivers

• Participates in three large, high-growth markets: FWA, mobile broadband, and subscriber lifecycle management, with a combined TAM exceeding $24B in North America.

• Enterprise FWA is growing at a 37% CAGR (2023–2030), with business FWA representing 31% of deployments and delivering higher ARPU.

• IoT adoption is accelerating, with 58% of enterprises already deploying devices and 34% planning investments.

• AI workloads are expected to significantly increase network traffic, driving demand for resilient, always-on connectivity.

• Downtime costs for SMBs and enterprises are rising, making network resilience a top priority.