SMSI · Smith Micro Software, Inc.
$2.86
-0.03 (-1.04%)
At close · Aug 14
Going-concern doubt
— flagged Aug 14, 2026
Substantial doubt about the company's ability to continue as a going concern.
“certain conditions in the Company's evaluation, considered in the aggregate, have raised substantial doubt about the Company's ability to continue as a going concern within one year from the date that the financial statements are issued, which has not been alleviated.”View the 10-Q filed Aug 14, 2026
Market Cap
$15.99M
Shares
5.59M
Smith Micro Software, Inc. Earnings Call Transcripts
Every quarterly earnings call for Smith Micro Software, Inc. (SMSI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼20.4%
$12.67M
−$8.49M
'22 Q2
22-08-11
▼28.9%
$11.70M
−$5.81M
'22 Q3
22-11-09
▼22.3%
$11.40M
−$7.97M
'22 Q4
23-03-09
▼14.2%
$10.93M
−$6.89M
'23 Q1
23-05-11
▼18.4%
$10.34M
−$5.67M
'23 Q2
23-08-09
▼6%
$11.00M
−$5.13M
'23 Q3
23-11-08
▼24.7%
$8.59M
−$6.71M
'23 Q4
24-02-22
▼47%
$5.80M
−$31.01M
'24 Q1
24-05-08
▼50.3%
$5.14M
−$6.93M
'24 Q2
24-08-01
▼57.7%
$4.65M
−$6.37M
'24 Q3
24-11-13
▼42.2%
$4.97M
−$4.39M
'24 Q4
25-03-11
▼20.3%
$4.62M
−$5.18M
'25 Q1
25-05-07
▼14%
$4.42M
−$15.06M
'25 Q2
25-08-06
▼6.5%
$4.35M
−$4.54M
'25 Q3
25-11-05
▼8.7%
$4.22M
−$3.90M
'26 Q1
26-04-29
LATEST
▼1.8%
$4.34M
−$2.65M
'26 Q2
26-08-13
Earnings call
FY26 · Q2
2026-08-13
Smith Micro Software, Inc. Q2 FY2026 Earnings Call
Confident tone
SafePath SDKs and APIs
Q3 Guidance
Family Safety
Revenue
$4.34M
▼ 1.8% YoY Diluted EPS
$-0.52
Gross margin
81.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Smith Micro Software, Inc. Q4 FY2025 Earnings Call
Confident tone
New and existing customer wins
Executive succession and leadership transition
SafePath OS and phone-focused product strategy
Revenue
$4.22M
▼ 8.7% YoY Diluted EPS
$-0.75
Gross margin
78.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q3
2025-11-05
Smith Micro Software, Inc. Q3 FY2025 Earnings Call
Positive tone
SafePath platform and family digital lifestyle
Cost reduction and path to profitability
T-Mobile and Boost engagement
Revenue
$4.35M
▼ 6.5% YoY Diluted EPS
$-1.25
Gross margin
73.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Smith Micro Software, Inc. Q2 FY2025 Earnings Call
Positive tone
Goodwill impairment and GAAP losses
SafePath 8 and AI-enabled platform
Carrier partnerships (AT&T, T-Mobile, Boost)
Revenue
$4.42M
▼ 14% YoY Diluted EPS
$-3.88
Gross margin
73.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Smith Micro Software, Inc. Q1 FY2025 Earnings Call
Positive tone
SafePath 8 platform with AI features
Back-to-school and holiday launch windows
SafePath OS for kids and senior phones
Revenue
$4.62M
▼ 20.3% YoY Diluted EPS
$-1.40
Gross margin
72.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-11
Smith Micro Software, Inc. Q4 FY2024 Earnings Call
Positive tone
SafePath OS platform expansion (kids and seniors)
SafePath Kids and Orange Spain TuYo launch
CommSuite and Boost voicemail
Revenue
$4.97M*
▼ 42.2% YoY Gross margin
75.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-13
Smith Micro Software, Inc. Q3 FY2024 Earnings Call
Positive tone
Revenue decline and legacy contract losses
SafePath OS new product
Family Safety and CommSuite product lines
Revenue
$4.65M
▼ 57.7% YoY Diluted EPS
$-2.70
Gross margin
71.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Smith Micro Software, Inc. Q2 FY2024 Earnings Call
Balanced tone
SafePath Global / DISH Boost Family Guard launch
Pipeline and partnerships (CCA, regulatory tailwinds)
Cost reduction initiatives
Revenue
$5.14M
▼ 50.3% YoY Diluted EPS
$-3.30
Gross margin
68.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
Smith Micro Software, Inc. Q1 FY2024 Earnings Call
Positive tone
SafePath Global Launch with DISH
AT&T and T-Mobile Carrier Partnerships
European Tier 1 Carrier Win
Revenue
$5.80M
▼ 47% YoY Diluted EPS
$-16.40
Gross margin
65.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Smith Micro Software, Inc. Q4 FY2023 Earnings Call
Positive tone
SafePath Platform and Family Safety
Legacy Contract Losses and Revenue Decline
Financial Results and Guidance
Revenue
$8.59M*
▼ 24.7% YoY Gross margin
74.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Smith Micro Software, Inc. Q3 FY2023 Earnings Call
Revenue
$11.00M
▼ 6% YoY Diluted EPS
$-3.05
Gross margin
77.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
Smith Micro Software, Inc. Q2 FY2023 Earnings Call
Revenue
$10.34M
▼ 18.4% YoY Diluted EPS
$-3.65
Gross margin
75.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-11
Smith Micro Software, Inc. Q1 FY2023 Earnings Call
Revenue
$10.93M
▼ 14.2% YoY Diluted EPS
$-4.85
Gross margin
70.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-09
Smith Micro Software, Inc. Q4 FY2022 Earnings Call
Revenue
$11.40M*
▼ 22.3% YoY Gross margin
70.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-09
Smith Micro Software, Inc. Q3 FY2022 Earnings Call
Revenue
$11.70M
▼ 28.9% YoY Diluted EPS
$-4.00
Gross margin
69.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-11
Smith Micro Software, Inc. Q2 FY2022 Earnings Call
Revenue
$12.67M
▼ 20.4% YoY Diluted EPS
$-6.00
Gross margin
71.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Smith Micro Software, Inc. Q1 FY2022 Earnings Call
Revenue
$12.73M
▲ 11.9% YoY Diluted EPS
$-5.20
Gross margin
71.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-10
Smith Micro Software, Inc. Q4 FY2021 Earnings Call
Revenue
$14.68M*
▲ 18.2% YoY Gross margin
72.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-10
Smith Micro Software, Inc. Q3 FY2021 Earnings Call
Revenue
$16.44M
▲ 30.2% YoY Diluted EPS
$-13.60
Gross margin
77.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Smith Micro Software, Inc. Q2 FY2021 Earnings Call
Revenue
$15.92M
▲ 23.1% YoY Diluted EPS
$-4.00
▼ 433.3% YoY Gross margin
78.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Smith Micro Software, Inc. Q1 FY2021 Earnings Call
Revenue
$11.38M
▼ 14.6% YoY Diluted EPS
$-2.80
▼ 240% YoY Gross margin
86.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-08
Smith Micro Software, Inc. Q4 FY2020 Earnings Call
Revenue
$12.42M
▲ 1.1% YoY Diluted EPS
$0.40
▼ 88.9% YoY Gross margin
88.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-04
Smith Micro Software, Inc. Q3 FY2020 Earnings Call
Revenue
$12.63M
▲ 7.2% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
89.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Smith Micro Software, Inc. Q2 FY2020 Earnings Call
Revenue
$12.93M
▲ 19.2% YoY Diluted EPS
$1.20
▼ 70% YoY Gross margin
90.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Smith Micro Software, Inc. Q1 FY2020 Earnings Call
Revenue
$13.32M
▲ 58% YoY Diluted EPS
$2.00
Gross margin
91.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-05
Smith Micro Software, Inc. Q4 FY2019 Earnings Call
Revenue
$12.28M
▲ 67% YoY Diluted EPS
$3.60
▼ 10% YoY Gross margin
91.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–26 of 26 earnings calls
Key facts
CIK
948708
CUSIP
832154504
13F (30d)
18 filings
18 filers
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