NextNav（NN）株式概要NextNav Inc.は、米国で測位・ナビゲーション・タイミング（PNT）ソリューションを提供しています。 詳細NN ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績0/6財務の健全性2/6配当金0/6リスク分析マイナスの株主資本 現在は利益が出ておらず、今後3年間で利益が出る見込みはない US市場と比較した過去 3 か月間の株価の変動意味のある収益がありません ( $5M )+1 さらなるリスクすべてのリスクチェックを見るNN Community Fair Values Create NarrativeSee what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN1.1% undervaluedAnalystConsensusTarget•4mo agoTerrestrial 3D PNT And FCC Progress Will Drive Long Term Upside Potential10604Top Analyst NarrativesNextNavANAnalystConsensusTargetBased on Analyst Price TargetsTerrestrial 3D PNT And FCC Progress Will Drive Long Term Upside PotentialCatalysts About NextNav NextNav develops advanced 3D positioning, navigation and timing solutions that complement and back up GPS for critical communications, public safety and enterprise applications. What are the underlying business or industry changes driving this perspective?View narrativeUS$20FV1.1% 割安 内在価値ディスカウントSet Fair ValueView106users have viewed this narrative0users have liked this narrative0users have commented on this narrative4users have followed this narrative5 months ago author updated this narrativeView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8570.1% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.3kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative78users have followed this narrativeRead narrativeNextNav Inc. 競合他社Keel InfrastructureSymbol: NasdaqGM:KEELMarket cap: US$2.4bFreshworksSymbol: NasdaqGS:FRSHMarket cap: US$2.4bBrazeSymbol: NasdaqGS:BRZEMarket cap: US$2.5bAvePointSymbol: NasdaqGS:AVPTMarket cap: US$2.5b価格と性能株価の高値、安値、推移の概要NextNav過去の株価現在の株価US$19.7952週高値US$24.1952週安値US$10.84ベータ1.031ヶ月の変化29.52%3ヶ月変化20.09%1年変化55.34%3年間の変化701.21%5年間の変化100.68%IPOからの変化102.97%最新ニュースライブニュース • May 06NextNav Reports Higher Losses as 3D PNT Platform Gains Regulatory Interest and Expands in JapanNextNav is reporting deeper net losses for 2025 as it increases investment in its 3D positioning, navigation, and timing (PNT) platform, alongside higher debt and a larger asset base. The company is gaining regulatory traction, with progress toward potential FCC rulemaking on terrestrial 3D PNT and growing attention from government bodies and carriers on public safety and GPS resiliency. NextNav has expanded its partnership with Japan’s MetCom and launched localized operations of a 5G-powered PNT test network, while recent SEC filings highlight new board appointments, insider equity sales tied to tax obligations, and sizable executive equity grants. For you as an investor, the story here is about a company leaning into its core 3D PNT technology while carrying heavier losses and debt to do it. Regulatory movement toward possible FCC rules on terrestrial 3D PNT, together with pilot projects and test networks, indicates a focus on getting its platform technically validated and aligned with public safety and GPS backup priorities. The expanded MetCom relationship and 5G-powered test network in Japan show that NextNav is working to prove its technology in real-world settings. At the same time, insider equity sales for tax purposes and substantial executive grants suggest compensation is being structured with significant equity exposure, which can align management with long-term outcomes, while also adding to dilution risk that investors may want to monitor through future filings.お知らせ • Apr 30NextNav Inc. to Report Q1, 2026 Results on May 14, 2026NextNav Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 14, 2026New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$250k sold). Revenue is less than US$5m (US$4.6m revenue).お知らせ • Apr 09NextNav Inc., Annual General Meeting, May 21, 2026NextNav Inc., Annual General Meeting, May 21, 2026.New Risk • Mar 18New minor risk - Revenue sizeThe company makes less than US$5m in revenue. Total revenue: US$4.6m This is considered a minor risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Revenue is less than US$5m (US$4.6m revenue).Reported Earnings • Mar 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.42 loss per share (further deteriorated from US$0.84 loss in FY 2024). Net loss: US$189.3m (loss widened 86% from FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 16%. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 113% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesライブニュース • May 06NextNav Reports Higher Losses as 3D PNT Platform Gains Regulatory Interest and Expands in JapanNextNav is reporting deeper net losses for 2025 as it increases investment in its 3D positioning, navigation, and timing (PNT) platform, alongside higher debt and a larger asset base. The company is gaining regulatory traction, with progress toward potential FCC rulemaking on terrestrial 3D PNT and growing attention from government bodies and carriers on public safety and GPS resiliency. NextNav has expanded its partnership with Japan’s MetCom and launched localized operations of a 5G-powered PNT test network, while recent SEC filings highlight new board appointments, insider equity sales tied to tax obligations, and sizable executive equity grants. For you as an investor, the story here is about a company leaning into its core 3D PNT technology while carrying heavier losses and debt to do it. Regulatory movement toward possible FCC rules on terrestrial 3D PNT, together with pilot projects and test networks, indicates a focus on getting its platform technically validated and aligned with public safety and GPS backup priorities. The expanded MetCom relationship and 5G-powered test network in Japan show that NextNav is working to prove its technology in real-world settings. At the same time, insider equity sales for tax purposes and substantial executive grants suggest compensation is being structured with significant equity exposure, which can align management with long-term outcomes, while also adding to dilution risk that investors may want to monitor through future filings.お知らせ • Apr 30NextNav Inc. to Report Q1, 2026 Results on May 14, 2026NextNav Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 14, 2026New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$250k sold). Revenue is less than US$5m (US$4.6m revenue).お知らせ • Apr 09NextNav Inc., Annual General Meeting, May 21, 2026NextNav Inc., Annual General Meeting, May 21, 2026.New Risk • Mar 18New minor risk - Revenue sizeThe company makes less than US$5m in revenue. Total revenue: US$4.6m This is considered a minor risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Revenue is less than US$5m (US$4.6m revenue).Reported Earnings • Mar 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.42 loss per share (further deteriorated from US$0.84 loss in FY 2024). Net loss: US$189.3m (loss widened 86% from FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 16%. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 113% per year, which means it is well ahead of earnings.Recent Insider Transactions Derivative • Mar 06Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$16.84, it would amount to US$1.2m. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Mariam's direct individual holding has increased from 423.01k shares to 514.93k. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 03NextNav Inc. to Report Q4, 2025 Results on Mar 17, 2026NextNav Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 17, 2026お知らせ • Feb 28NextNav Inc. Announces Appointment of Lisa Hook as Lead Independent Director and Committee Member, Effective February 24, 2026NextNav Inc. announced the appointment of Lisa Hook to its Board of Directors, effective February 24, 2026. Lisa Hook will serve as Lead Independent Director and has been appointed as a member of the Company’s Technology and National Defense and Compensation and Human Capital Committees. Lisa Hook is Managing Partner of Two Island Partners LLC, a private equity and consulting firm. She previously served as President and CEO of Neustar Inc., a publicly traded global information services company focused on cloud-based analytics for risk and security, from 2010 to 2018 and has also held executive positions at America Online and Time Warner. Earlier in her career, she served as a legal advisor at the Federal Communications Commission and General Counsel of the Cable Group at Viacom International. Since 2012, she has also served on the National Security Telecommunications Advisory Committee. Lisa Hook brings more than 30 years of public company board experience and currently serves on the boards of Nokia Corporation and Fidelity National Information Services (FIS), and as Lead Independent Director of Philip Morris International.Recent Insider Transactions Derivative • Dec 04Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$14.05, it would amount to US$981k. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Mariam's direct individual holding has increased from 287.35k shares to 459.78k. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Nov 13Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$5.04m to US$4.43m. EPS estimate increased from -US$1.11 to -US$1.00 per share. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target of US$20.00 unchanged from last update. Share price rose 3.5% to US$12.25 over the past week.Reported Earnings • Nov 07Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.004 (up from US$0.11 loss in 3Q 2024). Net income: US$483.0k (up US$14.1m from 3Q 2024). Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.お知らせ • Oct 21NextNav Inc. to Report Q3, 2025 Results on Nov 06, 2025NextNav Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025お知らせ • Sep 23NextNav Inc. Announces Chief Financial Officer ChangesNextNav Inc. announced the appointment of Tim Gray as Chief Financial Officer. Chris Gates, the Company's former CFO, will now focus his time on strategy as Executive Vice President of Corporate Development. Mr. Gray most recently served more than a decade as Chief Financial Officer of Anterix. Prior to Anterix, he held multiple senior finance leader positions at MedImmune Inc., a subsidiary of AstraZeneca including Senior Vice President and Chief Financial Officer. Earlier in his career, Mr. Gray served in finance positions at AOL and Nextel and started his career at Deloitte &Touche LLP. He is also a member of the Audit Committee of the Childrens Inn at the National Institutes of Health. Mr. Gray received a Bachelor of business administration in accountancy from the University of Notre Dame and is a certified public accountant. Mr. Gates has been responsible for all corporate finance functions since 2021 and led the Companys transition to public company operations. Prior to that, he was Senior Vice President of Strategy, Corporate and Business Development. In that role, he led strategic partnerships, contributed to policy and standards outreach, supported public safety initiatives, including E911 and FirstNet, and helped shape the companys monetization and asset development strategies. He is also a named co-inventor on several patents related to NextNavs technologies.Recent Insider Transactions Derivative • Sep 04Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$17.81, it would amount to US$1.2m. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Mariam's direct individual holding has increased from 287.35k shares to 478.16k. Company insiders have collectively sold US$299k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.48 loss per share (further deteriorated from US$0.21 loss in 2Q 2024). Net loss: US$63.2m (loss widened 159% from 2Q 2024). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.お知らせ • Jul 23NextNav Inc. to Report Q2, 2025 Results on Aug 06, 2025NextNav Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 30+ 3 more updatesNextNav Inc.(NasdaqCM:NN) dropped from Russell 3000E IndexNextNav Inc.(NasdaqCM:NN) dropped from Russell 3000E IndexRecent Insider Transactions Derivative • Jun 22Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of June. If the sale is conducted around the recent share price of US$14.39, it would amount to US$1.0m. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Mariam's direct individual holding has increased from 287.35k shares to 423.01k. Company insiders have collectively bought US$3.7m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Jun 13We Think NextNav (NASDAQ:NN) Has A Fair Chunk Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Major Estimate Revision • May 16Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.87m to US$6.51m. Forecast losses increased from -US$0.50 to -US$0.845 per share. Software industry in the US expected to see average net income growth of 19% next year. Consensus price target of US$20.00 unchanged from last update. Share price rose 6.3% to US$13.94 over the past week.Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.45 loss per share (further deteriorated from US$0.28 loss in 1Q 2024). Net loss: US$58.6m (loss widened 85% from 1Q 2024). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 63% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 17+ 1 more updateNextNav Inc. Announces Board Appointments, Effective May 1, 2025NextNav Inc. announced on April 11, 2025, the board of directors of the company increased the size of the Board from seven (7) directors to nine (9) directors and appointed each of Rear Admiral (Ret.) H. Wyman Howard III and Rear Admiral (Ret.) Lorin Selby, as a director to fill the resulting vacancies, effective May 1, 2025. Each of their respective terms will expire at the Company’s 2025 Annual Meeting of Stockholders (the Annual Meeting) and will continue until his successor has been elected and qualified, subject, however, to earlier death, resignation, retirement, disqualification, or removal. Both directors will stand for re-election at the Annual Meeting. Rear Admiral Howard (Retired) served 32 years in the U.S. Navy, including serving most recently as Commander, Naval Special Warfare Command and previously as Commander, Special Operations Command Central, Assistant Commander, Joint Special Operational Command, and Director of Operations for the National Geospatial-Intelligence Agency. He has commanded at all levels of naval special operations, including as the commanding officer of the Naval Special Warfare Development Group from 2011-2013. Admiral Howard also serves on the board of Bridger Aerospace Group Holdings Inc. and Invitation Homes Inc. Admiral Howard graduated from the United States Naval Academy and holds a Master of Business Administration from the TRIUM consortium of the London School of Economics, HEC Paris School of Management, and New York University’s Stern School of Business. Admiral Howard holds a Master of Science in National Security and Resource Strategy with a focus on commercial, civil, and military space sectors from the Eisenhower School and a Professional Certificate in Artificial Intelligence and Business Strategy from the Massachusetts Institute of Technology’s Computer Science and Artificial Intelligence Laboratory. Rear Admiral Selby (Retired) served nearly 37 years in the U.S. Navy, including serving most recently as the Chief of Naval Research, leading the workforce at the Office of Naval Research and the Naval Research Laboratory where they develop technologies for the Navy and Marine Corps. Prior assignments include serving as the Commander of the Naval Surface Warfare Centers and as the Chief Engineer of the United States Navy and Deputy Commander for Ship Design, Integration, and Naval Engineering at the Naval Sea Systems Command, where he drove innovation, optimized performance, and generated new ways of doing business. Admiral Selby also held highly visible roles like the Deputy Director of the Navy Office of Legislative Affairs to the U.S. House of Representatives and command of a fast-attack nuclear submarine. Following his retirement, he has taken on various consulting roles, advising small and mid-sized technology companies. He currently serves as President and CEO of Selby Partners Consulting LLC and is a founding partner in a maritime-focused growth equity fund, Mare Liberum Capital Partners. Admiral Selby holds a B.S. in Nuclear Engineering from the University of Virginia, an M.S. in Nuclear Engineering, and a Nuclear Engineer Degree from the Massachusetts Institute of Technology. He has also completed extensive executive business coursework, and his achievements have been recognized through numerous personal and unit awards.お知らせ • Apr 14NextNav Inc., Annual General Meeting, May 22, 2025NextNav Inc., Annual General Meeting, May 22, 2025.お知らせ • Mar 29NextNav Inc. announced that it has received $190 million in funding from M-Cor Capital LLC, Fortress Investment Group LLCOn March 27, 2024. NextNav Inc. has closed the transaction.Recent Insider Transactions Derivative • Mar 18Chairman notifies of intention to sell stockMariam Sorond intends to sell 63k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$11.04, it would amount to US$694k. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since March 2024, Mariam's direct individual holding has increased from 38.82k shares to 287.35k. Company insiders have collectively bought US$5.3m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Mar 14NextNav Inc. announced that it expects to receive $190 million in funding from M-Cor Capital LLC, Fortress Investment Group LLC and other investorsNextNav Inc. entered into a note purchase agreement to issue 5% redeemable senior secured convertible notes due 2028 at principal amount of $190,000,000 for gross proceeds of $190,000,000 on March 12, 2025. The transaction will include participation from new lead investor M-Cor Capital LLC, returning lead investor Fortress Investment Group LLC, and other new and existing investors. The 2028 notes will bear interest at an annual rate of 5% and mature on June 30, 2028. Interest on the 2028 Notes is payable semi-annually in arrears on each of June 1 and December 1, commencing on June 1, 2025. The new notes will have a conversion price of $12.56 per share. The company will also issue to M-Cor Capital LLC and Fortress Investment Group LLC common stock purchase warrants to purchase 1,500,000 shares each exercisable at $20 per share, common stock purchase warrants to purchase 950,000 shares each exercisable at $17 per share, and common stock purchase warrants to purchase 1,450,000 shares each exercisable at $12.56 per share. The 2028 Notes and the Warrants were offered and will be sold in reliance upon exemptions from registration pursuant to Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D promulgated thereunder. The private placement is expected to close on or about March 31, 2025Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.84 loss per share (further deteriorated from US$0.66 loss in FY 2023). Net loss: US$101.9m (loss widened 42% from FY 2023). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 28+ 1 more updateNextNav Inc. to Report Q4, 2024 Results on Mar 12, 2025NextNav Inc. announced that they will report Q4, 2024 results After-Market on Mar 12, 2025Seeking Alpha • Jan 20NextNav: Negotiating From A Position Of Strength Should Fuel Considerable Additional UpsideSummary NextNav Inc. is our largest position and key contributor to 2024 returns, pending FCC updates on their 900 MHz spectrum band petition. Despite recent stock pressure from private equity sales, NextNav's spectrum could be valued at ~$40 per share if FCC approval is granted. The market's binary view of NextNav's FCC petition is flawed; negotiations and compromises are possible, unlike pharmaceutical trials. Strong support from incoming FCC Chair Brendan Carr and other Commissioners suggests favorable chances for NextNav's petition, enhancing national security and 5G spectrum needs. Read the full article on Seeking AlphaNew Risk • Jan 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$57m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding). Revenue is less than US$5m (US$5.0m revenue).分析記事 • Dec 11Is NextNav (NASDAQ:NN) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Recent Insider Transactions Derivative • Dec 04Chairman notifies of intention to sell stockMariam Sorond intends to sell 251k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of December. If the sale is conducted around the recent share price of US$17.25, it would amount to US$4.3m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since March 2024, Mariam has owned 38.82k shares directly. Company insiders have collectively bought US$20m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Nov 20Consensus revenue estimates increase by 20%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.57m to US$5.48m. Forecast losses expected to reduce from -US$0.795 to -US$0.74 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target up from US$12.00 to US$20.00. Share price rose 20% to US$16.21 over the past week.Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.11 loss per share (improved from US$0.21 loss in 3Q 2023). Net loss: US$13.6m (loss narrowed 41% from 3Q 2023). Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 165% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 22NextNav Inc. to Report Q3, 2024 Results on Nov 13, 2024NextNav Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024Recent Insider Transactions • Aug 29Independent Director recently bought US$1.7m worth of stockOn the 27th of August, Neil Subin bought around 250k shares on-market at roughly US$6.93 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$2.3m. Insiders have collectively bought US$19m more in shares than they have sold in the last 12 months.Major Estimate Revision • Aug 14Consensus revenue estimates fall by 36%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.19m to US$4.57m. Forecast losses increased from -US$0.69 to -US$0.81 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$12.00 unchanged from last update. Share price fell 7.3% to US$7.47 over the past week.Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.21 loss per share (further deteriorated from US$0.15 loss in 2Q 2023). Net loss: US$24.4m (loss widened 55% from 2Q 2023). Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 144% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jul 22NextNav Inc. to Report Q2, 2024 Results on Aug 07, 2024NextNav Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024お知らせ • Jul 03NextNav Inc.(NasdaqCM:NN) dropped from Russell Small Cap Comp Value IndexNextNav Inc.(NasdaqCM:NN) dropped from Russell Small Cap Comp Value Index分析記事 • Jun 26Does NextNav (NASDAQ:NN) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Jun 25NextNav Appoints Nicola Palmer to Board of DirectorsNextNav announced the appointment of Nicola Palmer to its Board of Directors effective June 24, 2024. Palmer has also been appointed as a member of the Audit Committee of the Board. Following this appointment, the Board is now comprised of seven directors. As Chief Product Officer of Verizon, Palmer led the organization’s broad technical capabilities and assets to innovate, develop, and rapidly deliver a portfolio of products and services for customers of all Verizon businesses and oversaw the identification, development, acquisition, and application of new technologies to advance network capabilities. Palmer began her career at Bell Atlantic, a Verizon predecessor company, and her leadership roles have spanned engineering, operations, and technology supporting advanced data and wireless products, serving as Chief Technology Officer, Chief Engineering Officer, and Head of Wireless Networks. Ms. Palmer earned a bachelor's degree in industrial engineering from Penn State University and an MBA from the University of Pennsylvania’s Wharton School. Widely celebrated in the industry, she has been recognized with several technology and DEI awards, including the Most Influential Women in Wireless and Top 10 Women in Telecom. Palmer is also a passionate advocate for promoting education and careers in Science, Technology, Engineering, and Math (STEM), especially for young women. She has been honored by Working Mother magazine and the Girl Scouts of Greater New York.お知らせ • May 18NextNav Announces Appointment of Jonathan Marcus to Board of DirectorsNextNav announced the appointment of Jonathan A. Marcus to the Company’s Board of Directors, effective May 16, 2024. Mr. Marcus currently serves as the Chairman of Alimco Financial Corp., (“Alimco”) and previously served as CEO of Alimco from March 2019 to May 2023. He is also currently on the board of directors for Anacomp Inc. and Kaspien Holdings Inc. Earlier in his career, Mr. Marcus was a managing member and co-founder of Broadbill Partners, L.P., a fund focused on special situations and distressed securities. Prior to Broadbill, Mr. Marcus was the Chief Investment Officer of Cypress Management, L.P., the predecessor fund to Broadbill, which he founded in 1995. Mr. Marcus’ career also includes extensive investment banking and financial advisory work at Prudential-Bache Securities and Credit Suisse First Boston. Since January 2018, Mr. Marcus has served as Special Advisor to Milfam LLC.Major Estimate Revision • May 15Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.63m to US$7.19m. Losses expected to increase from US$0.58 per share to US$0.69. Software industry in the US expected to see average net income growth of 28% next year. Consensus price target of US$9.00 unchanged from last update. Share price fell 11% to US$7.48 over the past week.Reported Earnings • May 09First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.28 loss per share (further deteriorated from US$0.15 loss in 1Q 2023). Net loss: US$31.6m (loss widened 93% from 1Q 2023). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 72% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 08NextNav Appoints Sanyogita Shamsunder as Chief Operating Officer, Effective May 9, 2024NextNav announced the appointment of Dr. Sanyogita Shamsunder as the company’s new chief operating officer, effective May 9, 2024. In this newly created role, Sanyogita will be overseeing business development, strategy, product and software, program and operations, and IT. Dr. Shamsunder joins the company with over 20 years of experience leveraging technology and innovation to scale growth at both large enterprises and start-up technology companies. Recently, she held the title of the Head of Edge Network Infrastructure at Google, where she led the team that developed and maintained Google's multi-vendor Global Edge Network. Prior to that, Sanyogita led various network and product teams at Verizon, including as the Vice President of Product Strategy and Operations, where she led early 5G network technology development and trials. Earlier in her career, she launched the first 4G devices as well as led various spectrum initiatives in collaboration with government and industry groups. Sanyogita received her MBA from the Wharton School and Ph.D in electrical engineering and math from the University of Virginia.お知らせ • Apr 26NextNav Inc. to Report Q1, 2024 Results on May 08, 2024NextNav Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024お知らせ • Mar 29NextNav Inc., Annual General Meeting, May 16, 2024NextNav Inc., Annual General Meeting, May 16, 2024, at 12:00 US Eastern Standard Time. Agenda: To elect six (6)director nominees named in the accompanying Proxy Statement to our Board of Directors, each to serve until our 2025 Annual Meeting of Stockholders or until such persons successor is duly elected and qualified; to ratify the appointment of Ernst& Young LLP as our independent registered public accounting firm for the fiscal year ending December31, 2024; to approve the issuance of shares of our common stock in satisfaction of future payment obligations pursuant to the transaction with Telesaurus and Skybridge, in accordance with Nasdaq Listing; and to transact such other business as may properly be brought before the Annual Meeting or any adjournment or postponement thereof.Recent Insider Transactions • Mar 21Insider recently bought US$1.7m worth of stockOn the 18th of March, Charles Frischer bought around 396k shares on-market at roughly US$4.38 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$9.6m. Insiders have collectively bought US$12m more in shares than they have sold in the last 12 months.Major Estimate Revision • Mar 20Consensus revenue estimates fall by 55%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$16.8m to US$7.63m. Forecast losses increased from -US$0.46 to -US$0.59 per share. Software industry in the US expected to see average net income growth of 25% next year. Consensus price target of US$9.00 unchanged from last update. Share price fell 9.5% to US$4.74 over the past week.お知らせ • Mar 16NextNav Inc. Announces Cessation of David Knutson as Senior Vice President, Network Operations and DeploymentNextNav Inc. announced that on March 11, 2024, the position of Senior Vice President, Network Operations and Deployment held by David Knutson was eliminated as a result of an internal organizational assessment. Accordingly, his employment with the company ceased on March 11, 2024.Reported Earnings • Mar 14Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: US$0.66 loss per share (further deteriorated from US$0.40 loss in FY 2022). Net loss: US$71.7m (loss widened 79% from FY 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Mar 14Key Executive notifies of intention to sell stockDavid Knutson intends to sell 43k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$3.89, it would amount to US$165k. Since March 2023, David's direct individual holding has decreased from 452.12k shares to 444.73k. Company insiders have collectively bought US$9.4m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Mar 07NextNav Inc. to Report Fiscal Year 2023 Results on Mar 13, 2024NextNav Inc. announced that they will report fiscal year 2023 results at 4:00 PM, US Eastern Standard Time on Mar 13, 2024Recent Insider Transactions Derivative • Jan 29Senior Advisor notifies of intention to sell stockGanesh Pattabiraman intends to sell 231k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of January. If the sale is conducted around the recent share price of US$3.76, it would amount to US$867k. Since March 2023, Ganesh's direct individual holding has decreased from 1.88m shares to 1.83m. Company insiders have collectively sold US$223k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jan 22NextNav Inc. Appoints John Muleta to Its Board of Directors and Member of Audit CommitteeNextNav Inc. announced the appointment of John Muleta to the company’s Board of Directors, effective January 18, 2024. Mr. Muleta has been appointed as a member of the Audit Committee of the Board. Following the appointment of Mr. Muleta, the Board is now comprised of seven directors. Currently serving as the CEO of ATELUM LLC, a technology transfer firm specializing in mobile and Internet services, and as the Managing Member of SNR Wireless, Mr. Muleta's career spans the public and private sectors. Notably, he served as the Chief of the FCC'sWireless Telecommunications Bureau, where he oversaw the development and implementation of spectrum policies, managed the FCC's auction and licensing processes, and helped implement the Agency’s wireless E911 mandate. In the private sector, Mr. Muleta has an extensive track record of leadership and entrepreneurship. Further, he co-founded and served as CEO and board member of M2Z Networks, served as Chairman and CEO of Tellus Technology, and held the position of Senior Vice President for global infrastructure deployment at PSINet. Mr. Muleta has an undergraduate degree in Systems Engineering and a joint MBA/JD from the University of Virginia.Recent Insider Transactions • Jan 11Key Executive recently sold US$100k worth of stockOn the 9th of January, David Knutson sold around 20k shares on-market at roughly US$5.01 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$373k. David has been a net seller over the last 12 months, reducing personal holdings by US$258k.お知らせ • Nov 30Nextnav Inc. Announces Chief Executive Officer ChangesNextNav Inc. announced the appointment of Mariam Sorond, a veteran industry leader, as NextNav’s new Chief Executive Officer, effective November 29, 2023. Ms. Sorond will also join NextNav’s Board of Directors upon assuming her new role as CEO. Ganesh Pattabiraman, NextNav’s Co-Founder and current CEO made the personal decision to step down from his role as CEO and member of the Board of Directors at NextNav to spend more time with family. Mr. Pattabiraman plans to remain as a senior advisor to the Company for two years. Ms. Sorond joins NextNav with over 28 years of technical and strategy experience in the telecommunications industry. Most recently, she held the title of Chief Technology Officer, SEBU for VMWare where she helped to define and evangelize its technical strategy as well as lead its digital transformation. Prior to that, Ms. Sorond was the Chief Research and Development Officer at CableLabs, where she focused on technical thought leadership, vision, and strategy for the future of converged connectivity of broadband cable and mobile networks. Before joining the cable industry, Ms. Sorond served in several senior positions, including Chief Wireless Architect of DISH where she led the company’s entry into the wireless market. She was also responsible for spectrum technology and strategy, end-to-end technology development, as well as creating the next generation of network architecture and standards development at DISH. Ms. Sorond currently serves as a member of the NTIA Commerce Spectrum Management Advisory Committee and the FCC Technological Advisory Council.Recent Insider Transactions • Nov 26Co-Founder recently sold US$373k worth of stockOn the 22nd of November, Ganesh Pattabiraman sold around 85k shares on-market at roughly US$4.41 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ganesh has been a net seller over the last 12 months, reducing personal holdings by US$618k.Recent Insider Transactions Derivative • Nov 24Co-Founder notifies of intention to sell stockGanesh Pattabiraman intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$4.79, it would amount to US$405k. For the year to December 2020, Ganesh's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Ganesh's direct individual holding has decreased from 1.88m shares to 1.72m. Company insiders have collectively sold US$655k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.07m to US$4.00m. Losses expected to increase from US$0.57 per share to US$0.64. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target of US$9.00 unchanged from last update. Share price rose 5.0% to US$5.05 over the past week.Recent Insider Transactions Derivative • Nov 12Key Executive notifies of intention to sell stockDavid Knutson intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of November. If the sale is conducted around the recent share price of US$4.88, it would amount to US$139k. Since December 2022, David's direct individual holding has increased from 422.23k shares to 440.19k. Company insiders have collectively sold US$605k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.21 loss per share (further deteriorated from US$0.18 loss in 3Q 2022). Net loss: US$23.2m (loss widened 24% from 3Q 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 81% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Nov 07NextNav Inc. to Report Q3, 2023 Results on Nov 08, 2023NextNav Inc. announced that they will report Q3, 2023 results After-Market on Nov 08, 2023Recent Insider Transactions • Aug 24Chief Financial Officer recently sold US$152k worth of stockOn the 18th of August, Christian Gates sold around 37k shares on-market at roughly US$4.08 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian has been a net seller over the last 12 months, reducing personal holdings by US$205k.Major Estimate Revision • Aug 16Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.90m to US$4.07m. Forecast losses increased from -US$0.54 to -US$0.573 per share. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target of US$9.00 unchanged from last update. Share price rose 28% to US$4.29 over the past week.Reported Earnings • Aug 10Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.15 loss per share (down from US$0.008 profit in 2Q 2022). Net loss: US$15.8m (down US$16.6m from profit in 2Q 2022). Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • Jul 29NextNav Inc. to Report Q2, 2023 Results on Aug 09, 2023NextNav Inc. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023Recent Insider Transactions Derivative • Jun 23Independent Director notifies of intention to sell stockPeter Aquino intends to sell 324k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$2.79, it would amount to US$904k. Since September 2022, Peter's direct individual holding has increased from 242.47k shares to 314.68k. Company insiders have collectively bought US$4.4m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Jun 13NextNav Inc. announced that it has received $70 million in funding from Susquehanna International Group, LLP, Whitebox Advisors LLC, Clutterbuck Capital Management LLCOn June 12, 2023, NextNav Inc. closed the tramsaction. The company issued addtional $20 million bringing to total $70 million in transaction.Recent Insider Transactions • May 23Co-Founder recently sold US$185k worth of stockOn the 18th of May, Ganesh Pattabiraman sold around 84k shares on-market at roughly US$2.20 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ganesh's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • May 22Co-Founder notifies of intention to sell stockGanesh Pattabiraman intends to sell 84k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$2.20, it would amount to US$185k. For the year to December 2020, Ganesh's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2022, Ganesh's direct individual holding has increased from 1.61m shares to 1.88m. Company insiders have collectively bought US$6.9m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • May 17Consensus EPS estimates upgraded to US$0.58 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$0.68 to -US$0.58 per share. Revenue forecast unchanged from US$7.51m at last update. Software industry in the US expected to see average net income growth of 12% next year. Consensus price target of US$9.00 unchanged from last update. Share price was steady at US$2.29 over the past week.Reported Earnings • May 12First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: US$0.15 loss per share (further deteriorated from US$0.096 loss in 1Q 2022). Net loss: US$16.3m (loss widened 68% from 1Q 2022). Revenue missed analyst estimates by 39%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.お知らせ • May 11NextNav Inc. announced that it has received $50 million in funding from Susquehanna International Group, LLP, Whitebox Advisors LLC, Clutterbuck Capital Management LLCNextNav Inc. announced a private placement of 10.00% Senior Secured First Lien Notes for gross proceeds of $50,000,000 on May 10, 2023. The transaction included participation from new investors, Susquehanna International Group, LLP, Whitebox Advisors LLC and Clutterbuck Capital Management LLC. The investors will also have the exclusive option to purchase an additional $20 million of notes on the same terms for 30 days following the close. The facility provides the ability to issue up to a maximum $80 million aggregate principal amount of notes. The notes will mature on December 1, 2026, and pay interest semi-annually at a rate of 10.0% per annum, with the first payment being due on December 1, 2023. A minimum of 50% of each interest payment due on the notes must be paid in cash, with the rest payable in cash or stock at the company's discretion. The notes are guaranteed on a first lien senior secured basis by the company's domestic subsidiaries and secured by substantially all of the assets of the company and its domestic subsidiaries. In addition, the noteholders will receive fair market value warrants to purchase common stock for cash at an aggregate exercise price of $40 million and represent approximately 12.5% ownership on a fully diluted basis. The warrants are partially callable beginning in 2025 depending on the prevailing stock price.分析記事 • May 11Will NextNav (NASDAQ:NN) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Reported Earnings • Mar 24Full year 2022 earnings released: US$0.40 loss per share (vs US$6.73 loss in FY 2021)Full year 2022 results: US$0.40 loss per share (improved from US$6.73 loss in FY 2021). Net loss: US$40.1m (loss narrowed 75% from FY 2021). Revenue is forecast to grow 55% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.Recent Insider Transactions Derivative • Jan 16Key Executive notifies of intention to sell stockDavid Knutson intends to sell 44k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of January. If the sale is conducted around the recent share price of US$3.12, it would amount to US$137k. Since March 2022, David's direct individual holding has increased from 337.96k shares to 392.75k. Company insiders have collectively bought US$6.9m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions Derivative • Nov 19Executive Chairman notifies of intention to sell stockGary Parsons intends to sell 400k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$3.30, it would amount to US$1.3m. Since December 2021, Gary's direct individual holding has decreased from 1.81m shares to 1.45m. Company insiders have collectively bought US$6.9m more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Nov 17Consensus revenue estimates fall by 73%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$14.3m to US$3.88m. Forecast losses increased from -US$0.32 to -US$0.42 per share. Software industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$13.50 to US$10.50. Share price rose 15% to US$3.57 over the past week.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Alan Howe is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.18 loss per share (improved from US$1.57 loss in 3Q 2021). Net loss: US$18.7m (loss narrowed 42% from 3Q 2021). Revenue missed analyst estimates by 79%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 68% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in the US.お知らせ • Nov 04NextNav Inc. (NasdaqCM:NN) acquired Nestwave SAS for $17.8 million.NextNav Inc. (NasdaqCM:NN) acquired Nestwave SAS for $17.8 million on October 31, 2022. The enterprise value was determined at $18 million and the gross consideration value will be paid - $4.3 million in cash and $15.0 million in NextNav's common stock. The transaction resulted in the issuance of 4 million shares of NextNav common stock upon close, and up to 1.1 million shares of common stock upon exercise of certain Nestwave employee options. All such shares are subject to a lock-up expiring on the first anniversary of transaction close. Post the transaction, Nestwave will adopt NextNav's name and be integrated into existing TerraPoiNT engineering and technology efforts. All Nestwave employees will remain with the company. Nestwave CEO, Ambroise Popper, will continue to serve as Vice President and General Manager in France and become a member of NextNav's executive leadership team, while Nestwave CTO and Founder, Rabih Chrabieh will serve as Vice President of Engineering. NextNav Inc. (NasdaqCM:NN) completed the acquisition of Nestwave SAS on October 31, 2022.お知らせ • Nov 02NextNav Inc. to Report Q3, 2022 Results on Nov 10, 2022NextNav Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022Recent Insider Transactions • Aug 18Insider recently bought US$2.0m worth of stockOn the 12th of August, Timothy Presutti bought around 671k shares on-market at roughly US$3.05 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$6.2m more in shares than they have sold in the last 12 months.Major Estimate Revision • Aug 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$17.4m to US$14.3m. EPS estimate increased from -US$0.41 to -US$0.36 per share. Software industry in the US expected to see average net income growth of 5.5% next year. Consensus price target down from US$14.75 to US$13.50. Share price fell 9.2% to US$3.05 over the past week.Reported Earnings • Aug 12Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$0.008 (up from US$6.07 loss in 2Q 2021). Net income: US$827.0k (up US$45.4m from 2Q 2021). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 1,221%, compared to a 18% growth forecast for the industry in the US.お知らせ • Aug 11NextNav Inc. Announces Executive ChangesNextNav Inc. announced that Neil S. Subin has joined the company’s board of directors effective August 10, 2022. Mr. Subin replaces Peter Barris, who was recently named Chairman of the Board of Trustees of Northwestern University. Mr. Subin currently serves as Chief Investment Officer for MILFAM, a single-family office. Throughout his career, Mr. Subin has served as a director and major shareholder for a number of telecommunications companies through various cycles of their growth and development. His efforts include advising companies on the appropriate approach to support the growth and development of their spectrum assets via effective financial and operating plans. He has also been integral in providing substantial transaction support for spectrum assets tied to several of the major telecommunications companies which has resulted in significant value creation for these businesses. Mr. Subin has been an active member of numerous boards of directors and currently serves on the boards of Alimco Financial Corp, Centrus Energy Corp, Frontiersman Holdings Inc., and Quantlab Financial LLC.Seeking Alpha • Aug 10NextNav reports Q2 resultsNextNav press release (NASDAQ:NN): Q2Revenue of $1.4M (+566.7% Y/Y) beats by $0.15M. Net Income was $0.8 million in q2,2022株主還元NNUS SoftwareUS 市場7D9.2%3.2%2.2%1Y55.3%-6.0%31.1%株主還元を見る業界別リターン: NN過去 1 年間で-6 % の収益を上げたUS Software業界を上回りました。リターン対市場: NN過去 1 年間で31.1 % の収益を上げたUS市場を上回りました。価格変動Is NN's price volatile compared to industry and market?NN volatilityNN Average Weekly Movement13.3%Software Industry Average Movement9.7%Market Average Movement7.3%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: NNの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: NNの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2007103Mariam Sorondnextnav.comNextNav Inc.は、米国で測位、ナビゲーション、タイミング（PNT）ソリューションを提供しています。同社は、ベライゾンと全国携帯電話ネットワークプロバイダのための強化された911を含む公共安全アプリケーションのための正確な高度サービス、Pinnacleを提供しています。また、3D PNTシステムであるTerraPoiNTを提供し、陸上GPS衛星コンステレーションを通じてGPSによる測位、ナビゲーション、タイミングサービスを提供しています。同社はWi-Fi、電気通信、公共安全、位置情報アプリ、重要インフラなどの業界にサービスを提供している。同社は2007年に設立され、バージニア州レストンに本社を置いている。もっと見るNextNav Inc. 基礎のまとめNextNav の収益と売上を時価総額と比較するとどうか。NN 基礎統計学時価総額US$2.69b収益（TTM）-US$189.25m売上高(TTM)US$4.57m588.1xP/Sレシオ-14.2xPER（株価収益率NN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NN 損益計算書（TTM）収益US$4.57m売上原価US$8.54m売上総利益-US$3.97mその他の費用US$185.29m収益-US$189.25m直近の収益報告Dec 31, 2025次回決算日May 14, 2026一株当たり利益（EPS）-1.39グロス・マージン-86.75%純利益率-4,138.49%有利子負債／自己資本比率-317.3%NN の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 13:51終値2026/05/08 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NextNav Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Michael CrawfordB. Riley Securities, Inc.Timothy HoranOppenheimer & Co. Inc.
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8570.1% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.3kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative78users have followed this narrativeRead narrative
ライブニュース • May 06NextNav Reports Higher Losses as 3D PNT Platform Gains Regulatory Interest and Expands in JapanNextNav is reporting deeper net losses for 2025 as it increases investment in its 3D positioning, navigation, and timing (PNT) platform, alongside higher debt and a larger asset base. The company is gaining regulatory traction, with progress toward potential FCC rulemaking on terrestrial 3D PNT and growing attention from government bodies and carriers on public safety and GPS resiliency. NextNav has expanded its partnership with Japan’s MetCom and launched localized operations of a 5G-powered PNT test network, while recent SEC filings highlight new board appointments, insider equity sales tied to tax obligations, and sizable executive equity grants. For you as an investor, the story here is about a company leaning into its core 3D PNT technology while carrying heavier losses and debt to do it. Regulatory movement toward possible FCC rules on terrestrial 3D PNT, together with pilot projects and test networks, indicates a focus on getting its platform technically validated and aligned with public safety and GPS backup priorities. The expanded MetCom relationship and 5G-powered test network in Japan show that NextNav is working to prove its technology in real-world settings. At the same time, insider equity sales for tax purposes and substantial executive grants suggest compensation is being structured with significant equity exposure, which can align management with long-term outcomes, while also adding to dilution risk that investors may want to monitor through future filings.
お知らせ • Apr 30NextNav Inc. to Report Q1, 2026 Results on May 14, 2026NextNav Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 14, 2026
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$250k sold). Revenue is less than US$5m (US$4.6m revenue).
お知らせ • Apr 09NextNav Inc., Annual General Meeting, May 21, 2026NextNav Inc., Annual General Meeting, May 21, 2026.
New Risk • Mar 18New minor risk - Revenue sizeThe company makes less than US$5m in revenue. Total revenue: US$4.6m This is considered a minor risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Revenue is less than US$5m (US$4.6m revenue).
Reported Earnings • Mar 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.42 loss per share (further deteriorated from US$0.84 loss in FY 2024). Net loss: US$189.3m (loss widened 86% from FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 16%. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 113% per year, which means it is well ahead of earnings.
ライブニュース • May 06NextNav Reports Higher Losses as 3D PNT Platform Gains Regulatory Interest and Expands in JapanNextNav is reporting deeper net losses for 2025 as it increases investment in its 3D positioning, navigation, and timing (PNT) platform, alongside higher debt and a larger asset base. The company is gaining regulatory traction, with progress toward potential FCC rulemaking on terrestrial 3D PNT and growing attention from government bodies and carriers on public safety and GPS resiliency. NextNav has expanded its partnership with Japan’s MetCom and launched localized operations of a 5G-powered PNT test network, while recent SEC filings highlight new board appointments, insider equity sales tied to tax obligations, and sizable executive equity grants. For you as an investor, the story here is about a company leaning into its core 3D PNT technology while carrying heavier losses and debt to do it. Regulatory movement toward possible FCC rules on terrestrial 3D PNT, together with pilot projects and test networks, indicates a focus on getting its platform technically validated and aligned with public safety and GPS backup priorities. The expanded MetCom relationship and 5G-powered test network in Japan show that NextNav is working to prove its technology in real-world settings. At the same time, insider equity sales for tax purposes and substantial executive grants suggest compensation is being structured with significant equity exposure, which can align management with long-term outcomes, while also adding to dilution risk that investors may want to monitor through future filings.
お知らせ • Apr 30NextNav Inc. to Report Q1, 2026 Results on May 14, 2026NextNav Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 14, 2026
New Risk • Apr 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$250k sold). Revenue is less than US$5m (US$4.6m revenue).
お知らせ • Apr 09NextNav Inc., Annual General Meeting, May 21, 2026NextNav Inc., Annual General Meeting, May 21, 2026.
New Risk • Mar 18New minor risk - Revenue sizeThe company makes less than US$5m in revenue. Total revenue: US$4.6m This is considered a minor risk. Companies with a small amount of revenue are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$86m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$100m net loss in 2 years). Revenue is less than US$5m (US$4.6m revenue).
Reported Earnings • Mar 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.42 loss per share (further deteriorated from US$0.84 loss in FY 2024). Net loss: US$189.3m (loss widened 86% from FY 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is expected to decline by 18% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 16%. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 113% per year, which means it is well ahead of earnings.
Recent Insider Transactions Derivative • Mar 06Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$16.84, it would amount to US$1.2m. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Mariam's direct individual holding has increased from 423.01k shares to 514.93k. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 03NextNav Inc. to Report Q4, 2025 Results on Mar 17, 2026NextNav Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 17, 2026
お知らせ • Feb 28NextNav Inc. Announces Appointment of Lisa Hook as Lead Independent Director and Committee Member, Effective February 24, 2026NextNav Inc. announced the appointment of Lisa Hook to its Board of Directors, effective February 24, 2026. Lisa Hook will serve as Lead Independent Director and has been appointed as a member of the Company’s Technology and National Defense and Compensation and Human Capital Committees. Lisa Hook is Managing Partner of Two Island Partners LLC, a private equity and consulting firm. She previously served as President and CEO of Neustar Inc., a publicly traded global information services company focused on cloud-based analytics for risk and security, from 2010 to 2018 and has also held executive positions at America Online and Time Warner. Earlier in her career, she served as a legal advisor at the Federal Communications Commission and General Counsel of the Cable Group at Viacom International. Since 2012, she has also served on the National Security Telecommunications Advisory Committee. Lisa Hook brings more than 30 years of public company board experience and currently serves on the boards of Nokia Corporation and Fidelity National Information Services (FIS), and as Lead Independent Director of Philip Morris International.
Recent Insider Transactions Derivative • Dec 04Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$14.05, it would amount to US$981k. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Mariam's direct individual holding has increased from 287.35k shares to 459.78k. Company insiders have collectively sold US$7.0m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Nov 13Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$5.04m to US$4.43m. EPS estimate increased from -US$1.11 to -US$1.00 per share. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target of US$20.00 unchanged from last update. Share price rose 3.5% to US$12.25 over the past week.
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.004 (up from US$0.11 loss in 3Q 2024). Net income: US$483.0k (up US$14.1m from 3Q 2024). Revenue missed analyst estimates by 22%. Earnings per share (EPS) exceeded analyst estimates. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings.
お知らせ • Oct 21NextNav Inc. to Report Q3, 2025 Results on Nov 06, 2025NextNav Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025
お知らせ • Sep 23NextNav Inc. Announces Chief Financial Officer ChangesNextNav Inc. announced the appointment of Tim Gray as Chief Financial Officer. Chris Gates, the Company's former CFO, will now focus his time on strategy as Executive Vice President of Corporate Development. Mr. Gray most recently served more than a decade as Chief Financial Officer of Anterix. Prior to Anterix, he held multiple senior finance leader positions at MedImmune Inc., a subsidiary of AstraZeneca including Senior Vice President and Chief Financial Officer. Earlier in his career, Mr. Gray served in finance positions at AOL and Nextel and started his career at Deloitte &Touche LLP. He is also a member of the Audit Committee of the Childrens Inn at the National Institutes of Health. Mr. Gray received a Bachelor of business administration in accountancy from the University of Notre Dame and is a certified public accountant. Mr. Gates has been responsible for all corporate finance functions since 2021 and led the Companys transition to public company operations. Prior to that, he was Senior Vice President of Strategy, Corporate and Business Development. In that role, he led strategic partnerships, contributed to policy and standards outreach, supported public safety initiatives, including E911 and FirstNet, and helped shape the companys monetization and asset development strategies. He is also a named co-inventor on several patents related to NextNavs technologies.
Recent Insider Transactions Derivative • Sep 04Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$17.81, it would amount to US$1.2m. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Mariam's direct individual holding has increased from 287.35k shares to 478.16k. Company insiders have collectively sold US$299k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.48 loss per share (further deteriorated from US$0.21 loss in 2Q 2024). Net loss: US$63.2m (loss widened 159% from 2Q 2024). Revenue missed analyst estimates by 24%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is expected to decline by 17% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 63% per year, which means it is well ahead of earnings.
お知らせ • Jul 23NextNav Inc. to Report Q2, 2025 Results on Aug 06, 2025NextNav Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 30+ 3 more updatesNextNav Inc.(NasdaqCM:NN) dropped from Russell 3000E IndexNextNav Inc.(NasdaqCM:NN) dropped from Russell 3000E Index
Recent Insider Transactions Derivative • Jun 22Chairman notifies of intention to sell stockMariam Sorond intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of June. If the sale is conducted around the recent share price of US$14.39, it would amount to US$1.0m. For the year to December 2023, Mariam's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Mariam's direct individual holding has increased from 287.35k shares to 423.01k. Company insiders have collectively bought US$3.7m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Jun 13We Think NextNav (NASDAQ:NN) Has A Fair Chunk Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Major Estimate Revision • May 16Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$7.87m to US$6.51m. Forecast losses increased from -US$0.50 to -US$0.845 per share. Software industry in the US expected to see average net income growth of 19% next year. Consensus price target of US$20.00 unchanged from last update. Share price rose 6.3% to US$13.94 over the past week.
Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.45 loss per share (further deteriorated from US$0.28 loss in 1Q 2024). Net loss: US$58.6m (loss widened 85% from 1Q 2024). Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 63% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 17+ 1 more updateNextNav Inc. Announces Board Appointments, Effective May 1, 2025NextNav Inc. announced on April 11, 2025, the board of directors of the company increased the size of the Board from seven (7) directors to nine (9) directors and appointed each of Rear Admiral (Ret.) H. Wyman Howard III and Rear Admiral (Ret.) Lorin Selby, as a director to fill the resulting vacancies, effective May 1, 2025. Each of their respective terms will expire at the Company’s 2025 Annual Meeting of Stockholders (the Annual Meeting) and will continue until his successor has been elected and qualified, subject, however, to earlier death, resignation, retirement, disqualification, or removal. Both directors will stand for re-election at the Annual Meeting. Rear Admiral Howard (Retired) served 32 years in the U.S. Navy, including serving most recently as Commander, Naval Special Warfare Command and previously as Commander, Special Operations Command Central, Assistant Commander, Joint Special Operational Command, and Director of Operations for the National Geospatial-Intelligence Agency. He has commanded at all levels of naval special operations, including as the commanding officer of the Naval Special Warfare Development Group from 2011-2013. Admiral Howard also serves on the board of Bridger Aerospace Group Holdings Inc. and Invitation Homes Inc. Admiral Howard graduated from the United States Naval Academy and holds a Master of Business Administration from the TRIUM consortium of the London School of Economics, HEC Paris School of Management, and New York University’s Stern School of Business. Admiral Howard holds a Master of Science in National Security and Resource Strategy with a focus on commercial, civil, and military space sectors from the Eisenhower School and a Professional Certificate in Artificial Intelligence and Business Strategy from the Massachusetts Institute of Technology’s Computer Science and Artificial Intelligence Laboratory. Rear Admiral Selby (Retired) served nearly 37 years in the U.S. Navy, including serving most recently as the Chief of Naval Research, leading the workforce at the Office of Naval Research and the Naval Research Laboratory where they develop technologies for the Navy and Marine Corps. Prior assignments include serving as the Commander of the Naval Surface Warfare Centers and as the Chief Engineer of the United States Navy and Deputy Commander for Ship Design, Integration, and Naval Engineering at the Naval Sea Systems Command, where he drove innovation, optimized performance, and generated new ways of doing business. Admiral Selby also held highly visible roles like the Deputy Director of the Navy Office of Legislative Affairs to the U.S. House of Representatives and command of a fast-attack nuclear submarine. Following his retirement, he has taken on various consulting roles, advising small and mid-sized technology companies. He currently serves as President and CEO of Selby Partners Consulting LLC and is a founding partner in a maritime-focused growth equity fund, Mare Liberum Capital Partners. Admiral Selby holds a B.S. in Nuclear Engineering from the University of Virginia, an M.S. in Nuclear Engineering, and a Nuclear Engineer Degree from the Massachusetts Institute of Technology. He has also completed extensive executive business coursework, and his achievements have been recognized through numerous personal and unit awards.
お知らせ • Apr 14NextNav Inc., Annual General Meeting, May 22, 2025NextNav Inc., Annual General Meeting, May 22, 2025.
お知らせ • Mar 29NextNav Inc. announced that it has received $190 million in funding from M-Cor Capital LLC, Fortress Investment Group LLCOn March 27, 2024. NextNav Inc. has closed the transaction.
Recent Insider Transactions Derivative • Mar 18Chairman notifies of intention to sell stockMariam Sorond intends to sell 63k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$11.04, it would amount to US$694k. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since March 2024, Mariam's direct individual holding has increased from 38.82k shares to 287.35k. Company insiders have collectively bought US$5.3m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Mar 14NextNav Inc. announced that it expects to receive $190 million in funding from M-Cor Capital LLC, Fortress Investment Group LLC and other investorsNextNav Inc. entered into a note purchase agreement to issue 5% redeemable senior secured convertible notes due 2028 at principal amount of $190,000,000 for gross proceeds of $190,000,000 on March 12, 2025. The transaction will include participation from new lead investor M-Cor Capital LLC, returning lead investor Fortress Investment Group LLC, and other new and existing investors. The 2028 notes will bear interest at an annual rate of 5% and mature on June 30, 2028. Interest on the 2028 Notes is payable semi-annually in arrears on each of June 1 and December 1, commencing on June 1, 2025. The new notes will have a conversion price of $12.56 per share. The company will also issue to M-Cor Capital LLC and Fortress Investment Group LLC common stock purchase warrants to purchase 1,500,000 shares each exercisable at $20 per share, common stock purchase warrants to purchase 950,000 shares each exercisable at $17 per share, and common stock purchase warrants to purchase 1,450,000 shares each exercisable at $12.56 per share. The 2028 Notes and the Warrants were offered and will be sold in reliance upon exemptions from registration pursuant to Section 4(a)(2) of the Securities Act and Rule 506 of Regulation D promulgated thereunder. The private placement is expected to close on or about March 31, 2025
Reported Earnings • Mar 13Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.84 loss per share (further deteriorated from US$0.66 loss in FY 2023). Net loss: US$101.9m (loss widened 42% from FY 2023). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 28+ 1 more updateNextNav Inc. to Report Q4, 2024 Results on Mar 12, 2025NextNav Inc. announced that they will report Q4, 2024 results After-Market on Mar 12, 2025
Seeking Alpha • Jan 20NextNav: Negotiating From A Position Of Strength Should Fuel Considerable Additional UpsideSummary NextNav Inc. is our largest position and key contributor to 2024 returns, pending FCC updates on their 900 MHz spectrum band petition. Despite recent stock pressure from private equity sales, NextNav's spectrum could be valued at ~$40 per share if FCC approval is granted. The market's binary view of NextNav's FCC petition is flawed; negotiations and compromises are possible, unlike pharmaceutical trials. Strong support from incoming FCC Chair Brendan Carr and other Commissioners suggests favorable chances for NextNav's petition, enhancing national security and 5G spectrum needs. Read the full article on Seeking Alpha
New Risk • Jan 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$57m net loss in 2 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding). Revenue is less than US$5m (US$5.0m revenue).
分析記事 • Dec 11Is NextNav (NASDAQ:NN) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Recent Insider Transactions Derivative • Dec 04Chairman notifies of intention to sell stockMariam Sorond intends to sell 251k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of December. If the sale is conducted around the recent share price of US$17.25, it would amount to US$4.3m. Almost all of their compensation in the past year has been non-cash. These sales could comprise a meaningful part of their income for the year. Since March 2024, Mariam has owned 38.82k shares directly. Company insiders have collectively bought US$20m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Nov 20Consensus revenue estimates increase by 20%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from US$4.57m to US$5.48m. Forecast losses expected to reduce from -US$0.795 to -US$0.74 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target up from US$12.00 to US$20.00. Share price rose 20% to US$16.21 over the past week.
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: US$0.11 loss per share (improved from US$0.21 loss in 3Q 2023). Net loss: US$13.6m (loss narrowed 41% from 3Q 2023). Revenue exceeded analyst estimates by 45%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 60% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 165% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 22NextNav Inc. to Report Q3, 2024 Results on Nov 13, 2024NextNav Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024
Recent Insider Transactions • Aug 29Independent Director recently bought US$1.7m worth of stockOn the 27th of August, Neil Subin bought around 250k shares on-market at roughly US$6.93 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth US$2.3m. Insiders have collectively bought US$19m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Aug 14Consensus revenue estimates fall by 36%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.19m to US$4.57m. Forecast losses increased from -US$0.69 to -US$0.81 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$12.00 unchanged from last update. Share price fell 7.3% to US$7.47 over the past week.
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.21 loss per share (further deteriorated from US$0.15 loss in 2Q 2023). Net loss: US$24.4m (loss widened 55% from 2Q 2023). Revenue missed analyst estimates by 32%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 144% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jul 22NextNav Inc. to Report Q2, 2024 Results on Aug 07, 2024NextNav Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
お知らせ • Jul 03NextNav Inc.(NasdaqCM:NN) dropped from Russell Small Cap Comp Value IndexNextNav Inc.(NasdaqCM:NN) dropped from Russell Small Cap Comp Value Index
分析記事 • Jun 26Does NextNav (NASDAQ:NN) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Jun 25NextNav Appoints Nicola Palmer to Board of DirectorsNextNav announced the appointment of Nicola Palmer to its Board of Directors effective June 24, 2024. Palmer has also been appointed as a member of the Audit Committee of the Board. Following this appointment, the Board is now comprised of seven directors. As Chief Product Officer of Verizon, Palmer led the organization’s broad technical capabilities and assets to innovate, develop, and rapidly deliver a portfolio of products and services for customers of all Verizon businesses and oversaw the identification, development, acquisition, and application of new technologies to advance network capabilities. Palmer began her career at Bell Atlantic, a Verizon predecessor company, and her leadership roles have spanned engineering, operations, and technology supporting advanced data and wireless products, serving as Chief Technology Officer, Chief Engineering Officer, and Head of Wireless Networks. Ms. Palmer earned a bachelor's degree in industrial engineering from Penn State University and an MBA from the University of Pennsylvania’s Wharton School. Widely celebrated in the industry, she has been recognized with several technology and DEI awards, including the Most Influential Women in Wireless and Top 10 Women in Telecom. Palmer is also a passionate advocate for promoting education and careers in Science, Technology, Engineering, and Math (STEM), especially for young women. She has been honored by Working Mother magazine and the Girl Scouts of Greater New York.
お知らせ • May 18NextNav Announces Appointment of Jonathan Marcus to Board of DirectorsNextNav announced the appointment of Jonathan A. Marcus to the Company’s Board of Directors, effective May 16, 2024. Mr. Marcus currently serves as the Chairman of Alimco Financial Corp., (“Alimco”) and previously served as CEO of Alimco from March 2019 to May 2023. He is also currently on the board of directors for Anacomp Inc. and Kaspien Holdings Inc. Earlier in his career, Mr. Marcus was a managing member and co-founder of Broadbill Partners, L.P., a fund focused on special situations and distressed securities. Prior to Broadbill, Mr. Marcus was the Chief Investment Officer of Cypress Management, L.P., the predecessor fund to Broadbill, which he founded in 1995. Mr. Marcus’ career also includes extensive investment banking and financial advisory work at Prudential-Bache Securities and Credit Suisse First Boston. Since January 2018, Mr. Marcus has served as Special Advisor to Milfam LLC.
Major Estimate Revision • May 15Consensus EPS estimates fall by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$7.63m to US$7.19m. Losses expected to increase from US$0.58 per share to US$0.69. Software industry in the US expected to see average net income growth of 28% next year. Consensus price target of US$9.00 unchanged from last update. Share price fell 11% to US$7.48 over the past week.
Reported Earnings • May 09First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: US$0.28 loss per share (further deteriorated from US$0.15 loss in 1Q 2023). Net loss: US$31.6m (loss widened 93% from 1Q 2023). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 100%. Revenue is forecast to grow 72% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 08NextNav Appoints Sanyogita Shamsunder as Chief Operating Officer, Effective May 9, 2024NextNav announced the appointment of Dr. Sanyogita Shamsunder as the company’s new chief operating officer, effective May 9, 2024. In this newly created role, Sanyogita will be overseeing business development, strategy, product and software, program and operations, and IT. Dr. Shamsunder joins the company with over 20 years of experience leveraging technology and innovation to scale growth at both large enterprises and start-up technology companies. Recently, she held the title of the Head of Edge Network Infrastructure at Google, where she led the team that developed and maintained Google's multi-vendor Global Edge Network. Prior to that, Sanyogita led various network and product teams at Verizon, including as the Vice President of Product Strategy and Operations, where she led early 5G network technology development and trials. Earlier in her career, she launched the first 4G devices as well as led various spectrum initiatives in collaboration with government and industry groups. Sanyogita received her MBA from the Wharton School and Ph.D in electrical engineering and math from the University of Virginia.
お知らせ • Apr 26NextNav Inc. to Report Q1, 2024 Results on May 08, 2024NextNav Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024
お知らせ • Mar 29NextNav Inc., Annual General Meeting, May 16, 2024NextNav Inc., Annual General Meeting, May 16, 2024, at 12:00 US Eastern Standard Time. Agenda: To elect six (6)director nominees named in the accompanying Proxy Statement to our Board of Directors, each to serve until our 2025 Annual Meeting of Stockholders or until such persons successor is duly elected and qualified; to ratify the appointment of Ernst& Young LLP as our independent registered public accounting firm for the fiscal year ending December31, 2024; to approve the issuance of shares of our common stock in satisfaction of future payment obligations pursuant to the transaction with Telesaurus and Skybridge, in accordance with Nasdaq Listing; and to transact such other business as may properly be brought before the Annual Meeting or any adjournment or postponement thereof.
Recent Insider Transactions • Mar 21Insider recently bought US$1.7m worth of stockOn the 18th of March, Charles Frischer bought around 396k shares on-market at roughly US$4.38 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$9.6m. Insiders have collectively bought US$12m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Mar 20Consensus revenue estimates fall by 55%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$16.8m to US$7.63m. Forecast losses increased from -US$0.46 to -US$0.59 per share. Software industry in the US expected to see average net income growth of 25% next year. Consensus price target of US$9.00 unchanged from last update. Share price fell 9.5% to US$4.74 over the past week.
お知らせ • Mar 16NextNav Inc. Announces Cessation of David Knutson as Senior Vice President, Network Operations and DeploymentNextNav Inc. announced that on March 11, 2024, the position of Senior Vice President, Network Operations and Deployment held by David Knutson was eliminated as a result of an internal organizational assessment. Accordingly, his employment with the company ceased on March 11, 2024.
Reported Earnings • Mar 14Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: US$0.66 loss per share (further deteriorated from US$0.40 loss in FY 2022). Net loss: US$71.7m (loss widened 79% from FY 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) exceeded analyst estimates by 1.0%. Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Mar 14Key Executive notifies of intention to sell stockDavid Knutson intends to sell 43k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$3.89, it would amount to US$165k. Since March 2023, David's direct individual holding has decreased from 452.12k shares to 444.73k. Company insiders have collectively bought US$9.4m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Mar 07NextNav Inc. to Report Fiscal Year 2023 Results on Mar 13, 2024NextNav Inc. announced that they will report fiscal year 2023 results at 4:00 PM, US Eastern Standard Time on Mar 13, 2024
Recent Insider Transactions Derivative • Jan 29Senior Advisor notifies of intention to sell stockGanesh Pattabiraman intends to sell 231k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of January. If the sale is conducted around the recent share price of US$3.76, it would amount to US$867k. Since March 2023, Ganesh's direct individual holding has decreased from 1.88m shares to 1.83m. Company insiders have collectively sold US$223k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jan 22NextNav Inc. Appoints John Muleta to Its Board of Directors and Member of Audit CommitteeNextNav Inc. announced the appointment of John Muleta to the company’s Board of Directors, effective January 18, 2024. Mr. Muleta has been appointed as a member of the Audit Committee of the Board. Following the appointment of Mr. Muleta, the Board is now comprised of seven directors. Currently serving as the CEO of ATELUM LLC, a technology transfer firm specializing in mobile and Internet services, and as the Managing Member of SNR Wireless, Mr. Muleta's career spans the public and private sectors. Notably, he served as the Chief of the FCC'sWireless Telecommunications Bureau, where he oversaw the development and implementation of spectrum policies, managed the FCC's auction and licensing processes, and helped implement the Agency’s wireless E911 mandate. In the private sector, Mr. Muleta has an extensive track record of leadership and entrepreneurship. Further, he co-founded and served as CEO and board member of M2Z Networks, served as Chairman and CEO of Tellus Technology, and held the position of Senior Vice President for global infrastructure deployment at PSINet. Mr. Muleta has an undergraduate degree in Systems Engineering and a joint MBA/JD from the University of Virginia.
Recent Insider Transactions • Jan 11Key Executive recently sold US$100k worth of stockOn the 9th of January, David Knutson sold around 20k shares on-market at roughly US$5.01 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$373k. David has been a net seller over the last 12 months, reducing personal holdings by US$258k.
お知らせ • Nov 30Nextnav Inc. Announces Chief Executive Officer ChangesNextNav Inc. announced the appointment of Mariam Sorond, a veteran industry leader, as NextNav’s new Chief Executive Officer, effective November 29, 2023. Ms. Sorond will also join NextNav’s Board of Directors upon assuming her new role as CEO. Ganesh Pattabiraman, NextNav’s Co-Founder and current CEO made the personal decision to step down from his role as CEO and member of the Board of Directors at NextNav to spend more time with family. Mr. Pattabiraman plans to remain as a senior advisor to the Company for two years. Ms. Sorond joins NextNav with over 28 years of technical and strategy experience in the telecommunications industry. Most recently, she held the title of Chief Technology Officer, SEBU for VMWare where she helped to define and evangelize its technical strategy as well as lead its digital transformation. Prior to that, Ms. Sorond was the Chief Research and Development Officer at CableLabs, where she focused on technical thought leadership, vision, and strategy for the future of converged connectivity of broadband cable and mobile networks. Before joining the cable industry, Ms. Sorond served in several senior positions, including Chief Wireless Architect of DISH where she led the company’s entry into the wireless market. She was also responsible for spectrum technology and strategy, end-to-end technology development, as well as creating the next generation of network architecture and standards development at DISH. Ms. Sorond currently serves as a member of the NTIA Commerce Spectrum Management Advisory Committee and the FCC Technological Advisory Council.
Recent Insider Transactions • Nov 26Co-Founder recently sold US$373k worth of stockOn the 22nd of November, Ganesh Pattabiraman sold around 85k shares on-market at roughly US$4.41 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Ganesh has been a net seller over the last 12 months, reducing personal holdings by US$618k.
Recent Insider Transactions Derivative • Nov 24Co-Founder notifies of intention to sell stockGanesh Pattabiraman intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of November. If the sale is conducted around the recent share price of US$4.79, it would amount to US$405k. For the year to December 2020, Ganesh's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Ganesh's direct individual holding has decreased from 1.88m shares to 1.72m. Company insiders have collectively sold US$655k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.07m to US$4.00m. Losses expected to increase from US$0.57 per share to US$0.64. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target of US$9.00 unchanged from last update. Share price rose 5.0% to US$5.05 over the past week.
Recent Insider Transactions Derivative • Nov 12Key Executive notifies of intention to sell stockDavid Knutson intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of November. If the sale is conducted around the recent share price of US$4.88, it would amount to US$139k. Since December 2022, David's direct individual holding has increased from 422.23k shares to 440.19k. Company insiders have collectively sold US$605k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.21 loss per share (further deteriorated from US$0.18 loss in 3Q 2022). Net loss: US$23.2m (loss widened 24% from 3Q 2022). Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 81% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07NextNav Inc. to Report Q3, 2023 Results on Nov 08, 2023NextNav Inc. announced that they will report Q3, 2023 results After-Market on Nov 08, 2023
Recent Insider Transactions • Aug 24Chief Financial Officer recently sold US$152k worth of stockOn the 18th of August, Christian Gates sold around 37k shares on-market at roughly US$4.08 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christian has been a net seller over the last 12 months, reducing personal holdings by US$205k.
Major Estimate Revision • Aug 16Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$4.90m to US$4.07m. Forecast losses increased from -US$0.54 to -US$0.573 per share. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target of US$9.00 unchanged from last update. Share price rose 28% to US$4.29 over the past week.
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.15 loss per share (down from US$0.008 profit in 2Q 2022). Net loss: US$15.8m (down US$16.6m from profit in 2Q 2022). Revenue missed analyst estimates by 19%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 75% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • Jul 29NextNav Inc. to Report Q2, 2023 Results on Aug 09, 2023NextNav Inc. announced that they will report Q2, 2023 results After-Market on Aug 09, 2023
Recent Insider Transactions Derivative • Jun 23Independent Director notifies of intention to sell stockPeter Aquino intends to sell 324k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of June. If the sale is conducted around the recent share price of US$2.79, it would amount to US$904k. Since September 2022, Peter's direct individual holding has increased from 242.47k shares to 314.68k. Company insiders have collectively bought US$4.4m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Jun 13NextNav Inc. announced that it has received $70 million in funding from Susquehanna International Group, LLP, Whitebox Advisors LLC, Clutterbuck Capital Management LLCOn June 12, 2023, NextNav Inc. closed the tramsaction. The company issued addtional $20 million bringing to total $70 million in transaction.
Recent Insider Transactions • May 23Co-Founder recently sold US$185k worth of stockOn the 18th of May, Ganesh Pattabiraman sold around 84k shares on-market at roughly US$2.20 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Ganesh's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • May 22Co-Founder notifies of intention to sell stockGanesh Pattabiraman intends to sell 84k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$2.20, it would amount to US$185k. For the year to December 2020, Ganesh's total compensation was 22% salary and 78% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2022, Ganesh's direct individual holding has increased from 1.61m shares to 1.88m. Company insiders have collectively bought US$6.9m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • May 17Consensus EPS estimates upgraded to US$0.58 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$0.68 to -US$0.58 per share. Revenue forecast unchanged from US$7.51m at last update. Software industry in the US expected to see average net income growth of 12% next year. Consensus price target of US$9.00 unchanged from last update. Share price was steady at US$2.29 over the past week.
Reported Earnings • May 12First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2023 results: US$0.15 loss per share (further deteriorated from US$0.096 loss in 1Q 2022). Net loss: US$16.3m (loss widened 68% from 1Q 2022). Revenue missed analyst estimates by 39%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
お知らせ • May 11NextNav Inc. announced that it has received $50 million in funding from Susquehanna International Group, LLP, Whitebox Advisors LLC, Clutterbuck Capital Management LLCNextNav Inc. announced a private placement of 10.00% Senior Secured First Lien Notes for gross proceeds of $50,000,000 on May 10, 2023. The transaction included participation from new investors, Susquehanna International Group, LLP, Whitebox Advisors LLC and Clutterbuck Capital Management LLC. The investors will also have the exclusive option to purchase an additional $20 million of notes on the same terms for 30 days following the close. The facility provides the ability to issue up to a maximum $80 million aggregate principal amount of notes. The notes will mature on December 1, 2026, and pay interest semi-annually at a rate of 10.0% per annum, with the first payment being due on December 1, 2023. A minimum of 50% of each interest payment due on the notes must be paid in cash, with the rest payable in cash or stock at the company's discretion. The notes are guaranteed on a first lien senior secured basis by the company's domestic subsidiaries and secured by substantially all of the assets of the company and its domestic subsidiaries. In addition, the noteholders will receive fair market value warrants to purchase common stock for cash at an aggregate exercise price of $40 million and represent approximately 12.5% ownership on a fully diluted basis. The warrants are partially callable beginning in 2025 depending on the prevailing stock price.
分析記事 • May 11Will NextNav (NASDAQ:NN) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Reported Earnings • Mar 24Full year 2022 earnings released: US$0.40 loss per share (vs US$6.73 loss in FY 2021)Full year 2022 results: US$0.40 loss per share (improved from US$6.73 loss in FY 2021). Net loss: US$40.1m (loss narrowed 75% from FY 2021). Revenue is forecast to grow 55% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
Recent Insider Transactions Derivative • Jan 16Key Executive notifies of intention to sell stockDavid Knutson intends to sell 44k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of January. If the sale is conducted around the recent share price of US$3.12, it would amount to US$137k. Since March 2022, David's direct individual holding has increased from 337.96k shares to 392.75k. Company insiders have collectively bought US$6.9m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions Derivative • Nov 19Executive Chairman notifies of intention to sell stockGary Parsons intends to sell 400k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$3.30, it would amount to US$1.3m. Since December 2021, Gary's direct individual holding has decreased from 1.81m shares to 1.45m. Company insiders have collectively bought US$6.9m more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Nov 17Consensus revenue estimates fall by 73%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$14.3m to US$3.88m. Forecast losses increased from -US$0.32 to -US$0.42 per share. Software industry in the US expected to see average net income growth of 11% next year. Consensus price target down from US$13.50 to US$10.50. Share price rose 15% to US$3.57 over the past week.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Independent Director Alan Howe is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 12Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: US$0.18 loss per share (improved from US$1.57 loss in 3Q 2021). Net loss: US$18.7m (loss narrowed 42% from 3Q 2021). Revenue missed analyst estimates by 79%. Earnings per share (EPS) also missed analyst estimates by 20%. Revenue is forecast to grow 68% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in the US.
お知らせ • Nov 04NextNav Inc. (NasdaqCM:NN) acquired Nestwave SAS for $17.8 million.NextNav Inc. (NasdaqCM:NN) acquired Nestwave SAS for $17.8 million on October 31, 2022. The enterprise value was determined at $18 million and the gross consideration value will be paid - $4.3 million in cash and $15.0 million in NextNav's common stock. The transaction resulted in the issuance of 4 million shares of NextNav common stock upon close, and up to 1.1 million shares of common stock upon exercise of certain Nestwave employee options. All such shares are subject to a lock-up expiring on the first anniversary of transaction close. Post the transaction, Nestwave will adopt NextNav's name and be integrated into existing TerraPoiNT engineering and technology efforts. All Nestwave employees will remain with the company. Nestwave CEO, Ambroise Popper, will continue to serve as Vice President and General Manager in France and become a member of NextNav's executive leadership team, while Nestwave CTO and Founder, Rabih Chrabieh will serve as Vice President of Engineering. NextNav Inc. (NasdaqCM:NN) completed the acquisition of Nestwave SAS on October 31, 2022.
お知らせ • Nov 02NextNav Inc. to Report Q3, 2022 Results on Nov 10, 2022NextNav Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022
Recent Insider Transactions • Aug 18Insider recently bought US$2.0m worth of stockOn the 12th of August, Timothy Presutti bought around 671k shares on-market at roughly US$3.05 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$6.2m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Aug 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$17.4m to US$14.3m. EPS estimate increased from -US$0.41 to -US$0.36 per share. Software industry in the US expected to see average net income growth of 5.5% next year. Consensus price target down from US$14.75 to US$13.50. Share price fell 9.2% to US$3.05 over the past week.
Reported Earnings • Aug 12Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$0.008 (up from US$6.07 loss in 2Q 2021). Net income: US$827.0k (up US$45.4m from 2Q 2021). Revenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 1,221%, compared to a 18% growth forecast for the industry in the US.
お知らせ • Aug 11NextNav Inc. Announces Executive ChangesNextNav Inc. announced that Neil S. Subin has joined the company’s board of directors effective August 10, 2022. Mr. Subin replaces Peter Barris, who was recently named Chairman of the Board of Trustees of Northwestern University. Mr. Subin currently serves as Chief Investment Officer for MILFAM, a single-family office. Throughout his career, Mr. Subin has served as a director and major shareholder for a number of telecommunications companies through various cycles of their growth and development. His efforts include advising companies on the appropriate approach to support the growth and development of their spectrum assets via effective financial and operating plans. He has also been integral in providing substantial transaction support for spectrum assets tied to several of the major telecommunications companies which has resulted in significant value creation for these businesses. Mr. Subin has been an active member of numerous boards of directors and currently serves on the boards of Alimco Financial Corp, Centrus Energy Corp, Frontiersman Holdings Inc., and Quantlab Financial LLC.
Seeking Alpha • Aug 10NextNav reports Q2 resultsNextNav press release (NASDAQ:NN): Q2Revenue of $1.4M (+566.7% Y/Y) beats by $0.15M. Net Income was $0.8 million in q2,2022
