View Future GrowthSmith Micro Software 過去の業績過去 基準チェック /06Smith Micro Softwareの収益は年間平均-11.7%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間22.5% 24.7%割合で 減少しています。主要情報-11.72%収益成長率7.85%EPS成長率Software 業界の成長17.33%収益成長率-24.66%株主資本利益率-152.91%ネット・マージン-169.87%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 23Smith Micro Software, Inc. to Report Q1, 2026 Results on Apr 29, 2026Smith Micro Software, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$48.7m from FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 60% per year, which means it is significantly lagging earnings.お知らせ • Feb 26Smith Micro Software, Inc. to Report Q4, 2025 Results on Mar 04, 2026Smith Micro Software, Inc. announced that they will report Q4, 2025 results After-Market on Mar 04, 2026Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.78 loss per share (further deteriorated from US$0.66 loss in 2Q 2024). Revenue: US$4.42m (down 14% from 2Q 2024). Net loss: US$15.1m (loss widened 117% from 2Q 2024). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.お知らせ • Jul 31Smith Micro Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025Smith Micro Software, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.28 loss per share (improved from US$3.28 loss in 1Q 2024). Revenue: US$4.62m (down 20% from 1Q 2024). Net loss: US$5.18m (loss narrowed 83% from 1Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.すべての更新を表示Recent updatesNew Risk • May 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$3.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$3.1m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$22.4m market cap).New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 19% per year over the past 5 years. Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$21.1m market cap).お知らせ • Apr 23Smith Micro Software, Inc. to Report Q1, 2026 Results on Apr 29, 2026Smith Micro Software, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 17Smith Micro Software, Inc., Annual General Meeting, May 26, 2026Smith Micro Software, Inc., Annual General Meeting, May 26, 2026. Location: meetnow.global/mcvkkst, United States新しいナラティブ • Mar 20Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual ImprovementCatalysts About Smith Micro Software Smith Micro Software provides carrier-grade family safety and communications software, including its SafePath OS platform for kids and seniors and CommSuite voice services, to mobile network operators. What are the underlying business or industry changes driving this perspective?お知らせ • Mar 17Smith Micro Software, Inc. announced that it has received $4.889325 million in fundingOn March 16, 2026, Smith Micro Software, Inc. closed the transaction. The company raised $4,889,325 in the transaction.新しいナラティブ • Mar 06Family Safety Focus And Senior Segment Expansion Will Transform Long-Term ProspectsCatalysts About Smith Micro Software Smith Micro Software develops family safety and communications software, primarily delivered through mobile carriers. What are the underlying business or industry changes driving this perspective?Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$48.7m from FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 60% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 05Price target decreased by 38% to US$2.50Down from US$4.00, the current price target is an average from 2 analysts. New target price is 268% above last closing price of US$0.68. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.47 next year compared to a net loss per share of US$1.56 last year.お知らせ • Mar 05+ 2 more updatesSmith Micro Software, Inc. Announces CEO Changes, Effective March 31, 2026Smith Micro Software, Inc. announced that it has named current Chief Operating Officer and Chief Financial Officer Tim Huffmyer to serve as Smith Micro’s next Chief Executive Officer. Huffmyer will assume the role from Bill Smith, who has been appointed to the role of Executive Chairman. The changes will take effect on March 31, 2026 and follow leadership succession planning led by Smith and the Company’s Board of Directors. During his tenure as Chief Operating Officer and Chief Financial Officer, Huffmyer has overseen core operational and financial responsibilities, including key strategic initiatives and ongoing transformation efforts. He rejoined the Company in his current dual role in June 2025 after having previously served as the Company’s CFO.お知らせ • Feb 26Smith Micro Software, Inc. to Report Q4, 2025 Results on Mar 04, 2026Smith Micro Software, Inc. announced that they will report Q4, 2025 results After-Market on Mar 04, 2026Breakeven Date Change • Feb 25No longer forecast to breakevenThe analyst covering Smith Micro Software no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$9.00m in 2027. New forecast suggests the company will make a loss of US$2.50m in 2027.分析記事 • Feb 04Potential Upside For Smith Micro Software, Inc. (NASDAQ:SMSI) Not Without RiskWith a price-to-sales (or "P/S") ratio of 0.8x Smith Micro Software, Inc. ( NASDAQ:SMSI ) may be sending very bullish...Price Target Changed • Jan 15Price target increased by 13% to US$4.50Up from US$4.00, the current price target is an average from 2 analysts. New target price is 676% above last closing price of US$0.58. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$1.34 next year compared to a net loss per share of US$3.94 last year.Board Change • Jan 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Asha Keddy was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 07Smith Micro Software, Inc. Announces Launch of SafePath OS for Senior PhoneSmith Micro Software, Inc. announced the official launch of its SafePath OS™? for Senior Phone. A carrier-grade software solution designed to meet the unique needs of older adults, SafePath OS for Senior Phone also delivers a significant value proposition to mobile network operators around the world. SafePathOS for Senior Phone builds on the proven foundation of Smith Micro's SafePath®? platform, introducing a tailored solution that meets the needs of today's senior market. This diverse audience spans fully independent seniors, active seniors who want some extra support, as well as those seniors who rely on caregivers for assistance. The experience is designed to simplify technology, while delivering essential safety tools that seniors want and need and enabling the creation of a trusted safety net of family and friends. SafePath OS for Senior Phone is engineered to simplify technology and enhance safety: Easy-to-Use Interface: Large font, simplified navigation, and voice assisted support; Simple Onboarding: Streamlined setup process with step-by-step guidance; Real-TimeLocation & Geofences: Location sharing with alerts when entering or exiting safe zones; Drive & Crash Detection: Monitors driving behavior and detects collisions; Check-In & Family SOSAlerts: One tap check-in and emergency alerts to family members. A Strategic Opportunity for Carriers: The senior market represents a significant opportunity in an underserved market. As families seek solutions that balance independence with safety for older adults, carriers can lead the way by offering a phone experience that prioritizes care without compromising dignity; Brand Customization: Aligns with carrier branding, plans, and promotions; New Marketing Channels: Promotes additional services through a trusted safety-first platform. SafePath OS for Senior Phone is available now.お知らせ • Dec 25Smith Micro Gets Additional 180 Days to Regain Compliance with Nasdaq Listing RulesAs previously announced, on June 23, 2025, Smith Micro Software, Inc. (the Company") received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market (Nasdaq") advising that the Company was not incompliance with the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (the Minimum Bid Price Requirement") as a result of the closing bid price of the Company's common stock (Common Stock") having been below $1.00 for thirty consecutive business days. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company was granted a period of 180 calendar days from the notification date, or until December 22, 2025, to regain compliance with the Minimum Bid Price Requirement. On December 23, 2025, the Company received a written notice from Nasdaq (the December Notice") granting an additional 180 days, or until June 22, 2026, to regain compliance with the Minimum Bid Price Requirement. If at any time before June 22, 2026, the closing bid price of the Company's Common Stock is at least $1.00 per share for a minimum of ten consecutive business days, unless Nasdaq exercises its discretion to extend this ten-day period, Nasdaq will provide written confirmation stating that the Company has achieved compliance with the Minimum Bid Price Requirement. The December Notice has no immediate effect on the continued listing status of the Company's Common Stock on The Nasdaq Capital Market, and the Company's listing remains fully effective. The Company intends to monitor the closing bid price of its Common Stock and assess its available options in order to regain compliance with the Minimum Bid Price Requirement and continue listing on The Nasdaq Capital Market, including by effecting a reverse stock split, if necessary. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with the other Nasdaq listing requirements.お知らせ • Nov 20Smith Micro Software, Inc. announced that it has received $1.5 million in fundingOn November 20, 2025, Smith Micro Software, Inc. closed the transaction.お知らせ • Nov 06+ 2 more updatesSmith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $1.150001 million.Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $1.150001 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,714,373 Price\Range: $0.6708 Discount Per Security: $0.0262 Transaction Features: Registered Direct Offeringお知らせ • Oct 16+ 1 more updateSmith Micro Software, Inc. Announces Executive ChangesSmith Micro Software, Inc. announced several leadership changes; David Blakeney, senior vice president of engineering, retired after 14 years of service on September 23, 2025. David Sperling, chief technology officer and vice president of engineering, has been promoted to chief technology officer and senior vice president of engineering, and will now additionally be responsible for all development activities. Anup Kaneri, vice president of worldwide products, was promoted to chief product officer and is responsible for all product strategies.お知らせ • Sep 18Smith Micro Software, Inc. announced that it has received $0.933 million in funding from Smith Living TrustOn September 17, 2025, The company has closed the transaction. The company has amended the terms of the transaction. The company received $933,000 in the transaction, where it received $833,000 from Smith (comprised of $709,706 as a loan and $123,293 for the purchase of the accompanying Warrants) and $100,000 from Huffmyer (comprised of $85,030 as a loan and $14,970 for the purchase of the accompanying Warrants). On the same date the company has received it's second and final tranche.分析記事 • Aug 13What You Need To Know About The Smith Micro Software, Inc. (NASDAQ:SMSI) Analyst Downgrade TodayNasdaqCM:SMSI 1 Year Share Price vs Fair Value Explore Smith Micro Software's Fair Values from the Community and select...分析記事 • Aug 09Smith Micro Software, Inc. (NASDAQ:SMSI) Just Reported, And Analysts Assigned A US$3.50 Price TargetSmith Micro Software, Inc. ( NASDAQ:SMSI ) just released its latest second-quarter report and things are not looking...Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.78 loss per share (further deteriorated from US$0.66 loss in 2Q 2024). Revenue: US$4.42m (down 14% from 2Q 2024). Net loss: US$15.1m (loss widened 117% from 2Q 2024). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.Breakeven Date Change • Aug 07The 2 analysts covering Smith Micro Software previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 63% per year to 2026. The company is expected to make a profit of US$5.90m in 2027. Average annual earnings growth of 114% is required to achieve expected profit on schedule.お知らせ • Aug 07+ 2 more updatesSmith Micro Software, Inc. Provides Earnings Guidance for the Second Half of 2025Smith Micro Software, Inc. provided earnings guidance for the second half of 2025. For the period, the company expects sequential quarterly revenue growth for the second half of 2025.お知らせ • Jul 31Smith Micro Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025Smith Micro Software, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jul 19Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $1.5 million.Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $1.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,612,903 Price\Range: $0.93 Transaction Features: Registered Direct Offeringお知らせ • Jun 25Smith Micro Software Receives a Letter from the Listing Qualifications Staff of the Nasdaq Stock MarketOn June 23, 2025, Smith Micro Software, Inc. (the “Company”) received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market (“Nasdaq”) indicating that as a result of the closing bid price of the Company’s common stock (“Common Stock”) for the last 30 consecutive business days having been below the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (the “Minimum Bid Price Requirement”) the Company was not in compliance with the Minimum Bid Price Requirement (the “Minimum Bid Price Notice”). The Minimum Bid Price Notice has no immediate effect on the continued listing status of the Company’s Common Stock on The Nasdaq Capital Market, and, therefore, the Company’s listing remains fully effective. Pursuant to Nasdaq Marketplace Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until December 22, 2025, to regain compliance with the Minimum Bid Price Requirement. If at any time before December 22, 2025, the closing bid price of the Common Stock is at least $1.00 per share for a minimum of ten consecutive business days, unless Nasdaq exercises its discretion to extend this ten-day period, Nasdaq will provide written confirmation stating that the Company has achieved compliance with the Minimum Bid Price Requirement. If the Company’s Common Stock does not regain compliance with the Minimum Bid Price Requirement during this initial 180-day compliance period, the Company may be eligible for an additional compliance period of 180 calendar days provided that (i) the Company satisfies Nasdaq’s continued listing requirement for market value of publicly held shares and all other initial listing standards, other than the Minimum Bid Price Requirement; and (ii) the Company provides written notice to Nasdaq of its intention to cure the deficiency during the second grace period. The Company intends to monitor the closing bid price of its Common Stock and assess its available options in order to regain compliance with the Minimum Bid Price Requirement and continue listing on The Nasdaq Capital Market. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with the other Nasdaq listing requirements.お知らせ • May 28+ 1 more updateSmith Micro Software, Inc. Announces Appointment of Tim Huffmyer as Chief Operating Officer, Effective June 9, 2025Smith Micro Software, Inc. announced the appointment of Tim Huffmyer as the new Chief Operating Officer, effective June 9, 2025. Huffmyer will have oversight of key operational areas as well as financial operations. Huffmyer rejoins the company from his most recent role as Chief Financial Officer of Urgent.ly Inc., a leading connected mobility assistance software platform provider, which he has held since September 2021. From June 2017 to September 2021, he served as Smith Micro’s Vice President, Chief Financial Officer, and Treasurer. Earlier in his career, Huffmyer served in succeeding roles at Black Box Corporation, an IT solutions company, including as Vice President, Chief Financial Officer, and Treasurer and Director of Finance. Huffmyer received his B.A. in Accounting from Michigan State University.Breakeven Date Change • May 12Forecast to breakeven in 2027The 2 analysts covering Smith Micro Software expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 66% per year to 2026. The company is expected to make a profit of US$5.90m in 2027. Average annual earnings growth of 80% is required to achieve expected profit on schedule.Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.28 loss per share (improved from US$3.28 loss in 1Q 2024). Revenue: US$4.62m (down 20% from 1Q 2024). Net loss: US$5.18m (loss narrowed 83% from 1Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.Major Estimate Revision • May 09Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$26.2m to US$22.3m. Forecast losses increased from -US$0.675 to -US$0.94 per share. Software industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.83 unchanged from last update. Share price fell 9.4% to US$0.96 over the past week.New Risk • May 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$49m Forecast net loss in 2 years: US$5.7m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (85% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$14m). Currently unprofitable and not forecast to become profitable over next 2 years (US$5.7m net loss in 2 years). Share price has been volatile over the past 3 months (16% average weekly change). Market cap is less than US$100m (US$18.6m market cap).お知らせ • May 08Smith Micro Software, Inc. Unveils SafePath® 8: A Bold Leap into AI-Powered Family SafetySmith Micro Software, Inc. announced the upcoming launch of SafePath 8, the next-generation evolution of its industry-leading family safety platform. Launching in 2025, SafePath 8 will introduce a suite of AI-driven features designed to help families navigate and manage their digital lives with greater confidence, control, and care. These new capabilities will be available across the full SafePath ecosystem, including the SafePath Kids rate plan solution, over-the-top (OTT) apps, and SafePath OS-powered phones for kids and seniors. Whether it’s a connected app or a purpose-built device, SafePath 8 will bring smarter safety to every family. Social Media Intelligence: Upon release, SafePath 8 will help parents better understand their children’s online world. Using Advanced AI, Social Media Intelligence, SafePath will automatically notify parents of areas of potential concern appearing in their children’s social media activity, including content containing cyberbullying, hate speech, profanity, and self-harm. These insights will allow parents to react quickly and have valuable conversations with their children about their online activities. Dynamic Age-Awareness: With SafePath 8, the company also plans to introduce a dynamic age-aware platform that can adapt to the child’s age. Once parents enter their child’s age group during setup, SafePath will automatically enter a self-configuring mode that will establish age-based settings for the child across several categories of protection based on recommendations of industry-leading experts, allowing parents to have an expert based starting point, while also having the ability to change these settings within the application to those they feel are most appropriate for their children. AI Blocking Function: Another key new enhancement planned for future release on the SafePath 8 platform will be the ability to block kids from using AI chatbots and tools. This will allow parents to establish limits on AI use, putting them back in charge of what’s age-appropriate for their children. For example, studies have shown that using AI for homework can hinder critical thinking, where kids rely on external tools instead of engaging in deep internal thinking or putting in the steps to solve a math problem. AI Assistant: Safe Path 8 will also include an AI Assistant for parents. This unique feature is planned for a future release on SafePath 8 and will use large language models to provide parents with valuable insights about family activities in the digital and physical worlds. Digital Wellness Resource Website: Available directly from its SafePath application, the Digital Wellness Resources site is a curated collection of online resources aimed at helping parents and families obtain helpful information on critical topics related to their child’s online safety. This resource will continue to expand to contain information relevant to today’s families.お知らせ • May 02Smith Micro Software, Inc. to Report Q1, 2025 Results on May 07, 2025Smith Micro Software, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Asha Keddy was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 25Smith Micro Software, Inc., Annual General Meeting, Jun 03, 2025Smith Micro Software, Inc., Annual General Meeting, Jun 03, 2025. Location: meetnow.global/mhzwg2g, United StatesMajor Estimate Revision • Mar 19Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$31.8m to US$26.2m. Forecast losses increased from -US$0.58 to -US$0.675 per share. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$4.83 unchanged from last update. Share price fell 24% to US$0.82 over the past week.分析記事 • Mar 16Analysts Just Shaved Their Smith Micro Software, Inc. (NASDAQ:SMSI) Forecasts DramaticallyThe analysts covering Smith Micro Software, Inc. ( NASDAQ:SMSI ) delivered a dose of negativity to shareholders today...New Risk • Mar 12New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$14m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (89% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$14m). Market cap is less than US$100m (US$19.1m market cap).Reported Earnings • Mar 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$3.94 loss per share (further deteriorated from US$3.01 loss in FY 2023). Revenue: US$20.6m (down 50% from FY 2023). Net loss: US$48.7m (loss widened 100% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 31% 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 • Mar 05Smith Micro Software, Inc. to Report Q4, 2024 Results on Mar 11, 2025Smith Micro Software, Inc. announced that they will report Q4, 2024 results After-Market on Mar 11, 2025分析記事 • Feb 19Smith Micro Software, Inc. (NASDAQ:SMSI) Stock Rockets 29% But Many Are Still Ignoring The CompanySmith Micro Software, Inc. ( NASDAQ:SMSI ) shares have continued their recent momentum with a 29% gain in the last...分析記事 • Jan 02Even With A 65% Surge, Cautious Investors Are Not Rewarding Smith Micro Software, Inc.'s (NASDAQ:SMSI) Performance CompletelySmith Micro Software, Inc. ( NASDAQ:SMSI ) shareholders would be excited to see that the share price has had a great...Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 3 analysts covering Smith Micro Software expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$9.00m in 2027. Average annual earnings growth of 85% is required to achieve expected profit on schedule.Price Target Changed • Dec 10Price target decreased by 29% to US$4.83Down from US$6.83, the current price target is an average from 3 analysts. New target price is 552% above last closing price of US$0.74. Stock is down 87% over the past year. The company is forecast to post a net loss per share of US$4.20 next year compared to a net loss per share of US$3.01 last year.お知らせ • Nov 28Smith Micro Software Receives Nasdaq Non-Compliance Letter Regarding Minimum Bid Price RequirementOn November 26, 2024, Smith Micro Software, Inc. (the Company") received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market (Nasdaq") indicating that as result of the closing bid price of the Company's common stock (Common Stock") for the last 30 consecutive business days having been below the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (the Minimum Bid Price Requirement") the Company was not in compliance with the Minimum Bid Price Requirement (the Minimum Bid Price Notice"). The Minimum Bid Price Notice has no immediate effect on the continued listing status of the Company's Common Stock on The Nasdaq Capital Market, and, therefore, the Company's listing remains fully effective. Pursuant to Nasdaq Marketplace Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until May 26, 2025, to regain compliance with the Minimum Bid Price Requirement. If at any time before May 26, 2025, the closing bid price of the Common Stock is at least $1.00 per share for a minimum of ten consecutive business days, unless Nasdaq exercises its discretion to extend this ten-day period, Nasdaq will provide written confirmation stating that the Company has achieved compliance with the Minimum Bid Price Requirement. If the Company's Common Stock does not regain compliance with the Minimum Bid Price Requirement during this initial 180-day compliance period, the Company may be eligible for an additional compliance period of 180 calendar days provided that (i) the Company satisfies Nasdaq's continued listing requirement for market value of publicly held shares and all other initial listing standards, other than the Minimum Bid Price Requirement; and (ii) the Company provides written notice to Nasdaq of its intention to cure the deficiency during the second grace period. The Company intends to monitor the closing bid price of its Common Stock and assess its available options in order to regain compliance with the Minimum Bid Price Requirement and continue listing on The Nasdaq Capital Market. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with the other Nasdaq listing requirements.Reported Earnings • Nov 15Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: US$0.54 loss per share. Revenue: US$4.65m (down 58% from 3Q 2023). Net loss: US$6.37m (loss widened 24% from 3Q 2023). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 6.4%. Revenue is forecast to grow 31% 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 • Nov 08Smith Micro Software, Inc. to Report Q3, 2024 Results on Nov 13, 2024Smith Micro Software, Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024New Risk • Oct 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 82% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (38% average weekly change). Shareholders have been substantially diluted in the past year (82% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$17.0m market cap).お知らせ • Oct 04Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $3.869991 million.Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $3.869991 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,321,881 Price\Range: $1.165 Transaction Features: Registered Direct Offeringお知らせ • Oct 03Smith Micro Software, Inc. announced that it expects to receive $3 million in fundingSmith Micro Software, Inc. announced a private placement of 2,575,107 unregistered shares at a price of $1.165 per share for the gross proceeds of $2,999,999.655 and warrants on October 2, 2024. Each warrant issued as part of the Private Placement transaction will be exercisable for one share of common stock at an exercise price of $1.04 per share, will become exercisable six months after it is issued and will expire five years thereafter. The Private Placement transaction is expected close on October 2, 2024.分析記事 • Oct 02A Piece Of The Puzzle Missing From Smith Micro Software, Inc.'s (NASDAQ:SMSI) 70% Share Price ClimbThose holding Smith Micro Software, Inc. ( NASDAQ:SMSI ) shares would be relieved that the share price has rebounded...お知らせ • Oct 02Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $3.869991 million.Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $3.869991 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,321,881 Price\Range: $1.165 Transaction Features: Registered Direct Offeringお知らせ • Sep 17Smith Micro Software, Inc. has withdrawn its Follow-on Equity Offering.Smith Micro Software, Inc. has withdrawn its Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Security Name: Common Warrants Security Type: Equity Warrant Security Name: Pre-Funded Warrants Security Type: Equity Warrant Security Name: Placement Agent Warrants Security Type: Equity WarrantNew Risk • Aug 13New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.41m This is considered a major risk. Companies with a small market capitalization 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 Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Market cap is less than US$10m (US$9.41m market cap). Minor Risk Shareholders have been diluted in the past year (32% increase in shares outstanding).Major Estimate Revision • Aug 12Consensus revenue estimates decrease by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$27.6m to US$21.6m. EPS estimate unchanged at -US$4.71 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$10.67 to US$8.17. Share price fell 41% to US$1.11 over the past week.分析記事 • Aug 08Some Analysts Just Cut Their Smith Micro Software, Inc. (NASDAQ:SMSI) EstimatesThe analysts covering Smith Micro Software, Inc. ( NASDAQ:SMSI ) delivered a dose of negativity to shareholders today...お知らせ • Aug 08Smith Micro Software, Inc. has filed a Follow-on Equity Offering.Smith Micro Software, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Security Name: Common Warrants Security Type: Equity Warrant Security Name: Pre-Funded Warrants Security Type: Equity Warrant Security Name: Placement Agent Warrants Security Type: Equity Warrant分析記事 • Aug 07Market Cool On Smith Micro Software, Inc.'s (NASDAQ:SMSI) Revenues Pushing Shares 27% LowerThe Smith Micro Software, Inc. ( NASDAQ:SMSI ) share price has fared very poorly over the last month, falling by a...New Risk • Aug 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$50m Forecast net loss in 3 years: US$226k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$226k net loss in 3 years). Shareholders have been diluted in the past year (34% increase in shares outstanding). Market cap is less than US$100m (US$21.0m market cap).Reported Earnings • Aug 04Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.66 loss per share. Revenue: US$5.14m (down 50% from 2Q 2023). Net loss: US$6.93m (loss widened 22% from 2Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 30% 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 25Smith Micro Software, Inc. to Report Q2, 2024 Results on Aug 01, 2024Smith Micro Software, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 01, 2024お知らせ • May 15Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $4.105655 million.Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $4.105655 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,065,000 Price\Range: $2.15 Discount Per Security: $0.129 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 845,000 Price\Range: $2.149 Discount Per Security: $0.129 Transaction Features: Registered Direct OfferingMajor Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$30.4m to US$29.0m. Losses expected to increase from US$2.70 per share to US$3.04. Software industry in the US expected to see average net income growth of 28% next year. Consensus price target down from US$16.50 to US$14.67. Share price rose 11% to US$2.79 over the past week.お知らせ • May 12+ 1 more updateSmith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $4.105655 million.Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $4.105655 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,065,000 Price\Range: $2.15 Discount Per Security: $0.129 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 845,000 Price\Range: $2.149 Discount Per Security: $0.129 Transaction Features: Registered Direct Offering分析記事 • May 11Smith Micro Software, Inc. (NASDAQ:SMSI) Just Reported, And Analysts Assigned A US$14.67 Price TargetIt's been a pretty great week for Smith Micro Software, Inc. ( NASDAQ:SMSI ) shareholders, with its shares surging 11...Price Target Changed • May 10Price target decreased by 21% to US$14.67Down from US$18.50, the current price target is an average from 3 analysts. New target price is 464% above last closing price of US$2.60. Stock is down 72% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$3.01 last year.Breakeven Date Change • May 10No longer forecast to breakevenThe 3 analysts covering Smith Micro Software no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.50m in 2026. New consensus forecast suggests the company will make a loss of US$1.80m in 2026.Reported Earnings • May 10First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$3.28 loss per share (further deteriorated from US$0.89 loss in 1Q 2023). Revenue: US$5.80m (down 47% from 1Q 2023). Net loss: US$31.0m (loss widened 350% from 1Q 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 23% 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 fallen by 17% per year but the company’s share price has fallen by 61% per year, which means it is performing significantly worse than earnings.お知らせ • May 03Smith Micro Software, Inc. to Report Q1, 2024 Results on May 08, 2024Smith Micro Software, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024お知らせ • May 01Smith Micro Regains Compliance with Nasdaq Minimum Bid Price RequirementSmith Micro Software, Inc. (‘Smith Micro’ or the ‘Company’) announced that it has received notice from The Nasdaq Stock Market informing the Company that, after having a closing bid price at or greater than $1.00 per share for 12 consecutive business days from April 11, 2024 to April 26, 2024, the Company has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) for continued listing on The Nasdaq Capital Market, and that the matter is now closed.分析記事 • Apr 24It's Down 28% But Smith Micro Software, Inc. (NASDAQ:SMSI) Could Be Riskier Than It LooksUnfortunately for some shareholders, the Smith Micro Software, Inc. ( NASDAQ:SMSI ) share price has dived 28% in the...分析記事 • Apr 23Will Smith Micro Software (NASDAQ:SMSI) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...お知らせ • Apr 04Smith Micro Software Announces 1-for-8 Reverse Stock Split to Regain Compliance with the Minimum Bid Price Requirement for Continued Listing on The Nasdaq Capital MarketSmith Micro Software, Inc. (‘Smith Micro’ or the ‘Company’) announced that the company’s board of directors has approved a 1-for-8 reverse split of the company’s common stock, par value $0.001 per share (the ‘Common Stock’) (the ‘Reverse Split’). The Reverse Split was approved by the Company’s stockholders at a special meeting held on April 3, 2024. The Reverse Split will legally take effect at 11:59 p.m. Eastern Time, on April 10, 2024. The company’s common stock will open for trading under a new CUSIP number 832154405 on The Nasdaq Capital Market on April 11, 2024, on a split-adjusted basis under the current ticker symbol ‘SMSI.’ The Reverse Split is intended to increase the per share trading price of the Company’s common stock to enable the Company to regain compliance with the minimum bid price requirement for continued listing on The Nasdaq Capital Market.New Risk • Mar 21New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$24m Forecast net loss in 3 years: US$500k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$7.0m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$500k net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (37% increase in shares outstanding). Market cap is less than US$100m (US$26.9m market cap).分析記事 • Feb 25Smith Micro Software, Inc. (NASDAQ:SMSI) Just Reported And Analysts Have Been Cutting Their EstimatesThere's been a major selloff in Smith Micro Software, Inc. ( NASDAQ:SMSI ) shares in the week since it released its...Reported Earnings • Feb 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.38 loss per share (improved from US$0.53 loss in FY 2022). Revenue: US$40.9m (down 16% from FY 2022). Net loss: US$24.4m (loss narrowed 17% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 21% 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 fallen by 28% per year but the company’s share price has fallen by 58% per year, which means it is performing significantly worse than earnings.Breakeven Date Change • Feb 25Forecast breakeven date pushed back to 2026The 2 analysts covering Smith Micro Software previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 79% per year to 2025. The company is expected to make a profit of US$5.50m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule.お知らせ • Feb 23Smith Micro Announces New SafePath OS™ Solution Expanding its Focus on Family SafetySmith Micro Software, Inc. introduced SafePath OS™, a new family safety solution to be built on the Android operating system, which focuses on digital safety for children and families while providing mobile network operators (MNOs) another way to offer a kids phone to their subscribers. The solution is expected to be available in the second half of this year and will serve as another means for MNOs to support their family subscribers in the rapidly changing and increasingly dangerous digital and physical world. Smith Micro will work with MNOs to package and promote a kids phone with Smith Micro’s powerful SafePath® digital family safety software preinstalled and configured on one or more devices selected by the MNO. A software-only solution, SafePath OS will expand Smith Micro’s reach from a subscription app-only solution to enabling MNOs to offer devices powered by SafePath OS. SafePath OS will provide an option for MNOs to market and promote a safe and secure kids device pre-loaded with the SafePath OS and position MNOs to more fully compete with over-the-top family safety solutions. Most importantly, the selected device will come out of the box ready to use with pre-determined parental control settings, an always active VPN, and evasion protection so that SafePath cannot be bypassed or evaded. SafePath OS will be offered through MNOs in North America and Europe and will be an off-the-shelf solution that works immediately with pre-configured and pre-installed defaults that do not require pairing with a parent app, but once paired with the parent app will offer even more safety controls and features.お知らせ • Feb 16+ 1 more updateJerald Hammann Urges Investor Collaboration at Smith Micro SoftwareOn February 14, 2024, Jerald Hammann filed an exempt solicitation statement urging shareholders concerned about its investment in Smith Micro Software, Inc. to collaborate to increase the effectiveness of their actions. Jerald Hammann stated that individual shareholders often lack the voting power to effect meaningful change at shareholder meetings. Jerald Hammann added that however, through collaboration, the opportunity exists for shareholders to discuss their investment objectives and assert a proactive posture in addressing board nominations and corporate governance proposals. Jerald Hammann also stated that in support of this proactive posture, in a letter to Smith Micro dated February 5, 2024, Jerald Hammann volunteered to join the Board of Directors of the Company.分析記事 • Jan 31Is Smith Micro Software (NASDAQ:SMSI) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 27Smith Micro Software, Inc.'s (NASDAQ:SMSI) Shares Lagging The Industry But So Is The BusinessSmith Micro Software, Inc.'s ( NASDAQ:SMSI ) price-to-sales (or "P/S") ratio of 1.4x might make it look like a strong...分析記事 • Nov 13Things Look Grim For Smith Micro Software, Inc. (NASDAQ:SMSI) After Today's DowngradeThe analysts covering Smith Micro Software, Inc. ( NASDAQ:SMSI ) delivered a dose of negativity to shareholders today...収支内訳Smith Micro Software の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqCM:SMSI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2617-29151031 Dec 2517-30161130 Sep 2518-30161130 Jun 2519-31181231 Mar 2519-23181331 Dec 2421-49191430 Sep 2424-51211530 Jun 2431-50221531 Mar 2436-49221531 Dec 2341-24241730 Sep 2344-26252030 Jun 2344-26272431 Mar 2347-29292831 Dec 2249-29282930 Sep 2252-25293030 Jun 2257-38303031 Mar 2260-35312931 Dec 2158-31302630 Sep 2156-26262330 Jun 2152-8242131 Mar 2149-1211931 Dec 20514221830 Sep 20517221730 Jun 205011211531 Mar 204813191331 Dec 194311171230 Sep 193810171130 Jun 19335161031 Mar 1929-115931 Dec 1826-314930 Sep 1825-614930 Jun 1824-714931 Mar 1823-615931 Dec 1723-715930 Sep 1724-10161030 Jun 1725-13171331 Mar 1727-15191431 Dec 1628-15201630 Sep 1631-12201630 Jun 1634-8201531 Mar 1636-6201431 Dec 1540-3201430 Sep 1540-2201330 Jun 1540-22013質の高い収益: SMSIは現在利益が出ていません。利益率の向上: SMSIは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SMSIは利益が出ておらず、過去 5 年間で損失は年間11.7%の割合で増加しています。成長の加速: SMSIの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: SMSIは利益が出ていないため、過去 1 年間の収益成長をSoftware業界 ( 11.7% ) と比較することは困難です。株主資本利益率高いROE: SMSIは現在利益が出ていないため、自己資本利益率 ( -152.91% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/27 20:50終値2026/05/27 00:00収益2026/03/31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Smith Micro Software, 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。12 アナリスト機関Matthew HarriganBenchmark CompanyMark SchappelBenchmark CompanyMichael NicholsB. Riley Securities, Inc.9 その他のアナリストを表示
お知らせ • Apr 23Smith Micro Software, Inc. to Report Q1, 2026 Results on Apr 29, 2026Smith Micro Software, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$48.7m from FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 60% per year, which means it is significantly lagging earnings.
お知らせ • Feb 26Smith Micro Software, Inc. to Report Q4, 2025 Results on Mar 04, 2026Smith Micro Software, Inc. announced that they will report Q4, 2025 results After-Market on Mar 04, 2026
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.78 loss per share (further deteriorated from US$0.66 loss in 2Q 2024). Revenue: US$4.42m (down 14% from 2Q 2024). Net loss: US$15.1m (loss widened 117% from 2Q 2024). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
お知らせ • Jul 31Smith Micro Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025Smith Micro Software, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.28 loss per share (improved from US$3.28 loss in 1Q 2024). Revenue: US$4.62m (down 20% from 1Q 2024). Net loss: US$5.18m (loss narrowed 83% from 1Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
New Risk • May 04New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$3.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$3.1m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$22.4m market cap).
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 19% per year over the past 5 years. Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$21.1m market cap).
お知らせ • Apr 23Smith Micro Software, Inc. to Report Q1, 2026 Results on Apr 29, 2026Smith Micro Software, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 17Smith Micro Software, Inc., Annual General Meeting, May 26, 2026Smith Micro Software, Inc., Annual General Meeting, May 26, 2026. Location: meetnow.global/mcvkkst, United States
新しいナラティブ • Mar 20Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual ImprovementCatalysts About Smith Micro Software Smith Micro Software provides carrier-grade family safety and communications software, including its SafePath OS platform for kids and seniors and CommSuite voice services, to mobile network operators. What are the underlying business or industry changes driving this perspective?
お知らせ • Mar 17Smith Micro Software, Inc. announced that it has received $4.889325 million in fundingOn March 16, 2026, Smith Micro Software, Inc. closed the transaction. The company raised $4,889,325 in the transaction.
新しいナラティブ • Mar 06Family Safety Focus And Senior Segment Expansion Will Transform Long-Term ProspectsCatalysts About Smith Micro Software Smith Micro Software develops family safety and communications software, primarily delivered through mobile carriers. What are the underlying business or industry changes driving this perspective?
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$48.7m from FY 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 60% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 05Price target decreased by 38% to US$2.50Down from US$4.00, the current price target is an average from 2 analysts. New target price is 268% above last closing price of US$0.68. Stock is down 44% over the past year. The company is forecast to post a net loss per share of US$0.47 next year compared to a net loss per share of US$1.56 last year.
お知らせ • Mar 05+ 2 more updatesSmith Micro Software, Inc. Announces CEO Changes, Effective March 31, 2026Smith Micro Software, Inc. announced that it has named current Chief Operating Officer and Chief Financial Officer Tim Huffmyer to serve as Smith Micro’s next Chief Executive Officer. Huffmyer will assume the role from Bill Smith, who has been appointed to the role of Executive Chairman. The changes will take effect on March 31, 2026 and follow leadership succession planning led by Smith and the Company’s Board of Directors. During his tenure as Chief Operating Officer and Chief Financial Officer, Huffmyer has overseen core operational and financial responsibilities, including key strategic initiatives and ongoing transformation efforts. He rejoined the Company in his current dual role in June 2025 after having previously served as the Company’s CFO.
お知らせ • Feb 26Smith Micro Software, Inc. to Report Q4, 2025 Results on Mar 04, 2026Smith Micro Software, Inc. announced that they will report Q4, 2025 results After-Market on Mar 04, 2026
Breakeven Date Change • Feb 25No longer forecast to breakevenThe analyst covering Smith Micro Software no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of US$9.00m in 2027. New forecast suggests the company will make a loss of US$2.50m in 2027.
分析記事 • Feb 04Potential Upside For Smith Micro Software, Inc. (NASDAQ:SMSI) Not Without RiskWith a price-to-sales (or "P/S") ratio of 0.8x Smith Micro Software, Inc. ( NASDAQ:SMSI ) may be sending very bullish...
Price Target Changed • Jan 15Price target increased by 13% to US$4.50Up from US$4.00, the current price target is an average from 2 analysts. New target price is 676% above last closing price of US$0.58. Stock is down 49% over the past year. The company is forecast to post a net loss per share of US$1.34 next year compared to a net loss per share of US$3.94 last year.
Board Change • Jan 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Asha Keddy was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 07Smith Micro Software, Inc. Announces Launch of SafePath OS for Senior PhoneSmith Micro Software, Inc. announced the official launch of its SafePath OS™? for Senior Phone. A carrier-grade software solution designed to meet the unique needs of older adults, SafePath OS for Senior Phone also delivers a significant value proposition to mobile network operators around the world. SafePathOS for Senior Phone builds on the proven foundation of Smith Micro's SafePath®? platform, introducing a tailored solution that meets the needs of today's senior market. This diverse audience spans fully independent seniors, active seniors who want some extra support, as well as those seniors who rely on caregivers for assistance. The experience is designed to simplify technology, while delivering essential safety tools that seniors want and need and enabling the creation of a trusted safety net of family and friends. SafePath OS for Senior Phone is engineered to simplify technology and enhance safety: Easy-to-Use Interface: Large font, simplified navigation, and voice assisted support; Simple Onboarding: Streamlined setup process with step-by-step guidance; Real-TimeLocation & Geofences: Location sharing with alerts when entering or exiting safe zones; Drive & Crash Detection: Monitors driving behavior and detects collisions; Check-In & Family SOSAlerts: One tap check-in and emergency alerts to family members. A Strategic Opportunity for Carriers: The senior market represents a significant opportunity in an underserved market. As families seek solutions that balance independence with safety for older adults, carriers can lead the way by offering a phone experience that prioritizes care without compromising dignity; Brand Customization: Aligns with carrier branding, plans, and promotions; New Marketing Channels: Promotes additional services through a trusted safety-first platform. SafePath OS for Senior Phone is available now.
お知らせ • Dec 25Smith Micro Gets Additional 180 Days to Regain Compliance with Nasdaq Listing RulesAs previously announced, on June 23, 2025, Smith Micro Software, Inc. (the Company") received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market (Nasdaq") advising that the Company was not incompliance with the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (the Minimum Bid Price Requirement") as a result of the closing bid price of the Company's common stock (Common Stock") having been below $1.00 for thirty consecutive business days. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company was granted a period of 180 calendar days from the notification date, or until December 22, 2025, to regain compliance with the Minimum Bid Price Requirement. On December 23, 2025, the Company received a written notice from Nasdaq (the December Notice") granting an additional 180 days, or until June 22, 2026, to regain compliance with the Minimum Bid Price Requirement. If at any time before June 22, 2026, the closing bid price of the Company's Common Stock is at least $1.00 per share for a minimum of ten consecutive business days, unless Nasdaq exercises its discretion to extend this ten-day period, Nasdaq will provide written confirmation stating that the Company has achieved compliance with the Minimum Bid Price Requirement. The December Notice has no immediate effect on the continued listing status of the Company's Common Stock on The Nasdaq Capital Market, and the Company's listing remains fully effective. The Company intends to monitor the closing bid price of its Common Stock and assess its available options in order to regain compliance with the Minimum Bid Price Requirement and continue listing on The Nasdaq Capital Market, including by effecting a reverse stock split, if necessary. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with the other Nasdaq listing requirements.
お知らせ • Nov 20Smith Micro Software, Inc. announced that it has received $1.5 million in fundingOn November 20, 2025, Smith Micro Software, Inc. closed the transaction.
お知らせ • Nov 06+ 2 more updatesSmith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $1.150001 million.Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $1.150001 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,714,373 Price\Range: $0.6708 Discount Per Security: $0.0262 Transaction Features: Registered Direct Offering
お知らせ • Oct 16+ 1 more updateSmith Micro Software, Inc. Announces Executive ChangesSmith Micro Software, Inc. announced several leadership changes; David Blakeney, senior vice president of engineering, retired after 14 years of service on September 23, 2025. David Sperling, chief technology officer and vice president of engineering, has been promoted to chief technology officer and senior vice president of engineering, and will now additionally be responsible for all development activities. Anup Kaneri, vice president of worldwide products, was promoted to chief product officer and is responsible for all product strategies.
お知らせ • Sep 18Smith Micro Software, Inc. announced that it has received $0.933 million in funding from Smith Living TrustOn September 17, 2025, The company has closed the transaction. The company has amended the terms of the transaction. The company received $933,000 in the transaction, where it received $833,000 from Smith (comprised of $709,706 as a loan and $123,293 for the purchase of the accompanying Warrants) and $100,000 from Huffmyer (comprised of $85,030 as a loan and $14,970 for the purchase of the accompanying Warrants). On the same date the company has received it's second and final tranche.
分析記事 • Aug 13What You Need To Know About The Smith Micro Software, Inc. (NASDAQ:SMSI) Analyst Downgrade TodayNasdaqCM:SMSI 1 Year Share Price vs Fair Value Explore Smith Micro Software's Fair Values from the Community and select...
分析記事 • Aug 09Smith Micro Software, Inc. (NASDAQ:SMSI) Just Reported, And Analysts Assigned A US$3.50 Price TargetSmith Micro Software, Inc. ( NASDAQ:SMSI ) just released its latest second-quarter report and things are not looking...
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: US$0.78 loss per share (further deteriorated from US$0.66 loss in 2Q 2024). Revenue: US$4.42m (down 14% from 2Q 2024). Net loss: US$15.1m (loss widened 117% from 2Q 2024). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 44% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
Breakeven Date Change • Aug 07The 2 analysts covering Smith Micro Software previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 63% per year to 2026. The company is expected to make a profit of US$5.90m in 2027. Average annual earnings growth of 114% is required to achieve expected profit on schedule.
お知らせ • Aug 07+ 2 more updatesSmith Micro Software, Inc. Provides Earnings Guidance for the Second Half of 2025Smith Micro Software, Inc. provided earnings guidance for the second half of 2025. For the period, the company expects sequential quarterly revenue growth for the second half of 2025.
お知らせ • Jul 31Smith Micro Software, Inc. to Report Q2, 2025 Results on Aug 06, 2025Smith Micro Software, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jul 19Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $1.5 million.Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $1.5 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,612,903 Price\Range: $0.93 Transaction Features: Registered Direct Offering
お知らせ • Jun 25Smith Micro Software Receives a Letter from the Listing Qualifications Staff of the Nasdaq Stock MarketOn June 23, 2025, Smith Micro Software, Inc. (the “Company”) received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market (“Nasdaq”) indicating that as a result of the closing bid price of the Company’s common stock (“Common Stock”) for the last 30 consecutive business days having been below the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (the “Minimum Bid Price Requirement”) the Company was not in compliance with the Minimum Bid Price Requirement (the “Minimum Bid Price Notice”). The Minimum Bid Price Notice has no immediate effect on the continued listing status of the Company’s Common Stock on The Nasdaq Capital Market, and, therefore, the Company’s listing remains fully effective. Pursuant to Nasdaq Marketplace Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until December 22, 2025, to regain compliance with the Minimum Bid Price Requirement. If at any time before December 22, 2025, the closing bid price of the Common Stock is at least $1.00 per share for a minimum of ten consecutive business days, unless Nasdaq exercises its discretion to extend this ten-day period, Nasdaq will provide written confirmation stating that the Company has achieved compliance with the Minimum Bid Price Requirement. If the Company’s Common Stock does not regain compliance with the Minimum Bid Price Requirement during this initial 180-day compliance period, the Company may be eligible for an additional compliance period of 180 calendar days provided that (i) the Company satisfies Nasdaq’s continued listing requirement for market value of publicly held shares and all other initial listing standards, other than the Minimum Bid Price Requirement; and (ii) the Company provides written notice to Nasdaq of its intention to cure the deficiency during the second grace period. The Company intends to monitor the closing bid price of its Common Stock and assess its available options in order to regain compliance with the Minimum Bid Price Requirement and continue listing on The Nasdaq Capital Market. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with the other Nasdaq listing requirements.
お知らせ • May 28+ 1 more updateSmith Micro Software, Inc. Announces Appointment of Tim Huffmyer as Chief Operating Officer, Effective June 9, 2025Smith Micro Software, Inc. announced the appointment of Tim Huffmyer as the new Chief Operating Officer, effective June 9, 2025. Huffmyer will have oversight of key operational areas as well as financial operations. Huffmyer rejoins the company from his most recent role as Chief Financial Officer of Urgent.ly Inc., a leading connected mobility assistance software platform provider, which he has held since September 2021. From June 2017 to September 2021, he served as Smith Micro’s Vice President, Chief Financial Officer, and Treasurer. Earlier in his career, Huffmyer served in succeeding roles at Black Box Corporation, an IT solutions company, including as Vice President, Chief Financial Officer, and Treasurer and Director of Finance. Huffmyer received his B.A. in Accounting from Michigan State University.
Breakeven Date Change • May 12Forecast to breakeven in 2027The 2 analysts covering Smith Micro Software expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 66% per year to 2026. The company is expected to make a profit of US$5.90m in 2027. Average annual earnings growth of 80% is required to achieve expected profit on schedule.
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.28 loss per share (improved from US$3.28 loss in 1Q 2024). Revenue: US$4.62m (down 20% from 1Q 2024). Net loss: US$5.18m (loss narrowed 83% from 1Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 36% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
Major Estimate Revision • May 09Consensus revenue estimates fall by 15%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$26.2m to US$22.3m. Forecast losses increased from -US$0.675 to -US$0.94 per share. Software industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$4.83 unchanged from last update. Share price fell 9.4% to US$0.96 over the past week.
New Risk • May 09New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$49m Forecast net loss in 2 years: US$5.7m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (85% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$14m). Currently unprofitable and not forecast to become profitable over next 2 years (US$5.7m net loss in 2 years). Share price has been volatile over the past 3 months (16% average weekly change). Market cap is less than US$100m (US$18.6m market cap).
お知らせ • May 08Smith Micro Software, Inc. Unveils SafePath® 8: A Bold Leap into AI-Powered Family SafetySmith Micro Software, Inc. announced the upcoming launch of SafePath 8, the next-generation evolution of its industry-leading family safety platform. Launching in 2025, SafePath 8 will introduce a suite of AI-driven features designed to help families navigate and manage their digital lives with greater confidence, control, and care. These new capabilities will be available across the full SafePath ecosystem, including the SafePath Kids rate plan solution, over-the-top (OTT) apps, and SafePath OS-powered phones for kids and seniors. Whether it’s a connected app or a purpose-built device, SafePath 8 will bring smarter safety to every family. Social Media Intelligence: Upon release, SafePath 8 will help parents better understand their children’s online world. Using Advanced AI, Social Media Intelligence, SafePath will automatically notify parents of areas of potential concern appearing in their children’s social media activity, including content containing cyberbullying, hate speech, profanity, and self-harm. These insights will allow parents to react quickly and have valuable conversations with their children about their online activities. Dynamic Age-Awareness: With SafePath 8, the company also plans to introduce a dynamic age-aware platform that can adapt to the child’s age. Once parents enter their child’s age group during setup, SafePath will automatically enter a self-configuring mode that will establish age-based settings for the child across several categories of protection based on recommendations of industry-leading experts, allowing parents to have an expert based starting point, while also having the ability to change these settings within the application to those they feel are most appropriate for their children. AI Blocking Function: Another key new enhancement planned for future release on the SafePath 8 platform will be the ability to block kids from using AI chatbots and tools. This will allow parents to establish limits on AI use, putting them back in charge of what’s age-appropriate for their children. For example, studies have shown that using AI for homework can hinder critical thinking, where kids rely on external tools instead of engaging in deep internal thinking or putting in the steps to solve a math problem. AI Assistant: Safe Path 8 will also include an AI Assistant for parents. This unique feature is planned for a future release on SafePath 8 and will use large language models to provide parents with valuable insights about family activities in the digital and physical worlds. Digital Wellness Resource Website: Available directly from its SafePath application, the Digital Wellness Resources site is a curated collection of online resources aimed at helping parents and families obtain helpful information on critical topics related to their child’s online safety. This resource will continue to expand to contain information relevant to today’s families.
お知らせ • May 02Smith Micro Software, Inc. to Report Q1, 2025 Results on May 07, 2025Smith Micro Software, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Asha Keddy was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 25Smith Micro Software, Inc., Annual General Meeting, Jun 03, 2025Smith Micro Software, Inc., Annual General Meeting, Jun 03, 2025. Location: meetnow.global/mhzwg2g, United States
Major Estimate Revision • Mar 19Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$31.8m to US$26.2m. Forecast losses increased from -US$0.58 to -US$0.675 per share. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target of US$4.83 unchanged from last update. Share price fell 24% to US$0.82 over the past week.
分析記事 • Mar 16Analysts Just Shaved Their Smith Micro Software, Inc. (NASDAQ:SMSI) Forecasts DramaticallyThe analysts covering Smith Micro Software, Inc. ( NASDAQ:SMSI ) delivered a dose of negativity to shareholders today...
New Risk • Mar 12New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$14m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (89% increase in shares outstanding). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$14m). Market cap is less than US$100m (US$19.1m market cap).
Reported Earnings • Mar 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$3.94 loss per share (further deteriorated from US$3.01 loss in FY 2023). Revenue: US$20.6m (down 50% from FY 2023). Net loss: US$48.7m (loss widened 100% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.3%. Revenue is forecast to grow 31% 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 • Mar 05Smith Micro Software, Inc. to Report Q4, 2024 Results on Mar 11, 2025Smith Micro Software, Inc. announced that they will report Q4, 2024 results After-Market on Mar 11, 2025
分析記事 • Feb 19Smith Micro Software, Inc. (NASDAQ:SMSI) Stock Rockets 29% But Many Are Still Ignoring The CompanySmith Micro Software, Inc. ( NASDAQ:SMSI ) shares have continued their recent momentum with a 29% gain in the last...
分析記事 • Jan 02Even With A 65% Surge, Cautious Investors Are Not Rewarding Smith Micro Software, Inc.'s (NASDAQ:SMSI) Performance CompletelySmith Micro Software, Inc. ( NASDAQ:SMSI ) shareholders would be excited to see that the share price has had a great...
Breakeven Date Change • Dec 31Forecast to breakeven in 2027The 3 analysts covering Smith Micro Software expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$9.00m in 2027. Average annual earnings growth of 85% is required to achieve expected profit on schedule.
Price Target Changed • Dec 10Price target decreased by 29% to US$4.83Down from US$6.83, the current price target is an average from 3 analysts. New target price is 552% above last closing price of US$0.74. Stock is down 87% over the past year. The company is forecast to post a net loss per share of US$4.20 next year compared to a net loss per share of US$3.01 last year.
お知らせ • Nov 28Smith Micro Software Receives Nasdaq Non-Compliance Letter Regarding Minimum Bid Price RequirementOn November 26, 2024, Smith Micro Software, Inc. (the Company") received a letter from the Listing Qualifications Staff of The Nasdaq Stock Market (Nasdaq") indicating that as result of the closing bid price of the Company's common stock (Common Stock") for the last 30 consecutive business days having been below the $1.00 minimum bid price requirement for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2) (the Minimum Bid Price Requirement") the Company was not in compliance with the Minimum Bid Price Requirement (the Minimum Bid Price Notice"). The Minimum Bid Price Notice has no immediate effect on the continued listing status of the Company's Common Stock on The Nasdaq Capital Market, and, therefore, the Company's listing remains fully effective. Pursuant to Nasdaq Marketplace Rule 5810(c)(3)(A), the Company has been provided an initial compliance period of 180 calendar days, or until May 26, 2025, to regain compliance with the Minimum Bid Price Requirement. If at any time before May 26, 2025, the closing bid price of the Common Stock is at least $1.00 per share for a minimum of ten consecutive business days, unless Nasdaq exercises its discretion to extend this ten-day period, Nasdaq will provide written confirmation stating that the Company has achieved compliance with the Minimum Bid Price Requirement. If the Company's Common Stock does not regain compliance with the Minimum Bid Price Requirement during this initial 180-day compliance period, the Company may be eligible for an additional compliance period of 180 calendar days provided that (i) the Company satisfies Nasdaq's continued listing requirement for market value of publicly held shares and all other initial listing standards, other than the Minimum Bid Price Requirement; and (ii) the Company provides written notice to Nasdaq of its intention to cure the deficiency during the second grace period. The Company intends to monitor the closing bid price of its Common Stock and assess its available options in order to regain compliance with the Minimum Bid Price Requirement and continue listing on The Nasdaq Capital Market. There can be no assurance that the Company will regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with the other Nasdaq listing requirements.
Reported Earnings • Nov 15Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: US$0.54 loss per share. Revenue: US$4.65m (down 58% from 3Q 2023). Net loss: US$6.37m (loss widened 24% from 3Q 2023). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 6.4%. Revenue is forecast to grow 31% 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 • Nov 08Smith Micro Software, Inc. to Report Q3, 2024 Results on Nov 13, 2024Smith Micro Software, Inc. announced that they will report Q3, 2024 results After-Market on Nov 13, 2024
New Risk • Oct 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 82% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (38% average weekly change). Shareholders have been substantially diluted in the past year (82% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$17.0m market cap).
お知らせ • Oct 04Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $3.869991 million.Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $3.869991 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,321,881 Price\Range: $1.165 Transaction Features: Registered Direct Offering
お知らせ • Oct 03Smith Micro Software, Inc. announced that it expects to receive $3 million in fundingSmith Micro Software, Inc. announced a private placement of 2,575,107 unregistered shares at a price of $1.165 per share for the gross proceeds of $2,999,999.655 and warrants on October 2, 2024. Each warrant issued as part of the Private Placement transaction will be exercisable for one share of common stock at an exercise price of $1.04 per share, will become exercisable six months after it is issued and will expire five years thereafter. The Private Placement transaction is expected close on October 2, 2024.
分析記事 • Oct 02A Piece Of The Puzzle Missing From Smith Micro Software, Inc.'s (NASDAQ:SMSI) 70% Share Price ClimbThose holding Smith Micro Software, Inc. ( NASDAQ:SMSI ) shares would be relieved that the share price has rebounded...
お知らせ • Oct 02Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $3.869991 million.Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $3.869991 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,321,881 Price\Range: $1.165 Transaction Features: Registered Direct Offering
お知らせ • Sep 17Smith Micro Software, Inc. has withdrawn its Follow-on Equity Offering.Smith Micro Software, Inc. has withdrawn its Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Security Name: Common Warrants Security Type: Equity Warrant Security Name: Pre-Funded Warrants Security Type: Equity Warrant Security Name: Placement Agent Warrants Security Type: Equity Warrant
New Risk • Aug 13New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: US$9.41m This is considered a major risk. Companies with a small market capitalization 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 Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Market cap is less than US$10m (US$9.41m market cap). Minor Risk Shareholders have been diluted in the past year (32% increase in shares outstanding).
Major Estimate Revision • Aug 12Consensus revenue estimates decrease by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$27.6m to US$21.6m. EPS estimate unchanged at -US$4.71 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$10.67 to US$8.17. Share price fell 41% to US$1.11 over the past week.
分析記事 • Aug 08Some Analysts Just Cut Their Smith Micro Software, Inc. (NASDAQ:SMSI) EstimatesThe analysts covering Smith Micro Software, Inc. ( NASDAQ:SMSI ) delivered a dose of negativity to shareholders today...
お知らせ • Aug 08Smith Micro Software, Inc. has filed a Follow-on Equity Offering.Smith Micro Software, Inc. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Security Name: Common Warrants Security Type: Equity Warrant Security Name: Pre-Funded Warrants Security Type: Equity Warrant Security Name: Placement Agent Warrants Security Type: Equity Warrant
分析記事 • Aug 07Market Cool On Smith Micro Software, Inc.'s (NASDAQ:SMSI) Revenues Pushing Shares 27% LowerThe Smith Micro Software, Inc. ( NASDAQ:SMSI ) share price has fared very poorly over the last month, falling by a...
New Risk • Aug 05New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$50m Forecast net loss in 3 years: US$226k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$226k net loss in 3 years). Shareholders have been diluted in the past year (34% increase in shares outstanding). Market cap is less than US$100m (US$21.0m market cap).
Reported Earnings • Aug 04Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: US$0.66 loss per share. Revenue: US$5.14m (down 50% from 2Q 2023). Net loss: US$6.93m (loss widened 22% from 2Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates by 6.6%. Revenue is forecast to grow 30% 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 25Smith Micro Software, Inc. to Report Q2, 2024 Results on Aug 01, 2024Smith Micro Software, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 01, 2024
お知らせ • May 15Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $4.105655 million.Smith Micro Software, Inc. has completed a Follow-on Equity Offering in the amount of $4.105655 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,065,000 Price\Range: $2.15 Discount Per Security: $0.129 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 845,000 Price\Range: $2.149 Discount Per Security: $0.129 Transaction Features: Registered Direct Offering
Major Estimate Revision • May 15Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$30.4m to US$29.0m. Losses expected to increase from US$2.70 per share to US$3.04. Software industry in the US expected to see average net income growth of 28% next year. Consensus price target down from US$16.50 to US$14.67. Share price rose 11% to US$2.79 over the past week.
お知らせ • May 12+ 1 more updateSmith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $4.105655 million.Smith Micro Software, Inc. has filed a Follow-on Equity Offering in the amount of $4.105655 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,065,000 Price\Range: $2.15 Discount Per Security: $0.129 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 845,000 Price\Range: $2.149 Discount Per Security: $0.129 Transaction Features: Registered Direct Offering
分析記事 • May 11Smith Micro Software, Inc. (NASDAQ:SMSI) Just Reported, And Analysts Assigned A US$14.67 Price TargetIt's been a pretty great week for Smith Micro Software, Inc. ( NASDAQ:SMSI ) shareholders, with its shares surging 11...
Price Target Changed • May 10Price target decreased by 21% to US$14.67Down from US$18.50, the current price target is an average from 3 analysts. New target price is 464% above last closing price of US$2.60. Stock is down 72% over the past year. The company is forecast to post a net loss per share of US$2.67 next year compared to a net loss per share of US$3.01 last year.
Breakeven Date Change • May 10No longer forecast to breakevenThe 3 analysts covering Smith Micro Software no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.50m in 2026. New consensus forecast suggests the company will make a loss of US$1.80m in 2026.
Reported Earnings • May 10First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$3.28 loss per share (further deteriorated from US$0.89 loss in 1Q 2023). Revenue: US$5.80m (down 47% from 1Q 2023). Net loss: US$31.0m (loss widened 350% from 1Q 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 23% 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 fallen by 17% per year but the company’s share price has fallen by 61% per year, which means it is performing significantly worse than earnings.
お知らせ • May 03Smith Micro Software, Inc. to Report Q1, 2024 Results on May 08, 2024Smith Micro Software, Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024
お知らせ • May 01Smith Micro Regains Compliance with Nasdaq Minimum Bid Price RequirementSmith Micro Software, Inc. (‘Smith Micro’ or the ‘Company’) announced that it has received notice from The Nasdaq Stock Market informing the Company that, after having a closing bid price at or greater than $1.00 per share for 12 consecutive business days from April 11, 2024 to April 26, 2024, the Company has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) for continued listing on The Nasdaq Capital Market, and that the matter is now closed.
分析記事 • Apr 24It's Down 28% But Smith Micro Software, Inc. (NASDAQ:SMSI) Could Be Riskier Than It LooksUnfortunately for some shareholders, the Smith Micro Software, Inc. ( NASDAQ:SMSI ) share price has dived 28% in the...
分析記事 • Apr 23Will Smith Micro Software (NASDAQ:SMSI) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
お知らせ • Apr 04Smith Micro Software Announces 1-for-8 Reverse Stock Split to Regain Compliance with the Minimum Bid Price Requirement for Continued Listing on The Nasdaq Capital MarketSmith Micro Software, Inc. (‘Smith Micro’ or the ‘Company’) announced that the company’s board of directors has approved a 1-for-8 reverse split of the company’s common stock, par value $0.001 per share (the ‘Common Stock’) (the ‘Reverse Split’). The Reverse Split was approved by the Company’s stockholders at a special meeting held on April 3, 2024. The Reverse Split will legally take effect at 11:59 p.m. Eastern Time, on April 10, 2024. The company’s common stock will open for trading under a new CUSIP number 832154405 on The Nasdaq Capital Market on April 11, 2024, on a split-adjusted basis under the current ticker symbol ‘SMSI.’ The Reverse Split is intended to increase the per share trading price of the Company’s common stock to enable the Company to regain compliance with the minimum bid price requirement for continued listing on The Nasdaq Capital Market.
New Risk • Mar 21New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$24m Forecast net loss in 3 years: US$500k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Less than 1 year of cash runway based on free cash flow trend (-US$7.0m free cash flow). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$500k net loss in 3 years). Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (37% increase in shares outstanding). Market cap is less than US$100m (US$26.9m market cap).
分析記事 • Feb 25Smith Micro Software, Inc. (NASDAQ:SMSI) Just Reported And Analysts Have Been Cutting Their EstimatesThere's been a major selloff in Smith Micro Software, Inc. ( NASDAQ:SMSI ) shares in the week since it released its...
Reported Earnings • Feb 25Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.38 loss per share (improved from US$0.53 loss in FY 2022). Revenue: US$40.9m (down 16% from FY 2022). Net loss: US$24.4m (loss narrowed 17% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 21% 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 fallen by 28% per year but the company’s share price has fallen by 58% per year, which means it is performing significantly worse than earnings.
Breakeven Date Change • Feb 25Forecast breakeven date pushed back to 2026The 2 analysts covering Smith Micro Software previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 79% per year to 2025. The company is expected to make a profit of US$5.50m in 2026. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
お知らせ • Feb 23Smith Micro Announces New SafePath OS™ Solution Expanding its Focus on Family SafetySmith Micro Software, Inc. introduced SafePath OS™, a new family safety solution to be built on the Android operating system, which focuses on digital safety for children and families while providing mobile network operators (MNOs) another way to offer a kids phone to their subscribers. The solution is expected to be available in the second half of this year and will serve as another means for MNOs to support their family subscribers in the rapidly changing and increasingly dangerous digital and physical world. Smith Micro will work with MNOs to package and promote a kids phone with Smith Micro’s powerful SafePath® digital family safety software preinstalled and configured on one or more devices selected by the MNO. A software-only solution, SafePath OS will expand Smith Micro’s reach from a subscription app-only solution to enabling MNOs to offer devices powered by SafePath OS. SafePath OS will provide an option for MNOs to market and promote a safe and secure kids device pre-loaded with the SafePath OS and position MNOs to more fully compete with over-the-top family safety solutions. Most importantly, the selected device will come out of the box ready to use with pre-determined parental control settings, an always active VPN, and evasion protection so that SafePath cannot be bypassed or evaded. SafePath OS will be offered through MNOs in North America and Europe and will be an off-the-shelf solution that works immediately with pre-configured and pre-installed defaults that do not require pairing with a parent app, but once paired with the parent app will offer even more safety controls and features.
お知らせ • Feb 16+ 1 more updateJerald Hammann Urges Investor Collaboration at Smith Micro SoftwareOn February 14, 2024, Jerald Hammann filed an exempt solicitation statement urging shareholders concerned about its investment in Smith Micro Software, Inc. to collaborate to increase the effectiveness of their actions. Jerald Hammann stated that individual shareholders often lack the voting power to effect meaningful change at shareholder meetings. Jerald Hammann added that however, through collaboration, the opportunity exists for shareholders to discuss their investment objectives and assert a proactive posture in addressing board nominations and corporate governance proposals. Jerald Hammann also stated that in support of this proactive posture, in a letter to Smith Micro dated February 5, 2024, Jerald Hammann volunteered to join the Board of Directors of the Company.
分析記事 • Jan 31Is Smith Micro Software (NASDAQ:SMSI) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 27Smith Micro Software, Inc.'s (NASDAQ:SMSI) Shares Lagging The Industry But So Is The BusinessSmith Micro Software, Inc.'s ( NASDAQ:SMSI ) price-to-sales (or "P/S") ratio of 1.4x might make it look like a strong...
分析記事 • Nov 13Things Look Grim For Smith Micro Software, Inc. (NASDAQ:SMSI) After Today's DowngradeThe analysts covering Smith Micro Software, Inc. ( NASDAQ:SMSI ) delivered a dose of negativity to shareholders today...
