Smith Micro Software, Inc. Stock Price
- 5 Narratives written by author
- 5 Comments on narratives written by author
- 133 Fair Values set on narratives written by author
SMSI Community Narratives
SMSI Market Outlook
Family Safety Focus And Senior Segment Expansion Will Transform Long-Term Prospects
Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual Improvement
Old, tired, lacking innovation, limited market
Boring, old, fusty SMSI eeking out an existence until the CEO throws in the towel. Ask these questions: What is the market potential for their latest software seeing that their main product is not available on all US networks, it's made for families, needed by one parent, who can be bothered to pay $10-20 (avg.) monthly for a software that their kids WON'T use - max 16m potential shoppers.Read more
SMSI Market Outlook
Smith Micro is betting on a growing need for family safety and connected-device security tools sold through big phone carriers, with new SafePath launches and cost cuts as the near-term turning points. The catch is it’s coming off falling sales and ongoing losses, and it faces tough competition and the risk that carriers don’t adopt the new products fast enough.Read more
Carrier Dependence And Execution Risks Will Shape This Family Safety Provider’s Gradual Improvement
Smith Micro bets on mobile carriers to bundle family and senior safety features into phone plans, but its progress depends on a small handful of big partners deciding to roll it out and market it well. The upside comes from new carrier launches and a bigger reach into senior safety, while the main worry is that slow deployments, in-house carrier alternatives, or cuts that hurt product quality keep the turnaround from sticking.Read more

Family Safety Focus And Senior Segment Expansion Will Transform Long-Term Prospects
Smith Micro is betting on selling family safety phones through mobile carriers, with a push into both kids and seniors that could widen its customer base and make revenue more predictable. But revenue has been shrinking and the business is still losing money, so the story hinges on carriers successfully rolling out these devices and the company keeping costs under control.Read more

Family Digital Safety Demand Will Drive Long-Term Upside For This Carrier Software Provider
Catalysts About Smith Micro Software Smith Micro Software provides carrier grade family safety, digital lifestyle and messaging solutions for mobile network operators worldwide. What are the underlying business or industry changes driving this perspective?Read more

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Recently Updated Narratives
Old, tired, lacking innovation, limited market
SMSI Market Outlook
SMSI: Reverse Split And Improved Margins Will Support Higher Future Pricing
Snowflake Analysis
Smith Micro Software, Inc. Key Details
- -5.64
- 75.49%
- -169.87%
- 10.4%
About SMSI
- Founded
- 1982
- Employees
- 118
- CEO
- Website
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Smith Micro Software, Inc. develops and sells software solutions to simplify and enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa. The company offers SafePath OS, SafePath Kids, SafePath Family, SafePath Global, SafePath Drive, OS for senior phone, SafePath 8, drive, digital wellness, and SafePath IoT, which provides tools to protect digital lifestyles and manage connected devices inside and outside the home; and CommSuite, a messaging platform that helps mobile service provides deliver a next-generation voicemail experience to mobile subscribers, and CommSuite visual voicemail and premium visual voicemail, as well as enables multi-language voice-to-text (VTT) transcription messaging. It also engages in family safety cloud-based, and consulting services. Smith Micro Software, Inc. was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.