Overview

* Inseego Q3 2025 revenue of $45.9 mln beats analyst expectations

* Adjusted EBITDA for Q3 2025 beats consensus, reflecting quality growth

* Net income for Q3 2025 missed analyst estimates

Outlook

* Inseego forecasts Q4 2025 revenue between $45.0 mln and $48.0 mln

* Company expects Q4 2025 adjusted EBITDA between $4.0 mln and $5.0 mln

* Q4 guidance excludes potential tariff impacts

Result Drivers

* STRONG FWA DEMAND - Inseego ( INSG ) attributes sequential revenue growth to strong demand for its FX4100 and FX4200 FWA solutions

* EXPANDED CUSTOMER BASE - Co secured a new Tier-1 U.S. carrier customer for its next-generation products, boosting future shipments

* DISCIPLINED EXPENSE MANAGEMENT - CFO highlights disciplined expense management contributing to operating leverage

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $45.89 $41.86

Revenue mln mln (4

Analysts

)

Q3 Net Miss $1.43 $1.63

Income mln mln (3

Analysts

)

Q3 Beat $5.80 $4.61

Adjusted mln mln (4

EBITDA Analysts

)

Q3 Miss $2.16 $3.05

Operatin mln mln (4

g Income Analysts

)

Q3 Beat $1.40 $1.26

Pretax mln mln (4

Profit Analysts

)

Q3 Gross $19.08

Profit mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the communications & networking peer group is "buy"

* Wall Street's median 12-month price target for Inseego Corp ( INSG ) is $13.75, about 4.7% below its November 5 closing price of $14.40

* The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)