Overview

* Smith Micro Q2 2025 revenue falls 14% yr/yr, missing analyst expectations

* GAAP net loss widens to $15.1 mln, non-GAAP net loss narrows to $2.8 mln

* Co anticipates sequential revenue growth in H2 2025 with SafePath 8 launch

Outlook

* Smith Micro expects sequential quarterly revenue growth in H2 2025

* Company anticipates growth from SafePath 8 launch and new customer features

Result Drivers

* SAFEPATH 8 LAUNCH - Upcoming launch of SafePath 8 with AI-driven features expected to drive revenue growth in H2 2025

* CUSTOMER RELATIONSHIPS - Strong customer relationships seen as a factor for future revenue growth

* GROSS PROFIT MARGIN - Improved gross profit margin to 73.5% from 68.7% yr-ago, indicating better cost management

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $4.42 $4.68

Revenue mln mln (3

Analysts

)

Q2 Net -$15.06

Income mln

Q2 Gross $3.25

Profit mln

Q2 $18.20

Operatin mln

g

Expenses

Q2 -$14.95

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Smith Micro Software Inc ( SMSI ) is $5.00, about 85.5% above its August 5 closing price of $0.72

Press Release:

(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.)