Smith Micro Software (SS90) Stock Price & Analysis
SS90 Stock Chart & Stats
- Day’s Range
- EUR 10.72 - EUR 10.72
- 52-Week Range
- EUR 10.72 - EUR 10.72
- Previous Close
- EUR 10.72
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- EUR 11.36M
- Enterprise Value
- EUR 15.64M
- Total Cash (Recent Filing)
- EUR 2.79M
- Total Debt (Recent Filing)
- EUR 4.46M
- Price to Earnings (P/E)
- ―
- Beta
- 0.00
- Next Earnings
- Nov 11, 2026 (Est.)
- EPS Estimate
- -0.41
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
High Gross Margins
Gross margin above 80% indicates that Smith Micro’s software offering can generate substantial value after direct delivery costs. If this level persists as customer launches scale, the company could retain more incremental revenue to fund product investment and narrow operating losses.
Operating Cost Control
Meaningful expense reductions show management has adjusted the cost base to the company’s smaller revenue footprint. Maintaining this discipline can improve operating leverage if revenue stabilizes, while reducing the amount of recurring revenue needed to approach breakeven.
Product And Commercial Expansion
New SafePath deployments, a Tier 1 extension, and broader SDK/API distribution could diversify growth beyond existing carrier deployments. These initiatives support recurring software revenue and create a pathway for adoption to scale across more partners and customer use cases.
Bears Say
Persistent Revenue Contraction
The multi-year revenue decline shows that recent sequential improvement has not yet reversed the company’s broader contraction. A smaller revenue base makes fixed operating costs harder to absorb and raises the importance of converting planned launches into sustained customer growth.
Cash Burn And Limited Liquidity
Ongoing cash outflows combined with only $2.8 million of cash leave limited flexibility to fund operations and product investment internally. Continued losses may require financing or timely customer receipts, increasing funding pressure while the business works toward stabilization.
Carrier Concentration And Execution Risk
Dependence on large carriers makes revenue timing and growth sensitive to the decisions and deployment schedules of a limited group of customers. Delayed launches can create uneven results, while competition may pressure pricing or reduce win rates over time.
Smith Micro Software News
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Company Description
Smith Micro Software
Smith Micro Software, Inc. engineers and distributes specialized software solutions globally, primarily to telecommunications and cable service providers, with the goal of enriching the mobile experience. Their product lineup includes the SafePath suite—encompassing SafePath Family, SafePath IoT, and SafePath Home—which provides users with essential tools to protect their digital activities and manage connected devices both within and beyond their households. Additionally, the company offers CommSuite, an advanced messaging platform that empowers mobile carriers to deliver state-of-the-art voicemail services, including multi-language voice-to-text transcription, to their subscribers. Another core offering is ViewSpot, a retail display management system that delivers interactive, on-screen demonstrations for wireless carriers and their retail partners. Beyond its software products, Smith Micro Software also furnishes comprehensive technical assistance and customer support. The company was established in 1982 and maintains its corporate headquarters in Pittsburgh, Pennsylvania.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- William W. Smith
- Employees
- 118
- Website
- www.smithmicro.com
- Address
- 5800 Corporate Drive, Pittsburgh, PA, 15237, US
Smith Micro Software (SS90) Earnings & Revenues
SS90 Earnings Call
Earnings Call SentimentPositive
The call highlights clear operational progress: sequential revenue growth for two consecutive quarters, a strong improvement in gross margin (over 80%), meaningful operating cost reductions, near-term product launches and a growing pipeline driven by SafePath SDKs/APIs and the new SafePath Connect offering. Offsetting these positives are modest year-over-year revenue declines, a low cash balance ($2.8M), timing-driven revenue push from Q2 to Q3, continued GAAP/non-GAAP losses, and planned near-term OpEx increases to support growth. Management provided constructive guidance for Q3 ($5.0M–$5.4M) and signaled confidence in conversion of pipeline, but execution and liquidity remain key risks in the near term.
View all DE:SS90 earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 0 | 6 | 7 |
| Technical Analysis | 0 | 1 | 0 |
| Moving Averages | 0 | 5 | 7 |
