Want to see ELWT full AI Analyst Report?

Elauwit Connection, Inc. (ELWT) Earnings Dates, Call Summary & Reports

3 Followers

Earnings Data

Report Date

Dec 14, 2026

After Close (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

―

Last Year’s EPS

-0.03

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 14, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized substantial operational and commercial momentum: triple-digit percentage increases in activated/build/billed units, a backlog that more than doubled year-over-year, and clear investments in sales, systems and operational scale backed by a NASDAQ listing and capital. These positives are offset in the near term by a 19% revenue decline, lumpy construction revenue recognition and materially higher operating losses driven by investment and public-company costs. Management frames the financial weakness as temporary and driven by timing and growth investments, with expectations for stronger Q3–Q4 and stabilization as recurring revenue ramps.

Company Guidance

Management reiterated that full‑year 2026 remains on track with a stronger revenue cadence expected in Q3 and Q4 despite Q1 revenue of $4.4M (down 19% YoY), and said construction gross margins should return to roughly 15%; they expect lumpiness in construction timing but an overall robust year driven by recurring services and NaaS growth. Key operating metrics at March 31, 2026: 36,720 contracted units (+29% vs. 28,375), 24,530 activated units (+110% vs. 11,674), 20,059 billed/build units (+115% vs. 9,339), a contracted backlog of >$38M (vs. $15.6M a year earlier), and ~11,000 verbal commitments across ~40 properties in 16 states/DC (14 management groups); billed units are up ~114% YoY. Financials and liquidity highlighted: Q1 gross profit $0.8M (COGS $3.6M), operating expenses $3.0M, operating and net loss $2.2M (adjusted EBITDA loss $2.2M), cash $3.5M, AR $3.2M, inventory $1.0M, deferred revenue $3.8M; management noted a 12‑month onboarding ramp, balance‑sheet capacity to fund NaaS, and that identified systems and SG&A efficiencies (with incremental systems costs under a few hundred thousand dollars annually) should begin reducing costs starting in Q2 and through 2026.

Rapid Unit Growth

Activated units increased 110% year-over-year to 24,530 (from 11,674); build units (fully revenue-generating) increased 115% to 20,059 (from 9,339); billed units up 114% YoY. Contracted units rose 29% to 36,720 (from 28,375).

Large and Growing Backlog

Contracted backlog (construction + recurring revenue) exceeded $38.0 million at March 31, 2026 versus $15.6 million a year earlier — an increase of roughly 144%, providing visibility into future recurring revenue.

Strong Early Sales Momentum

Sales organization secured verbal commitments for ~11,000 new units so far in 2026 across more than 40 properties in 16 states + DC, representing more than 36,000 total contracted units to date; early marketing programs identified ~2,000 new business accounts representing ~12 million units addressable.

Strategic Balance Sheet and IPO Benefits

Completed NASDAQ listing and capital raise, giving Elauwit a balance sheet able to fund Network-as-a-Service (NaaS) expansion; cash and cash equivalents of $3.5M, accounts receivable $3.2M, inventories $1.0M as liquidity supports growth initiatives.

Operational Scaling and Readiness Improvements

Investments in AI-enabled marketing/sales stack, next-generation ERP/BI, NOC scaling, PMO restructuring into specialized pods, fivefold expansion of subcontractor network, a new quality team, and automation efforts aimed to cut project kickoff to under 14 days and support rapid rollouts.

Growing Recurring Revenue Focus

Management highlighted increasing contribution from recurring managed services and NaaS (long-term, high-margin revenue), and expects construction lumpiness to decline as recurring base rises; deferred revenue reported at $3.8M.

Prudent Go-to-Market Mix

Pipeline currently skewed toward managed-service deals (lower near-term capital need) with selective NaaS opportunities — management frames this as positive for capital discipline while learning the retrofit/NaaS market.

Elauwit Connection, Inc. (ELWT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ELWT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Play Transcript
Dec 14, 2026	2026 (Q3)	- / -	-0.03	―	―
May 14, 2026	2026 (Q1)	- / -0.33	-0.041	-704.88% (-0.29)
Mar 31, 2026	2025 (Q4)	-0.22 / -0.33	-0.041	-704.88% (-0.29)
Dec 08, 2025	2025 (Q3)	-0.01 / -0.03	-0.146	79.45% (+0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ELWT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 14, 2026	$8.84	$8.49	-3.96%
Mar 31, 2026	$5.91	$5.93	+0.34%
Dec 08, 2025	$5.83	$6.71	+15.09%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Elauwit Connection, Inc. (ELWT) report earnings?

Elauwit Connection, Inc. (ELWT) is schdueled to report earning on Dec 14, 2026, After Close (Confirmed).

What is Elauwit Connection, Inc. (ELWT) earnings time?

Elauwit Connection, Inc. (ELWT) earnings time is at Dec 14, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ELWT EPS forecast?

Currently, no data Available