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Smith Micro Software (SMSI) investor relations material
Smith Micro Software Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Provides software solutions for mobile experience enhancement, focusing on digital family lifestyle, online safety, and IoT device management for wireless service providers globally.
Main products include SafePath® (family safety and device management) and CommSuite® (premium messaging and voicemail solutions).
Operates primarily in the wireless segment, targeting MNOs and MSOs as primary customers, with significant customer concentration.
Emphasizes innovation, AI integration, and expanding reach to smaller operators through new deployment models.
Financial performance and metrics
As of March 31, 2026, net tangible book value was approximately $1.0 million, or $0.04 per share, based on 25,609,766 shares outstanding.
If all 18,224,625 shares from the offering were outstanding as of March 31, 2026, net tangible book value would be $0.02 per share.
Recent financings include debt and equity offerings in September 2025, November 2025, February 2026, and March 2026, raising gross proceeds of approximately $9.75 million before expenses.
Use of proceeds and capital allocation
Will not receive proceeds from resale by selling stockholders; may receive up to $7.5 million if all warrants are exercised for cash.
Any proceeds from warrant exercises will be used for general corporate purposes and working capital.
- Q2 revenue guidance up 24% sequentially, but liquidity risks persist despite margin gains.SMSI
Q1 20261 May 2026 - SafePath's expansion and cost realignment drive growth in family safety and senior markets.SMSI
Investor presentation29 Apr 2026 - Virtual meeting to vote on directors, compensation, equity plan, warrants, and reverse stock split.SMSI
Proxy filing16 Apr 2026 - Virtual annual meeting to vote on directors, compensation, auditor, equity, and stock split.SMSI
Proxy filing16 Apr 2026 - Proxy seeks approval for director elections, equity plan changes, share issuances, and a reverse split.SMSI
Proxy filing2 Apr 2026 - AI-powered family safety and messaging solutions drive growth and high-margin recurring revenue.SMSI
Investor presentation23 Mar 2026 - AI-powered family safety and messaging platforms expand carrier revenue and retention.SMSI
Investor presentation5 Mar 2026 - Cost cuts, new funding, and leadership changes support a path to profitability by mid-2026.SMSI
Q4 20254 Mar 2026 - Q2 revenue dropped 50% and losses widened, but new launches and cost cuts target a rebound.SMSI
Q2 20242 Feb 2026
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Next Smith Micro Software earnings date
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