• Reported GAAP EPS of $0.66 up 571.43% YoY • Reported revenue of $34.34M up 8.41% YoY • For Q2 2026, Inseego expects total revenue between $36.5M and $$43.5M, and Adjusted EBITDA from $$250K to $2M. Full-year 2026 total revenue is approximately $190M.
Bullish
Inseego's acquisition of Nokia's FWA business is set to double revenue and expand market reach, complemented by new Tier-1 carrier wins for FWA and MiFi devices.
Bearish
Inseego faces risks from its Nokia FWA acquisition, dependence on few customers, increased competition, and supply chain issues, alongside the need for additional financing.