Inseego Corp. (NASDAQ:INSG) Q4 2021 Earnings Conference Call March 1, 2022 5:00 PM ET Company Participants Dan Mondor - Chairman & Chief Executive Officer Ashish Sharma - President Bob Barbieri - Chief Financial Officer Conference Call Participants Scott Searle - ROTH Capital Mike Walkley - Canaccord Genuity Mike Latimore - Northland Capital Markets Operator Hello, and welcome to Inseego Corp's Fourth Quarter and Full Year 2021 Financial Results Conference Call. Please note that today's event is being recor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-38358 INSEEGO CORP. (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) 12600 Deerf ...

| --- | --- | --- | --- | |-------|-------------------------------------------------|-------|-------| | | | | | | | | | | | | 24TH ANNUAL NEEDHAM VIRTUAL GROWTH CONFERENCE | | | | | DAN MONDOR, CHAIRMAN & CEO | | | | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-38358 INSEEGO CORP. (Exact name of registrant as specified in its charter) Delaware 81-3377646 (State or Other Jurisdiction of Incorpo ...

Inseego Corp. (NASDAQ:INSG) Q3 2021 Earnings Conference Call November 3, 2021 5:00 PM ET Company Participants Dan Mondor – Chairman and Chief Executive Officer Ashish Sharma – President Bob Barbieri – Chief Financial Officer Conference Call Participants Lance Vitanza – Cowen & Co. Scott Searle – Roth Capital Operator Hello, and welcome to Inseego Corp's Third Quarter 2021 Financial Results Conference Call. Please note, today's event is being recorded. [Operator Instructions] On the call today are Dan Mondor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-38358 INSEEGO CORP. (Exact name of registrant as specified in its charter) Delaware 81-3377646 (State or Other Jurisdiction of Incorporatio ...

Inseego Corporation (NASDAQ:INSG) Q2 2021 Earnings Conference Call August 4, 2021 5:00 PM ET Corporate Participants Dan Mondor - Chairman and Chief Executive Officer Ashish Sharma - President Bob Barbieri - Interim Chief Financial Officer ConferenceCall Participants John Marchetti - Stifel Lance Vitanza - Cowen and Company Daniel Park - Canaccord Genuity Aditya Dagaonkar - Northland Capital Operator Hello and welcome to Inseego Corp.'s Second Quarter 2021 Financial Results Conference Call. Please note, toda ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-38358 INSEEGO CORP. (Exact name of registrant as specified in its charter) Delaware 81-3377646 (State or Other Jurisdiction of Incorporation or Organization) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ende ...

Inseego Corporation (NASDAQ:INSG) Q1 2021 Earnings Conference Call May 5, 2021 5:00 PM ET Corporate Participants Dan Mondor - Chairman and Chief Executive Officer Ashish Sharma - President of IoT & Mobile Solutions Bob Barbieri - Interim Chief Financial Officer Conference Call Participants John Marchetti - Stifel Mike Walkley - Canaccord Genuity Lance Vitanza - Cowen Aditya Dagaonkar - Northland Capital Scott Searles - ROTH Capital Operator Hello and welcome to Inseego Corp.'s First Quarter 2021 Financial R ...

Financial Data and Key Metrics Changes - In Q4 2020, net revenue was $86.1 million, down 4.6% sequentially but up 64.5% year-over-year [39] - Gross margins for the IoT and Mobile Business were 25.6%, up approximately 160 basis points sequentially and up 880 basis points year-over-year [43] - Total company gross margins for Q4 were 31.6%, up approximately 180 basis points sequentially [45] - Non-GAAP net loss for Q4 was negative $6.9 million, or a loss of $0.07 per share [48] Business Line Data and Key Metrics Changes - IoT and Mobile Solutions revenue was $72.1 million, down 6.8% from Q3, with stable demand for legacy 4G products [39] - Inseego Manage software subscriptions grew 18% quarter-over-quarter and 231% year-over-year, reaching over 3.5 million subscriptions [40] - Enterprise SaaS solutions revenue was $14 million, up $8.3 million from the prior quarter [40] Market Data and Key Metrics Changes - Approximately 12% of total revenue came from 5G products in 2020, with significant wins in North America, EMEA, and Asia Pacific [5][39] - The South African Rand showed positive trends, with the exchange rate improving from 16.8 to 14.6 during the quarter [41] Company Strategy and Development Direction - The company aims to expand its product footprint with multiple 5G product slots and launch a comprehensive 5G enterprise portfolio [11] - Focus on geographic expansion and building a global fixed wireless access business [25] - The strategy includes enhancing the software platform, Inseego Manage, to drive recurring revenue [36][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth trajectory of 5G revenue, expecting the second half of 2021 to be stronger than the first half [52] - The company is optimistic about becoming the global 5G technology partner of choice for carriers and enterprises, with a combined addressable market exceeding $50 billion [55] Other Important Information - The sale of Ctrack South Africa is expected to close in Q2 2021, allowing the company to focus on higher growth regions [50] - The company has not seen an impact from component shortages but is preparing for potential longer lead times from suppliers [87] Q&A Session Summary Question: Clarification on the 12% 5G revenue - The 12% figure refers to the entire year, not just Q4 [59] Question: Expectations for enterprise contribution in 2021 - The enterprise market is now a primary focus, with expectations for significant growth due to new 5G products and channel partner recruitment [71] Question: Impact of Inseego Manage subscriptions on revenue and margins - The subscription business is expected to drive strong double-digit growth and is highly accretive to margins [106] Question: Run rate of the Ctrack South Africa business - Ctrack South Africa accounted for roughly half of the Ctrack line business [84] Question: Pricing dynamics in the Ctrack business outside South Africa - The remaining Ctrack businesses in other regions are expected to have a higher average revenue per user compared to South Africa [96]