BETTER HERE 業 l l WAY IX I NOW STREAMING LOVE IS B Steps STARBUCKS TTYC / 10:10 290 (1999 COFFEE EREC - CITIZEN (7 11-11 1 222 n劃)。 SUNTS EX B 6 2 2 2 1 8 175 the star STHER A dir Ame -1 LS P MA Kamar subjec ENDER NEW RE felia f 1969: New r max posts | 国际网站 | Reflex STANCE IN lg 0171 the state of the state The bad news is time flies. The good news is you're the pilot. 虽然光阴似箭，但你是自己人生的射手。晚安 纽约时代广场大屏——全球瞩目的焦点 纽约时代广场，被誉为"世界的十字路口"，每年吸引数亿游客和当地居民的目光。这里不仅是全球娱乐、文化和商业的交汇点，更是品牌展示自身形象、扩 大全球影响力的理想之地。时代广场的大屏，尤其是1号屏，以其巨大的 ...

Inseego (INSG) FY 2025 Conference May 28, 2025 10:50 AM ET Speaker0 Everyone for joining us. I'm Lance Vitanza, senior tech analyst at TD Cowen. I'm delighted to have the Inseego team with us here. It's Yuho Sarvakas and Steven Gaitoff. Yuho, of course, the CEO, Steven the CFO, and the general manager of Inseego Subscribe, which I want to get into at some point as well. Fair enough. But let's start actually maybe just with a little bit of Inseego one hundred one and talk a little bit about where the company ...

近日，随身WiFi行业领军品牌飞猫凭借卓越的市场表现与深厚的技术积淀，一举斩获艾瑞咨询官方认 证，成为连续16年随身WiFi全国销量领先品牌。此前，飞猫凭借自主研发的飞猫分身专利技术（专利 号ZL202310960519.3），成功摘得全球权威市场研究与咨询机构灼识咨询（CIC）授予的"多网融合自 由切换随身Wi-Fi技术服务首创者"称号。这两项荣誉，是对飞猫过往成就的高度认可，更是其在行业内 无可撼动领导地位的有力见证。 作为中国商业数据研究领域的权威机构，艾瑞咨询依托覆盖全球200余个细分行业的专业洞察，通过深 度调研企业、供应链专家及全渠道销售网络，对比中国大陆市场（不含港澳台）全量销售数据，最终核 定飞猫品牌自2009年起持续保持随身WiFi品类销量冠军地位。这一认证体系包含零售终端监测、电商 平台数据抓取及行业专家访谈等多维度验证，确保结果的专业性与公信力。 飞猫深知，技术创新的价值在于应用。为此，飞猫随身WiFi将创新技术深度融入丰富多元的产品矩阵 中，推出了一系列具有市场竞争力的热销产品。UFi系列产品凭借小巧的设计和简单的操作，深受年轻 群体和对便捷性有较高要求用户的喜爱；MiFi系列以出色的 ...

Financial Data and Key Metrics Changes - In Q1 2025, revenue was impacted by delayed carrier promotions and FWA orders, but adjusted EBITDA exceeded expectations, indicating strong cost management despite softer hardware volumes [5][21] - Non-GAAP gross margin reached a record 47.5%, driven by a favorable revenue mix and sequential margin expansion in both product and services [22] - Adjusted EBITDA for Q1 2025 was $3.7 million, more than double the prior year quarter, with an adjusted EBITDA margin of 11.6% [23] Business Line Data and Key Metrics Changes - Mobile hotspot revenue grew over 16% year-over-year, while services revenue increased nearly 50% year-over-year, primarily due to the strength of the subscribed SaaS platform [21][22] - The company is focusing on expanding its FWA and MiFi business, with new product plans introduced to diversify its customer base [9][10] Market Data and Key Metrics Changes - The company is targeting large Tier one carriers and multiple system operators (MSOs) to expand its market presence, indicating a shift towards a broader customer base [9][10] - The competitive landscape remains challenging, but the company believes its American-based IP and improved operational efficiency position it well against competitors [39] Company Strategy and Development Direction - The company is transitioning from a hardware-centric model to a full solution provider, focusing on software-defined wireless networking solutions [8][14] - Key strategic initiatives include scaling the FWA and MiFi business and accelerating the software and services roadmap to enhance its solution offerings [8][14] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the business prospects for 2025, expecting sequential revenue growth starting in Q2, particularly in FWA revenue [26] - The company is actively managing its supply chain and operational efficiency to mitigate potential disruptions from the macroeconomic environment [12][39] Other Important Information - The company successfully reduced its total debt to $41 million after paying off $15 million in convertible notes [24] - The leadership team has been strengthened with new talent, including George Mulhern, former CEO of Cradlepoint, to support the company's transformation [17] Q&A Session Summary Question: Concerns about pipeline opportunities slipping into 2026 - Management does not see any movement of the pipeline from their customer base, particularly among large North American carriers [30] Question: Potential revenue upside from the T-Mobile Partner Plus program - The partnership with T-Mobile is expected to create pull on the channel program products through investment subsidies [31] Question: Free cash flow expectations for 2025 - Management targets positive free cash flow for the year, with expectations for improvement in the second half [32] Question: Update on channel strategy and potential large deals - Confidence in closing a large channel deal within the quarter, with ongoing investments in broadening the solution portfolio [35][36] Question: Competitive landscape and geopolitical impacts - The company believes its operational efficiency and American-based IP provide a competitive edge despite geopolitical challenges [39] Question: Long-term gross margin targets and operating expenses - Management has not provided a specific target model yet but anticipates gross margins in the high 30s, depending on the mix of software and product revenue [40][42]

Inseego Corp. (NASDAQ:INSG) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Company Participants Juho Sarvikas - CEO Steven Gatoff - CFO Conference Call Participants Scott Searle - ROTH Capital Lance Vitanza - TD Cowen Tore Svanberg - Stifel Operator Hello, and welcome to Inseego Corp's Fourth Quarter and Full Year 2024 Financial Results Conference Call. Please note that today's event is being recorded. All participants today will be in a listen-only mode. [Operator Instructions] After today's ...