Q4 2025 EARNINGS RESULTS Feb 19, 2026 Financial Profile | Strengthened Foundation & Improving Trajectory Overhauled Capital Structure Scalable Operating Model Strong Gross Margin Profile Consistent Adj. EBITDA Profitability Diversified Hardware & SaaS Revenue Mix Driving Sustainable Revenue Growth 2 Q4 2025 Financial Results | Beat Guidance In the Nov 6, 2025 Q3 2025 Earnings call, the Company issued guidance for Q4 2025. On Feb 19, 2026, financial results for Q4 2025 were reported and represent a 'beat' on ...

Core Insights - Inseego Corp. reported Q4 2025 revenue of $48.4 million, marking a 5.5% sequential growth and achieving its third consecutive quarter of sequential growth [1][8] - The company achieved an Adjusted EBITDA of $6.0 million with a margin of 12.4%, and a GAAP Net Income of $0.5 million [1][8] - Inseego eliminated all outstanding Preferred Stock at a 38% discount, enhancing its balance sheet and stockholder value [2][8] Financial Highlights - Total revenue for Q4 2025 was $48.4 million, up from $48.1 million in Q3 2025 [8] - Mobile solutions revenue reached $20.4 million, reflecting a 27.4% sequential increase [8] - Adjusted EBITDA for Q4 2025 was $6.0 million, up 4.5% sequentially, with a GAAP gross margin of 42.2% [8] - The company reported a net income of $0.5 million for Q4 2025, compared to a loss of $0.6 million in Q4 2024 [8][20] Business Highlights - Inseego secured key wins with all three U.S. Tier-1 carriers, enhancing its revenue base and product portfolio [2][8] - The company saw continued traction in both Mobile and Fixed Wireless Access channels, with deployments across various sectors including healthcare and public safety [8] - Inseego deepened its channel reach by onboarding new partners, including major global IT resellers [8] Guidance - For Q1 2026, Inseego projects total revenue in the range of $33.0 million to $36.0 million and Adjusted EBITDA between $1.0 million and $2.0 million [4][8] - The full-year 2026 revenue is expected to be approximately $190 million [8]