Core Insights - Inseego Corp. has announced the next generation of its cloud-based SaaS BSS platform, Inseego Subscribe, aimed at helping service providers effectively compete for complex enterprise and government customers [1][3] Group 1: Platform Features and Benefits - Inseego Subscribe is designed to help service providers economically manage the lifecycle of complex enterprise and government wireless customers, enabling efficient sales, onboarding, and operations [2][3] - The platform reduces customer acquisition costs, accelerates sales cycles, increases revenue, improves retention, and lowers ongoing support costs for high-value accounts [3][4] - It offers self-service capabilities for enterprise administrators, allowing them to manage governance, compliance, and operational controls without ongoing provider intervention [6] Group 2: Enhancements and Innovations - The updated release features a streamlined user experience with a redesigned UX that simplifies quoting, selling, and managing enterprise services through a CPQ-style interface [7] - Inseego Subscribe digitizes government contract line items, automating complex workflows and enabling service providers to scale SLED and Federal programs more efficiently [8] - A new API layer simplifies integration with carrier environments, reducing the time and effort required for onboarding new service providers [9][10] Group 3: Strategic Positioning - Inseego Subscribe is part of Inseego's evolution into a cloud-first wireless edge platform, combining subscriber lifecycle management with connectivity, security, and network management [12] - The platform is designed to turn enterprise cellular connectivity into a strategic advantage for service providers, enhancing their ability to deliver wireless solutions across various sectors [12] Group 4: Availability and Future Plans - The new version of Inseego Subscribe is set to be available in the second half of the year, with plans to showcase the platform at Mobile World Congress 2026 [13]

Core Insights - Anterix has expanded its collaboration with Qualcomm to enhance the adoption of next-generation connectivity for utilities and critical infrastructure operators across the nation [1][2] - The partnership aims to provide a comprehensive private wireless connectivity platform that supports safer operations, greater resilience, and long-term grid modernization for the utility sector [2][3] Collaboration Details - The collaboration focuses on developing new industrial-grade IoT chipsets specifically optimized for utility use cases, including Qualcomm's Snapdragon SDX35-3 and SDX32-3 IoT Modems, which will enable 4G and 5G connectivity on Anterix's 900 MHz broadband platform [3][4] - Eight utilities have already chosen Anterix-enabled private wireless as the foundation for their next-generation grid connectivity [3] Strategic Importance - The partnership provides utilities with a scalable roadmap to 5G, delivering immediate operational value while supporting long-term network evolution [4] - The collaboration is positioned to future-proof the adoption of private wireless networks, enhancing operational efficiency and resilience in the energy sector [4]

Ceragon Networks Ltd. (NASDAQ:CRNT) is one of the most undervalued penny stocks to buy right now. On February 17, Ceragon Networks reported Q4 2025 revenue of $82.3 million, which was a 23% decline compared to the same period in 2024. This downward trend was reflected in the full-year results, with 2025 revenue totaling $338.7 million, down 14.1% from the previous year. Management expressed optimism for 2026, setting revenue guidance at $355 to $385 million. Growth for Ceragon Networks Ltd. (NASDAQ:CRNT) ...

来源：美通社 特拉华州威尔明顿2026年2月24日 /美通社/ -- InterDigital的创新赋能全新能力、服务与体验。 InterDigital，一家专注于无线通信、视频和人工智能技术的研发公司，将在2026年世界移动通信大会 （MWC26）上展示其在AI、无线通信和视频领域的突破性创新。这些创新正推动网络与设备能力升 级，并催生令人振奋的全新设备形态、用户体验及服务。 InterDigital的展台位于5号展厅5C51展位，届时将呈现前沿研究与产业协作成果，重点聚焦AI与感知技 术。这两大关键支柱将依托最新的无线通信创新技术，以支撑下一代网络和引人入胜的沉浸式视频体验 与功能。 "我们很高兴再次亮相MWC，展示InterDigital的创新智慧，并预告全新的能力、体验与服务，而这些将 由我们的创新赋能，"InterDigital首席技术官Rajesh Pankaj表示，"我们的AI、无线通信和视频技术专长 在此交汇，使我们能够以通盘视角构建互联世界，同时提供让连接更智能、反应更迅速、更沉浸的创新 技术和解决方案。" InterDigital在MWC26上展示的创新 InterDigital还将在展会 ...

Core Insights - Airgain, Inc. has secured a multiyear, multimillion-dollar embedded antenna design win for a next-generation 5G home connectivity platform [1] - The program involves Airgain's antenna systems for both a 5G fixed wireless access router and a companion in-home WiFi extender [1] - This partnership is with a major North American Mobile Network Operator, indicating significant industry collaboration [1] Company Summary - Airgain, Inc. is recognized as a leading provider of wireless connectivity solutions [1] - The company is expanding its product offerings in the 5G sector, which is crucial for future connectivity [1] Industry Summary - The announcement highlights the growing demand for 5G home connectivity solutions in the telecommunications industry [1] - The collaboration with a major North American MNO underscores the competitive landscape and the importance of innovative antenna technology in enhancing wireless services [1]

expense (benefit)23,332(3,656)N/M(31,148)(19,256)(62) %Net income (loss) from continuing operations41,76411,832N/M172,267(80,464)N/MLess: Net income from continuing operations attributable to noncontrolling interests, net of tax404136N/M2,6155,411(52) %Net income (loss) from continuing operations attributable to Array shareholders41,36011,696N/M169,652(85,875)N/MNet income (loss) from discontinued operations(3,882)(6,826)43 %(103,074)48,886N/MLess: Net income from discontinued operations attributable to non ...

Inseego (NasdaqGS:INSG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsJuho Sarvikas - CEOSteven Gatoff - CFOConference Call ParticipantsChristian Schwab - AnalystLance Vitanza - AnalystScott Searle - AnalystTyler Burmeister - AnalystOperatorHello, and welcome to Inseego Corp.'s fourth quarter 2025 financial results conference call. Please note that today's event is being recorded. All participants today will be in a listen-only mode. Should you need assistance, please signal a conf ...

Financial Data and Key Metrics Changes - In Q4 2025, the company generated revenue of $48.4 million and Adjusted EBITDA of $6 million, both exceeding guidance and marking the third consecutive quarter of sequential growth in each metric [3][24] - For the full year 2025, total revenue was $166.2 million, reflecting sequential quarterly momentum throughout the year [24][25] - Non-GAAP gross margin in Q4 2025 was 43%, up 75 basis points sequentially, and for the full year, it was also 43%, the highest level in over a decade [25][26] - Adjusted EBITDA for the full year 2025 was $20.1 million, representing a 12.1% margin [26] Business Line Data and Key Metrics Changes - Mobile revenue in Q4 2025 increased 27% sequentially to $20.4 million, representing approximately 40% of total company revenue [8][24] - Fixed Wireless Access (FWA) revenue was up 50% year-over-year in Q4, driven by a diversified carrier customer base and solid channel activity [24] - Software services revenue was $12 million in Q4, providing a stable, high-margin contribution [24] Market Data and Key Metrics Changes - The company expanded its Tier 1 carrier footprint for FWA, securing awards with AT&T and Verizon, marking a significant inflection point for the business [7][8] - Industry forecasts project North America Enterprise FWA service revenue to grow at a 37% compound annual rate through 2030, expanding from roughly $2 billion to more than $11 billion [15][16] Company Strategy and Development Direction - The company is focused on building an enterprise wireless broadband platform that combines cellular-first connectivity with intelligence, manageability, and scalability [4] - Five strategic priorities include scaling carrier revenue, evolving into a solutions company, expanding customer base, maintaining financial discipline, and building a world-class management team [5][19] - The company plans to introduce four new products in the first half of 2026, including new MiFi products and an entry-tier enterprise FWA offering [17][18] Management's Comments on Operating Environment and Future Outlook - The management expressed optimism for 2026, highlighting a strong market backdrop with increasing enterprise demand for resilience and always-on connectivity [15][16] - The company anticipates a front-loaded year in 2026 with multiple carrier launches and product introductions in Q1 [19][22] - Management acknowledged challenges in Q1 due to engineering delays and inventory adjustments but remains confident in the overall growth trajectory [21][30] Other Important Information - The company retired all preferred stock at a significant discount, enhancing long-term flexibility and stockholder value [3][28][29] - The management team has been strengthened, adding depth across various operational areas to support future growth [14] Q&A Session Summary Question: Can you elaborate on the memory market dynamics and its impact? - Management indicated they have secured supply and do not foresee significant impacts on deployments, having locked in modest price increases for products [20][38] Question: What is the visibility on the 2026 guidance and expected EBITDA margins? - Management expects Q2 to ramp significantly, with EBITDA margins improving in the second half of the year [39][40] Question: How does the competitive landscape look for mobile hotspots in 2026? - Management is optimistic about consolidating market share with all three major carriers launching new mobile products [41][43] Question: Will the FWA side of the business contribute more to growth in 2026? - Both mobile and FWA are expected to grow, with FWA likely having a larger contribution due to portfolio expansion [49][51] Question: What are the expectations for MSO and distribution channel contributions? - Management anticipates meaningful contributions from MSOs and VARs as discussions progress throughout the year [53][54] Question: Is there potential for software revenue growth with new customers? - Management sees opportunities for expanding software services, particularly in government sectors [61][62] Question: How will having Verizon back in the fold affect visibility? - Management believes having all three carriers will provide reasonable expectations for growth, though initial growth rates may vary [70][72] Question: Can the company sustain double-digit revenue growth in the coming years? - Management is confident in sustaining double-digit growth, especially as new products and carrier partnerships ramp up [76][79]

Financial Data and Key Metrics Changes - In Q4 2025, the company generated revenue of $48.4 million and adjusted EBITDA of $6 million, both exceeding guidance and marking the third consecutive quarter of sequential growth in each metric [3][24] - For the full year 2025, total revenue was $166.2 million, reflecting sequential quarterly momentum throughout the year [24][25] - Non-GAAP gross margin in Q4 2025 was 43%, up 75 basis points sequentially, and for the full year 2025, it was also 43%, the highest level in over a decade [25][26] Business Line Data and Key Metrics Changes - Mobile revenue in Q4 2025 increased 27% sequentially to $20.4 million, representing approximately 40% of total company revenue [8][24] - Fixed Wireless Access (FWA) revenue in Q4 was up 50% year-over-year, driven by a diversified carrier customer base and solid channel activity, despite a sequential decline from Q3 2025 [24][25] - Software services revenue was $12 million in Q4, providing a stable, high-margin contribution [24] Market Data and Key Metrics Changes - The company expanded its tier one carrier footprint for FWA by securing awards with AT&T and Verizon, marking a significant milestone as all three U.S. tier one carriers now support Inseego's enterprise FWA offerings [6][7] - Industry forecasts project North America Enterprise FWA service revenue to grow at a 37% compound annual rate through 2030, expanding from roughly $2 billion to more than $11 billion [15] Company Strategy and Development Direction - The company is focused on building an enterprise wireless broadband platform that combines cellular-first connectivity with intelligence, manageability, and scalability [4] - Five strategic priorities include scaling carrier revenue, evolving into a solutions company, expanding customer base, maintaining financial discipline, and building a world-class management team [4][5] - The company plans to introduce four new products in the first half of 2026, including new MiFi products and an entry-tier enterprise FWA offering [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, highlighting a stronger market backdrop and increased enterprise prioritization of resilience and connectivity [15][16] - The company anticipates a front-loaded year with multiple carrier launches and product introductions in Q1 2026 [17] - Management noted that Q1 2026 is expected to be a transition quarter with lower sequential revenue due to engineering delays and inventory adjustments from a tier-one carrier [20][21] Other Important Information - The company retired all preferred stock at a 38% discount, enhancing long-term flexibility and stockholder value [27][28][29] - The balance sheet ended Q4 with $24.9 million in cash and a manageable debt balance of $41 million, approximately 2x LTM adjusted EBITDA [27] Q&A Session Summary Question: Memory market dynamics and impact on operations - Management indicated they are well-prepared for the memory market dynamics and have secured supply for the first half of the year [39][40] Question: 2026 guidance and revenue ramp - Management confirmed expectations for significant revenue growth in 2026, with Q2 expected to ramp up following a lighter Q1 [41][42] Question: Competitive landscape and product portfolio - Management highlighted the importance of having all three major carriers launching new mobile products and discussed the expansion of the product portfolio to include entry-level enterprise-grade routers [43][46] Question: Contributions from MSOs and distribution channels - Management expressed optimism about discussions with MSOs and the potential for significant contributions from VARs and MSPs in the long term [55][56] Question: Software business and customer expansion - Management noted the potential for expanding software services with new customers and highlighted the unique features of their subscriber lifecycle management platform [61][62] Question: Industry focus on enterprise FWA - Management discussed the favorable dynamics for enterprise FWA driven by higher ARPU and the shift in carrier focus towards enterprise solutions [64][66] Question: Variability of results with Verizon's involvement - Management stated that while visibility may vary, they have reasonable expectations for growth with Verizon back in the mix [71][73] Question: Long-term revenue growth sustainability - Management affirmed confidence in sustaining double-digit revenue growth over the next several years, driven by new product introductions and a diversified customer base [79][80]

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 ...