Smith Micro Software Inc Stock Price, News & Analysis

Smith Micro (NASDAQ: SMSI) congratulated MasOrange on winning the SERES Foundation Award for TúYo, a child-focused mobile service built on Smith Micro’s SafePath Digital Family Lifestyle platform.

TúYo, launched by Orange Spain under MasOrange Group, is described as the first mobile tariff designed for children with parental controls for screen time, content filtering, and tools to promote healthy digital habits.

Smith Micro (NASDAQ: SMSI) announced two concurrent financings expected to raise approximately $2.65 million in gross proceeds, including a committed $1.5 million investment from founder and CEO Bill Smith, dated November 5, 2025.

The Registered Offering will issue 1,714,373 registered shares with accompanying unregistered warrants at $0.6708 per share for gross proceeds of about $1.15 million. The Private Placement to the CEO will issue 2,236,136 unregistered shares with unregistered warrants at $0.6708 per share for gross proceeds of about $1.5 million. Warrants generally expire in five years; registered warrants become exercisable after six months and private warrants after shareholder approval. Proceeds will be used for working capital and general corporate purposes.

Smith Micro (Nasdaq: SMSI) reported third quarter 2025 results for the period ended September 30, 2025. Q3 revenue was $4.3M versus $4.6M a year earlier; gross profit was $3.2M and gross margin improved to 73.9% from 71.6%. GAAP net loss for Q3 was $5.2M or $0.25 per share versus a $6.4M loss a year ago. Non-GAAP net loss for Q3 was $2.6M or $0.12 per share versus $3.6M a year earlier. Year-to-date revenue was $13.4M versus $15.6M prior year. Cash and cash equivalents were $1.4M. The company will hold an investor conference call on November 6, 2025 at 8:30 AM ET.

Smith Micro (Nasdaq: SMSI) announced strategic organizational changes on October 15, 2025 to enhance efficiency and reduce costs. The company said approximately 30% of the workforce will be impacted and expects $1.8 million of quarterly cost savings versus Q2 2025, equating to $7.2 million in annualized savings for 2026, excluding employee separation costs. The board waived fourth-quarter cash retainers to save about $45,000, receiving fully vested restricted stock awards instead. Leadership moves include the retirement of David Blakeney on Sept 23, 2025 and promotions for David Sperling and Anup Kaneri to expanded roles.

Smith Micro Software (NASDAQ:SMSI) has announced major enhancements to its SafePath OS™ for Kids Phone platform, strengthening its position in family-safe mobile solutions. The upgraded platform features two key improvements: a no-inventory deployment system that allows carriers to configure standard Samsung devices with SafePath OS after purchase, and ready-to-use default protection settings activated out of the box.

The comprehensive solution includes tamper-proof controls, app management, device restrictions, always-on VPN, content filtering, screen time tools, and geofencing capabilities. Future upgrades will incorporate AI-powered social media intelligence, drive monitoring, and a digital assistant. The platform aims to help mobile carriers tap into the growing kids phone market while simplifying deployment and enhancing parental controls.

Smith Micro Software (NASDAQ: SMSI) reported its Q2 2025 financial results, marked by revenue of $4.4 million, down from $5.1 million in Q2 2024. The company posted a GAAP net loss of $15.1 million ($0.78 per share) and a non-GAAP net loss of $2.8 million ($0.14 per share).

Key developments include the upcoming launch of SafePath® 8 with AI-driven features, and expectations of sequential quarterly revenue growth in H2 2025. The company's gross profit margin improved to 73.5% from 68.7% year-over-year. Post-quarter, Smith Micro completed a $1.5 million registered direct offering to strengthen its cash position, which stood at $1.4 million as of June 30, 2025.

Smith Micro Software (NASDAQ: SMSI) has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025. The company will release its financial results after market close, followed by a teleconference at 4:30 PM ET / 1:30 PM PT.

Investors can access the conference call by dialing 1-844-701-1164 (US) or 1-412-317-5492 (International). The call will also be available via webcast, with a recording accessible through the company's Investor Relations website section afterward.

Smith Micro Software (NASDAQ: SMSI) has completed a follow-on offering of 1,612,903 registered shares of common stock at $0.93 per share to institutional and accredited investors. The offering included accompanying unregistered warrants allowing holders to purchase up to 1,612,903 additional shares at $1.20 per share.

The combined offering and private placement generated gross proceeds of approximately $1.5 million before fees and expenses. The warrants are immediately exercisable and will expire in five years. The company plans to use the proceeds for working capital and general corporate purposes. Chardan acted as financial advisor, while Buchanan Ingersoll & Rooney PC and Haynes and Boone, LLP served as legal counsel.

Smith Micro Software (NASDAQ: SMSI) has announced a follow-on offering involving 1,612,903 registered shares of common stock at $0.93 per share, along with accompanying unregistered warrants. The warrants allow holders to purchase an equal number of shares at $1.20 per share, exercisable immediately with a 5-year expiration.

The combined registered offering and private placement is expected to generate gross proceeds of approximately $1.5 million, which will be used for working capital and general corporate purposes. The transaction is anticipated to close by July 18, 2025, with Chardan serving as financial advisor.