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Earnings analysis · 10-Q

INSG earnings analysis

Filed May 8, 2026 · Our reading of the company's report

The latest report

Inseego reported Q1 2026 revenues of $34.3 million, representing an 8.4% increase year-over-year, with an EPS loss of $0.06, which is better than the expected loss of $0.15. The company experienced strong growth in…

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Inseego reported Q1 2026 revenues of $34.3 million, representing an 8.4% increase year-over-year, with an EPS loss of $0.06, which is better than the expected loss of $0.15. The company experienced strong growth in fixed wireless access solutions, up 179.2% versus the prior year, while mobile solutions contracted 6.2%.

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From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $51 Operating expenses $60 Left as operating profit $-11

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Reported figures

Earnings per share
$-0.06
Segment
Mobile Solutions
Segment
Fixed Wireless Access Solutions
Segment
Software Services and Other

What stood out

  • Revenue Growth

    Total revenues for Q1 2026 were $34.3M, an 8.4% increase from $31.7M in Q1 2025.

  • Improved Gross Margin

    Gross margin improved to 48.3% in Q1 2026, up from 47.3% in Q1 2025.

  • Strong Fixed Wireless Access Sales

    Fixed wireless access solutions revenue increased by 179.2% to $5.3M compared to $1.9M in Q1 2025.

  • Decrease in Operating Loss

    Operating loss narrowed to $3.9M in Q1 2026, from $4.0M in Q1 2025.

  • Cash and Cash Equivalents

    Cash and cash equivalents totaled $19.3M as of March 31, 2026, down from $35.1M a year prior.

  • Positive Operating Cash Flow

    Operating cash flow for Q1 2026 was $1.7M, compared to a cash outflow of $3.5M in Q1 2025.

What to watch

  • Increased Operating Expenses

    Operating expenses rose by 30.9% to $20.2M in Q1 2026 from $15.4M in Q1 2025.

  • Declining Cash Position

    Cash and cash equivalents decreased by $15.8M from the previous year, indicating potential liquidity challenges.

  • Dependence on Key Customers

    Revenue heavily relies on a limited number of customer relationships, increasing risk if these relationships falter.

Management's outlook

Q2 2026 revenue guidance is between $36.5M and $43.5M; full-year 2026 revenue expected to be approximately $190M.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.