Inseego Q3 revenue beats estimates on strong fixed wireless access demand

Inseego

06/11/2025 21:21

Overview

Inseego Q3 2025 revenue of $45.9 mln beats analyst expectations

Adjusted EBITDA for Q3 2025 beats consensus, reflecting quality growth

Net income for Q3 2025 missed analyst estimates

Outlook

Inseego forecasts Q4 2025 revenue between $45.0 mln and $48.0 mln

Company expects Q4 2025 adjusted EBITDA between $4.0 mln and $5.0 mln

Q4 guidance excludes potential tariff impacts

Result Drivers

STRONG FWA DEMAND - Inseego attributes sequential revenue growth to strong demand for its FX4100 and FX4200 FWA solutions

EXPANDED CUSTOMER BASE - Co secured a new Tier-1 U.S. carrier customer for its next-generation products, boosting future shipments

DISCIPLINED EXPENSE MANAGEMENT - CFO highlights disciplined expense management contributing to operating leverage

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$45.89 mln
$41.86 mln (4 Analysts)
Q3 Net Income
Miss
$1.43 mln
$1.63 mln (3 Analysts)
Q3 Adjusted EBITDA
Beat
$5.80 mln
$4.61 mln (4 Analysts)
Q3 Operating Income
Miss
$2.16 mln
$3.05 mln (4 Analysts)
Q3 Pretax Profit
Beat
$1.40 mln
$1.26 mln (4 Analysts)
Q3 Gross Profit
$19.08 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for Inseego Corp is $13.75, about 4.7% below its November 5 closing price of $14.40

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX3pSf5B

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)