Jun 2026 (Q2 FY26) — Aug 13, 2026
Smith Micro Q2 FY26 — Sequential Revenue Growth and New Customer Launches
Read the full callSmith Micro earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4.3 | −1.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -54.6 | +283.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -2.6 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $4.05 on 14 Oct 2025 → $2.31. High $4.55 (11 Jun 2026), low $2.18 (23 Feb 2026).
Overview
Call summaries
Smith Micro Q2 FY26 — Sequential Revenue Growth and New Customer Launches
Read the full callEvery analysed call
Financials
Net profit, year on year: +82% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Operating profit | -7 | -4 | -5 | -15 | -4 | -4 | -3 | -2 |
| Operating margin | −140.0% | −89.7% | −112.8% | −338.3% | −103.2% | −109.8% | −79.9% | −54.6% |
| Other income | 0 | 0 | 0 | -0 | -0 | -0 | -1 | — |
| Interest | 0 | -0 | 0 | 0 | 0 | 0 | 1 | 0 |
| Profit before tax | -6 | -4 | -5 | -15 | -5 | -5 | -4 | -3 |
| Tax rate | 0.0% | 1.2% | −0.0% | 0.0% | 0.0% | 1.7% | 0.0% | 0.0% |
| Net profit | -6 | -4 | -5 | -15 | -5 | -5 | -4 | -3 |
| EPS ($ per share) | -0.54 | — | -0.28 | -3.88 | -0.25 | — | -0.15 | -0.52 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -236 | -225 | -221 | -252 | -282 | -306 | -355 | — |
| Total liabilities | 5 | 13 | 14 | 14 | 27 | 10 | 7 | 7 |
| Fixed assets | 1 | 2 | 2 | 3 | 1 | 1 | 1 | 0 |
| Total assets | 25 | 61 | 73 | 115 | 104 | 86 | 48 | 25 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -3 | 10 | 8 | -13 | -19 | -7 | -14 | -7 |
| Cash from investing | -0 | -5 | -15 | -58 | 0 | 0 | 0 | 1 |
| Cash from financing | 13 | 11 | 4 | 61 | 17 | -0 | 10 | 5 |
| Net cash flow | 10 | 16 | -3 | -10 | -2 | -7 | -4 | -1 |
| Capital expenditure | -0 | -2 | -1 | -1 | -0 | -0 | -0 | -0 |
| Free cash flow | -3 | 8 | 7 | -14 | -19 | -7 | -14 | -7 |
39 filings between Nov 7, 2025 and Sep 15, 2026.
Purchases
None
No insider bought shares.
Sales
$44.6K
2 sales by 1 insider
Also filed: 6 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SMITH WILLIAM W JR | — | $44.6K | Dec 11, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Huffmyer Timothy C. President and CEO | Tax withheld | 100 | $290 |
| Sep 15, 2026 | SMITH WILLIAM W JR Executive Chairman | Tax withheld | 456 | $1.3K |
| Aug 19, 2026 | Huffmyer Timothy C. President and CEO | Tax withheld | 300 | $861 |
| Aug 19, 2026 | Braund Bethany M VP, CFO and Treasurer | Tax withheld | 2 | $6 |
| Aug 19, 2026 | SMITH WILLIAM W JR Executive Chairman | Tax withheld | 963 | $2.8K |
| May 14, 2026 | SMITH WILLIAM W JR Executive Chairman | Tax withheld | 1,618 | $1.4K |
| May 14, 2026 | Braund Bethany M VP, CFO and Treasurer | Tax withheld | 1,850 | $1.6K |
| May 14, 2026 | Huffmyer Timothy C. President and CEO | Tax withheld | 588 | $511 |
| Apr 27, 2026 | Braund Bethany M VP, CFO and Treasurer | Tax withheld | 6,761 | $4.9K |
| Apr 27, 2026 | Huffmyer Timothy C. President and CEO | Tax withheld | 588 | $412 |
| Apr 27, 2026 | SMITH WILLIAM W JR Executive Chairman | Tax withheld | 1,618 | $1.1K |
| Mar 31, 2026 | Braund Bethany M VP, CFO and Treasurer | Award | 20,000 | $0 |
| Mar 13, 2026 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Tax withheld | 1,788 | $1.5K |
| Mar 13, 2026 | SMITH WILLIAM W JR President and CEO | Tax withheld | 4,943 | $4.2K |
| Mar 9, 2026 | Elfman Steven Lawrence Director | Award | 12,500 | $0 |
| Mar 9, 2026 | CAMPBELL THOMAS G Director | Award | 12,500 | $0 |
| Mar 9, 2026 | Arno Andrew Director | Award | 12,500 | $0 |
| Mar 9, 2026 | SZABO GREGORY J Director | Award | 12,500 | $0 |
| Mar 9, 2026 | Keddy Asha Director | Award | 12,500 | $0 |
| Mar 9, 2026 | gulko samuel Director | Award | 12,500 | $0 |
| Mar 4, 2026 | SMITH WILLIAM W JR President and CEO | Disposition to issuer | 12,626 | $0 |
| Mar 4, 2026 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Disposition to issuer | 5,261 | $0 |
| Feb 27, 2026 | SMITH WILLIAM W JR President and CEO | Tax withheld | 43,366 | $22.7K |
| Feb 27, 2026 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Tax withheld | 27,010 | $13.8K |
| Feb 21, 2026 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Disposition to issuer | 7,280 | $0 |
| Feb 21, 2026 | SMITH WILLIAM W JR President and CEO | Disposition to issuer | 9,706 | $0 |
| Dec 17, 2025 | SMITH WILLIAM W JR President and CEO | Tax withheld | 1,000 | $623 |
| Dec 17, 2025 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Tax withheld | 254 | $158 |
| Dec 11, 2025 | SMITH WILLIAM W JR President and CEO | Sale | 36,597 | $21.3K |
| Dec 10, 2025 | SMITH WILLIAM W JR President and CEO | Sale | 38,697 | $23.3K |
| Dec 9, 2025 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Award | 75,398 | $0 |
| Dec 9, 2025 | SMITH WILLIAM W JR President and CEO | Award | 119,049 | $0 |
| Nov 12, 2025 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Tax withheld | 19,143 | $13.1K |
| Nov 12, 2025 | SMITH WILLIAM W JR President and CEO | Tax withheld | 30,813 | $21.6K |
| Nov 11, 2025 | SMITH WILLIAM W JR President and CEO | Tax withheld | 1,000 | $775 |
| Nov 11, 2025 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Disposition to issuer | 9,676 | $0 |
| Nov 11, 2025 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Tax withheld | 294 | $228 |
| Nov 11, 2025 | SMITH WILLIAM W JR President and CEO | Disposition to issuer | 12,901 | $0 |
| Nov 7, 2025 | SMITH WILLIAM W JR President and CEO | Award | 2,236,136 | $1.50M |
| Oct 9, 2025 | Arno Andrew Director | Award | 7,993 | $0 |
| Oct 9, 2025 | Elfman Steven Lawrence Director | Award | 7,993 | $0 |
| Oct 9, 2025 | SZABO GREGORY J Director | Award | 7,993 | $0 |
| Oct 9, 2025 | Keddy Asha Director | Award | 7,993 | $0 |
| Oct 9, 2025 | gulko samuel Director | Award | 7,993 | $0 |
| Oct 9, 2025 | CAMPBELL THOMAS G Director | Award | 7,993 | $0 |
| Sep 29, 2025 | SMITH WILLIAM W JR President and CEO | Gift | 47,473 | $0 |
| Sep 29, 2025 | SMITH WILLIAM W JR President and CEO | Gift | 47,473 | $0 |
| Sep 15, 2025 | Huffmyer Timothy C. VP, COO, CFO and Treasurer | Tax withheld | 256 | $179 |
| Sep 15, 2025 | SMITH WILLIAM W JR President and CEO | Tax withheld | 1,001 | $701 |
| Aug 15, 2025 | SMITH WILLIAM W JR President and CEO | Disposition to issuer | 4,529 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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