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Smith Micro: A Safe Haven Producing 65% Growth With 91% Gross Margins

April 6th, 2020 · Comments Off on Smith Micro: A Safe Haven Producing 65% Growth With 91% Gross Margins

Smith Micro’s SafePath is likely to benefit from the T-Mobile/Sprint merger, as it made a smart acquisition to increase its chances of becoming the preferred solution for both. It has exciting opportunities with other carriers and for its Home version. The company’s other two products generate less excitement, but winning new customers could change that. […]

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Tags: SMSI

SHU Portfolio Update: Smith Micro’s Cash Flow Bonanza

October 26th, 2019 · Comments Off on SHU Portfolio Update: Smith Micro’s Cash Flow Bonanza

While shares sold off after earnings, we think investors are missing the 91% gross margins and free cash flow which reached a full half of the company’s revenues. The disappointment seems to be the result of the lack of announcement of new carriers, but the CC isn’t the place to do that anyway. We remain […]

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Tags: SMSI

Smith Micro Has An Open Ended Upside

August 2nd, 2019 · Comments Off on Smith Micro Has An Open Ended Upside

The company is enjoying unprecedented growth with just one of its revenue streams at one carrier. This growth has only just began and has quite some way to go. The generated revenues produce 90%+ gross margins, recurring revenues and little in the way of selling effort, which is done by the carrier. So if one […]

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Tags: SMSI

Smith Micro’s Stock Can Blast Higher At Any Moment

July 20th, 2019 · Comments Off on Smith Micro’s Stock Can Blast Higher At Any Moment

The company basks in 35% organic revenue growth and nearly 90% gross margins, even without expected catalysts. The sunsetting of Sprint’s legacy app will come some day, but SafePath’s growth is explosive even without that, and even without getting another carrier on board. SafePath is morphing into a sophisticated IoT/Smart Home platform with a host […]

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Tags: SMSI

SHU Portfolio; Smith Micro’s Share Price Revives

April 7th, 2019 · Comments Off on SHU Portfolio; Smith Micro’s Share Price Revives

Smith Micro share price got a shot in the arm from the Q4CC – investors liked what they heard. Indeed, there was impressive margin expansion to note, and the company swung back to generating free cash flow. We’re waiting for new impulses like new carrier deals and the sunsetting of the Sprint app. Source: SHU […]

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Tags: SMSI

Smith Micro Looks Set For Significant Growth

November 1st, 2018 · Comments Off on Smith Micro Looks Set For Significant Growth

Its main two platforms are growing, SafePath’s growth was 30% sequentially even without the Sprint sunset of its legacy platform. The platforms have multiple revenue growth avenues and are attractive platforms for carriers to adopt. The drag on revenue from the decline of income from graphics is ending. Gross margins have increased to 85% and […]

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Tags: SMSI

Smith Micro Software Turns Profitable

September 20th, 2018 · Comments Off on Smith Micro Software Turns Profitable

The company managed to squeeze its first (non-GAAP) profitability in quite a while and things look set to improve from here. As a white label solution, it has an interesting opportunity with carriers, most notably Sprint which is actively promoting its SafePath app. SafePath is in a competitive space, so it has to keep improving […]

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Tags: SMSI