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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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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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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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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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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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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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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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