Inseego 2025 Q2 Earnings Wider Losses and Revenue Decline

Inseego (INSG) reported mixed results for its 2025 Q2 earnings, marked by a sharp decline in revenue and an expanded net loss. The company posted a revenue drop of 22.1% to $40.22 million compared to the prior year, with earnings per share worsening to $0.03 from $0.02. The stock’s post-earnings performance was equally discouraging, with the stock falling 16.81% month-to-date. Investors and analysts are closely watching the company’s forward-looking guidance and strategic initiatives to assess its path forward.

Revenue
Inseego’s revenue for 2025 Q2 declined significantly, totaling $40.22 million, compared to $51.62 million in the same period last year. The company’s Product segment accounted for the largest share at $28.18 million, followed by Services and other at $12.04 million. Mobile Solutions and Fixed Wireless Access Solutions added $13.67 million and $14.51 million, respectively. The performance reflects a broad slowdown across multiple business areas, with no single segment driving notable growth.

Earnings/Net Income
Inseego's losses widened to $0.03 per share in 2025 Q2 from $0.02 per share in 2024 Q2, indicating a 50.0% increase in the loss. The company’s net income also fell to $507,000, down 18.8% from $624,000 in the prior-year period. This represents a deterioration in profitability and raises concerns about the company’s ability to generate positive earnings in the near term.

Price Action
Inseego’s stock has experienced significant volatility in the post-earnings period. The stock dropped 3.94% in the latest trading day but managed a 6.72% gain over the most recent full trading week. Despite this short-term bounce, the stock has plummeted 16.81% month-to-date, indicating a lack of investor confidence in the company's current direction.

Post-Earnings Price Action Review
A strategy of buying Inseego shares following a quarter of revenue growth and holding for 30 days underperformed dramatically. The approach yielded a return of -83.25%, significantly lagging the benchmark by 130.35%. The investment exhibited a maximum drawdown of 0.00%, and with a Sharpe ratio of -0.47, the strategy demonstrated a high level of risk, underscoring the need for caution in such a volatile market.

CEO Commentary
Juho Sarvikas, CEO of Inseego, emphasized the company’s strategic focus on expanding its Fixed Wireless Access (FWA) offerings for enterprise customers and continuing innovation in MiFi solutions. Leveraging 5G advancements and diversifying distribution beyond major carriers remains a key objective. Sarvikas highlighted the growing demand for secure, high-speed connectivity in distributed work environments and expressed optimism about the future of Inseego’s 5G Edge Cloud. He underscored the company’s commitment to innovation, customer partnership, and operational efficiency.

Guidance
Inseego did not provide explicit forward-looking quantitative guidance in the available content for 2025 Q2. The CEO’s remarks remained strategic and aspirational, with no specific revenue, EPS, or CAPEX targets mentioned.

Additional News
The Nigerian stock market experienced a sharp decline, shedding N516 billion following weeks of bullish momentum, signaling investor caution amid economic uncertainty. Political developments also stirred discussions, with several Nigerian political leaders commenting on the implications of upcoming elections. Additionally, 9mobile has rebranded as T2, marking a significant shift in Nigeria’s telecommunications sector. The company aims to reinforce its market position through digital innovation and improved customer service.