Inseego Corp. Reports Strong Q4 2025 Earnings with Strategic Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 20 hours ago
0mins
Should l Buy INSG?
Source: seekingalpha
- Significant Revenue Growth: Inseego reported $48.4 million in revenue and $6 million in adjusted EBITDA for Q4 2025, both exceeding guidance and marking the third consecutive quarter of growth, reflecting a more diversified and higher-quality revenue base.
- Market Share Expansion: The company secured Fixed Wireless Access agreements with AT&T and Verizon, making all three major U.S. carriers choose Inseego for their enterprise FWA solutions, representing a crucial inflection point for the business.
- Strong Mobile Hotspot Performance: The mobile hotspot portfolio achieved a 27% sequential revenue increase to $20.4 million in Q4 2025, with mobile contributing approximately 40% of total company revenue, indicating robust demand and market potential in this sector.
- Enhanced Financial Flexibility: Inseego retired all preferred stock at a 38% discount, improving balance sheet quality, while welcoming Mubadala Capital as a significant common stockholder, thereby enhancing the company's long-term financial flexibility.
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Analyst Views on INSG
Wall Street analysts forecast INSG stock price to rise
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 10.560
Low
14.00
Averages
16.60
High
20.00
Current: 10.560
Low
14.00
Averages
16.60
High
20.00
About INSG
Inseego Corp. is engaged in the design and development of cloud-managed wireless wide area network (WAN) and intelligent edge solutions. Its 5G WAN portfolio comprises secure and high-performance mobile broadband and fixed wireless access (FWA) solutions with associated cloud solutions for real time WAN visibility, monitoring, automation and control with centralized orchestration of network functions. These devices are specifically built for the carrier, enterprise and small and medium business market segments. It also provides a wireless subscriber management SaaS solution for carrier’s management of their government and complex enterprise customer subscriptions. Its 4G and 5G devices connect end users with high-performance broadband for both mobile and fixed wireless use cases. Its 5G products and associated cloud solutions are used in applications, such as broadband for both mobile and fixed use cases, enterprise networking and software-defined wide area network failover management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Inseego Corp. Reports Strong Q4 2025 Earnings with Strategic Growth
- Significant Revenue Growth: Inseego reported $48.4 million in revenue and $6 million in adjusted EBITDA for Q4 2025, both exceeding guidance and marking the third consecutive quarter of growth, reflecting a more diversified and higher-quality revenue base.
- Market Share Expansion: The company secured Fixed Wireless Access agreements with AT&T and Verizon, making all three major U.S. carriers choose Inseego for their enterprise FWA solutions, representing a crucial inflection point for the business.
- Strong Mobile Hotspot Performance: The mobile hotspot portfolio achieved a 27% sequential revenue increase to $20.4 million in Q4 2025, with mobile contributing approximately 40% of total company revenue, indicating robust demand and market potential in this sector.
- Enhanced Financial Flexibility: Inseego retired all preferred stock at a 38% discount, improving balance sheet quality, while welcoming Mubadala Capital as a significant common stockholder, thereby enhancing the company's long-term financial flexibility.
See More
Comfort Systems Reports Strong Earnings Beat
- Earnings Beat: Comfort Systems reported earnings of $9.37 per share, surpassing the analyst consensus estimate of $6.75, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $2.646 billion, exceeding the analyst consensus estimate of $2.337 billion, reflecting strong market demand and driving overall performance.
- Positive Stock Reaction: Comfort Systems shares jumped 4.6% to $1,436.25 in pre-market trading, indicating a favorable market response to the earnings report, which may attract more investor interest.
- Optimistic Market Outlook: The strong earnings data not only enhances the company's short-term stock price but also lays the groundwork for future growth, increasing market attractiveness for long-term investments in Comfort Systems.
See More
Inseego Q4 Earnings Beat Expectations
- Earnings Beat: Inseego reported a Q4 non-GAAP EPS of $0.12, exceeding market expectations by $0.05, indicating the company's stability and potential for growth in profitability.
- Slight Revenue Growth: The company's Q4 revenue reached $48.4 million, a 0.6% year-over-year increase, surpassing analyst expectations by $1.51 million, demonstrating its ability to maintain slight growth in a competitive market.
- Stock Buyback Announcement: Inseego announced a preferred stock repurchase, which, despite margin headwinds, is viewed as a positive signal that could enhance investor confidence and improve capital structure.
- Rating Downgrade Impact: Despite the strong earnings report, Seeking Alpha downgraded Inseego's rating, reflecting market concerns over future margin pressures, which may exert short-term pressure on the stock price.
See More
Inseego to Announce Q4 Earnings on February 19
- Earnings Announcement Schedule: Inseego is set to release its Q4 2023 earnings report on February 19 after market close, with consensus EPS estimate at $0.07 and revenue estimate at $46.89 million, reflecting a 2.5% year-over-year decline, indicating revenue challenges ahead.
- Historical Performance Review: Over the past two years, Inseego has exceeded EPS estimates 38% of the time and revenue estimates 75% of the time, demonstrating a degree of stability in financial performance and market confidence.
- Recent Estimate Changes: In the last three months, there has been one upward revision to EPS estimates with no downward revisions, which may reflect analysts' cautiously optimistic outlook on the company's future performance despite the overall revenue decline.
- Market Reaction Analysis: While the preferred stock repurchase is viewed positively, the downgrade due to margin headwinds may negatively impact the stock price in the short term, suggesting a complex market sentiment surrounding the company's financial health.
See More
Inseego Partners with Verizon to Launch 5G Router
- Product Innovation: Inseego's FX4210 5G router has been added to Verizon Business's 5G Business Internet FWA portfolio, designed to provide high-performance and ease-of-use for enterprise wireless networks, particularly benefiting small and medium-sized businesses and public sectors, thereby driving ongoing market expansion.
- Efficient Connectivity: The FX4210 router supports multiple connection options, including wireless and wired WAN, delivering uninterrupted service and speed suitable for various industries such as retail, financial services, and education, significantly enhancing network flexibility and responsiveness for businesses.
- Cloud Management Platform: Inseego Connect software provides IT teams with real-time network management and monitoring capabilities, supporting zero-touch deployment and template-based configurations, helping businesses quickly adapt to market changes and improve operational efficiency.
- Security and Convenience: The FX4210 features enterprise-grade security, including FIPS 140-3 compliance and VPN support, while offering zero-touch setup and an intuitive device display, simplifying the deployment process and ensuring businesses can be operational from Day 1.
See More
Inseego Executive Named to 2026 CRN Channel Chiefs List
- Executive Recognition: Inseego's Senior Vice President Zack Kowalski has been selected for the 2026 CRN Channel Chiefs list, acknowledging his contributions to channel strategy and innovation, which underscores the company's influence and leadership in the industry.
- Experienced Leader: Kowalski joined Inseego in 2025 and quickly leveraged over 17 years of industry experience to enhance the company's channel program, empowering partners with improved service capabilities, particularly in cloud services and recurring revenue streams.
- Product Innovation: Under Kowalski's leadership, Inseego has launched solutions like the FX4200, supercharging the enterprise 5G channel program and enabling partners to capitalize on the immense growth potential in enterprise 5G, thereby boosting the company's competitive edge.
- Industry Impact: The CRN Channel Chiefs list annually highlights influential leaders in the IT channel, and Kowalski's inclusion not only elevates Inseego's brand image but also lays a solid foundation for the company's future growth strategy.
See More
Inseego Corp. Reports Strong Q4 2025 Earnings with Strategic Growth
- Significant Revenue Growth: Inseego reported $48.4 million in revenue and $6 million in adjusted EBITDA for Q4 2025, both exceeding guidance and marking the third consecutive quarter of growth, reflecting a more diversified and higher-quality revenue base.
- Market Share Expansion: The company secured Fixed Wireless Access agreements with AT&T and Verizon, making all three major U.S. carriers choose Inseego for their enterprise FWA solutions, representing a crucial inflection point for the business.
- Strong Mobile Hotspot Performance: The mobile hotspot portfolio achieved a 27% sequential revenue increase to $20.4 million in Q4 2025, with mobile contributing approximately 40% of total company revenue, indicating robust demand and market potential in this sector.
- Enhanced Financial Flexibility: Inseego retired all preferred stock at a 38% discount, improving balance sheet quality, while welcoming Mubadala Capital as a significant common stockholder, thereby enhancing the company's long-term financial flexibility.
See More
Comfort Systems Reports Strong Earnings Beat
- Earnings Beat: Comfort Systems reported earnings of $9.37 per share, surpassing the analyst consensus estimate of $6.75, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $2.646 billion, exceeding the analyst consensus estimate of $2.337 billion, reflecting strong market demand and driving overall performance.
- Positive Stock Reaction: Comfort Systems shares jumped 4.6% to $1,436.25 in pre-market trading, indicating a favorable market response to the earnings report, which may attract more investor interest.
- Optimistic Market Outlook: The strong earnings data not only enhances the company's short-term stock price but also lays the groundwork for future growth, increasing market attractiveness for long-term investments in Comfort Systems.
See More
Inseego Q4 Earnings Beat Expectations
- Earnings Beat: Inseego reported a Q4 non-GAAP EPS of $0.12, exceeding market expectations by $0.05, indicating the company's stability and potential for growth in profitability.
- Slight Revenue Growth: The company's Q4 revenue reached $48.4 million, a 0.6% year-over-year increase, surpassing analyst expectations by $1.51 million, demonstrating its ability to maintain slight growth in a competitive market.
- Stock Buyback Announcement: Inseego announced a preferred stock repurchase, which, despite margin headwinds, is viewed as a positive signal that could enhance investor confidence and improve capital structure.
- Rating Downgrade Impact: Despite the strong earnings report, Seeking Alpha downgraded Inseego's rating, reflecting market concerns over future margin pressures, which may exert short-term pressure on the stock price.
See More
Inseego to Announce Q4 Earnings on February 19
- Earnings Announcement Schedule: Inseego is set to release its Q4 2023 earnings report on February 19 after market close, with consensus EPS estimate at $0.07 and revenue estimate at $46.89 million, reflecting a 2.5% year-over-year decline, indicating revenue challenges ahead.
- Historical Performance Review: Over the past two years, Inseego has exceeded EPS estimates 38% of the time and revenue estimates 75% of the time, demonstrating a degree of stability in financial performance and market confidence.
- Recent Estimate Changes: In the last three months, there has been one upward revision to EPS estimates with no downward revisions, which may reflect analysts' cautiously optimistic outlook on the company's future performance despite the overall revenue decline.
- Market Reaction Analysis: While the preferred stock repurchase is viewed positively, the downgrade due to margin headwinds may negatively impact the stock price in the short term, suggesting a complex market sentiment surrounding the company's financial health.
See More
Inseego Partners with Verizon to Launch 5G Router
- Product Innovation: Inseego's FX4210 5G router has been added to Verizon Business's 5G Business Internet FWA portfolio, designed to provide high-performance and ease-of-use for enterprise wireless networks, particularly benefiting small and medium-sized businesses and public sectors, thereby driving ongoing market expansion.
- Efficient Connectivity: The FX4210 router supports multiple connection options, including wireless and wired WAN, delivering uninterrupted service and speed suitable for various industries such as retail, financial services, and education, significantly enhancing network flexibility and responsiveness for businesses.
- Cloud Management Platform: Inseego Connect software provides IT teams with real-time network management and monitoring capabilities, supporting zero-touch deployment and template-based configurations, helping businesses quickly adapt to market changes and improve operational efficiency.
- Security and Convenience: The FX4210 features enterprise-grade security, including FIPS 140-3 compliance and VPN support, while offering zero-touch setup and an intuitive device display, simplifying the deployment process and ensuring businesses can be operational from Day 1.
See More
Inseego Executive Named to 2026 CRN Channel Chiefs List
- Executive Recognition: Inseego's Senior Vice President Zack Kowalski has been selected for the 2026 CRN Channel Chiefs list, acknowledging his contributions to channel strategy and innovation, which underscores the company's influence and leadership in the industry.
- Experienced Leader: Kowalski joined Inseego in 2025 and quickly leveraged over 17 years of industry experience to enhance the company's channel program, empowering partners with improved service capabilities, particularly in cloud services and recurring revenue streams.
- Product Innovation: Under Kowalski's leadership, Inseego has launched solutions like the FX4200, supercharging the enterprise 5G channel program and enabling partners to capitalize on the immense growth potential in enterprise 5G, thereby boosting the company's competitive edge.
- Industry Impact: The CRN Channel Chiefs list annually highlights influential leaders in the IT channel, and Kowalski's inclusion not only elevates Inseego's brand image but also lays a solid foundation for the company's future growth strategy.
See More
