Inseego (INSG)
Market Price (10/21/2026): $4.29 | Market Cap: $70.0 MilSector: Information Technology | Industry: Communications Equipment
Inseego (INSG)
Market Price (10/21/2026): $4.29Market Cap: $70.0 MilSector: Information TechnologyIndustry: Communications Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -62% Megatrend and thematic driversMegatrends include 5G & Advanced Connectivity. Themes include Mobile & Fixed Wireless Access Devices. | Weak multi-year price returns2Y Excs Rtn is -108%, 3Y Excs Rtn is -68% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4.1% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 74% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.6% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.0%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -20% Key risksINSG key risks include [1] heavy reliance on two major customers, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -62% |
| Megatrend and thematic driversMegatrends include 5G & Advanced Connectivity. Themes include Mobile & Fixed Wireless Access Devices. |
| Weak multi-year price returns2Y Excs Rtn is -108%, 3Y Excs Rtn is -68% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 14% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4.1% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 74% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.6% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -4.0%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -20% |
| Key risksINSG key risks include [1] heavy reliance on two major customers, Show more. |
Qualitative Assessment
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Inseego (INSG) stock has lost about 60% since 6/30/2026 because of the following key factors:
1. Significantly Lowered Full-Year Fiscal 2026 Revenue Guidance.
Inseego substantially cut its full-year fiscal 2026 revenue outlook from approximately $190 million to $155 million, representing an 18.4% reduction. This downward revision was primarily driven by company-specific factors including first-half mobile product delays, a slower-than-anticipated recovery from a large Fixed Wireless Access (FWA) customer, and unpredictable sales cycles with Multiple System Operators (MSOs), with MSO revenue being entirely removed from the fiscal 2026 outlook. Additionally, the company expected software services and other revenue to decline by approximately $2 million per quarter starting in fiscal Q3 2026 as customer internal systems matured.
2. Weak Fiscal Q2 2026 Earnings Performance and Dismal Fiscal Q3 2026 Outlook.
While Inseego's fiscal Q2 2026 revenue of $44.0 million surpassed analyst estimates, the company reported an adjusted EPS of -$0.18, missing the consensus estimate by $0.06. More critically, the company provided a significantly weak forecast for fiscal Q3 2026, projecting revenue between $28.0 million and $35.0 million and adjusted EBITDA in the range of negative $1.0 million to negative $2.0 million. This signaled ongoing operational and profitability challenges, contributing to investor concern.
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Inseego (INSG) stock has lost about 60% since 6/30/2026 because of the following key factors:
1. Significantly Lowered Full-Year Fiscal 2026 Revenue Guidance.
Inseego substantially cut its full-year fiscal 2026 revenue outlook from approximately $190 million to $155 million, representing an 18.4% reduction. This downward revision was primarily driven by company-specific factors including first-half mobile product delays, a slower-than-anticipated recovery from a large Fixed Wireless Access (FWA) customer, and unpredictable sales cycles with Multiple System Operators (MSOs), with MSO revenue being entirely removed from the fiscal 2026 outlook. Additionally, the company expected software services and other revenue to decline by approximately $2 million per quarter starting in fiscal Q3 2026 as customer internal systems matured.
2. Weak Fiscal Q2 2026 Earnings Performance and Dismal Fiscal Q3 2026 Outlook.
While Inseego's fiscal Q2 2026 revenue of $44.0 million surpassed analyst estimates, the company reported an adjusted EPS of -$0.18, missing the consensus estimate by $0.06. More critically, the company provided a significantly weak forecast for fiscal Q3 2026, projecting revenue between $28.0 million and $35.0 million and adjusted EBITDA in the range of negative $1.0 million to negative $2.0 million. This signaled ongoing operational and profitability challenges, contributing to investor concern.
3. Shareholder Dilution from Nokia FWA Acquisition.
The completion of the Nokia Fixed Wireless Access (FWA) business acquisition on October 1, 2026, while expected to approximately double Inseego's revenue, also resulted in significant dilution for existing shareholders. Nokia received approximately 1.9 million common shares, giving them an 11% ownership stake in Inseego. Furthermore, Nokia was granted warrants to purchase an additional 0.8 million shares at an exercise price of $4.26 per share, creating potential for further future dilution.
4. Engineering Execution Issues and Leadership Change.
Management explicitly identified "engineering execution issues and product delays" as a key factor creating a revenue gap in fiscal 2026. In a move that underscored these internal challenges, Inseego announced the appointment of Nick Lambourne as its new Chief Technology Officer on September 29, 2026, succeeding Vishal Donthireddy, who departed after more than two decades with the company. This change at a critical leadership position highlighted the need to address the underlying operational and product development deficiencies.
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Stock Movement Drivers
Fundamental Drivers
The -58.4% change in INSG stock from 6/30/2026 to 10/20/2026 was primarily driven by a -58.7% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.33 | 4.30 | -58.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 169 | 173 | 2.2% |
| P/S Multiple | 1.0 | 0.4 | -58.7% |
| Shares Outstanding (Mil) | 16 | 16 | -1.4% |
| Cumulative Contribution | -58.4% |
Market Drivers
6/30/2026 to 10/20/2026| Return | Correlation | |
|---|---|---|
| INSG | -58.4% | |
| Market (SPY) | 3.0% | 37.7% |
| Sector (XLK) | -2.7% | 38.6% |
Fundamental Drivers
The -61.3% change in INSG stock from 3/31/2026 to 10/20/2026 was primarily driven by a -60.4% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.12 | 4.30 | -61.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 166 | 173 | 3.9% |
| P/S Multiple | 1.0 | 0.4 | -60.4% |
| Shares Outstanding (Mil) | 15 | 16 | -5.9% |
| Cumulative Contribution | -61.3% |
Market Drivers
3/31/2026 to 10/20/2026| Return | Correlation | |
|---|---|---|
| INSG | -61.3% | |
| Market (SPY) | 18.6% | 43.4% |
| Sector (XLK) | 39.7% | 40.0% |
Fundamental Drivers
The -71.3% change in INSG stock from 9/30/2025 to 10/20/2026 was primarily driven by a -68.5% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.97 | 4.30 | -71.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 174 | 173 | -0.8% |
| P/S Multiple | 1.3 | 0.4 | -68.5% |
| Shares Outstanding (Mil) | 15 | 16 | -7.9% |
| Cumulative Contribution | -71.3% |
Market Drivers
9/30/2025 to 10/20/2026| Return | Correlation | |
|---|---|---|
| INSG | -71.3% | |
| Market (SPY) | 16.4% | 43.0% |
| Sector (XLK) | 32.1% | 42.0% |
Fundamental Drivers
The 2.4% change in INSG stock from 9/30/2023 to 10/20/2026 was primarily driven by a 97.3% change in the company's P/S Multiple.| (LTM values as of) | 9302023 | 10202026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.20 | 4.30 | 2.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 226 | 173 | -23.8% |
| P/S Multiple | 0.2 | 0.4 | 97.3% |
| Shares Outstanding (Mil) | 11 | 16 | -31.9% |
| Cumulative Contribution | 2.4% |
Market Drivers
9/30/2023 to 10/20/2026| Return | Correlation | |
|---|---|---|
| INSG | 2.4% | |
| Market (SPY) | 86.1% | 29.9% |
| Sector (XLK) | 130.3% | 28.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| INSG Return | -62% | -86% | -74% | 367% | 0% | -59% | -97% |
| Peers Return | 1% | -31% | 25% | 83% | 2% | 23% | 99% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| INSG Win Rate | 25% | 33% | 42% | 58% | 42% | 40% | |
| Peers Win Rate | 60% | 33% | 50% | 58% | 47% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| INSG Max Drawdown | -74% | -87% | -85% | -48% | -53% | -82% | |
| Peers Max Drawdown | -38% | -54% | -48% | -30% | -48% | -36% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IOT, AIOT, SMTC, DGII, NTGR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/20/2026 (YTD)
How Low Can It Go
| Event | INSG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -42.0% | -18.8% |
| % Gain to Breakeven | 72.3% | 23.1% |
| Time to Breakeven | 141 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -27.4% | -7.8% |
| % Gain to Breakeven | 37.8% | 8.5% |
| Time to Breakeven | 6 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -72.6% | -9.5% |
| % Gain to Breakeven | 264.6% | 10.5% |
| Time to Breakeven | 175 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -48.4% | -6.7% |
| % Gain to Breakeven | 93.6% | 7.1% |
| Time to Breakeven | 33 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.2% | -33.7% |
| % Gain to Breakeven | 123.3% | 50.9% |
| Time to Breakeven | 28 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -15.2% | -19.2% |
| % Gain to Breakeven | 17.9% | 23.8% |
| Time to Breakeven | 29 days | 105 days |
In The Past
Inseego's stock fell -42.0% during the 2025 US Tariff Shock. Such a loss loss requires a 72.3% gain to breakeven.
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Asset Allocation
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| Event | INSG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -42.0% | -18.8% |
| % Gain to Breakeven | 72.3% | 23.1% |
| Time to Breakeven | 141 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -27.4% | -7.8% |
| % Gain to Breakeven | 37.8% | 8.5% |
| Time to Breakeven | 6 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -72.6% | -9.5% |
| % Gain to Breakeven | 264.6% | 10.5% |
| Time to Breakeven | 175 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -48.4% | -6.7% |
| % Gain to Breakeven | 93.6% | 7.1% |
| Time to Breakeven | 33 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -55.2% | -33.7% |
| % Gain to Breakeven | 123.3% | 50.9% |
| Time to Breakeven | 28 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -71.1% | -3.7% |
| % Gain to Breakeven | 245.7% | 3.9% |
| Time to Breakeven | 449 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -63.4% | -12.2% |
| % Gain to Breakeven | 173.1% | 13.9% |
| Time to Breakeven | 197 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -58.7% | -6.8% |
| % Gain to Breakeven | 141.9% | 7.3% |
| Time to Breakeven | 193 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -35.1% | -0.2% |
| % Gain to Breakeven | 54.0% | 0.2% |
| Time to Breakeven | 172 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -45.5% | -17.9% |
| % Gain to Breakeven | 83.4% | 21.8% |
| Time to Breakeven | 1212 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -24.0% | -15.4% |
| % Gain to Breakeven | 31.6% | 18.2% |
| Time to Breakeven | 76 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -83.2% | -53.4% |
| % Gain to Breakeven | 496.5% | 114.4% |
| Time to Breakeven | 4390 days | 1085 days |
In The Past
Inseego's stock fell -42.0% during the 2025 US Tariff Shock. Such a loss loss requires a 72.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Inseego (INSG)
Inseego Corp. (INSG) is a technology company that designs and develops a comprehensive suite of fixed and mobile wireless solutions, industrial Internet of Things (IIoT) applications, and associated cloud services. The company's core mission is to provide secure and reliable wireless connectivity and data management for a diverse global customer base, leveraging advanced 4G and 5G network technologies.
The company's main products encompass both hardware and software. Hardware offerings include 4G and 5G fixed wireless routers, gateways, and mobile hotspots, which are crucial for applications such as private LTE/5G networks, SD-WAN, and First Responder Network Authority (FirstNet) connectivity. On the software side, Inseego provides robust Software-as-a-Service (SaaS) platforms for various vertical markets. These include telematics for fleet management, vehicle and asset tracking, stolen vehicle recovery, remote monitoring, and business connectivity solutions. The Inseego Subscribe platform, for instance, helps organizations manage and optimize their wireless assets and expenditures.
Inseego serves a wide range of customers globally, including large enterprise verticals, telecommunications service providers, small and medium-sized businesses, government agencies, and individual consumers. Its solutions are critical for sectors requiring high-speed, secure, and managed wireless access, as well as granular data insights and remote control over mobile and industrial assets.
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Here are 1-2 brief analogies to describe Inseego:
- Think of Inseego as **Samsara** for 4G/5G wireless connectivity and asset management solutions.
- Alternatively, it's like a **Cisco** that specializes in 4G/5G wireless routers and gateways for businesses and industrial applications.
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Inseego (INSG) provides the following major products and services:
- Wireless 4G/5G Hardware: This includes fixed wireless routers, gateways, mobile hotspots, and USB modems for broadband access, private networks, and industrial IoT applications.
- Telematics & Mobile Tracking Hardware: Integrated devices designed for fleet management, vehicle telematics, stolen vehicle recovery, and asset tracking.
- Telematics and Asset Management SaaS Platforms: Software-as-a-Service solutions offering fleet, vehicle, aviation, and asset tracking applications with data insights.
- Inseego Subscribe SaaS Platform: A hosted Software-as-a-Service platform that helps organizations manage the selection, deployment, and spending of their wireless assets.
- Cloud Solutions & Services: Applications software and cloud services enabling customers to analyze data insights and remotely configure/manage their hardware.
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Inseego Corp. (INSG) primarily sells its products and services to other companies and governmental entities. Based on the provided description, its major customer categories include:
- Service Providers: These are telecommunications companies that integrate Inseego's wireless 4G and 5G hardware products (such as fixed wireless routers and gateways, mobile hotspots) into their offerings for their own business and consumer customers.
- Large Enterprise Verticals and Small and Medium-sized Businesses (SMBs): These encompass a wide range of businesses that directly utilize Inseego's solutions for private LTE/5G networks, SD-WAN, telematics, remote monitoring and surveillance, fixed wireless access, mobile broadband, and Software-as-a-Service (SaaS) applications for fleet management, asset tracking, and business connectivity.
- Governments: Various governmental bodies and agencies, including those involved with First responders network authority/Firstnet, are customers for Inseego's specialized wireless and network solutions.
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Major Suppliers:
- Qualcomm (QCOM)
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Juho Sarvikas
Chief Executive Officer and Director
Juho Sarvikas was appointed Chief Executive Officer and a Director on Inseego's Board in January 2025. He is a versatile global executive with over two decades of experience in the wireless industry. Prior to joining Inseego, he served as President of Qualcomm North America since 2021, where he led the company's diversification strategy. Before his tenure at Qualcomm, Mr. Sarvikas was Chief Product Officer and a founding member of HMD Global from 2016 to 2021, where he spearheaded the relaunch of Nokia phones and grew the company to a multi-billion dollar topline. Earlier in his career, he held various leadership roles in sales and product management at Nokia and Microsoft.
Steven Gatoff
Chief Financial Officer and GM, Inseego Subscribe
Steven Gatoff was appointed Chief Financial Officer for Inseego in September 2023 and was recently asked to lead the Company's Subscribe SaaS offering as General Manager. He brings over 25 years of financial expertise and leadership experience, with a focus on increasing stockholder value for technology and telecom companies. Mr. Gatoff has a track record of building out finance teams and strategic growth platforms. He has previously served as CFO at companies such as Edge Case Research, Inc., HALO Precision Diagnostics, Absolute Software Corporation, 8x8, Inc., PagerDuty, Inc., Rapid7, Inc., and iPass, Inc. Additionally, he held senior finance roles at United Online, Inc., Sterling Commerce, Inc., and VeriSign Inc. Mr. Gatoff's background also includes experience as an investment banker with firms including Morgan Stanley, Bear Stearns, and Credit Suisse, where he gained deep experience in debt and equity capital markets and M&A. He began his career as an auditor with Deloitte.
Vishal Donthireddy
Chief Technology Officer
Vishal Donthireddy is Inseego's Chief Technology Officer. In this role, he is responsible for driving strategy and product innovation for Inseego's cloud-managed enterprise solutions, including wireless broadband offerings. Mr. Donthireddy began his career at Inseego in 2005 as a software engineer and has contributed to every generation of the company's product portfolio, from 2G to 5G Advanced solutions.
Dave Markland
Chief Product Officer
David Markland was appointed as Chief Product Officer in the newly-created role in July 2024. He leads the product management, customer experience, customer support, and solutions architecture teams, and is responsible for aligning Inseego's hardware, software, and services strategy with revenue and profitability goals. Prior to joining Inseego, he served as Vice President & General Manager of the AirLink Router Business at Semtech. Mr. Markland is a wireless industry veteran with 24 years of experience, encompassing various roles in product management, research and development, technical sales, project management, and customer support.
Steve Harmon
Chief Commercial Officer
Steve Harmon joined Inseego in October 2023, overseeing the company's global revenue growth, marketing, and business development strategy. He has a proven track record of developing sales teams, orchestrating targeted go-to-market initiatives, and fostering collaboration with channel partners to drive revenue growth. Mr. Harmon brings over 18 years of experience leading global teams responsible for sales, marketing, and revenue operations.
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Inseego Corp. (INSG) faces several significant risks to its business operations and financial stability. The most prominent risks include its heavy reliance on a concentrated customer base, precarious financial health, and intense competition within the rapidly evolving wireless technology market.
1. High Customer Concentration
Inseego is significantly dependent on a few major customers, notably Verizon Wireless and T-Mobile, which collectively accounted for a substantial portion of its revenues. For example, as of 2023, these two customers represented 59% of all revenues. Any adverse changes in business relationships or demand from these key customers could have a devastating impact on Inseego's financial results.
2. Weak Financial Health and Significant Debt
The company exhibits a precarious financial position, characterized by significant debt obligations, including convertible notes due in the near term that are larger than the company's total assets. Financial analyses indicate a high risk of bankruptcy, as evidenced by a distress-level Altman Z-Score. Inseego also faces potential difficulties in meeting its interest obligations due to a low interest coverage ratio, and it has reported negative shareholder equity and declining revenue growth over the past three years.
3. Intense Competition and Rapid Technological Change
Inseego operates in a highly competitive 5G market where many competitors possess greater financial and technological resources. This competitive landscape, coupled with the rapid pace of technological advancements and the potential for hardware commoditization, threatens Inseego's market relevance, margins, and long-term earnings stability. The company's relatively limited scale compared to larger industry players can hinder its research and development efforts and its ability to secure global certifications and introduce new features promptly.
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The commoditization of wireless networking hardware, driven by the increasing adoption of Software-Defined Networking (SDN) and Network Function Virtualization (NFV), poses an emerging threat. As network intelligence and functionality increasingly shift from specialized physical devices to software-based solutions running on generic hardware, the unique value proposition of Inseego's dedicated 4G and 5G routers, gateways, and IIoT devices could diminish. This trend is exacerbated by major telecom operators and cloud providers offering highly integrated, end-to-end "as-a-service" solutions that bundle connectivity, hardware, and management software, potentially disintermediating specialized hardware vendors like Inseego in favor of comprehensive, unified offerings from larger ecosystem players.
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Inseego Corp. operates in several significant addressable markets globally and in North America. Here's a breakdown of the market sizes for its main products and services:
-
5G Fixed Wireless Access (FWA) and Mobile Broadband:
- The global 5G Fixed Wireless Access market is projected to reach approximately USD 35.9 billion in 2024, with forecasts suggesting a rise to USD 670.3 billion by 2034. Other estimates place the global market at USD 45.17 billion in 2024, growing to USD 342.83 billion by 2030.
- In North America, the fixed wireless access market generated USD 25.29 billion in revenue in 2023 and is expected to reach USD 72.77 billion by 2030. North America's 5G Fixed Wireless Access market captured 41% of the total revenue in 2024.
- The global mobile hotspot router market reached USD 8.5 billion in 2024 and is expected to grow to USD 27.4 billion by 2033.
-
Private 5G/LTE Networks:
- The global private 5G network market size was estimated at USD 3.89 billion in 2025 and is projected to reach USD 150.66 billion by 2033. Another report estimates the market at USD 4.90 billion in 2025, growing to USD 102.52 billion by 2034.
- North America held a 32.0% share of the overall private 5G network market in 2025. The U.S. private 5G network market is projected to reach USD 1.3 billion in 2025.
-
SD-WAN (Software-Defined Wide Area Network):
- The global SD-WAN market was valued at USD 6.46 billion in 2025 and is expected to reach USD 57.45 billion by 2033. Another source estimates the market at USD 7.87 billion in 2025, growing to USD 76.31 billion by 2034.
- North America dominated the market with a revenue share of 37.65% in 2025.
-
Industrial IoT (IIoT):
- The global market for IIoT is estimated to increase from USD 147.2 billion in 2023 to USD 391.8 billion by 2028. Another estimate values the global IIoT market at USD 514.39 billion in 2025, reaching approximately USD 2430.21 billion by 2035.
- North America accounted for the largest revenue share of 31.0% in 2024. North America's revenue share was around 34% in 2025.
-
Asset Tracking:
- The global asset tracking market size was estimated at USD 24.14 billion in 2024 and is projected to reach USD 51.59 billion by 2030. Other estimates place the global market at USD 17.5 billion in 2023, expected to reach around USD 45.2 billion by 2032.
- North America dominated the market and accounted for a revenue share of approximately 39.0% in 2024. In 2025, North America held a market share of 36.27%.
-
Vehicle Telematics:
- The global automotive telematics market was valued at USD 91.81 billion in 2024 and is expected to reach USD 388.49 billion by 2032. Another source values the global vehicle telematics market at USD 93.61 billion in 2025, projected to grow to USD 198.69 billion by 2034.
- The global commercial vehicle telematics market was valued at USD 61.52 billion in 2024 and is projected to reach USD 130.08 billion by 2030.
-
Fleet Management Software/Systems:
- The global fleet management software market size reached USD 28.03 billion in 2025 and is projected to grow to USD 55.97 billion by 2030. Another estimate places the market at USD 32.36 billion in 2025, growing to USD 152.89 billion by 2034.
- North America was the largest region in the fleet management software market in 2025. North America dominated the global market with a share of 38.6% in 2025.
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- Expansion of 5G Fixed Wireless Access (FWA) Solutions: Inseego is heavily focused on scaling its 5G FWA offerings, a market projected for significant growth with global FWA connections expected to exceed 300 million by 2028. The company is introducing new products, such as the Wavemaker FX4200 and FX4210, which support multi-gig 5G speeds and advanced features like dual-SIM capabilities. Inseego has secured partnerships with all three Tier 1 U.S. carriers (AT&T, Verizon, and T-Mobile), integrating its FWA solutions into their business internet portfolios. This expansion also includes localizing SKUs for Europe and select Asia-Pacific markets where FWA adoption is accelerating.
- Growth in Enterprise and Industrial IoT (IIoT) Markets: Inseego is actively expanding its reach into enterprise and IIoT verticals, offering bundled solutions that combine 5G customer premises equipment (CPE) and hotspots with comprehensive device management, zero-touch provisioning, and router orchestration. The company targets high-growth sectors such as logistics, manufacturing, and healthcare for the adoption of its IIoT applications and fleet management connectivity. This strategy aims to secure multi-site deals and address the increasing demand for secure, reliable, and high-performance wireless connectivity for business continuity and digital transformation.
- Monetization and Expansion of Software-as-a-Service (SaaS) Offerings: A significant growth driver for Inseego is the increased monetization and expansion of its software and services, particularly through its Inseego Connect and Inseego Subscribe platforms. These SaaS offerings provide functionalities such as device management, fleet health telemetry, usage analytics, and subscription management. The company aims to increase its recurring revenue from software and services, which also contributes to improving gross margins. Inseego Connect is now being actively marketed by major carriers alongside FWA hardware, shifting the sales approach towards solution-led offerings.
- Product Refresh and Mix Shift to Higher-Margin Solutions: Inseego is committed to a continuous product refresh cycle, expanding its Wavemaker line with advanced features like Wi-Fi 6/6E/7, dual-SIM failover, enterprise VPN, and CBRS/private 5G options. The strategic focus is on transitioning from legacy 4G devices to higher-margin 5G FWA, enterprise mobile broadband solutions, and software attach. This shift in product mix is crucial for enhancing overall gross margins and aligning with evolving carrier requirements and technology advancements.
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Share Repurchases
- In January 2026, Inseego completed the repurchase of all its outstanding Fixed-Rate Cumulative Perpetual Preferred Stock, Series E, at a 38% discount to its liquidation preference.
- The preferred stock had a liquidation preference of $42 million as of December 31, 2025, and was retired for $26 million in aggregate consideration.
- The consideration for the repurchase consisted of $10 million in cash (to be paid in three equal installments), $8 million in existing 9.0% Senior Secured Notes due 2029, and approximately 767,000 shares of common stock.
Share Issuance
- As part of the preferred stock repurchase in January 2026, Inseego issued approximately 767,000 shares of common stock.
- In summary of repurchase and exchange agreements related to the 2025 Convertible Notes, Inseego exchanged $146.9 million of outstanding principal for $33.8 million of cash, $40.9 million of principal of 2029 Senior Secured Notes, 2.9 million shares of the company's common stock, and warrants to purchase approximately 2.5 million shares of common stock.
Inbound Investments
- The Fixed-Rate Cumulative Perpetual Preferred Stock, Series E, which was repurchased in January 2026, was previously held by an affiliate of Mubadala Capital, which now holds a minority position in Inseego's common stock following the transaction.
Outbound Investments
- Inseego divested its Telematics Business in late 2024 or early 2025, a decision based on the strategic fit with its North American-centric 5G wireless solutions business and the goal to significantly deleverage its capital structure.
Capital Expenditures
- In the last 12 months (as of March 2026), Inseego reported capital expenditures of -$661,000.
- Inseego's trailing twelve months (TTM) CapEx % CAGR 3YRS stands at 0.93%.
Peer Outperformance in Communications Equipment
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 10 | 35.3% | 142.4% | 231.6% | TTMI 609% · FLEX 533% · JBL 362% |
| Technology Distributors | 9 | 41.3% | 89.4% | 80.3% | AVT 171% · SNX 152% · CNXN 109% |
| Semiconductor Materials & Equipment | 27 | 52.0% | 76.4% | 79.1% | AXTI 566% · KLAC 413% · LRCX 390% |
| Communications Equipment ← | 36 | 2.3% | 109.1% | 64.9% | AAOI 936% · LITE 863% · ANET 634% |
| Electronic Components | 26 | -2.9% | 72.8% | 50.6% | CLS 3143% · BELFA 1183% · APH 324% |
| Semiconductors | 54 | 7.7% | 40.9% | 31.0% | MU 1244% · NVDA 884% · AVGO 617% |
| Technology Hardware, Storage & Peripherals | 21 | 11.6% | 86.2% | 19.3% | STX 866% · SMCI 819% · DELL 805% |
| Electronic Equipment & Instruments | 27 | -15.9% | 23.1% | -2.0% | PI 226% · OSIS 106% · KEYS 92% |
| Internet Services & Infrastructure | 6 | -0.8% | 48.0% | -3.5% | GDDY 56% · VRSN 46% · DOCN 10% |
| IT Consulting & Other Services | 28 | -27.5% | -1.7% | -18.9% | CHRN 414637% · APLD 438% · ADEA 149% |
| Application Software | 126 | -20.7% | -9.9% | -46.1% | PLTR 695% · FROG 157% · AGYS 119% |
| Systems Software | 69 | -14.9% | 24.1% | -52.2% | ZETA 320% · CRWD 221% · FTNT 156% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Inseego Earnings Notes | 12/16/2025 | |
| Can Inseego Stock Recover If Markets Fall? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 32.83 |
| Mkt Cap | 1.7 |
| Rev LTM | 600 |
| Op Inc LTM | 21 |
| FCF LTM | 66 |
| FCF 3Y Avg | 82 |
| CFO LTM | 86 |
| CFO 3Y Avg | 92 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 16.5% |
| Rev Chg 3Y Avg | 9.3% |
| Rev Chg Q | 19.2% |
| QoQ Delta Rev Chg LTM | 4.4% |
| Op Inc Chg LTM | 25.0% |
| Op Inc Chg 3Y Avg | 8.2% |
| Op Mgn LTM | 3.0% |
| Op Mgn 3Y Avg | -5.1% |
| QoQ Delta Op Mgn LTM | 0.6% |
| CFO/Rev LTM | 11.6% |
| CFO/Rev 3Y Avg | 10.4% |
| FCF/Rev LTM | 6.6% |
| FCF/Rev 3Y Avg | 8.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Mobile solutions | 68 | 99 | 80 | 144 | |
| Fixed wireless access solutions | 50 | 48 | 55 | 44 | |
| Software services and other | 49 | 45 | 32 | 58 | |
| Enterprise Software as a Service (SaaS) Solutions | 44 | ||||
| Internet of Things (IoT) & Mobile Solutions | 218 | ||||
| Total | 166 | 191 | 167 | 245 | 262 |
| $ Mil | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|
| M2M Products and Solutions | -12 | -15 | -66 | -20 | -2 |
| Mobile Computing Products | -23 | -28 | -23 | -14 | -23 |
| Total | -36 | -43 | -89 | -34 | -25 |
| $ Mil | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|
| Mobile Computing Products | 79 | 97 | 141 | 181 | 217 |
| M2M Products and Solutions | 16 | 15 | 20 | 68 | 85 |
| Total | 95 | 111 | 162 | 249 | 302 |
Price Behavior
| Market Price | $4.30 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 11/21/2000 | |
| Distance from 52W High | -78.8% | |
| 50 Days | 200 Days | |
| DMA Price | $4.30 | $9.66 |
| DMA Trend | down | down |
| Distance from DMA | 0.0% | -55.5% |
| 3M | 1YR | |
| Volatility | 93.2% | 80.6% |
| Downside Capture | 690.49 | 448.35 |
| Upside Capture | 286.76 | 231.73 |
| Correlation (S&P 500) | 38.0% | 42.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.89 | 2.57 | 2.89 | 3.15 | 2.69 | 1.93 |
| Up Beta | 1.04 | 1.58 | 2.66 | 1.59 | 1.22 | 1.43 |
| Down Beta | 4.54 | 0.49 | 1.34 | 2.95 | 2.63 | 1.98 |
| Up Capture | -37% | 97% | 86% | 243% | 377% | 1179% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 8 | 13 | 21 | 53 | 118 | 343 |
| Down Capture | 242% | 572% | 465% | 329% | 188% | 113% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 14 | 26 | 40 | 70 | 130 | 396 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INSG | |
|---|---|---|---|---|
| INSG | -69.9% | 80.6% | -1.13 | - |
| Sector ETF (XLK) | 30.8% | 26.4% | 0.98 | 41.1% |
| Equity (SPY) | 16.8% | 12.7% | 0.93 | 42.4% |
| Gold (GLD) | -2.9% | 29.3% | -0.10 | 20.5% |
| Commodities (DBC) | 52.5% | 20.7% | 1.93 | -8.3% |
| Real Estate (VNQ) | 5.1% | 13.8% | 0.11 | 12.5% |
| Bitcoin (BTCUSD) | -23.7% | 43.6% | -0.50 | 17.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INSG | |
|---|---|---|---|---|
| INSG | -41.1% | 96.7% | -0.11 | - |
| Sector ETF (XLK) | 20.7% | 26.0% | 0.71 | 32.3% |
| Equity (SPY) | 13.6% | 17.1% | 0.61 | 33.5% |
| Gold (GLD) | 18.1% | 18.9% | 0.77 | 12.0% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 6.5% |
| Real Estate (VNQ) | 1.4% | 18.9% | -0.03 | 27.1% |
| Bitcoin (BTCUSD) | 7.7% | 51.7% | 0.33 | 17.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INSG | |
|---|---|---|---|---|
| INSG | -17.3% | 84.1% | 0.15 | - |
| Sector ETF (XLK) | 24.0% | 25.0% | 0.87 | 32.6% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 32.6% |
| Gold (GLD) | 12.1% | 16.4% | 0.60 | 9.6% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 8.5% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 24.9% |
| Bitcoin (BTCUSD) | 62.9% | 66.2% | 1.03 | 10.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/14/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | -28.6% | -32.3% | -45.8% |
| 5/7/2026 | -14.5% | -25.1% | -40.0% |
| 2/19/2026 | 19.8% | 17.4% | 4.0% |
| 11/6/2025 | 1.6% | -17.3% | -18.7% |
| 8/7/2025 | -6.2% | 20.6% | 78.7% |
| 5/8/2025 | -7.0% | -8.8% | -9.6% |
| 2/19/2025 | 5.8% | -6.2% | -19.2% |
| 11/12/2024 | -40.4% | -29.5% | -38.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 7 | 8 |
| # Negative | 14 | 16 | 15 |
| Median Positive | 17.9% | 21.2% | 48.6% |
| Median Negative | -13.5% | -21.2% | -32.0% |
| Max Positive | 52.7% | 79.5% | 106.5% |
| Max Negative | -40.4% | -46.2% | -52.4% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | -28.6% | -32.3% | -45.8% |
| 5/7/2026 | -14.5% | -25.1% | -40.0% |
| 2/19/2026 | 19.8% | 17.4% | 4.0% |
| 11/6/2025 | 1.6% | -17.3% | -18.7% |
| 8/7/2025 | -6.2% | 20.6% | 78.7% |
| 5/8/2025 | -7.0% | -8.8% | -9.6% |
| 2/19/2025 | 5.8% | -6.2% | -19.2% |
| 11/12/2024 | -40.4% | -29.5% | -38.3% |
| 8/7/2024 | 23.6% | 39.9% | 80.6% |
| 5/9/2024 | 31.0% | 67.4% | 106.5% |
| 2/21/2024 | -12.5% | -28.8% | 1.0% |
| 11/2/2023 | -29.7% | -46.2% | -52.4% |
| 8/2/2023 | 17.9% | -10.1% | -13.9% |
| 5/3/2023 | 52.7% | 79.5% | 101.7% |
| 3/1/2023 | -4.8% | -6.6% | -32.5% |
| 11/2/2022 | -22.8% | -40.2% | -39.7% |
| 8/8/2022 | 8.5% | 21.2% | -3.5% |
| 5/4/2022 | -24.7% | -34.3% | -32.0% |
| 3/1/2022 | 0.6% | 0.2% | -13.8% |
| 11/3/2021 | -4.1% | -3.8% | -13.0% |
| 5/5/2021 | -0.5% | -7.0% | 18.5% |
| 3/1/2021 | -29.6% | -38.9% | -35.7% |
| 11/5/2020 | -0.1% | -0.3% | 17.8% |
| SUMMARY STATS | |||
| # Positive | 9 | 7 | 8 |
| # Negative | 14 | 16 | 15 |
| Median Positive | 17.9% | 21.2% | 48.6% |
| Median Negative | -13.5% | -21.2% | -32.0% |
| Max Positive | 52.7% | 79.5% | 106.5% |
| Max Negative | -40.4% | -46.2% | -52.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 03/03/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 03/03/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 03/01/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/06/2021 | 10-Q |
| 12/31/2020 | 03/01/2021 | 10-K |
| 09/30/2020 | 11/06/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/07/2020 | 10-Q |
| 12/31/2019 | 03/16/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
Recent Forward Guidance
Updated 10/4/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | Reported | 28.00 Mil | 31.50 Mil | 35.00 Mil | -21.2% | Lower New | Guidance: 40.00 Mil for Q2 2026 | |
| Q3 2026 Adjusted EBITDA | Reported | -2.00 Mil | -1.50 Mil | -1.00 Mil | -233.3% | Lower New | Guidance: 1.12 Mil for Q2 2026 | |
| 2026 Revenue | Reported | 155.00 Mil | -18.4% | Lowered | Guidance: 190.00 Mil for 2026 | |||
Prior: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | Reported | 36.50 Mil | 40.00 Mil | 43.50 Mil | 15.9% | Higher New | Guidance: 34.50 Mil for Q1 2026 | |
| Q2 2026 Adjusted EBITDA | Reported | 0.25 Mil | 1.12 Mil | 2.00 Mil | -25.0% | Lower New | Guidance: 1.50 Mil for Q1 2026 | |
| 2026 Revenue | Reported | 190.00 Mil | 0 | Affirmed | Guidance: 190.00 Mil for 2026 | |||
Q4 2025 Earnings Reported 2/19/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | Reported | 33.00 Mil | 34.50 Mil | 36.00 Mil | -25.8% | Lower New | Guidance: 46.50 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | Reported | 1.00 Mil | 1.50 Mil | 2.00 Mil | -66.7% | Lower New | Guidance: 4.50 Mil for Q4 2025 | |
| 2026 Revenue | Reported | 190.00 Mil | ||||||
Q3 2025 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | Reported | 45.00 Mil | 46.50 Mil | 48.00 Mil | 12.0% | Higher New | Guidance: 41.50 Mil for Q3 2025 | |
| Q4 2025 Adjusted EBITDA | Reported | 4.00 Mil | 4.50 Mil | 5.00 Mil | 0 | Same New | Guidance: 4.50 Mil for Q3 2025 | |
Investor Activity (13F)
Updated Oct 21, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Communications Equipment Resources |
| Light Reading |
| Fierce Network |
| Telecoms.com |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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