Spok Holdings, Inc. (SPOK) Earnings
Spok Holdings, Inc. is expected to report next earnings on July 29, 2026 (in NaN days), with a consensus EPS estimate of $0.15. SPOK has beaten EPS estimates in 4 of its last 12 reported quarters (average surprise -17.9% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $0.18 | $0.09 | -50.0% | $33M | -5.1% |
| Feb 25, 2026 | $0.18 | $0.14 | -22.7% | $34M | -3.3% |
| Oct 29, 2025 | $0.19 | $0.15 | -21.1% | $34M | -2.1% |
| Jul 30, 2025 | $0.18 | $0.22 | +22.2% | $36M | +2.0% |
| Apr 30, 2025 | $0.18 | $0.25 | +38.9% | $36M | +6.7% |
| Feb 26, 2025 | $0.20 | $0.18 | -10.0% | $34M | -4.5% |
| Oct 30, 2024 | $0.18 | $0.18 | +0.0% | $35M | -2.4% |
| Jul 24, 2024 | $0.19 | $0.17 | -10.5% | $34M | -1.0% |
| May 1, 2024 | $0.26 | $0.21 | -19.2% | $35M | +0.2% |
| Feb 21, 2024 | $0.13 | $0.17 | +30.8% | $34M | +4.0% |
| Oct 25, 2023 | $0.18 | $0.22 | +22.2% | $35M | +5.1% |
| Jul 26, 2023 | $0.23 | $0.23 | +0.0% | $36M | +8.2% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 29, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Strategic realignment: Announced a strategic realignment to reduce costs, sharpen operational focus, allocate resources to CareConnect suite and AI initiatives while sustaining dividend. Reducing workforce by ~10%, annualized headcount related expense reduction (excluding stock - based comp and other op expenses) over $6 million, and expecting restructuring charges of ~$1.6 to $2 million in Q2 and Q3 2026. - Financial platform: Created a financial platform with over 80% reoccurring revenue streams and a debt - free balance sheet, enabling consistent and predictable revenue stream. - Product investment: Invested almost $3.5 million in product research and development in Q1 2026, nearly 12% more than 2025. - Customer agreements: Executed 17 six - figure customer contracts in Q1 2026, including with a well - known regional community - based health system, a world - renowned leader in patient care, and a healthcare organization in the Pacific Northwest. These contracts showed momentum in delivering high - value communication solutions.
Guidance
- Revenue: Expect total revenue in 2026 to range from 136 to 143 million. Wireless revenue expected to range from 68 to 71 million, software revenue from 68 to 72 million. - Adjusted EBITDA: Guidance for 2026 is 27.5 million to 32.5 million. Midpoint reflects improvement over 2025, high end represents over 12% growth driven by greater mix of higher margin software license bookings and benefits from strategic realignment cost reductions.
Segment performance
In the first quarter, software managed services revenue had a nearly 57% year - over - year increase. Wireless average revenue per unit continued to increase. Over 80% of revenues were from reoccurring revenue streams. Software license and hardware revenue totaled $1.5 million in the first quarter of 2026 compared to $3 million in the same period of 2025. Managed professional services revenue was $2.1 million in the first quarter, up nearly 57% from the prior year. Wireless revenue for 2026 is expected to range from 68 to 71 million, software revenue from 68 to 72 million. Revenue contribution: Over 80% from reoccurring revenue streams including software maintenance, subscription contracts, managed services, and wireless paging revenue.
Risks & headwinds
- Forward - looking statements are subject to risks and uncertainties relating to Spoke's future financial and business performance. Actual results could differ materially from forward - looking statements. Risks and uncertainties are in the risk factor section of the first quarter 2026 form 10Q and related documents filed with the SEC. Spoke assumes no obligation to update forward - looking statements from past or present filings and conference calls.
Analyst Q&A
Q: There are no questions at this time.
A: Okay, everyone. Thanks very much for joining us on our conference call today. We really look forward to speaking with you in late July when we report our second quarter earnings. Everyone have a great evening. Thank you. This does conclude today's conference. You may disconnect your lines at this time. We thank you again for your participation.