Inseego Corp. Q1 FY2026 earnings call

Discussed strategic go-to-market collaboration with Nokia continuing beyond transaction, including joint account and pipeline management, incentivizing Nokia sales team. U.S. has sales structure in place. FCC ruling on residential routers benefits enterprise - intended products as company designs and develops in U.S. Second half revenue engines include three new hotspots ramping by end of first half, partnership with large tier one FWA customer, and opportunity in MSO space with work done on product and cloud side for failover and other use cases.

Sees visibility of reaching the 190 million target set for the year with various revenue engines firing in the second half, including new hotspots, FWA partnership, and MSO opportunities.

Uncertainty regarding the development of the FCC situation, especially as it relates to product categorization and production criteria.

Q: Lance asks about strategic go-to-market collaboration with Nokia beyond transaction.

A: Discusses joint account management, pipeline management, incentivizing Nokia sales team.

Q: Scott Sierra asks about second half revenue and competitive landscape.

A: Talks about second half revenue engines, MSO engagement pipeline, FCC ruling benefits, and competitive gains in market.

Q: Scott Sierra asks about operator response to acquisition and gross margin.

A: Talks about positive customer feedback, strategic partnership with Nokia, and gross margin insights from BOM breakdown.