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Upturn AI SWOT - About
SMSI 
Smith Micro Software Inc (SMSI)
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Upturn Advisory Summary
06/30/2025: SMSI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $4
1 Year Target Price $4
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -57.57% | Avg. Invested days 14 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 17.53M USD | Price to earnings Ratio - | 1Y Target Price 4 |
Price to earnings Ratio - | 1Y Target Price 4 | ||
Volume (30-day avg) 3 | Beta 0.69 | 52 Weeks Range 0.52 - 2.57 | Updated Date 06/30/2025 |
52 Weeks Range 0.52 - 2.57 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -118.01% | Operating Margin (TTM) -112.75% |
Management Effectiveness
Return on Assets (TTM) -29.29% | Return on Equity (TTM) -55.77% |
Valuation
Trailing PE - | Forward PE 7 | Enterprise Value 17351011 | Price to Sales(TTM) 0.9 |
Enterprise Value 17351011 | Price to Sales(TTM) 0.9 | ||
Enterprise Value to Revenue 0.9 | Enterprise Value to EBITDA 52.82 | Shares Outstanding 19413800 | Shares Floating 14504842 |
Shares Outstanding 19413800 | Shares Floating 14504842 | ||
Percent Insiders 21.78 | Percent Institutions 12.98 |
Analyst Ratings
Rating 2 | Target Price 4 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Smith Micro Software Inc
Company Overview
History and Background
Smith Micro Software, Inc. was founded in 1982. Initially focused on connectivity solutions, it evolved to offer visual communications and productivity solutions. Key milestones include acquisitions to expand its product portfolio and strategic partnerships to strengthen market reach.
Core Business Areas
- Family Safety: Provides solutions that protect families with location services, driver monitoring, and premium alerts.
- Connectivity: Offers solutions for device connectivity, including embedded client solutions for mobile devices and connected products.
- Graphics: Develops and sells animation and graphics software, primarily aimed at hobbyists and professionals.
Leadership and Structure
William W. Smith, Jr. serves as the President, Chairman and CEO. The company follows a functional organizational structure with departments focused on engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- SafePath Family: A family safety platform including location sharing, driving monitoring, and digital fence alerts. Competitors include Life360 (Private), FamiSafe (Wondershare, Private), and Google Family Link (GOOGL).
- CommSuite: A visual voicemail and messaging platform for network operators. Competitors include Nuance (MSFT), and other platform providers.
- Market Share (%): 5
- Moho Animation Software: Animation software for professional and hobbyist animators. Competitors include Adobe Animate (ADBE), Toon Boom Animation (Private), and OpenToonz (Open Source).
Market Dynamics
Industry Overview
The family safety market is growing, driven by increasing parental concerns. The visual communications market is competitive, with evolving technology trends.
Positioning
Smith Micro aims to be a leader in family safety, leveraging its connectivity expertise. In graphics, it targets both hobbyists and professionals with specific animation needs.
Total Addressable Market (TAM)
The TAM for family safety is estimated to be billions of dollars, with Smith Micro capturing a smaller percentage. The animation software market is also large and growing, with Smith Micro being well-positioned.
Upturn SWOT Analysis
Strengths
- Established partnerships with mobile network operators
- Diverse product portfolio
- Strong brand recognition in graphics software
- Expertise in connectivity solutions
Weaknesses
- Reliance on partnerships
- Limited market share in family safety compared to larger competitors
- Smaller size relative to key competitors
- Variable profitability
Opportunities
- Expanding family safety features
- Partnerships with new mobile operators
- Growth in the animation software market
- International expansion
Threats
- Increased competition from larger companies
- Changes in mobile operator strategies
- Economic downturn affecting consumer spending
- Technological disruption
Competitors and Market Share
Key Competitors
- LIF
- ADBE
- MSFT
Competitive Landscape
Smith Micro faces intense competition, especially in the family safety market. Its partnerships are a strength, but larger competitors have greater resources.
Major Acquisitions
Allesta
- Year: 2017
- Acquisition Price (USD millions): 4.2
- Strategic Rationale: Acquired Allesta to enhance its CommSuite platform with advanced messaging and visual voicemail capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent with cyclical spikes and valleys. Family safety segment showing recent expansion.
Future Projections: Analyst estimates suggest continued growth in the family safety market and potential for expansion in graphics.
Recent Initiatives: Focus on expanding SafePath Family features and partnerships, enhancing Moho animation software and focusing on IOT solutions
Summary
Smith Micro Software is a company transitioning towards a family safety platform, SafePath, after many years of struggling to sustain profits. While its graphics software products maintain a niche presence, its main focus remains on family safety and connectivity solutions. They have partnerships that can strengthen the company. However, increased competition and need to demonstrate profitability in SafePath are two areas they need to watch out for.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Smith Micro Software Inc
Exchange NASDAQ | Headquaters Pittsburgh, PA, United States | ||
IPO Launch date 1995-09-18 | Co-Founder, Chairman of the Board, President & CEO Mr. William W. Smith Jr. | ||
Sector Technology | Industry Software - Application | Full time employees 164 | Website https://www.smithmicro.com |
Full time employees 164 | Website https://www.smithmicro.com | ||
Smith Micro Software, Inc. develops and sells software solutions to simplify and enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa. The company offers SafePath OS, SafePath Kids, SafePath Family, SafePath Global, SafePath IoT, SafePath Home, and SafePath Premium product suite, which provides tools to protect digital lifestyles and manage connected devices inside and outside the home; and CommSuite, a messaging platform that helps mobile service provides deliver a next-generation voicemail experience to mobile subscribers, as well as enables multi-language voice-to-text (VTT) transcription messaging. It also offers ViewSpot, a retail display management platform that provides on-screen and interactive demos to wireless carriers and other smartphone retailers; and technical support and customer services through online knowledge base, email, and live chat. Smith Micro Software, Inc. was founded in 1982 and is headquartered in Pittsburgh, Pennsylvania.
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