Smith Micro Software (SMSI)
Powers carrier-branded family safety and visual voicemail services.
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Sells white-label family-safety and visual-voicemail software to mobile-network and cable operators, which brand and distribute the services to subscribers. Revenue depends on a small group of carrier customers and the ongoing deployment of their value-added services.
Delivers two carrier-branded software platforms: SafePath for family safety and CommSuite for visual voice messaging. Mobile-network and cable operators brand, distribute, and monetize the services for their own subscribers, generating mainly usage-based and license-and-service revenue.
SafePath combines parental controls, location tracking, screen-time management, content filtering, home-network protection, and phone experiences for children and older adults. Its SDK and API allow providers to embed these capabilities in their own apps; CommSuite supplies visual voicemail, premium messaging, and voice-to-text.
Serves a small set of large operators, with revenue concentrated in the Americas and among its largest customers. Service delivery depends on carrier promotion, external operating systems and app-store approvals, and cloud and data-center infrastructure.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.8M · Total debt $4.5M · Total assets $25.9M · Shareholders' equity $17.3M
- Revenue
- $4.3M
- Operating income
- −$2.4M
- Net income
- −$2.6M
No dividends on record.
| Institutions23 holders · as of Mar 31, 2026 | 5.64% | 315.3K shares | |
| Insiders10 holders · as of Aug 20, 2026 | 23.74% | 1.33M shares | |
| Otherremainder | 70.62% | 3.95M shares |
5.59M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (5.59M in the company's Sep 3, 2026 report, 4.49M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
William W. Jr SmithInsiderdirector, 10 percent owner, officer: Executive Chairman | 20.77% | 1.16M | Form 4filed Aug 20, 2026 ↗ |
Pacific Ridge Capital Partners, LLCInstitution | 1.86% | 519,799 | 13Fas of Mar 31, 2026 |
Geode Capital Management, LLCInstitution | 1.30% | 362,981 | 13Fas of Mar 31, 2026 |
Vanguard Capital Management LLCInstitution | 1.10% | 307,109 | 13Fas of Mar 31, 2026 |
James M. KemptonInsiderofficer: VP, CFO and Treasurer | 0.75% | 42,059 | Form 4filed May 14, 2025 ↗ |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 11, 2025 | William W. Jr Smith | director, 10 percent owner, officer: President and CEO | −36,597 | $0.5813 |
| Dec 10, 2025 | William W. Jr Smith | director, 10 percent owner, officer: President and CEO | −38,697 | $0.6028 |
- Life360
Family location, driving safety and emergency services overlap.
- Alphabet Class A
Native Android controls and family location substitute for safety apps.
- Apple
iOS controls, family location and native visual voicemail overlap.
- Verizon
Carrier-owned family safety app reduces white-label platform demand.
- Gen Digital
Norton Family brings parental controls to consumer security bundles.
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Smith Micro Software | $2.80 | −1.75% | $12.8M | — | — | 0.8 | −1.8% |
| Life360 | $43.00 | −0.38% | $3.50B | 25.0 | 29.9 | 6.1 | +37.8% |
| Alphabet Class A | $338.41 | +0.38% | $4.08T | 16.9 | 25.1 | 9.2 | +24.2% |
| Apple | $324.70 | −0.09% | $4.77T | 37.2 | 35.3 | 10.2 | +16.4% |
| Verizon | $50.31 | +0.20% | $209.70B | 13.1 | 9.9 | 1.5 | −0.7% |
| Gen Digital | $31.06 | +1.30% | $18.35B | 17.8 | 10.2 | 3.6 | +6.3% |
| Median | 17.8 | 25.1 | 6.1 | +16.4% |