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Inseego Corp.

INSG

Technology · 4.46 +4.5% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Inseego Corp.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Company+4.5% todayVolume comparison unavailable
Market group0 of 37 activeNo Coherent Theme · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • INSG's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if INSG's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Communication Equipment

No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • INSG's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements86
Verified relationships10
Evidence supporting the case
  • Operating margin changed +1.7 percentage points in the latest annual period.
  • Operating cash flow covered net income at 8.59x in the latest annual period.
  • Customer concentration has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Latest annual revenue changed -13.1% year over year.
  • Net margin changed -1.9 percentage points in the latest annual period.
  • Diluted shares increased 20.7% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

4.46
6m-64.0%12m-63.7%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$262.4M-16.4%$-0.51+7.4%
2022-12-31$245.3M-6.5%$-6.59
2023-12-31$167.3M-31.8%$-4.32+6.0%
2024-12-31$191.2M+14.3%$0.10+10.2%
2025-12-31$166.2M-13.1%$-0.18+20.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 3 filings
As a result of the voluntary pay-off, the Company recorded a loss on extinguishment of debt of $ 0.8 million within loss on extinguishment of revolving credit facility on the Consolidated Statements of Operations and Comprehensive Income during the year ended…
10-K · Feb 20, 2026
Customer concentrationpositive · 3 filings
The $3.8 million increase in software services and other revenues is primarily due to increased Inseego Subscribe revenues related to the terms of a two-year service contract with a major customer that was executed in April 2024 and subsequently extended thro…
10-K · Feb 20, 2026
Foreign exchangemixed · 3 filings
Our revenue, earnings, cash flows, receivables, and payables are subject to fluctuations due to changes in foreign currency exchange rates.
10-Q · May 8, 2026
Product pipeline and R&Dpositive · 1 filings
The increase in research and development expenses was primarily due to increased compensation costs due to increased headcount and increased outside services costs related to the Company’s increased development efforts for its next line of products.
10-Q · May 8, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

4.46+4.5% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for INSG. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for INSG. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind INSG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TMUST-Mobile US, Inc.competitorFeb 20, 2026

These mobile operators include T-Mobile, Verizon Wireless, and AT&T in the United States, Rogers and Telus in Canada, and various companies in other vertical markets.

TUTELUS CorporationcompetitorFeb 20, 2026

These mobile operators include T-Mobile, Verizon Wireless, and AT&T in the United States, Rogers and Telus in Canada, and various companies in other vertical markets.

Depended on by

FOXXFoxx Development Holdings Inc.competitorOct 15, 2025

Our current competitors include: ● Smartphones and Tablets — Motorola, Inseego, HMD, TCL, Vortex, Tinno, BLU, Sky, Maxwest, and Hot Pepper.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

INSG is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for INSG; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.