SMITH MICRO SOFTWARE, INC.
Smith Micro Software, Inc. (Nasdaq Capital Market: SMSI) operates as a software solutions provider specializing in mobile and digital lifestyle services for wireless carriers and cable operators globally. The company's website is www.smithmicro.com. From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What SMITH MICRO SOFTWARE, INC. does
In the company’s own words
Smith Micro Software, Inc. (Nasdaq Capital Market: SMSI) operates as a software solutions provider specializing in mobile and digital lifestyle services for wireless carriers and cable operators globally. The company's website is www.smithmicro.com.
The company maintains a single reportable operating segment focused on wireless services. Smith Micro's primary product portfolio includes SafePath, a carrier-grade family safety platform offering location tracking, parental controls, driver safety functionality, and AI-enhanced features for managing connected devices. The company recently launched SafePath Global, a deployment model enabling rapid market entry for mobile network operators, along with SafePath Kids and SafePathOS, solutions designed to integrate family safety protections into carrier core offerings and pre-installed device configurations. CommSuite represents the company's premium messaging platform, delivering visual voicemail and voice-to-text transcription services to mobile subscribers. The company divested its ViewSpot retail display management platform in June 2025.
Smith Micro serves a concentrated customer base primarily consisting of large mobile network operators and cable multiple system operators, with the three largest customers representing 60%, 21%, and 18% of revenues respectively. The company employs 118 people distributed across engineering and operations, sales and marketing, and management and administration functions.
The company's business model centers on licensing software solutions and providing software-as-a-service offerings to wireless carriers, who then distribute these solutions to their end users. Smith Micro's competitive positioning relies on domain expertise in wireless markets, product functionality, quality, customer service, and speed to market. The company maintains engineering relationships with hardware manufacturers and mobile operating system providers to ensure product interoperability with Android and iOS platforms.
Founded in California in 1983 and reincorporated in Delaware in 1995, Smith Micro has evolved through various market cycles in the wireless software sector. The company's strategy emphasizes understanding customer needs, delivering value through innovation, and expanding into high-growth markets including digital lifestyle services, online safety, and consumer Internet of Things applications. The company faces significant customer concentration risk, with revenues heavily dependent on a limited number of large carrier relationships.
Company details
- Sector
- Technology
- Industry
- Prepackaged Software
- Headquarters
- PITTSBURGH, PA
- Fiscal year end
- December
- CIK
- 948708
- SIC
- 7372
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns SMITH MICRO SOFTWARE, INC. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · SMITH MICRO SOFTWARE, INC.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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