INSG Q2 2026 total revenue $44.0 million, Beat Guidance by +$4.0M

Q2 2026 revenue of $44.0 million beat prior guidance by $4.0 million (+10.0%), driven by a 19.2% year-over-year increase in mobile solutions revenue to $17.3 million.

Full-year 2026 revenue guidance was cut by $35 million (about 18.4%) to approximately $155 million from approximately $190 million, citing the revised revenue profile.

Q3 2026 revenue is guided at $28.0 million to $35.0 million, with Adjusted EBITDA guided at negative $2.0 million to negative $1.0 million, indicating a sequential step-down from Q2.

Q2 2026 Adjusted EBITDA of $0.5 million missed prior guidance midpoint of $1.125 million by approximately $0.6 million (-55.6%), and declined 89.0% year-over-year from $4.7 million.

GAAP net result swung from income of $0.5 million in Q2 2025 to a loss of $8.4 million in Q2 2026, with GAAP diluted loss per share of $0.52 versus a $0.03 loss in the prior-year quarter.

MiFi PRO M4 was expanded across all three major U.S. carrier networks (AT&T, T-Mobile, Verizon), and the Nokia FWA acquisition is expected to close in Q4 2026.

Q2 2026 earnings call and webcast were held on August 5, 2026 at 5:00 p.m. ET; the company is also scheduled to attend the Lake Street Capital Markets 10th Annual Best Ideas Growth Conference on September 10, 2026.