- Uncertainty surrounding the Sprint/T-Mobile merger has led investors to discount Smith Micro Software shares.
- The most recent quarterly update from SMSI shows that the situation with New T-Mobile is progressing and the company has been significantly de-risked.
- In addition to providing more clarity with New T-Mobile, SMSI is expected to announce several new deals by EOY 2020, including at least one for their flagship product, SafePath.
- SMSI has its foot in the door with DISH as DISH prepares to launch its new postpaid network in 2021.
- Based on conservative assumptions, SMSI's EPS should explode by 4Q 2021 and throughout FY 2022.
For further details see:
Smith Micro Software Has A SafePath Forward