Smith Micro Software (SMSI) – Lined Up with Potential Catalysts

 Summary of Possible Upcoming Catalysts:

  • Safepath 7.0 Product Launch

    • Safepath Drive

  • New Safepath Contracts (Possible major known customers are Telus, T-Mobile)

    • Also possible European/Middle East customers

  • New ViewSpot Contracts (Possible customers include Cricket/AT&T, TCL)

  • New T1 Carrier in Dish (Acquiring Boost on July 1st) – Commsuite win

  • Updated Coolpad Tracker

  • IOT Device Launches, primarily the CoolPad Dyno 2 watch.

In this article I will quickly be going over some of the possible catalysts/events that we as investors can expect to see within the next few weeks/months. I will not go into detail on what the financial/valuation impact these events could have on the stock price/company.

As Smith earlier tweeted out:

The Summer of 2020 is shaping up to be an exciting one at Smith Micro. Stay tuned for some exciting announcements in the coming weeks!”

SafePath 7.0 Product Launch/SafePath Drive

SafePath 7.0 is widely expected by all investors within the next quarter or so. Bill Smith previously guided towards “mid-summer” in the last earnings call. Recent talks with management and an institutional report detail that the company is still on schedule. As we head into July, it can be reasonably assumed that SafePath 7.0 is right around the corner. 


SafePath Drive

Safepath Drive is something that was brought up recently by a twitter tweet by Smith. Reaching out to the company, they have noted that the functionality for SafePath Drive is ready to go and will be available for sale going forward. Although for now we as investors will remain in the dark on all the details. Note the slight possible hints that Smith has provided from the home page banner below. 


New SafePath Customers (Widely Known)

Bill Smith has noted that SafePath is likely to announce some wins in the near future. Some of the currently ongoing talks include customers in Europe and Middle East. Unfortunately, the details on these talks are still not widely known, nor are their timeframes. 

However, two customers (T-Mobile and Telus) are much more apparent and there are clues everywhere that point to these wins in the near future with T-Mobile being specifically guided on by the company.


Telus is a company which has been widely speculated to be in talks with Smith Micro for the SafePath platform. The proof is unmistakable — even the support ticket system is already ready to go (



Note that this is for SafePath + Tracker. The tracker which is sold by CoolPad. Interestingly enough, Coolpad recently also partnered with Telus!  Details about the tracker can be found through the following link below which is provided by Coolpad’s major subsidiary, Yulong Computer Telecommunication Scientific. 

The proof above is all we need as investors to know that the relationship between Smith Micro and Telus is already deeply rooted. An announcement disclosing the relationship may be right around the corner.

New T-mobile

Unlike Telus, New T-Mobile has been widely discussed by management. Management has guided towards a new contract with T-Mobile once SafePath 7.0 is released. Given the “mid-summer” release of SafePath 7.0, it’s safe to assume once the product is released, a new T-Mobile contract could be on the horizon.

New ViewSpot Customers (More Speculative)

In addition to SafePath, Bill Smith has also noted that Viewspot is likely to announce some wins in the near future. Unlike the probable SafePath customers, the likely ViewSpot customers are still very much speculative at this point. The evidence to support these wins comes mostly from the demos found in the play store and the DNS domain server names. Most recently, Smith has openly published two demo apps in the playstore for Viewspot. Namely for two companies, Cricket and TCL


Cricket is a subsidiary of AT&T and given that Smith just recently won over AT&T Mexico, a Cricket win is something that is not out of the question.

TCL on the other hand is a brand new customer with no previous connections. However, when management was asked a question regarding Viewspot’s functionality with non-telecom companies, management noted it could be adopted to a wide variety of store layouts and companies including TV based setups.


Orange was another telecom company that was speculated as a ViewSpot win given that they were accidentally included in the September 2019 investor presentation as Smith customers as seen below. However, after investors vetted management on this detail, these slides were quickly changed. 


All of these companies have DNS servers associated with them at Smith Micro although unlike their SafePath counterparts, no other concrete evidence has been found, and thus remains vastly speculative. 

Completion of Dish-Boost Deal – July 1st

I won’t go into the details of the merger again here but all we need to know is that a tier 1 mobile carrier will be established on July 1st as the Boost Mobile sale to Dish Network is finally sealed. Registered in T-Mobile’s sec filing, the final sale will be established on July 1st! This will also ultimately mark off the final requirement in the Sprint/T-Mobile deal. 


CoolPad Tracker Update

 A surprising update recently from CoolPad reveals that they are working on a new Tracker update. This is the same tracker that Smith Micro sells to Sprint and Boost. What’s very interesting about this is the feature update. 

Revealed on CoolPad’s twitter account, CoolPad details their plans for a new tracker with proximity tracker capabilities. In other words, a tracker that lets you know when you’re around other people. 


The following tweet shows off a quick glimpse of the idea:


This is indeed meant to be a safety feature to protect oneself in the Covid-19 pandemic. How exactly the tracker will do that, and the details surrounding it are still unknown. Based on the urgency for such a product and the fact that CoolPad has started marketing for it, it’s very likely this release is not too far off. 


New IOT Devices – Dyno 2 Watch

New IOT devices have been widely mentioned by management throughout the quarters. In the last two earnings calls it was noted that 2020 would bring about a variety of new IOT devices. Half way through 2020 we have yet to see any new IOT devices. This delay is likely directly related to the Covid-19 and merger disruptions. With both of these disruptions slowly dissipating, there should be a clear path to start deploying these products. 

The first of these products I believe will be the Dyno 2 watch by Coolpad. Given the strong connection between Smith Micro and Coolpad, I believe there’s clear evidence this product will soon be deployed. The watch is already being marketed on the SafePath platform. It’s also to be noted that T-Mobile currently sells the original Dyno watch and has a strong connection with CoolPad.

The Dyno 2 watch is not alone, I believe there will be a wide variety of other IOT devices also being deployed in the near future although none are as clear as the Dyno2 watch as of yet. The idea is clearly laid out in Smith’s investor presentation slides.



There still is no clear time frame for the IOT devices but I believe it would be safe to assume that they’re clearly lined up and ready to be deployed once things settle down in terms of the merger and Covid-19.


Ultimately all of these events are speculative and are by no means a guarantee, this includes deals like T-Mobile. The timeline for these events could also dramatically change, they have before. Unlike previous times however I believe the obstacles preventing these events are slowly diminishing and the likelihood of success has risen dramatically. 

Disclosure: I am/we are long SMSI. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

25 responses to “Smith Micro Software (SMSI) – Lined Up with Potential Catalysts”

  1. MusorDycle MusorDycle says:

    Мы занимаемся [url=]вывоз мусора контейнером[/url]. Выгодные цены, срочное выполнение и высокое качество.

  2. qwertyNug qwertyNug says:

    ich komme aus Deutschland :). I am from GERMANY, thanks/qwerty

  3. SpancerTek SpancerTek says:

    Wow a good deal of awesome material!

  4. SpancerTek SpancerTek says:

    Beneficial posts. Many thanks.

  5. SpancerTek SpancerTek says:

    Really plenty of excellent info.

  6. Alvendrice Alvendrice says:

    Effectively expressed indeed. .

  7. RobertDeply RobertDeply says:

    This would possibly range by industry, so perform some research to see what type of YouTube videos and what format your audience is on the lookout for. Today, we work in an industry where a lot of people prioritize gaming the system over crafting one of the best content attainable. Fortunately, in regard to their algorithm, YouTube has caught on to this hole tactic.

    Centered across the funk ostentação style, the popularity of this music has translated properly to YouTube. The channel unsurprisingly consists of a great deal of music movies, plus some behind-the-scenes footage. The first children channel of the record, Vlad and Niki options two brothers. The movies are principally of the 2 taking part in and interesting in ordinary kids actions. Another musician on the record, subsequent it’s Christopher Comstock, higher generally known as Marshmello.
    Like Nastya additionally has one other channel, with 15m subscribers, simply referred to as ‘Like Nastya’, it puts out comparable movies, but with more of a concentrate on playing and journeys to amusement and activity parks. The roadblock you’re encountering now could possibly be something as simple as a lacking CTA button that’s ruining your numbers, or maybe your content material high quality might be accountable. If Mattel hadn’t produced content material that their viewers needed, they would have by no means seen such amazing results. As a final resort, when everything else fails, you’ll be able to attract more subscribers by way of influencers. On any channel you’re creating content material on, you need to know your audience. For YouTube, think about whether your audience wants to look at lengthy or short movies.

    You can also get wherever until a thousand subscribers for $89 with the same specification. Do not fear about any points with YouTube finding out as Social packages ensure safe supply. If you could have any queries, you possibly can contact the 24/7 reside help to get your doubts cleared.

    If you already have a web site that gets some constant traffic every month, you then’ve received the proper answer to finding your first few subscribers. In this article, we’ll share thirteen steps to get your first one hundred YouTube subscribers. PeerIndex was a London-based firm, founded by Azeem Azhar, offering social media analytics primarily based on footprints from use of major social media providers. Part of an rising group of social media analytics suppliers, PeerIndex helped social media contributors assess and rating their affect and benefit from the social capital they have constructed up. PeerIndex tracked roughly forty five million Twitter profiles, making the corporate one of the leaders in its sector.

    Once you pinpoint these movies, you possibly can solely give attention to creating the content material that viewers are most likely to have interaction with, serving to you rake in more subscribers. We hope this article on “tips on how to improve [url=]youtube abone satın al[/url] will assist you to reach your YouTube objectives. In order to establish yourself as an expert on YouTube, you have to get a larger variety of subscribers. The only means to do that is by producing good content and optimizing key areas. Simplilearn’s course on YouTube and Video Marketing enables you to make the best use of a video to advertise your small business on YouTube.

    The channel says it’s aggregated over 220k hours of video content material. Dude Perfect make videos on a complete range of stuff, though sport continues to be a primary focus. On their channel you’ll find content material about drones, lasers, and, of course, trick photographs. Next up is Dude Perfect, a sports activities leisure channel run by 5 guys from the US. They originally began with basketball trickshot movies, however they’re now some of the well-liked YouTube channels in the world, and the second most popular sports one. RegistrationOptionalSocial Blade is an American website that tracks social media statistics and analytics.

    Many of them fail as a result of they can not find the right supply type and platform. The fact that sending subscribers of real folks is slightly dearer than normal must be ignored in view of the advantages of this transaction. In the long run, natural customers coming to the highest of the rankings will significantly lower the prices incurred at first.

    You find yourself producing an excessive amount of content material that folks stop sharing every video. Of course, video might not have fairly as low a barrier to entry as some channels, especially given that you simply need no less than some basic equipment . While that is due partly to social platforms like Instagram, Facebook, and LinkedIn, enhancing their native video features, YouTube remains to be the hub of activity. In order to view free and real-time subscriber data of a particular channel, simply search its ID or enter its hyperlink. You don’t have to register or login in order to use it, simply enter the ID or paste the channel’s URL within the search subject. This subscriber counter is kind of just like the previous counter talked about here.

    However, that doesn’t imply all of your movies have to be tied to a keyword. Another issue that may affect your search rating on YouTube, and in turn, your subscriber progress are your movies’ thumbnails. There is not a magic button in vidIQ that provides you extra views and more subscribers. Now for instance for argument’s sake that you simply do buy some subscribers and YouTube doesn’t take down your channel.

    Read more about this:
    [url=]Thirteen Steps To Get Your First One Hundred Youtube Subscribers[/url]
    [url=]Why You Shouldn’t Buy Youtube Subscribers[/url]
    [url=]Tips On How To Buy Youtube Subscribers Which Might Be Real And Energetic[/url]
    [url=]10 Greatest Sites To Purchase Youtube Subscribers[/url]
    [url=]How To Get Subscribers On Youtube[/url]
    [url=,]Tips On How To Get Subscribers On Youtube[/url]
    [url=]Thirteen Steps To Get Your First A Hundred Youtube Subscribers[/url]
    [url=]Why You Shouldn’t Buy Youtube Subscribers[/url]
    [url=]How Many Subscribers Do You Have To Earn Cash On Youtube?[/url]
    [url=]What Number Of Subscribers Do You Should Earn Cash On Youtube?[/url]

  8. hebergemnot hebergemnot says:

    [url=]Die nuutste nuus op die internet[/url]
    [url=]የቅርብ ጊዜ የድር ዜና በእውነተኛ ጊዜ[/url]
    [url=አማርኛ]آخر أخبار الويب في الوقت الفعلي[/url]
    [url=عربي]Real vaxtda ən son veb xəbərlər[/url]
    [url=]Апошнія навіны ў Інтэрнэце ў рэжыме рэальнага часу[/url]
    [url=белар]Най-новите уеб новини в реално време[/url]
    [url=български]রিয়েল টাইমে সর্বশেষতম ওয়েব নিউজ[/url]
    [url=বাংলা]Najnovije web vijesti u stvarnom vremenu[/url]
    [url=]Les últimes notícies web en temps real[/url]
    [url=à]Ang labing bag-ong balita sa web sa tinuod nga oras[/url]
    [url=]Lultime nutizie di u web in tempu reale[/url]
    [url=]Nejnovější webové novinky v reálném čase[/url]
    [url=čeština]Y newyddion gwe diweddaraf mewn amser real[/url]
    [url=]De seneste webnyheder i realtid[/url]
    [url=]Die neuesten Webnachrichten in Echtzeit[/url]
    [url=]Τα τελευταία νέα στον ιστό σε πραγματικό χρόνο[/url]
    [url=]La plej novaj retaj novaĵoj en reala tempo[/url]
    [url=]Viimased veebiuudised reaalajas[/url]
    [url=]Webeko azken berriak denbora errealean[/url]
    [url=]آخرین اخبار وب در زمان واقعی[/url]
    [url=فارسی]Viimeisimmät verkkouutiset reaaliajassa[/url]
    [url=]It lêste webnijs yn echt[/url]
    [url=]An nuacht gréasáin is déanaí i bhfíor-am[/url]
    [url=]Na naidheachdan lìn as ùire ann an àm fìor[/url]
    [url=]As últimas novas web en tempo real[/url]
    [url=]રીઅલ ટાઇમમાં નવીનતમ વેબ સમાચાર[/url]
    [url=ગુજરાતી]Sabbin labaran yanar gizo a cikin ainihin lokaci[/url]
    [url=]ʻO nā nūhou pūnaewele hou loa i ka manawa maoli[/url]
    [url=Ōlelohawaiʻi]חדשות הרשת האחרונה בזמן אמת[/url]
    [url=עִברִית]वास्तविक समय में नवीनतम वेब समाचार[/url]
    [url=हिन्दी]Cov ntawv xov xwm muaj tseeb kawg hauv lub sijhawm[/url]
    [url=]Najnovije web vijesti u stvarnom vremenu[/url]
    [url=]Dènye nouvèl entènèt la an tan reyèl[/url]
    [url=]A legfrissebb webes hírek valós időben[/url]
    [url=]Իրական ժամանակում վերջին վեբ նորությունները[/url]
    [url=հայերեն]Berita web terbaru dalam waktu nyata[/url]
    [url=]Ozi weebụ kachasị ọhụrụ na ezigbo oge[/url]
    [url=]Nýjustu fréttir á netinu í rauntíma[/url]
    [url=íslenskur]Le ultime notizie web in tempo reale[/url]
    [url=]חדשות הרשת האחרונה בזמן אמת[/url]
    [url=日本語]Warta web paling anyar kanthi nyata[/url]
    [url=]უახლესი ვებ – ამბები რეალურ დროში[/url]
    [url=ქართველი]Нақты уақыттағы веб-жаңалықтар[/url]
    [url=]ನೈಜ ಸಮಯದಲ್ಲಿ ಇತ್ತೀಚಿನ ವೆಬ್ ಸುದ್ದಿ[/url]
    [url=ಕನ್ನಡ]실시간 최신 웹 뉴스[/url]
    [url=한국어]Di dema rast de nûçeyên tevnê yên herî dawî[/url]
    [url=î]Акыркы веб жаңылыктары реалдуу убакыт режиминде[/url]
    [url=Кыргызча]Quod realis tempus tardus textus per nuntium[/url]
    [url=Кыргызча]Quod realis tempus tardus textus per nuntium[/url]
    [url=]Déi lescht Web News an Echtzäit[/url]
    [url=]Naujausios žiniatinklio naujienos realiuoju laiku[/url]
    [url=]Jaunākās tīmekļa ziņas reāllaikā[/url]
    [url=]Ny vaovao farany aminny Internet aminny fotoana tena izy[/url]
    [url=]Ko nga purongo paetukutuku hou i te wa tonu[/url]
    [url=]Најновите веб-новости во реално време[/url]
    [url=македонски]തത്സമയം ഏറ്റവും പുതിയ വെബ് വാർത്തകൾ[/url]
    [url=മലയാളം]Бодит цаг хугацаанд хамгийн сүүлийн үеийн вэб мэдээ[/url]
    [url=монгол]रिअल टाइममधील नवीनतम वेब बातम्या[/url]
    [url=मराठी]Berita web terkini dalam masa nyata[/url]
    [url=]L-aħħar aħbarijiet tal-web fħin reali[/url]
    [url=မြန်မာ]वास्तविक समयमा भर्खरको वेब समाचार[/url]
    [url=नेपाली]Het laatste webnieuws in realtime[/url]
    [url=]De siste nettnyhetene i sanntid[/url]
    [url=]Nkhani zaposachedwa kwambiri pa intaneti pompopompo[/url]
    [url=]ବାସ୍ତବ ସମୟର ସର୍ବଶେଷ ୱେବ୍ ସମ୍ବାଦ |[/url]
    [url=ଓଡିଆ]ਰੀਅਲ ਟਾਈਮ ਵਿਚ ਤਾਜ਼ਾ ਵੈੱਬ ਖਬਰਾਂ[/url]
    [url=ਪੰਜਾਬੀ]Najnowsze wiadomości internetowe w czasie rzeczywistym[/url]
    [url=]په ریښتیني وخت کې وروستي ویب خبرونه[/url]
    [url=پښتو]As últimas notícias da web em tempo real[/url]
    [url=ês]Cele mai recente știri web în timp real[/url]
    [url=ână]Последние новости в сети в режиме реального времени[/url]
    [url=русский]Amakuru yanyuma yurubuga mugihe nyacyo[/url]
    [url=]حقيقي وقت ۾ جديد ويب خبر[/url]
    [url=سنڌي]තථ්‍ය කාලීන නවතම වෙබ් පුවත්[/url]
    [url=සිංහල]Najnovšie správy na webe v reálnom čase[/url]
    [url=]Najnovejše spletne novice v realnem času[/url]
    [url=ščina]Le tala fou a le upega tafailagi i tala moni[/url]
    [url=]Dzazvino webhu nhau munguva chaiyo[/url]
    [url=]Wararkii ugu dambeeyay ee waqtiga dhabta ah[/url]
    [url=]Lajmet më të fundit në internet në kohë reale[/url]
    [url=]Најновије веб вести у реалном времену[/url]
    [url=Српски]Litaba tsa moraorao tsa webo ka nako ea nete[/url]
    [url=]Warta wéb pang anyarna sacara real waktos[/url]
    [url=]De senaste webbnyheterna i realtid[/url]
    [url=]Habari za hivi karibuni za wavuti kwa wakati halisi[/url]
    [url=]நிகழ்நேரத்தில் சமீபத்திய வலை செய்திகள்[/url]
    [url=தமிழ்]నిజ సమయంలో తాజా వెబ్ వార్తలు[/url]
    [url=తెలుగు]Хабарҳои охирини веб дар вақти воқеӣ[/url]
    [url=ไทย]Hakyky wagtda iň täze web habarlary[/url]
    [url=ürkmen]Ang pinakabagong balita sa web sa real time[/url]
    [url=]En son web haberleri gerçek zamanlı[/url]
    [url=ürk]Реаль вакытта соңгы веб яңалыклар[/url]
    [url=татар]ھەقىقىي ۋاقىتتىكى ئەڭ يېڭى تور خەۋەرلىرى[/url]
    [url=]Останні веб-новини в режимі реального часу[/url]
    [url=український]اصل وقت میں تازہ ترین ویب خبریں[/url]
    [url=اردو]Haqiqiy vaqtda eng songgi veb-yangiliklar[/url]
    [url=’zbekcha]Tin tức web mới nhất trong thời gian thực[/url]
    [url=ếngviệt]Iindaba zewebhu zamva nje ngexesha lokwenyani[/url]
    [url=]די לעצטע וועב נייַעס אין פאַקטיש צייט[/url]
    [url=ייִדיש]Awọn iroyin wẹẹbu tuntun ni akoko gidi[/url]
    [url=简体中文]Izindaba zewebhu zakamuva ngesikhathi sangempela[/url]

  9. VeoldInsum VeoldInsum says:


  10. Rockydiult Rockydiult says:

    Thank you for a very well created discussion message as well as anticipating continue collaborating with this professional job was great would certainly refer anyone to use you all when it involves assiting with assignment it was great however had some misunderstanding and not clear for the tutor but I attempted. as well as obtained [url=]Coding for Student [/url] somehow great marks

  11. Игровые автоматы [url=]Пин Ап[/url] Казино имеют официальную лицензию и стабильно выплачивают игрокам их выигрыши!

  12. Flagovkerry Flagovkerry says:

    After several years, even you are 26 years old, you may be interested in online dating. In the USA online dating is a very well-known type of dating. Currently, in time, when more and more students haven’t the chance to meet in a cafe or in someplace like as a suburban comple x, current type of meeting like as videochat dating is very popular.

    Often at mankind have the option to meet their future ladies. In our time videochat online free and it is very popular, more and more young boys who are using the dating app, desire to meet somebody, with whom it is probable to make a interrelation. It is a free platform, web dating free supports people to find interesting company. Today people are interested in dating links online, which have free registration.

    Adam from California or Jack from Burns has a chance to visit the website and pick up a nice girl. If you desire to find new member and have interest to communicate with an web dating girl, best way to visit the videochat website. Here you could communicate with girls about diverse topics. Part of girls are interested in cars, another is well versed in economics. At the moment on the web there are many of sexy dating digital websites, also you may find porn links, but if you wish to visit a reliable webpage, better to go to a link.

    Members at the webpage have unlimited options [url=]online love dating[/url] and more of them utilizing lucky dating new websites every day. You may contact with girls from the U.K., search grandee from Denver or read dating online articles. New dating digital website is already famous and provides an option to deal with millions of users in the USA.

    Some young lassie desire to search dating pretty videos. On the website, you should use your PC with a camera and carry it out on your time online dating will be calm. English dating online websites have more than 3000 new profiles every day. Even if you desire to register, it is possible to do it. After confirming your e-mail, you may chance to send “hi” to another member.

    The digital dating platform is famous in Europe, more and more guys from Europe are interested in online dating with guys from the USA. Digital dating meet provides a chance to search your love. Everybody has a chance to visit a webpage [url=]online dating script[/url] and send messages with beam or tell interesting stories to another user.

    On the website possible to search report about app digital dating. Somebody who wants to upload apps online dating, have chance search and read articles about it. Digital websites with dating themes are very famous around students. Time by time dating format digital is interesting to men in age.

  13. Charlestinty Charlestinty says:

    Не будет ли это слишком раздражать?? Действительно ли белый пол на кухне – хорошая идея?? Какие виды растений подходят, если вы часто отсутствуете? Задайте себе как можно больше таких вопросов. Таким образом, эффект будет идеальным. Коронавирус в Польше – это факт. Будьте в курсе событий! Мы не паникуем, мы надежно информируем. Мы проверяем каждую информацию в источнике, мы не публикуем слухи или непроверенную информацию. Мы не участвуем в гонках. Как недорого обустроить свою квартиру? Умные трюки Меблировка квартиры – это большие расходы. Подробнее смотрите на портале [url=][/url].

  14. WeoldInsum WeoldInsum says:


  15. Isaacfar Isaacfar says:

    успешные базы для хрумера

    Вы занимаетесь продвижением сайтов? Тогда вам к нам. [url=]Наша группа в телеграмме[/url]. У нас вы можете выбрать любую нужную для вашей работы базу для прогонов Xrumer и GSA, allsubmitter по разной ценовой категории.база для профилей для хрумера

  16. Isaacfar Isaacfar says:

    база досок для хрумера

    Вы занимаетесь продвижением сайтов? Тогда вам к нам. [url=]Наша группа в телеграмме[/url]. У нас вы можете выбрать любую нужную для вашей работы базу для прогонов Xrumer и GSA, allsubmitter по разной ценовой категории.свежая база хрумера
    [url=]база для хрумера[/url]

Leave a Reply