Inseego Corp. (INSG) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Lance, that's an excellent question. One of the key things that we've discussed with Justin Holtzart from the beginning was to align on the market opportunity. And as a part of that, the notion of this strategic go-to-market collaboration continuing with Nokia even beyond we close the transaction. We will train, we will have a joint account management, pipeline management process. We will incentivize the Nokia global sales team to continue to hunt for us. So on the go-to-market side, that is a very valuable asset for us. It's also good to note that here in the U.S., we already have the sales structure in place to capitalize on the opportunities. Thank you. And maybe just one, switching gears for a second, just on the regulatory kind of Washington policy. And I've seen some headlines over the past couple of months, but honestly, I haven't been polling them as closely as I could or probably should. But are you getting any sort of a tailwind in terms of what the FCC has been sort of doing in terms of thinking about what can or cannot go into the supply chain these days? Yeah, so the FCC ruling is on residential routers, where the primary intended use case is for residential deployment. Our solutions for the FWA and Hotspot, for that matter, are intended primarily for enterprise use. They have manageability, security, all of that enterprise features. Like you know, our mobile products also cross-sell into the consumer segment. So as this situation progresses, I do see this as a potential upside driver for us, given that we will be able to cater for both segments with a product that, again, primarily intended for enterprise use as opposed to residential. The other thing I would note here is that The criteria here is produced in U.S., and produced means designed, developed...