SMRTHIGH SIGNALFINANCIAL10-K

SMRT experienced substantially deteriorating operating performance with losses roughly doubling while cash position declined significantly and customer count decreased.

The company's operating losses expanded meaningfully while customer count dropped from over 650 to approximately 600, indicating potential market share erosion or customer churn issues. Despite improved operating cash flow, the substantial decline in net income coupled with reduced cash reserves and lower customer metrics suggests mounting operational challenges that could pressure the company's competitive position in the smart home technology sector.

Comparing 2026-03-04 vs 2025-03-05View on EDGAR →
FINANCIAL ANALYSIS

SMRT's financial position weakened considerably with net losses roughly doubling and operating losses expanding substantially year-over-year. The company's balance sheet contracted significantly with total assets declining 23.6% and cash reserves falling 26.6% to $104.5 million, though this was partially offset by a 32.1% reduction in total liabilities. While operating cash flow improved modestly, the overall financial picture reflects mounting operational challenges and cash burn that investors should monitor closely.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
-82.9%
$28.6M$4.9M

Buyback activity reduced 82.9% — capital being redeployed elsewhere or cash conservation underway.

Net Income
P&L
-80%
-$33.6M-$60.6M

Net income declined 80% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-53.2%
-$41.8M-$64.0M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Operating Cash Flow
Cash Flow
+34.4%
-$32.9M-$21.6M

Operating cash flow surged 34.4% — exceptional cash generation, highest quality earnings signal.

Total Liabilities
Balance Sheet
-32.1%
$130.7M$88.8M

Liabilities reduced 32.1% — deleveraging improves balance sheet strength and financial flexibility.

Current Assets
Balance Sheet
-27.1%
$257.6M$187.9M

Current assets declined 27.1% — monitor working capital adequacy and short-term liquidity.

Cash & Equivalents
Balance Sheet
-26.6%
$142.5M$104.5M

Cash decreased 26.6% — monitor burn rate and upcoming capital needs.

Inventory
Balance Sheet
-24.4%
$35.3M$26.7M

Inventory reduced 24.4% — lean inventory management or demand outpacing supply.

Total Assets
Balance Sheet
-23.6%
$420.2M$320.9M

Total assets contracted 23.6% — asset sales, write-downs, or balance sheet optimization underway.

Provision for Credit Losses
P&L
-21.4%
$1.4M$1.1M

Provisions reduced 21.4% — improving credit quality or reserve release boosting reported earnings.

LANGUAGE CHANGES
NEW — 2026-03-04
PRIOR — 2025-03-05
ADDED
As of March 2, 2026, there were 192,223,771 shares of the registrant s Class A Common Stock outstanding, par value $0.0001 per share.
Through centrally connected devices ("Hub Devices"), which integrate our enterprise software with third party smart devices, we enable the integration of our platform with third-party smart devices, our own hardware devices and other technology interfaces.
We believe that rental owners may be able to increase, or maintain higher, rental rates due to the differentiated resident experience and strong demand for smart communities.
As of December 31, 2025, we had 890,870 Units Deployed and approximately 600 customers, including many of the largest multifamily residential owners in the United States (the "U.S.").
As of December 31, 2025, we believe our customers own or operate an aggregate of approximately 6.6 million rental units.
+7 more — sign up free →
REMOVED
As of March 3, 2025, there were 192,701,270 shares of the registrant s Class A Common Stock outstanding, par value $0.0001 per share.
Through a central connected device ("Hub Device"), we enable the integration of our platform with third-party smart devices, our own hardware devices and other technology interfaces.
We believe that rental owners may be able to increase, or maintain higher, rental rates (depending on the rental market and solutions offered) due to the differentiated resident experience and strong demand for smart communities.
As of December 31, 2024, we had 809,497 Units Deployed and over 650 customers, including many of the largest multifamily residential owners in the United States (the "U.S.").
As of December 31, 2024, our customers own or operate an aggregate of approximately 7.4 million rental units.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
CRMHIGHSalesforce significantly increased debt by 71% to $14.4B while simultaneously ac...
2026-03-02
UNHHIGHUNH's operating income plummeted 41% despite 12% revenue growth, indicating seve...
2026-03-02
PFEHIGHPfizer achieved a dramatic 87.3% reduction in total debt from $31.4B to $4.0B, r...
2026-02-26
GILDHIGHGILD dramatically increased R&D spending by 81.5% to $9.1B while introducing new...
2026-02-24
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →