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what it is
It makes handheld scanners and readers that help your phone capture barcodes and NFC tags.
how it gets paid
Last year Socket Mobile made $19M in revenue. Point of sale was the main engine at $5.7M, or 30% of sales.
what just happened
Socket Mobile posted $11M of revenue and lost $0.38 a share.
At a glance
C balance sheet — red flag territory — real financial stress
30/100 earnings predictability — expect surprises
0.4% return on capital — nothing to write home about
-$1.81 fy2025 eps est
$19M fy2024 rev est
xvary composite: 26/100 — weak
What they do
It makes handheld scanners and readers that help your phone capture barcodes and NFC tags.
You are buying a niche tool, not a platform. With 59 employees, Socket stays small enough to chase specific customer needs. gross margin → money left after product costs → 49.5% says the boxes pay back well, while operating margin → profit after running the shop → -13.1% says overhead still eats the meal.
How they make money
$19M
annual revenue
Point of sale
$5.7M
Commercial services
$3.8M
Asset tracking
$2.9M
Manufacturing and quality control
$3.4M
Transportation and logistics
$3.2M
The products that matter
mobile data capture hardware
DuraScan barcode scanners
~$13.5M of segment revenue
this hardware line represents roughly $13.5M of the $15M segment mix shown here, or about 90%. if you want the business to stabilize, the core scanner line still has to do the heavy lifting.
core revenue engine
developer tools and support
Software Development Kits (SDKs)
~$1.5M of software and services
software and services contribute about $1.5M, or roughly 10% of the mix shown here. that tells you the higher-quality recurring revenue layer is still small, which makes the december 1, 2026 CocoaPods change worth watching.
small recurring layer
Key numbers
$7M
market cap
Market cap → what the market says the whole company is worth → $7M is tiny for a public hardware maker.
$19M
annual revenue
Revenue → sales before costs → $19M means every customer matters.
13.1%
op margin
Operating margin → profit after running costs → -13.1% means the business is still underwater.
$2M
long-term debt
Long-term debt → money owed later → $2M is large next to a $7M market value.
Financial health
C
strength
- balance sheet grade C — very weak — significant financial distress
- risk rank 5 — safer than 5% of stocks
- price stability 20 / 100
- long-term debt $2M (21% of capital)
C — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for SCKT right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Socket Mobile posted $11M of revenue and lost $0.38 a share.
Revenue jumped 258% vs. prior year. Gross margin was 49.5%. EPS worsened from -$0.15 to -$0.38.
$11.0M
revenue
-$0.38
eps
49.5%
gross margin
the number that mattered
The $11M revenue number mattered because it was the biggest swing in the report. The loss per share still landed at $0.38.
source: company earnings report, 2026
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What could go wrong
the #1 risk here is cash burn outrunning a $2M cash balance before scanner demand and software mix improve.
med
cash burn meets a tiny cash cushion
Trailing net loss is -$2.9M. Cash is $2M. Debt is also $2M. That is not the profile of a company that can absorb many more sloppy quarters.
If losses stay near the current trailing level, dilution or refinancing becomes less a possibility than a math problem.
med
the mix is still too hardware-heavy
About $13.5M of the shown revenue mix comes from hardware, versus about $1.5M from software and services. The quality of revenue still looks like devices first and recurring support second.
If the recurring layer stays around 10% of mix, the market keeps giving you a hardware-style valuation discount.
med
new products still have to become purchase orders
The iPhone 17e scanner launch is a real product event. The last reported quarter was still only $3.96M in revenue. At this size, relevance matters only if it changes the numbers.
A few weak quarters can erase the turnaround story fast when the whole company is worth about $7M.
med
developer friction hits the exact segment you want to grow
Socket said new SDK versions will stop being published to CocoaPods after December 1, 2026. For a tiny software revenue base, making implementation less convenient is the wrong kind of headline.
It matters most on the software side — the same side that needs to scale if the story is going to improve.
A company valued at about $7M with $2M cash, $2M debt, and a trailing net loss of -$2.9M has no room for drift. The business needs improvement, not just patience.
source: institutional data · regulatory filings · risk analysis
Pay attention to
margin watch
does gross margin stay near 49.5% while losses narrow
Gross margin near 50% is workable. Operating margin at -21.35% is not. If you only watch one thing, watch whether that gap starts closing.
calendar
next report has to do more than repeat the story
The last earnings release was Feb 19, 2026. You want to see whether $3.96M quarterly revenue was a floor, not another step sideways.
product trend
does the iPhone 17e scanner launch show up in sales
The March 6 launch is a real product catalyst. Now it has to graduate from announcement to order volume.
platform risk
watch the december 1, 2026 CocoaPods cutoff
If developer adoption gets bumpier after that change, the already-small $1.5M software and services stream may stay small.
Analyst rankings
earnings predictability
30 / 100
Low predictability means the business can surprise you in both directions. in human-speak, analysts do not see this as a steady quarter-after-quarter operator.
balance sheet grade
C
That grade points to a weak balance sheet, not an imminent collapse. It does mean the company has less room to absorb mistakes than almost anyone you would compare it with.
source: institutional data
Institutional activity
institutional ownership data for SCKT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
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