NASDAQ$NN

NextNav Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

NextNav Inc reported a net loss of $10.6 million for the first quarter ended March 31, 2026.

NextNav Inc recorded revenue of $1.0 million in Q1 2026, down from $1.5 million in the prior year period, primarily due to lower government contract services. The company posted an operating loss of $19.3 million and a net loss of $10.6 million, reflecting continued investment in research and development and technology evolution. Cash and cash equivalents stood at $30.6 million with short-term investments of $112.4 million, supporting ongoing operations.

  • Revenue declined 35% year-over-year to $995 thousand, driven by reduced government contract activity.
  • Operating expenses rose to $20.3 million, led by higher research and development spending of $5.9 million.
  • Net loss narrowed significantly to $10.6 million from $58.6 million in Q1 2025 due to favorable changes in fair value of derivative liabilities.
  • Cash position remained strong at $143.0 million including marketable securities, providing runway beyond 12 months.

Headline financials

Total Revenue

$995K

Previous: $1.54M-35.3%
EPS (adj)

-$0.08

Previous: -$0.45+82.2%
Net Loss

-$10.6M

No prior period
Long-term Debt, Net

$267M

No prior period
Operating Loss

-$19.3M

No prior period
Cash and Cash Equivalents

$30.6M

No prior period
Capital Expenditures

-$10K

Previous: -$30K+66.7%
Free Cash Flow

-$10.1M

No prior period
Net Income

-$10.6M

Previous: -$58.6M+81.9%
Operating Income

-$19.3M

Previous: -$17M-13.8%
Gross Profit

-$1.13M

No prior period
Cash & Equivalents

$30.6M

No prior period
Total Assets

$236M

No prior period

Revenue & EPS history

NextNav · Revenue · Quarterly

$995K

Q1 2026-35.3%vs Q1 2025
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

NextNav · $995K total across 1 segment · Q1 2026

  • Commercial Services
    $995K

Forward guidance

The company expects to continue incurring losses while investing in R&D and PNT networks but believes existing cash and marketable securities are sufficient for at least the next 12 months.

Tailwinds

  • Strong liquidity position with $143 million in cash and investments
  • Progress on 5G NR technology evolution and FCC petition

Headwinds

  • Ongoing net losses and negative cash flow from operations
  • Dependence on regulatory approvals and partnerships for NextGen deployment

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.8%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+2.2%

Avg return

30 days after

45%

10 / 22 earnings

Positive

+30.7%

Q1 2023

Best reaction

-19.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.5%+8.6%
Q4 2025+12.9%+10.7%+35.3%
Q3 2025+6.0%+6.4%+34.3%
Q2 2025-10.2%-5.8%+2.7%
Q1 2025-5.7%-4.6%-14.9%
Q4 2024+9.1%+15.6%+17.8%
Q3 2024-5.0%+1.4%+12.8%
Q2 2024-7.3%-9.9%-12.9%
Q1 2024-6.1%-13.2%-13.3%
Q4 2023-19.1%-9.7%+41.4%
Q3 2023+0.8%-1.9%-18.5%
Q2 2023+12.8%+36.7%+29.9%
Q1 2023+30.7%+13.3%+25.2%
Q4 2022-14.0%-11.5%-1.0%
Q3 2022+8.7%+7.1%-11.9%
Q2 2022+15.7%+5.8%+17.4%
Q1 2022-2.9%-8.6%-54.3%
Q4 2021-6.8%-13.7%-12.2%
Q2 2021-6.8%-13.7%-12.2%
Q3 2021+0.2%+7.5%-20.8%
Q1 2021-0.5%+0.2%+0.7%
Q4 2020-0.4%+0.3%+0.5%
Q3 2020
Q2 2020
Q1 2020

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