NASDAQ$SURG

Surgepays Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

SurgePays posted a Q2 2025 net loss of $7.1 million despite revenue growth of nearly 9% sequentially, driven by expansion in Lifeline and MVNO platforms.

In Q2 2025, SurgePays grew revenue to $11.5 million, an 8.9% increase over Q1, driven by Torch Wireless and LinkUp Mobile. Despite higher costs and investments in growth initiatives, the company remains on track to achieve positive operating cash flow before year-end. Net loss narrowed compared to the previous year.

  • Revenue reached $11.5 million, up from $10.6 million in Q1 2025.
  • Torch Wireless activated 20,000 subscribers in June and 57,000 in July.
  • Net loss for the quarter was $7.1 million, with EPS at -$0.36.
  • SurgePays reaffirmed 2025 revenue guidance of $75M to $90M.

Headline financials

Total Revenue

$11.5M

Previous: $46.5M-75.2%
EPS

-$0.36

Previous: -$0.66+45.5%
Lifeline Subscribers

77.0K

No prior period
Retail Locations

9.0K

No prior period
Free Cash Flow

-$7.08M

Previous: -$12.9M+45.0%
Net Income

-$7.08M

Previous: -$12.9M+45.0%
Operating Income

-$6.81M

Previous: -$10.9M+37.4%
Gross Profit

-$2.65M

Previous: $28M-109.5%
Cash & Equivalents

$4.4M

Previous: $38.4M-88.5%
Total Assets

$15.2M

Previous: $56.4M-73.0%

Revenue & EPS history

Surgepays · Revenue · Quarterly

$11.5M

Q2 2025-75.2%vs Q2 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Surgepays · $16M total across 2 segments · Q1 2026

  • Point-of-Sale and Prepaid Services
    $14.2M
  • Mobile Virtual Network Operators
    $1.8M

Forward guidance

SurgePays expects continued revenue acceleration, reaffirming 2025 guidance and projecting strong performance into 2026 driven by subscriber growth and expanding wholesale infrastructure.

Tailwinds

  • 2025 revenue guidance reaffirmed at $75M to $90M.
  • 2026 revenue forecast increased to $225M to $240M.
  • Torch Wireless expected to reach 80K–90K monthly activations by September.
  • MVNE platform gaining new partners and scale.
  • Positive operating cash flow expected by year-end 2025.

Headwinds

  • No segment-specific revenue breakdown disclosed.
  • Operating and net losses continued in Q2.
  • Cost of revenue exceeded total revenue for the quarter.
  • Heavy upfront investments in platform and infrastructure.
  • ACP program wind-down affecting YoY comparisons.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-1.0%

Avg return

Earnings day

+0.8%

Avg return

5 days after

-0.1%

Avg return

30 days after

47%

16 / 34 earnings

Positive

+70.3%

Q4 2024

Best reaction

-30.7%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.8%
Q4 2025-7.9%+6.8%-20.7%
Q3 2025-17.8%-20.6%-39.1%
Q2 2025-25.5%-21.2%+3.1%
Q1 2025+1.8%+10.9%-6.0%
Q4 2024+70.3%+50.0%+141.3%
Q3 2024+3.6%-7.3%+11.5%
Q2 2024-24.9%-21.9%-44.5%
Q1 2024+11.5%+10.1%+2.1%
Q4 2023-20.3%-26.6%-34.6%
Q3 2023-1.1%+5.9%-3.6%
Q2 2023-5.0%-14.0%-11.6%
Q1 2023+10.9%+35.7%+73.3%
Q4 2022-6.7%+5.0%-10.6%
Q3 2022-6.8%+4.6%+25.8%
Q2 2022-30.7%-25.6%-35.7%
Q1 2022+5.3%+18.4%+31.8%
Q4 2021+1.3%+3.5%-8.9%
Q3 2021+6.2%-16.5%-16.3%
Q2 2021-12.4%-13.6%+9.1%
Q4 2020+11.9%+16.0%-10.0%
Q1 2021+11.9%+16.0%-10.0%
Q3 2020+13.1%+39.4%+36.7%
Q2 2020+3.9%+14.3%-12.1%
Q1 2020-10.2%-10.1%-17.2%
Q4 2019-4.1%-3.3%-7.0%
Q3 2019+8.6%+28.6%+5.4%
Q2 2019-14.3%-15.8%-40.4%
Q1 2019-16.0%-30.8%-37.6%
Q4 2018-1.7%+3.0%+26.4%
Q3 2018+4.0%-4.0%-0.5%
Q2 2018-3.7%-11.1%-12.1%
Q1 2018+11.6%+15.9%+14.6%
Q4 2017+3.3%-15.0%-6.7%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q1 2012
Q4 2011
Q2 2012
Q2 2011
Q1 2011
Q4 2010
Q2 2010
Q1 2010
Q4 2009

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