Phunware, Inc.
Phunware, Inc. builds cloud-based software and mobile application solutions centered on a vertical application framework and SDKs for iOS and Android apps. The company also provides related development, support, and advertising services, with offerings used across industries such as healthcare, hospitality, retail, sports, aviation, and residential properties.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaSubscription licenses for the vertical application framework and SDK access.
Application design, development, enhancement, support, and maintenance work.
Mobile advertising sold on an impression basis to reach app users.
Tuotteet
Raportoitu · osuus liikevaihdosta- Software Subscriptions and Services89,0 %
- Advertising11,0 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Phunware sells primarily to enterprises that need branded mobile apps and digital engagement tools for specific end markets. Its customer base includes healthcare providers, hospitality operators, retailers, sports organizations, aviation-related businesses, and residential property operators. The company also works with advertisers that want to place ads on mobile connected devices.
Buy mobile app frameworks and services to improve patient experience and engagement.
Use guest-facing apps and concierge features for bookings, services, and monetization.
Purchase app-based engagement tools to support shopper interaction and loyalty.
Adopt vertical app solutions tailored to fan, traveler, or employee experiences.
Buy mobile ad inventory to reach users on connected devices.
Strategia
Phunware is focusing on integrating generative AI and agentic AI into its mobile app offerings, including automation features that can streamline app creation and customer interaction. It is also prioritizing long-term growth through continued investment in product development, sales coverage, and customer pilots in its core vertical markets. The strategy is aimed at making its platform more useful to enterprise customers while expanding monetization opportunities within existing apps.
Automation can reduce manual configuration and improve product differentiation.
Industry-specific workflows help the company win enterprise customers with tailored use cases.
Broader sales and delivery capacity supports adoption across more customers and geographies.
Maantiede
2025Phunware is headquartered in the United States and serves customers globally. The company states that it continues investing in its ability to market, sell, and deliver products and services to customers worldwide, but the filings provided do not disclose a country revenue split. Its business is therefore exposed to cross-border commercial execution, even though the core operating base is U.S.-centric.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Phunware faces execution risk in converting its AI features from development and testing into commercially adopted products. As a software and services business with advertising exposure, it is also sensitive to customer concentration, demand variability, and changes in mobile ad traffic economics. The company’s filings also highlight going-concern style financing dependence, making capital access and management continuity important risks.
The company is investing in generative and agentic AI features that are still in R&D, pilot, or testing phases.
Kohdistuu: Product roadmap and future revenue growth
Revenue depends on enterprise customers adopting and renewing vertical app subscriptions and services.
Kohdistuu: Software subscriptions and services
The company expects future operating losses and may need additional equity or debt capital.
Kohdistuu: Corporate funding and continuity
Leadership changes can disrupt execution, customer relationships, and strategic consistency.
Kohdistuu: Operating execution
Advertising gross profit depends on the cost and availability of traffic purchased from suppliers.
Kohdistuu: Advertising revenue
Kirjanpito
Harkinnanvaraiset erätDifferent timing rules apply to subscriptions, services, support, and advertising.
Vaikutus: Affects quarterly revenue comparability and deferred revenue balances
These metrics indicate contracted future work not yet recognized as revenue.
Vaikutus: Useful for assessing near-term revenue visibility
Personnel-heavy software businesses often use equity awards as a major compensation component.
Vaikutus: Can materially affect operating expenses and adjusted metrics
Office and operating leases create right-of-use assets and lease liabilities.
Vaikutus: Affects balance sheet leverage and expense timing
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Päivitetty: 24.9.2026