Equity Profile

NN

NextNav Inc.

Information TechnologyApplication Software$2.9B

May14Thu

Post-Earnings Recap

ReportedQ1-2026After Close4:03 PM EDT

NextNav Inc. Beats on EPS, Stock Up 5.47%

Metric	Actual	Expected	Surprise
EPS	$-0.12	$-0.15	+20.00%
Revenue	—	$1M	—

management commentary, guidance changes, and full analysis available with Pro.

NextNav Inc. Beats on EPS, Stock Up 5.47%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.12	$-0.15	+20.00%
Revenue	—	$1M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

NextNav Inc. reported a narrower loss than expected, which contributed to a positive stock reaction, with shares rising by 5.47%. However, the company did not provide revenue figures or future guidance, leaving some uncertainty about its financial outlook. Investors may view the EPS beat as a sign of improved operational efficiency, but the lack of revenue data raises questions about overall performance.

Company Snapshot

NextNav Inc. is a technology company focused on providing advanced positioning solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its expenses.

$-0.15

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its services.

$1M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

NextNav Inc. is a technology company focused on providing advanced positioning solutions. Operating in the application software industry, it plays a crucial role in enhancing location-based services, which are increasingly important in various sectors, including smart cities and autonomous vehicles.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-195.63%

Avg Stock Reaction

-3.09%

Last Quarter Recap

In the last quarter, NextNav reported an EPS of $-1.42, significantly missing expectations. The stock reacted positively, gaining 1.57% the next day despite the disappointing results.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect NextNav to report a loss again this quarter, with a consensus EPS of $-0.15. Revenue is anticipated to remain stable at $1 million.

Bull Case

If NextNav can narrow its losses and show signs of revenue growth, it could signal improving operational efficiency and attract investor interest.

Bear Case

A larger-than-expected loss or stagnant revenue could raise concerns about the company's viability and lead to further stock declines.

Key Metrics to Watch

EPS

$-0.15

Earnings per share is a key indicator of profitability and will show how well the company is managing its expenses.

Revenue

$1M

Revenue figures will provide insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will NextNav's EPS come in better than the consensus estimate of $-0.15?

A smaller loss than expected could indicate improved cost management and operational efficiency, which would be positively received by the market.

What are the revenue figures, and how do they compare to the $1M consensus?

Revenue performance will be critical in assessing demand for NextNav's services and could influence investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street is overly pessimistic about NextNav's ability to manage costs and generate revenue. There are signs that operational efficiencies may be improving, which could lead to better-than-expected results.

Supporting Evidence

The stock has historically reacted positively even after significant EPS misses, indicating potential resilience.

Options pricing suggests a larger move than historical averages, indicating that traders may expect a surprise.

The company has shown some ability to beat revenue expectations in the past, despite overall losses.

Key Risk

If NextNav's revenue exceeds $1M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether NextNav can stabilize its financial performance amidst ongoing operational challenges.

Bull Confirmed If

If EPS is better than $-0.15 and revenue exceeds $1M, it would support a more optimistic outlook.

Bear Confirmed If

If EPS worsens beyond $-0.15 and revenue remains stagnant at $1M, it would confirm bearish sentiments.

Pre-Earnings Positioning

Options Market

Implied Move

±11.52%

Historical Avg

±5.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±7.8% while NN has averaged ±5.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.9%

30d HV

85.3%

Calls (2.6M)P/C Ratio: 0.03Puts (172K)

Edge

Historical Setup Match

Cross-company pattern from 25 similar setups.

Prior-quarter miss + options pricing rich in Information Technology

n=25

Fade rate: 4 of 17 (24%)

This setup has occurred 25 times across Information Technology in the last 2 years. 13 of 17 (76%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 7.9%, with a raw directional average of +3.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NextNav beats expectations, history suggests the stock could move up by around 4.54%, confirming a positive trend.

In-Line / Cautious

A cautious report that meets expectations may lead to minimal movement as investors await clearer signals of recovery.

Miss

If the company misses expectations, history suggests a potential decline of about 2.27%, reflecting ongoing concerns about its financial health.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies or cost management strategies.
2Details on customer demand and new contracts that could drive revenue growth.
3Management's outlook on future quarters and any guidance on expected performance.
4Insights into competitive positioning within the application software market.
5Any commentary on technological advancements or partnerships that could enhance service offerings.

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Company Snapshot

NextNav Inc. is a technology company focused on providing advanced positioning solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its expenses.

$-0.15

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its services.

$1M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-195.63%

Avg Stock Reaction

-3.09%

Last Quarter Recap

In the last quarter, NextNav reported an EPS of $-1.42, significantly missing expectations. The stock reacted positively, gaining 1.57% the next day despite the disappointing results.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect NextNav to report a loss again this quarter, with a consensus EPS of $-0.15. Revenue is anticipated to remain stable at $1 million.

Bull Case

If NextNav can narrow its losses and show signs of revenue growth, it could signal improving operational efficiency and attract investor interest.

Bear Case

A larger-than-expected loss or stagnant revenue could raise concerns about the company's viability and lead to further stock declines.

Key Metrics to Watch

EPS

$-0.15

Earnings per share is a key indicator of profitability and will show how well the company is managing its expenses.

Revenue

$1M

Revenue figures will provide insight into the company's sales performance and market demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will NextNav's EPS come in better than the consensus estimate of $-0.15?

A smaller loss than expected could indicate improved cost management and operational efficiency, which would be positively received by the market.

What are the revenue figures, and how do they compare to the $1M consensus?

Revenue performance will be critical in assessing demand for NextNav's services and could influence investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

The stock has historically reacted positively even after significant EPS misses, indicating potential resilience.

Options pricing suggests a larger move than historical averages, indicating that traders may expect a surprise.

The company has shown some ability to beat revenue expectations in the past, despite overall losses.

Key Risk

If NextNav's revenue exceeds $1M, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in determining whether NextNav can stabilize its financial performance amidst ongoing operational challenges.

Bull Confirmed If

If EPS is better than $-0.15 and revenue exceeds $1M, it would support a more optimistic outlook.

Bear Confirmed If

If EPS worsens beyond $-0.15 and revenue remains stagnant at $1M, it would confirm bearish sentiments.

Pre-Earnings Positioning

Options Market

Implied Move

±11.52%

Historical Avg

±5.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±7.8% while NN has averaged ±5.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.9%

30d HV

85.3%

Calls (2.6M)P/C Ratio: 0.03Puts (172K)

Edge

Historical Setup Match

Cross-company pattern from 25 similar setups.

Prior-quarter miss + options pricing rich in Information Technology

n=25

Fade rate: 4 of 17 (24%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NextNav beats expectations, history suggests the stock could move up by around 4.54%, confirming a positive trend.

In-Line / Cautious

A cautious report that meets expectations may lead to minimal movement as investors await clearer signals of recovery.

Miss

If the company misses expectations, history suggests a potential decline of about 2.27%, reflecting ongoing concerns about its financial health.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on operational efficiencies or cost management strategies.
2Details on customer demand and new contracts that could drive revenue growth.
3Management's outlook on future quarters and any guidance on expected performance.
4Insights into competitive positioning within the application software market.
5Any commentary on technological advancements or partnerships that could enhance service offerings.