Equity Profile

NN

NextNav Inc.

Information TechnologyApplication Software$3.3B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

NextNav Inc. is a technology company focused on providing advanced location services through its innovative software 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 costs.

$-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.

NN Q2-2026 Earnings Preview

Context

Company Snapshot

NextNav Inc. is a technology company focused on providing advanced location services through its innovative software solutions. As part of the information technology sector, it plays a crucial role in enhancing location accuracy for various applications, which is increasingly important in today's digital landscape.

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 $-0.12, which was better than the expected $-0.15, resulting in a positive surprise. However, revenue details were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are expecting a continued loss this quarter, with a consensus EPS of $-0.15 and revenue of $1M. The overall sentiment is cautious, given the company's history of mixed earnings results.

Bull Case

If NextNav can exceed expectations in EPS and show signs of revenue growth, it could signal a turnaround and boost investor confidence.

Bear Case

On the other hand, if the company fails to meet earnings expectations again, it may raise concerns about its long-term 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 costs.

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 exceed the consensus estimate of $-0.15?

A better-than-expected EPS could indicate improved cost management and operational efficiency, which are critical for investor confidence.

What insights can be provided regarding revenue generation this quarter?

Understanding revenue performance will help gauge market demand for NextNav's services and its growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating NextNav's ability to manage costs effectively, which could lead to a smaller loss than anticipated this quarter.

Supporting Evidence

The company has shown a positive surprise in EPS in 38% of its recent quarters, indicating potential for better-than-expected results.

Options pricing suggests a high level of expected volatility, which could reflect investor sentiment that the company's performance may surprise positively.

Key Risk

If the EPS comes in significantly better than $-0.15, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are crucial as they will either reinforce or challenge the market's current expectations of NextNav's financial health.

Bull Confirmed If

An EPS of better than $-0.15 and revenue exceeding $1M would confirm the bull case.

Bear Confirmed If

An EPS worse than $-0.15 and revenue below $1M would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±42.19%

Historical Avg

±5.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±42.2% while NN has averaged ±5.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

99.8%

Calls (643K)P/C Ratio: 0.16Puts (138K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NextNav beats expectations, history suggests the stock could see a positive reaction, potentially around +5.04% on the day.

In-Line / Cautious

If results come in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

Should the company miss expectations, history suggests a potential decline around -3.02%, raising concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention metrics.
2Details on cost management strategies and operational efficiencies.
3Insights into market demand for NextNav's services.
4Any commentary on competitive positioning within the application software industry.
5Future guidance on revenue expectations for the next quarter.

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Company Snapshot

NextNav Inc. is a technology company focused on providing advanced location services through its innovative software 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 costs.

$-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.

NN Q2-2026 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are expecting a continued loss this quarter, with a consensus EPS of $-0.15 and revenue of $1M. The overall sentiment is cautious, given the company's history of mixed earnings results.

Bull Case

If NextNav can exceed expectations in EPS and show signs of revenue growth, it could signal a turnaround and boost investor confidence.

Bear Case

On the other hand, if the company fails to meet earnings expectations again, it may raise concerns about its long-term 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 costs.

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 exceed the consensus estimate of $-0.15?

A better-than-expected EPS could indicate improved cost management and operational efficiency, which are critical for investor confidence.

What insights can be provided regarding revenue generation this quarter?

Understanding revenue performance will help gauge market demand for NextNav's services and its growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating NextNav's ability to manage costs effectively, which could lead to a smaller loss than anticipated this quarter.

Supporting Evidence

The company has shown a positive surprise in EPS in 38% of its recent quarters, indicating potential for better-than-expected results.

Options pricing suggests a high level of expected volatility, which could reflect investor sentiment that the company's performance may surprise positively.

Key Risk

If the EPS comes in significantly better than $-0.15, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are crucial as they will either reinforce or challenge the market's current expectations of NextNav's financial health.

Bull Confirmed If

An EPS of better than $-0.15 and revenue exceeding $1M would confirm the bull case.

Bear Confirmed If

An EPS worse than $-0.15 and revenue below $1M would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±42.19%

Historical Avg

±5.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±42.2% while NN has averaged ±5.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

99.8%

Calls (643K)P/C Ratio: 0.16Puts (138K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If NextNav beats expectations, history suggests the stock could see a positive reaction, potentially around +5.04% on the day.

In-Line / Cautious

If results come in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

Should the company miss expectations, history suggests a potential decline around -3.02%, raising concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention metrics.
2Details on cost management strategies and operational efficiencies.
3Insights into market demand for NextNav's services.
4Any commentary on competitive positioning within the application software industry.
5Future guidance on revenue expectations for the next quarter.