Sustained Momentum: thinkRF Enters 2026 with Strong Execution and Expanding Market Demand

thinkRF — All-in-one spectrum intelligence and network analytics • thinkRF.com

A Confident Start to 2026

Q12026 marked a solid start to the year, with thinkRF delivering strong execution in line with expectations while continuing to strengthen its platform momentum, commercial execution, and market position. Building on the momentum of a breakout 2025, the quarter reflects a company operating with increasing discipline, clarity of focus, and growing market relevance.

Revenue grew 20% year-over-year, in line with expectations, while operational execution continued to improve. More importantly, the quality of revenue is evolving — with an increasing share driven by recurring engagements and long-term customer relationships.

“Spectrum is becoming critical infrastructure … but visibility into it hasn’t kept up. What we’re building is designed to close that gap, using AI to enable real-time, autonomous understanding of increasingly complex RF environments. The traction we’re seeing reflects how urgent that need has become.”
— Tarek Helaly, CEO

Platform-Led Growth and Revenue Quality

thinkRF’s transition toward a platform-driven model accelerated further in Q1:

• 67% of revenue was recurring, reflecting increasing reliance on long-term deployments and renewals
• 89% of revenue was driven by the SXM platform, reinforcing its role as the core engine of growth
• Gross margins remained strong at 78%, highlighting the scalability and maturity of the platform

This shift reflects a deliberate evolution toward a more predictable, higher-quality, and capital-efficient business model.

Commercial Progress and Expanding Opportunities

During the quarter, thinkRF continued to advance key customer engagements and expand its global footprint:

• Progressed multiple national-scale and multi-year spectrum intelligence programs across North America, the Middle East, and international markets
• Expanded into new use cases, including large-scale mobile network coverage validation and performance assessment
• Advanced several late-stage opportunities with regulators and telecom operators, supporting continued growth momentum into 2026

Demand continues to grow for independent, real-time visibility into the RF environment — particularly as wireless ecosystems become more complex, dense, and mission-critical.

Product Innovation: Expanding the SXM Platform

Innovation remained a central focus in Q1, with key advancements extending the capabilities and reach of SXM:

• Introduction of remote spectrum analysis, enabling seamless access to and analysis of RF environments from anywhere
• Launch of a next-generation portable SXM node, approximately 60% smaller, designed for flexible mobile and indoor deployments
• Continued platform enhancements improving performance, usability, and analytical depth

Development continues across key areas aligned with market demand, including:

• EMF exposure analysis and regulatory compliance
• Detection of unauthorized or rogue transmissions
• Advanced signal geolocation capabilities

Artificial Intelligence: Becoming Core to Spectrum Intelligence

Q1 marked continued progress in embedding AI into the SXM platform:

• Deployment of AI-based blind detection and real-time signal classification
• Ongoing integration of AI-driven capabilities to enhance automation, accuracy, and scalability

As RF environments grow in complexity, AI is rapidly becoming foundational to real-time spectrum intelligence — and thinkRF is positioning itself at the forefront of this shift.

Market Awareness and Visibility

Q1 saw strong engagement at key industry forums, including Mobile World Congress in Barcelona, where thinkRF strengthened its positioning with telecom stakeholders, converting engagement into early-stage commercial opportunities. The company was also recognized as a finalist for the Network Data & Intelligence Innovation Award at FutureNet World, reinforcing its growing visibility and credibility in the global spectrum intelligence market.

Looking Ahead: Positioned for Expanding Platform Adoption

thinkRF enters the remainder of 2026 with strong momentum and increasing confidence in its continued growth and execution. With a growing base of recurring revenue, a platform-led model, and a pipeline of advanced-stage opportunities, the company is well positioned to build on its trajectory.

The trajectory established over the past year is not only continuing — it is beginning to compound.

ABOUT thinkRF

thinkRF is redefining how the world understands and manages wireless spectrum. Its Spectrum eXperience Management (SXM) platform delivers continuous, real-time spectrum intelligence through a network of autonomous sensors and AI-driven analytics, delivering unprecedented visibility into today’s increasingly complex wireless environments. Trusted by regulators, telecom operators, and security organizations worldwide, thinkRF enables smarter spectrum management, faster decision-making, and more resilient wireless infrastructure. As spectrum becomes mission-critical digital infrastructure, thinkRF is positioning itself as a long-term partner in shaping the future of wireless. For more information, visit thinkrf.com