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Side-by-side financial comparison of Day One Biopharmaceuticals, Inc. (DAWN) and INSEEGO CORP. (INSG). Click either name above to swap in a different company.

INSEEGO CORP. is the larger business by last-quarter revenue ($48.4M vs $39.8M, roughly 1.2× Day One Biopharmaceuticals, Inc.). INSEEGO CORP. runs the higher net margin — 1.0% vs -49.6%, a 50.5% gap on every dollar of revenue. On growth, INSEEGO CORP. posted the faster year-over-year revenue change (0.6% vs -57.6%).

Day One Biopharmaceuticals is a clinical-stage biopharmaceutical firm focused on developing targeted precision oncology therapies for pediatric and young adult patients with genetically driven cancers. It advances novel drug candidates to address unmet medical needs in underserved patient segments, operating primarily in the U.S. and partnering with global oncology research institutions.

Inseego Corp designs, manufactures and delivers advanced 5G and IoT solutions including mobile hotspots, edge computing devices, and cloud-based device management platforms. It primarily serves telecom operators, enterprise clients, and public sector customers across global markets.

DAWN vs INSG — Head-to-Head

Bigger by revenue
INSG
INSG
1.2× larger
INSG
$48.4M
$39.8M
DAWN
Growing faster (revenue YoY)
INSG
INSG
+58.2% gap
INSG
0.6%
-57.6%
DAWN
Higher net margin
INSG
INSG
50.5% more per $
INSG
1.0%
-49.6%
DAWN

Income Statement — Q3 FY2025 vs Q4 FY2025

Metric
DAWN
DAWN
INSG
INSG
Revenue
$39.8M
$48.4M
Net Profit
$-19.7M
$469.0K
Gross Margin
42.2%
Operating Margin
-60.9%
2.7%
Net Margin
-49.6%
1.0%
Revenue YoY
-57.6%
0.6%
Net Profit YoY
-153.3%
182.9%
EPS (diluted)
$-0.19
$-0.02

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DAWN
DAWN
INSG
INSG
Q4 25
$48.4M
Q3 25
$39.8M
$45.9M
Q2 25
$33.9M
$40.2M
Q1 25
$30.8M
$31.7M
Q4 24
$48.1M
Q3 24
$93.8M
$54.0M
Q2 24
$51.6M
Q1 24
$0
$37.5M
Net Profit
DAWN
DAWN
INSG
INSG
Q4 25
$469.0K
Q3 25
$-19.7M
$1.4M
Q2 25
$-30.3M
$507.0K
Q1 25
$-36.0M
$-1.6M
Q4 24
$-566.0K
Q3 24
$37.0M
$9.0M
Q2 24
$624.0K
Q1 24
$-62.4M
$-4.5M
Gross Margin
DAWN
DAWN
INSG
INSG
Q4 25
42.2%
Q3 25
41.6%
Q2 25
41.1%
Q1 25
47.3%
Q4 24
37.3%
Q3 24
34.8%
Q2 24
36.4%
Q1 24
35.3%
Operating Margin
DAWN
DAWN
INSG
INSG
Q4 25
2.7%
Q3 25
-60.9%
4.7%
Q2 25
-103.1%
3.2%
Q1 25
-133.5%
-1.3%
Q4 24
3.7%
Q3 24
31.6%
1.9%
Q2 24
3.6%
Q1 24
-7.9%
Net Margin
DAWN
DAWN
INSG
INSG
Q4 25
1.0%
Q3 25
-49.6%
3.1%
Q2 25
-89.4%
1.3%
Q1 25
-117.0%
-5.0%
Q4 24
-1.2%
Q3 24
39.5%
16.6%
Q2 24
1.2%
Q1 24
-11.9%
EPS (diluted)
DAWN
DAWN
INSG
INSG
Q4 25
$-0.02
Q3 25
$-0.19
$0.03
Q2 25
$-0.29
$-0.03
Q1 25
$-0.35
$-0.16
Q4 24
$0.62
Q3 24
$0.38
$-0.06
Q2 24
$-0.02
Q1 24
$-0.72
$-0.44

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DAWN
DAWN
INSG
INSG
Cash + ST InvestmentsLiquidity on hand
$451.6M
$24.9M
Total DebtLower is stronger
Stockholders' EquityBook value
$450.9M
$-4.0M
Total Assets
$513.8M
$93.8M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DAWN
DAWN
INSG
INSG
Q4 25
$24.9M
Q3 25
$451.6M
$14.6M
Q2 25
$453.1M
$13.2M
Q1 25
$473.0M
$35.1M
Q4 24
$39.6M
Q3 24
$558.4M
$12.0M
Q2 24
$49.0M
Q1 24
$317.9M
$12.3M
Stockholders' Equity
DAWN
DAWN
INSG
INSG
Q4 25
$-4.0M
Q3 25
$450.9M
$-7.7M
Q2 25
$460.8M
$-10.5M
Q1 25
$479.5M
$-13.0M
Q4 24
$-12.9M
Q3 24
$555.5M
$-85.1M
Q2 24
$-101.8M
Q1 24
$296.8M
$-105.6M
Total Assets
DAWN
DAWN
INSG
INSG
Q4 25
$93.8M
Q3 25
$513.8M
$85.8M
Q2 25
$519.0M
$83.1M
Q1 25
$534.4M
$93.0M
Q4 24
$100.0M
Q3 24
$600.8M
$113.4M
Q2 24
$149.6M
Q1 24
$326.6M
$122.1M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DAWN
DAWN
INSG
INSG
Operating Cash FlowLast quarter
$-5.8M
$12.0M
Free Cash FlowOCF − Capex
$11.6M
FCF MarginFCF / Revenue
24.0%
Capex IntensityCapex / Revenue
0.0%
0.7%
Cash ConversionOCF / Net Profit
25.50×
TTM Free Cash FlowTrailing 4 quarters
$6.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DAWN
DAWN
INSG
INSG
Q4 25
$12.0M
Q3 25
$-5.8M
$3.2M
Q2 25
$-24.8M
$-4.5M
Q1 25
$-59.0M
$-3.5M
Q4 24
$-14.2M
Q3 24
$50.8M
$14.8M
Q2 24
$27.6M
Q1 24
$-49.7M
$5.2M
Free Cash Flow
DAWN
DAWN
INSG
INSG
Q4 25
$11.6M
Q3 25
$3.1M
Q2 25
$-24.8M
$-4.7M
Q1 25
$-59.3M
$-3.5M
Q4 24
$-14.3M
Q3 24
$50.0M
$14.8M
Q2 24
$27.6M
Q1 24
FCF Margin
DAWN
DAWN
INSG
INSG
Q4 25
24.0%
Q3 25
6.7%
Q2 25
-73.2%
-11.6%
Q1 25
-192.8%
-11.0%
Q4 24
-29.7%
Q3 24
53.4%
27.4%
Q2 24
53.5%
Q1 24
Capex Intensity
DAWN
DAWN
INSG
INSG
Q4 25
0.7%
Q3 25
0.0%
0.2%
Q2 25
0.0%
0.5%
Q1 25
1.0%
0.1%
Q4 24
0.1%
Q3 24
0.8%
0.0%
Q2 24
0.0%
Q1 24
0.0%
Cash Conversion
DAWN
DAWN
INSG
INSG
Q4 25
25.50×
Q3 25
2.22×
Q2 25
-8.81×
Q1 25
Q4 24
Q3 24
1.37×
1.65×
Q2 24
44.31×
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

DAWN
DAWN

Products$38.5M97%
License Agreement With Ipsen Pharma Sas$1.3M3%

INSG
INSG

Segment breakdown not available.

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