PHUN Phunware, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 18, 2026 Processed 3d 1h ago SEC 0001193125-26-228281
8-K material event: Items 1.01, 1.02

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Executive Summary

Phunware appointed Dmitry Kroshka as CEO and entered into a $3.6M software development agreement with Build Something LLC for its Apollo 2.0 platform. Interim CEO Jeremy Krol returns to COO and resigned from the board. The filing reflects routine leadership transition and a service contract, with no material financial data disclosed.

Actionable Insight

Monitor execution of Apollo 2.0 milestones and future earnings releases for revenue growth traction. No immediate trading catalyst from this routine filing.

Key Facts

  • Appointed Dmitry Kroshka as CEO effective May 13, 2026 with base salary $475,000, bonus target 50-150%, performance bonus up to $237,500, and equity valued at $1,000,000.
  • Entered Master Software and Services Agreement with Build Something LLC for Apollo 2.0 development, aggregate project fees up to $3,559,200.
  • Terminated Interim CEO Agreement with Jeremy Krol; Krol resumed COO role and resigned from the Board.
  • Press release noted AI Concierge engagement 40% above forecast, >95% customer retention, strong cash position, and no debt.
  • No financial statements or earnings data provided in this filing.

Financial Impact

Development contract of up to $3,559,200; CEO compensation package of $475,000 salary plus bonus and equity; no revenue impact disclosed.

cash_flowoperating_expenses

Risk Factors

  • Execution risk on Apollo 2.0 platform development and commercial rollout.
  • Dependence on third-party developer (BSPG) for key product milestones.
  • Micro-cap volatility and limited liquidity.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Computer Processing & Data Preparation
Analyst Consensus
75% bullish (8 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-228281
Document: phun-20260512.htm0001193125-26-228281
Document: phun-ex99_1.htm0001193125-26-228281
Document: phun-ex10_2.htm0001193125-26-228281
Document: 0001193125-26-228281-index-headers.html0001193125-26-228281
Document: 0001193125-26-228281-index.html0001193125-26-228281
Document: 0001193125-26-228281.txt0001193125-26-228281
2 reports for PHUN
Performance horizon
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Reports for PHUN — sortable, filterable
Type Now
May 18, 2026
3d ago
8-K
NEUTRAL ★ 4/10
$2.03 awaiting T+20awaiting T+20$2.02 (−0.25%)
Mar 20, 2026
8w ago
Press Release
MIXED ★ 6/10
$1.80 $2.20▲ +22.22%▲ +12.90%$2.02 (+12.22%)
Showing 2 of 2

US Market Status

Market Open — Closes in 3h 51m

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