Lantronix (NasdaqCM:LTRX) FY Conference March 24, 2026 04:00 PM ET Company ParticipantsSaleel Awsare - CEOConference Call ParticipantsScott Searle - Managing Director and Senior Research AnalystScott SearleThank you for joining us for this fireside chat as we enter the afternoon, the last day of the 38th Annual Roth Conference. I'm Scott Searle. I'm the communications AIoT and Edge Compute Analyst with Roth. What we try to do in our fireside chats are identify and highlight companies where there's something ...

Collaboration integrates Lantronix’s edge-AI compute platform with Unusual Machines’ flight systems to accelerate scalable U.S. drone architectures that support national security and critical-infrastructure prioritiesIRVINE, Calif., March 19, 2026 (GLOBE NEWSWIRE) -- Lantronix Inc. (Nasdaq: LTRX), a global provider of Edge AI and Industrial IoT solutions that power NDAA-compliant unmanned systems, critical infrastructure, and resilient enterprise networks, and Unusual Machines, Inc. (NYSE American: UMAC), a ...

Live Demos Feature SmartSwitch.ai, SmartEdge AI Gateways and FLIR-Integrated Drone Intelligence Alongside Lantronix’s Industry-Leading PoE Switching Solutions for Security, Industrial and Smart City NetworksIRVINE, Calif., March 17, 2026 (GLOBE NEWSWIRE) -- Lantronix Inc. (Nasdaq: LTRX), a global provider of Edge AI and Industrial IoT solutions that power NDAA-compliant unmanned systems, critical infrastructure and resilient enterprise networks, today announced it will showcase its latest intelligent switch ...

Core Viewpoint - Lantronix Inc. is participating in the 38th Annual ROTH Conference, which will include a fireside chat and one-on-one meetings with institutional investors, highlighting its focus on engaging with the investment community [1][2]. Company Overview - Lantronix Inc. is a global leader in Edge AI and Industrial IoT solutions, providing intelligent computing, secure connectivity, and remote management for mission-critical applications [3]. - The company serves high-growth markets such as smart cities, enterprise IT, and unmanned systems, including drones, enabling customers to optimize operations and accelerate digital transformation [3]. - Lantronix's portfolio includes hardware, software, and services that support applications like secure video surveillance and resilient out-of-band network management, helping organizations achieve efficiency and security in an AI-driven environment [3]. Conference Details - The 38th Annual ROTH Conference will take place from March 22 to 24, 2026, at The Ritz-Carlton, Laguna Niguel, California [2]. - A fireside chat featuring ROTH analyst Scott Searle is scheduled for March 24, 2026, from 12:00 p.m. to 12:25 p.m. Pacific Daylight Savings Time [2]. - Interested parties can request one-on-one meetings with Lantronix by contacting ROTH representatives [2].

Core Insights - Lantronix Inc. announced a strategic expansion of its embedded compute platform through new System-on-Module (SOM) solutions based on MediaTek's Genio family of System-on-Chip (SoC) platforms, enhancing its position in the Edge AI market [1][2] Group 1: Strategic Expansion - The expansion aims to scale Lantronix's embedded compute ecosystem by broadening its solutions portfolio and increasing market coverage, particularly in high-growth industrial and commercial Edge AI deployments [2][5] - By integrating MediaTek's SOMs, Lantronix enhances its ability to deliver performance-optimized and power-efficient compute platforms across various deployment requirements [5][6] Group 2: Competitive Positioning - The collaboration with MediaTek allows Lantronix to address distinct segments of edge AI deployments, focusing on power efficiency and performance-to-cost ratio, thereby increasing its total addressable market [3][6] - The new SOM platforms will support the NVIDIA TAO framework, simplifying AI model development and deployment while delivering advanced multimedia processing capabilities [6][9] Group 3: Market Potential - Lantronix's scaled compute portfolio positions the company to capitalize on sustained growth in industrial and commercial markets, with the global industrial IoT market expected to exceed $1 trillion by the end of the decade [10] - The global drone market is projected to reach $57.8 billion by 2030, reinforcing the demand for scalable, secure edge computing solutions [10] Group 4: Investor Highlights - The expansion strengthens Lantronix's competitive and supply positioning, enabling the company to capture a broader spectrum of design wins and protect gross margins across performance tiers [8][15] - The strategy aims to improve supply chain resiliency and reduce dependency risks while providing long-term platform continuity to customers [8][15]

Core Insights - Lantronix Inc. is expanding its embedded computing platform through a new system-on-module (SOM) solution based on MediaTek's Genio series, enhancing its capabilities in edge AI and IoT markets [1][2][3] Strategic Expansion - The strategic expansion reinforces Lantronix's multi-silicon platform strategy, broadening its market coverage and accelerating growth in industrial IoT and edge AI sectors [1][3] - The integration of MediaTek's SOM modules allows Lantronix to meet high-capacity, energy-efficient edge AI deployment needs, significantly increasing its total addressable market [3][12] Competitive Positioning - The multi-silicon expansion strategy enhances Lantronix's competitiveness in various design cycles and global OEM projects, including industrial automation, robotics, smart cameras, and commercial IoT platforms [4][5][12] - The collaboration with MediaTek strengthens supply chain resilience and reduces dependency risks, allowing Lantronix to protect and optimize profit margins across performance tiers [5][12] Market Dynamics - Lantronix's scalable computing product portfolio positions the company to capitalize on long-term growth opportunities in industrial and commercial markets, with the global industrial IoT market projected to exceed $1 trillion by the end of 2030 [7][12] - The global drone market is expected to reach $57.8 billion by 2030, highlighting the ongoing demand for scalable and secure edge computing solutions [7] Investor Highlights - The new SOM platform will support NVIDIA TAO framework, simplifying AI model development and deployment across various edge environments, thus providing advanced multimedia capabilities and industrial-grade performance [6][12] - Lantronix will showcase its drone technology in collaboration with Teledyne FLIR at the Embedded World 2026 exhibition, emphasizing real-time edge intelligence in visual-driven workloads [9]

Core Insights - Lantronix Inc. has announced a strategic distribution partnership with Melchioni Electronics to enhance its market presence in Europe and accelerate revenue growth in the IoT and Edge AI sectors [1][2][3] Group 1: Partnership Details - Melchioni Electronics will distribute Lantronix's IoT and Edge AI products while providing localized technical and sales support in key European markets such as Italy, Spain, Germany, France, Slovenia, and Greece [2][3] - The partnership aims to leverage Melchioni's established regional presence and customer relationships to broaden Lantronix's market penetration [2][3] Group 2: Strategic Benefits - The collaboration is expected to enhance Lantronix's ability to scale efficiently in Europe by utilizing Melchioni's technical expertise and customer engagement capabilities [3][7] - This agreement positions Lantronix to expand its customer base, shorten sales cycles, and support sustained international growth as demand for secure AI and IoT solutions increases [3][7] Group 3: Company Background - Lantronix Inc. is recognized as a global leader in Edge AI and Industrial IoT solutions, focusing on intelligent computing, secure connectivity, and remote management for mission-critical applications [5] - Melchioni Electronics specializes in distributing high-quality electronic solutions and is known for its expertise in providing tailored solutions to meet client needs [6]

Core Insights - Lantronix, Inc. showcased new automated out-of-band innovations at Cisco Live 2026, aimed at enhancing network reliability and efficiency, reinforcing its leadership in the network solutions sector [1][6] - Needham upgraded Lantronix's stock to a "Buy" rating on February 5, 2026, with the stock priced at $5.82, indicating confidence in the company's growth potential despite a negative price-to-earnings (P/E) ratio of -26.62 [2][6] - The company's price-to-sales ratio is approximately 2.12, suggesting a reasonable valuation in relation to its sales, which could be appealing to investors [3][6] Financial Metrics - Lantronix's enterprise value to operating cash flow ratio is around 24.86, indicating a focus on cash flow management while investing in innovations [4] - The debt-to-equity ratio is about 0.34, suggesting a relatively low level of debt compared to equity, which is a positive sign for financial stability [4] - The current ratio is approximately 2.75, indicating a strong ability to cover short-term liabilities with short-term assets, supporting ongoing innovations [5][6]

Core Insights - Lantronix Inc. will showcase its Out-of-Band (OOB) management solutions at Cisco Live 2026 in Amsterdam, aimed at reducing unscheduled downtime through automated management and recovery [1][2] Company Overview - Lantronix is a global leader in Edge AI and Industrial IoT solutions, providing intelligent computing, secure connectivity, and remote management for mission-critical applications [3] - The company serves high-growth markets such as smart cities, enterprise IT, and unmanned systems, including drones, enabling customers to optimize operations and accelerate digital transformation [3] Product Features - The OOB solutions offer end-to-end workflows that connect console access, centralized administration, and operational automation across distributed sites and large-scale environments [2] - Key benefits include reduced downtime, quicker incident response, and faster recovery, maintaining secure access to remote infrastructure during outages or security incidents [6] - The solutions also aim to reduce manual work in Network Operations Centers (NOCs) and field operations by standardizing common tasks [6] Event Details - Lantronix will conduct a speaking session titled "Out-of-Band Everywhere," focusing on how OOB advancements enhance network infrastructure management and security while generating new business options [2][6] - The session is scheduled for February 10, 2026, at 15:20, featuring Ryan Hogg, the director of Product Strategy [6]

Core Insights - Lantronix Inc. (NASDAQ:LTRX) is collaborating with Safe Pro Group to develop AI-driven edge intelligence for defense and autonomous systems [1][3] - The partnership focuses on integrating Safe Pro's Object Threat Detection algorithms with Lantronix's Qualcomm-based Open-Q SOM solutions [1][2] Group 1: Partnership and Technology Development - The collaboration aims to create embeddable chipsets for real-time, on-device threat detection in drones and unmanned aerial systems without cloud connectivity [2] - The technical integration utilizes the Open-Q 5165RB SOM, which employs the Qualcomm Dragonwing QRB5165 System on Chip for high-performance, power-efficient computing [2] - By processing AI models locally, the architecture enhances latency, resilience, and mission-critical security [2] Group 2: Market Applications and Strategic Goals - The design is optimized for identifying landmines and small threats, supporting advanced machine vision and neural network capabilities at the network edge [3] - The partnership targets high-growth opportunities in the global drone market, collaborating on programs like Red Cat Holding's Teal Black Widow quadcopters for the US Army [3] - The initiative includes integrating AI outputs into the Android Tactical Assault Kit platform via secure gateways, aligning with Lantronix's Edge AI strategy [3] Group 3: Company Overview - Lantronix Inc. develops, markets, and sells industrial and enterprise IoT products and services across various regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan [4]