Core Insights - Lantronix Inc. reported a strategic transformation in fiscal 2025, focusing on operational streamlining and targeted investments in high-value markets, positioning itself for sustainable growth and enhanced supply chain resilience [2][6]. Financial Performance - For Q4 FY2025, Lantronix achieved net revenue of $28.8 million, with a GAAP EPS of ($0.07) and a Non-GAAP EPS of $0.01 [5][6]. - For the full fiscal year 2025, net revenue totaled $122.9 million, with a GAAP EPS of ($0.29) and a Non-GAAP EPS of $0.14 [6][23]. Business Highlights - The company secured a multi-year contract with a Tier-1 U.S. wireless operator to manage nationwide backup power systems, enhancing network resilience and reducing operational costs [6]. - Lantronix was selected by Red Cat's Teal Drones to power U.S. Army-approved drones, providing early revenue visibility for fiscal 2026 [6]. - The launch of the NTC-500 Series industrial-grade 5G routers aims to support private 5G, edge computing, and industrial IoT applications [6]. Strategic Initiatives - The leadership team was expanded with three strategic hires to accelerate growth in Edge IoT and Network Infrastructure, focusing on network resilience and AI-driven connectivity solutions [6]. - The company is positioned to capture multi-year, high-margin opportunities in the secure defense drone market and Edge AI solutions [2][6]. Revenue Breakdown - In Q4 FY2025, revenue from Embedded IoT Solutions was $10.2 million, IoT System Solutions was $16.7 million, and Software & Services was $2.0 million [30]. - For the fiscal year, revenue from Embedded IoT Solutions was $46.4 million, IoT System Solutions was $68.7 million, and Software & Services was $7.8 million [30]. Geographic Performance - In Q4 FY2025, revenue from the Americas was $19.8 million, EMEA was $5.3 million, and APJ was $3.7 million [31]. - For the full fiscal year, revenue from the Americas was $70.1 million, EMEA was $30.9 million, and APJ was $21.9 million [31].

Core Insights - Lantronix Inc. is participating in the 2025 Gateway Conference on September 3-4, showcasing its leadership in Edge AI and Industrial IoT solutions [1][2][3] Company Overview - Lantronix Inc. is recognized as 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 for commercial and defense purposes, 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 [3] Conference Participation - CEO Saleel Awsare and CFO Brent Stringham will engage in a fireside chat on September 3 at 10 a.m. Pacific Time, which will be webcast live [2] - One-on-one meetings will be held throughout the event, providing opportunities for direct engagement with investors [2]

Core Viewpoint - Lantronix has developed a TAA- and NDAA-compliant Edge AI solution that has been selected by Teal Drones for the production of Black Widow™ drones, enhancing its position in the defense market and providing early revenue visibility [1][2]. Company Summary - Lantronix Inc. is a leader in Edge AI and Industrial IoT solutions, focusing on intelligent computing, secure connectivity, and remote management for mission-critical applications [7]. - The company’s solutions are designed to optimize operations and accelerate digital transformation across various high-growth markets, including defense and commercial unmanned systems [7]. Industry Summary - The global drone market is projected to reach $57.8 billion by 2030, indicating significant growth opportunities for companies like Lantronix in the secure defense and commercial drone segments [4]. - The collaboration with Teal Drones positions Lantronix to support future defense and industrial IoT programs that require compliance with TAA and NDAA standards, creating long-term growth opportunities [5].

Core Insights - Lantronix has launched edge AI solutions that comply with TAA and NDAA requirements, enhancing its position in the defense market and supporting sensitive U.S. government missions [1][2] Group 1: Company Developments - Lantronix's solutions are based on the Qualcomm® Dragonwing™ QRB5165 processor, providing advanced edge AI capabilities while meeting stringent U.S. security standards [2] - The company has begun mass production and shipping of its solutions for the Black Widow™ drone, which is part of the U.S. Army's Short Range Reconnaissance (SRR) program, generating early revenue [1][2] - Lantronix's CEO highlighted the company's leadership in the edge AI market and its ability to deliver compliant, high-performance products, creating opportunities for long-term partnerships with leading brands [3] Group 2: Market Opportunities - The global drone market is projected to reach $57.8 billion by 2030, indicating significant growth potential for Lantronix in both defense and commercial drone sectors [2] - The collaboration with Teal Drones allows Lantronix to support defense and industrial IoT projects that require TAA and NDAA compliance, positioning the company for sustained high-profit growth opportunities [3]

Core Viewpoint - Lantronix Inc. is set to release its financial results for the fiscal 2025 fourth quarter on August 27, 2025, after market close [1] Financial Results Announcement - The financial results will cover the period ended June 30, 2025 [1] - An investor conference call and audio webcast will be held on August 27, 2025, at 2:00 p.m. Pacific Time [2] - Investors can access the live conference call by dialing specific numbers for U.S. and international participants [2] Conference Call Replay - A replay of the conference call will be available on the Lantronix website starting at approximately 5:00 p.m. Pacific Time on August 27, 2025 [3] - A telephonic replay will be accessible until September 3, 2025, with specific dialing instructions provided [3] Company Overview - Lantronix Inc. is recognized as a global leader in Edge AI and Industrial IoT solutions [4] - The company provides intelligent computing, secure connectivity, and remote management for mission-critical applications [4] - It serves high-growth markets such as smart cities, enterprise IT, and unmanned systems in commercial and defense sectors [4] - Lantronix's offerings include a comprehensive portfolio of hardware, software, and services aimed at enhancing operational efficiency and digital transformation [4]

Core Insights - Lantronix has launched the new NTC-500 series of industrial-grade 5G routers aimed at enhancing enterprise mobility, gaining real-time insights, and improving return on investment [1][2] - The NTC-500 series is a result of Lantronix's acquisition of NetComm Wireless, showcasing the effectiveness of its strategic investments and solidifying its position in the industrial IoT market [1][2] - The 5G market is projected to grow from $2.7 billion in 2025 to $29 billion by 2030, driven by demand in critical applications across sectors like manufacturing and healthcare [3] Product Features and Benefits - The NTC-500 series addresses key pain points such as high deployment costs, long installation times, and the need for high-density endpoint support, opening new revenue streams in 5G private networks, edge computing, and industrial automation [2] - It supports multiple use cases with a flexible design, allowing customers to scale efficiently while reducing total ownership costs [2] - The routers comply with the latest 3GPP Release 16 5G standards, featuring both non-standalone (NSA) and standalone (SA) modes, along with 4G-LTE fallback and dynamic 5G slicing capabilities [5] Industry Recognition - The NTC-500 series has received accolades, including the "2025 Industrial IoT Product of the Year Award" from IoT Evolution World, highlighting its innovative contributions to the IoT market [4] Use Cases - High-speed data transmission enables seamless communication between industrial assets and systems, applicable in machine vision, remote monitoring, and firmware updates [6] - Low latency facilitates real-time control, crucial for robotics, automated guided vehicles (AGVs), and security systems [6] - The routers support flexible deployment scenarios, potentially saving thousands in cabling costs and enabling modular production lines and temporary logistics hubs [9]

Core Insights - Lantronix has launched the NTC-500 Series, a rugged industrial-grade 5G router aimed at transforming enterprise mobility and connectivity economics [1][2] - The NTC-500 Series is a result of Lantronix's acquisition of NetComm Wireless, reinforcing its strategic investment and global position in the IoT market [1][2] Product Features and Market Position - The NTC-500 Series is designed to capitalize on the global shift towards wireless industrial infrastructure, offering carrier certification and global approvals at a disruptive price point [2][4] - It addresses high deployment costs, long installation timelines, and limited mobility, opening new revenue streams in private 5G, edge computing, and industrial automation [3][4] - The product supports the n48-CBRS band, n77, and n78, facilitating rapid digitization of mobile assets and enhancing operational agility [4] Market Growth and Recognition - The 5G market is projected to grow from $2.7 billion in 2025 to $29 billion by 2030, with private 5G deployments accelerating in sectors like manufacturing and healthcare [5] - The NTC-500 Series has received the 2025 Industrial IoT Product of the Year Award, highlighting its innovation and contribution to the IoT industry [6][7] Technical Capabilities - The NTC-500 Series supports 5G Non-Standalone (NSA) and 5G Standalone (SA) with 4G-LTE fallback, enabling complex end-to-end quality of service solutions [8] - Key capabilities include ultra-fast 5G data transfer, low latency for real-time control, and cable-free connectivity, which enhances deployment flexibility [9][14]

Core Viewpoint - Lantronix Inc. has entered into a cooperation agreement with Chain of Lakes Investment Fund LLC and other stockholders, leading to the appointment of Jim Auker to the Board of Directors, aimed at enhancing shareholder value [1][2]. Company Overview - Lantronix Inc. is a global leader in compute and connectivity IoT solutions, focusing on high-growth industries such as Smart Cities, Automotive, and Enterprise [3]. - The company's offerings include Intelligent Substations infrastructure, Infotainment systems, and Video Surveillance, along with advanced Out-of-Band Management for Cloud and Edge Computing [3]. Strategic Developments - The cooperation agreement reflects Lantronix's commitment to maximizing shareholder value and includes customary standstill and voting commitments from Chain of Lakes and its representatives [2]. - The appointment of Jim Auker is expected to provide valuable insights and guidance as the company continues to pursue its strategic priorities [2].

Core Insights - Lantronix, Inc. (LTRX) has entered a multi-year agreement with a Tier-1 U.S. mobile network operator to enhance the digital transformation of over 50,000 backup power systems at wireless cell sites nationwide [1] - The collaboration aims to improve network reliability and reduce operational costs through real-time monitoring and advanced Edge gateways [1][2] Group 1: Digital Transformation and Operational Efficiency - The partnership will enable remote visibility and data-driven maintenance capabilities for backup generators, which are essential for maintaining uninterrupted mobile service during power outages [2] - Lantronix's Edge Intelligence solutions will significantly cut operational expenses while enhancing system reliability [2][4] - The deployment utilizes Lantronix's FOX Series industrial IoT gateways and the cloud-based Percepxion platform for scalable, vendor-agnostic generator health monitoring [3] Group 2: Key Metrics and Monitoring Capabilities - Key metrics such as fuel levels, battery status, oil pressure, and coolant temperature will be continuously tracked to facilitate predictive maintenance and ensure compliance with environmental regulations [3] - The partnership has led to improved network resilience, real-time operational visibility, and secure lifecycle management of connected assets [4] Group 3: Expanded Infrastructure Oversight - Beyond generator monitoring, Lantronix's solutions also provide oversight for HVAC systems, power regulators, and battery banks, enhancing overall site readiness and reliability [5] Group 4: Recent Collaborations and Innovations - Lantronix has recently partnered with Aerora to integrate Edge AI solutions for advancements in drones and robotics [6] - The company has strengthened its position in AI edge intelligence through collaborations, including one with Teledyne FLIR, showcasing its Open-Q platform in AI-enabled thermal cameras for drones [7] Group 5: Financial Performance and Challenges - In the third quarter of fiscal 2025, revenues from the IoT System Solutions segment, which accounted for 51.7% of total revenues, declined by 45% year-over-year [8] - The Embedded IoT Solutions segment saw a 3.7% decrease, while the Software & Services segment experienced an 8.3% decline [8]

Core Insights - Lantronix has entered a multi-year agreement with a Tier-1 U.S. mobile network operator to manage over 50,000 backup power systems across wireless cell sites, aiming to enhance network resilience and reduce operational costs [1][2][3] Company Overview - Lantronix Inc. is recognized as a global leader in compute and connectivity IoT solutions, focusing on high-growth industries such as Smart Cities, Automotive, and Enterprise [5] Technological Advancements - The deployment will utilize Lantronix's Edge gateways and Percepxion platform for real-time monitoring of generator health, which includes metrics like fuel levels and battery status, thereby enabling data-driven servicing [3][7] - The solutions provided by Lantronix are designed to significantly reduce operational expenses and improve network reliability through remote oversight and automated alerts [2][7] Market Position - Lantronix's selection from over 20 competitors highlights its strong market position and capability to scale across large, distributed asset networks [3] - The company has commenced volume shipments of its products, indicating a proactive approach to fulfilling the agreement [3] Operational Benefits - Key outcomes of the deployment include improved network resilience, real-time operational visibility, secure lifecycle management, and enhanced operational efficiency [7] - The solutions also allow for expanded infrastructure monitoring beyond generators, covering HVAC systems and power regulators, which contributes to overall site readiness [7]