Partnership Enhances GTC's Portfolio with Advanced AI-Powered 5G and Edge Computing Solutions for the Global Trillion-Dollar Industrial and Enterprise IoT Markets HALLANDALE BEACH, Fla., Dec. 16, 2025 /PRNewswire/ -- NextPlat Corp (NASDAQ: NXPL, NXPLW) ("NextPlat" or the "Company"), a global consumer products and services company providing healthcare and technology solutions through e-commerce and retail channels worldwide, today announced that its Global Telesat Communications Ltd (GTC) subsidiary has exp ...

MINNEAPOLIS, Dec. 10, 2025 /PRNewswire/ -- Digi International (NASDAQ: DGII), a leading global provider of Internet of Things (IoT) connectivity products and services, has aligned with Simetric to bring validated eSIM orchestration and lifecycle control to its connected-device portfolio — empowering customers to manage distributed IoT environments with greater precision, security, and flexibility. As enterprises expand globally, they face growing complexity in managing devices, data, and connectivity across ...

IRVINE, Calif., Dec. 09, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, will launch breakthrough new Edge AI solutions during CES 2026, taking place Jan. 6–9, 2026, in a suite at the Wynn Las Vegas. Appointments are by reservation only. To schedule an appointment, click here. “Lantronix is accelerating its leadership in the fast-growing Edge AI market with new embedded compute, surveillance, and autonomous syst ...

LONDON--(BUSINESS WIRE)--The cellular IoT market is poised for significant growth in the coming years, with connections expected to surge to 5.9 billion by 2035, as revealed by new research from Omdia. Automotive will comprise one in five cellular IoT connections in 2035 The automotive segment will rise from 500m connections to around 1.2bn over the next ten years, increasing its market share from 13% to 21%. Most of this connection growth will originate from Asia & Oceania, which will see its automotive se ...

Core Insights - Samsara, Inc. reported strong third-quarter results, with earnings of 15 cents per share, surpassing the analyst estimate of 12 cents, and quarterly revenue of $415.98 million, exceeding the Street estimate of $398.47 million, and up from $321.98 million year-over-year [1][2] Financial Performance - The company ended Q3 with an Annual Recurring Revenue (ARR) of $1.75 billion, indicating durable and efficient growth [2] - Quarterly revenue increased by approximately 29% compared to the same period last year, from $321.98 million to $415.98 million [1] Analyst Ratings and Price Targets - BMO Capital maintained an Outperform rating and raised the price target from $47 to $50 [4] - B of A Securities maintained a Buy rating and increased the price target from $53 to $55 [4] - RBC Capital kept an Outperform rating and raised the price target from $46 to $50 [4] - JP Morgan maintained a Neutral rating and increased the price target from $46 to $48 [4] - Wells Fargo maintained an Overweight rating and raised the price target from $50 to $52 [4] - TD Cowen maintained a Buy rating and increased the price target from $49 to $55 [4] - Piper Sandler maintained an Overweight rating and raised the price target from $48 to $49 [4]

Financial Data and Key Metrics Changes - The company ended Q3 with $1.75 billion in ARR, growing 29% year over year [4] - Achieved first quarter of GAAP profitability in Q3 [4] - Q3 revenue was $416 million, also growing 29% year over year [17] - Net new ARR increased by $105 million, a 24% year-over-year increase or 23% in constant currency [17][24] - Non-GAAP gross margin was 78%, with a non-GAAP operating margin of 19%, up 9 percentage points year over year [24] Business Line Data and Key Metrics Changes - Added 219 customers with $100,000+ in ARR, a quarterly record [4] - Customers contributing $100,000+ in ARR now exceed $1 billion, growing 36% year over year [4] - Added 17 customers with $1 million+ in ARR, tying a quarterly record [4][19] - 20% of net new ACV in Q3 came from emerging products launched since last year [15][21] Market Data and Key Metrics Changes - Construction contributed the highest net new ACV mix for the ninth consecutive quarter [23] - Public sector net new ACV grew approximately 100% year over year, crossing $100 million in ending ARR [23] - 16% of net new ACV came from non-U.S. geographies, with Europe contributing its highest-ever quarterly net new ACV mix [23] Company Strategy and Development Direction - The company focuses on partnering with large, complex operations organizations to drive growth [4] - Emphasizes the importance of AI in transforming safety coaching and automating operations [10][56] - Plans to continue investing in international markets, particularly in Europe, Canada, and Mexico, which are less penetrated [12][67] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining durable growth due to a unique defensible data advantage and AI-driven innovation [16][25] - The company anticipates that Q4 will be its seasonally largest quarter, with expectations for higher initial FY27 revenue guidance [29] - Management highlighted the importance of safety and efficiency in driving customer value, particularly in the context of AI [66] Other Important Information - The company was recognized by Fortune, ranking seventh on their Fortune Future 50 list [14] - New AI-powered features were launched to enhance customer operations and safety [10][11] Q&A Session Summary Question: What is enabling the large customer momentum? - Management attributed this to investments in scale, security, and infrastructure, along with the ability to manage large data and customize products for complex organizations [27] Question: Any high-level commentary on fiscal 2027? - Management indicated that initial FY27 revenue guidance would likely be higher than current consensus due to Q3 outperformance [29] Question: What drove the increase in contribution from new products? - The increase to 20% from 8% reflects growth across multiple new products launched earlier in the year [32][34] Question: How should we think about the sustainability of enterprise traction? - Management emphasized that significant investments in R&D and go-to-market resources are driving momentum, with a focus on larger deals that may have longer sales cycles [75] Question: How is the public sector opportunity expected to sustain momentum? - Management noted that state and local governments are sharing success stories, which is driving further adoption and value realization [71]

Financial Data and Key Metrics Changes - The company ended Q3 with $1.75 billion in ARR, growing 29% year over year [3][16] - Achieved first quarter of GAAP profitability in Q3 [3][14] - Q3 revenue was $416 million, also growing 29% year over year [16][22] - Non-GAAP gross margin was 78%, with a non-GAAP operating margin of 19%, up 9 percentage points year over year [22] - Free cash flow margin was 13% in Q3, up 4 percentage points year over year [22] Business Line Data and Key Metrics Changes - Added 219 customers with $100,000+ in ARR, a quarterly record [3][14] - Customers contributing $100,000+ in ARR now exceed $1 billion, growing 36% year over year [3][17] - Added 17 customers with $1 million+ in ARR, tying a quarterly record [3][14] - 20% of net new ACV in Q3 came from emerging products launched since last year [14][19] Market Data and Key Metrics Changes - Construction contributed the highest net new ACV mix for the ninth consecutive quarter [21] - Public sector net new ACV grew approximately 100% year over year, crossing $100 million in ending ARR [21] - 16% of net new ACV came from non-U.S. geographies, with Europe contributing its highest-ever quarterly net new ACV mix [21] Company Strategy and Development Direction - The company focuses on partnering with large, complex operations organizations to drive growth [3][4] - Emphasizes the importance of AI in transforming safety coaching and automating operations [9][15] - Plans to continue investing in international markets, particularly in Europe, Canada, and Mexico, which are less penetrated [11][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to sustain durable growth and create long-term shareholder value [14][23] - Noted that large customer momentum is a significant driver of growth, with a focus on delivering fast, tangible ROI [14][15] - Management highlighted the ongoing digital transformation across physical operations as a key opportunity [15][23] Other Important Information - The company launched new AI-powered coaching features to enhance customer engagement and operational efficiency [9][10] - Recognized by Fortune, ranking seventh on their Fortune Future 50 list, indicating strong long-term growth potential [13] Q&A Session Summary Question: What is enabling the large customer momentum? - The company has invested in scale, security, and infrastructure to serve large customers, focusing on managing massive data and customizing products to meet their needs [25][26] Question: Any high-level commentary on fiscal 2027? - While formal guidance for FY27 is not provided, initial revenue guidance is expected to be higher than current consensus due to Q3 outperformance [27][28] Question: What drove the increase in contribution from new products? - The increase reflects growth across multiple new products launched earlier in the year, indicating strong customer trial and adoption [29][30] Question: How should we think about the sustainability of enterprise traction? - The company has invested significantly in R&D and go-to-market resources to support enterprise growth, with a focus on scalability and security [55][56]

Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth, industry developments and trends, the calculation of certain of our financial and operating metrics, capital expenditures, future p ...

Samsara (NYSE: IOT) delivered a milestone quarter after the close on Dec. ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, Dec. 1: Alarm.com Holdings, Inc. (ALRM) : This IoT and solutions company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.5% over the last 60 days.Alarm.com Holdings has a PEG ratio of 1.63 compared with 3.18 for the industry. The company possesses a Growth Score of B. Micron Technology, Inc. (MU) : This semiconductor company carries a Zack ...