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 Insights - KORE Group Holdings, Inc. has been added to the Russell Microcap® Index, effective June 30, 2025, marking a significant milestone for the company [1][2] - The inclusion in the Russell Microcap® Index is seen as recognition of KORE's position in the IoT ecosystem and its commitment to executing a value creation plan focused on profitable growth and operational efficiency [2] - Russell indexes are widely utilized by investment managers and institutional investors, serving as benchmarks for approximately $10.6 trillion in assets as of June 2024 [3] Company Overview - KORE is a leader in providing mission-critical IoT solutions and services, aimed at simplifying the complexity of IoT for organizations of all sizes [4] - The company emphasizes its deep IoT knowledge, global reach, and purpose-built solutions to enhance customer business outcomes [4] Industry Context - FTSE Russell, the global index provider, calculates thousands of indexes that benchmark markets and asset classes in over 70 countries, covering 98% of the investable market globally [5] - Approximately $18.1 trillion is benchmarked to FTSE Russell indexes, indicating the significant role these indexes play in the investment landscape [5]

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 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]

Company Overview - Blues is a leader in IoT connectivity solutions, focusing on transforming physical products into intelligent services through secure wireless connectivity [7][8] - The company serves a diverse range of industries, including transportation, healthcare, energy, and logistics, with a mission to empower innovation by enabling cloud-connected machine intelligence for organizations of any size [7][8] Leadership Change - Ian Small has been appointed as the new CEO of Blues, bringing over 30 years of technology industry experience and a proven track record in scaling companies [1][2] - Small's previous roles include CEO of Evernote and Global Chief Data Officer at Telefónica S.A., showcasing his extensive operational expertise [5][6] Recent Developments - Blues recently closed $25 million in additional funding led by Sequoia Capital, driven by strong demand from large enterprise customers [3] - The funding will support Blues in its next phase of expansion, as the company aims to unlock its full potential under the leadership of Ian Small [4] Customer Engagement - Ian Small emphasized the importance of customer feedback, noting that early conversations revealed excitement about driving revenue and profitability through intelligent services [5] - Blues aims to make it easier and more affordable for product makers to derive actionable insights from their physical products, accelerating the time to market for new services [5] Technological Expertise - Ian Small has a background in advanced product development, having started his career at Apple, where he led teams in the Human Interface Group [6] - He holds 9 US patents, reflecting his innovative contributions to the technology sector [6]

Core Viewpoint - Powerfleet (NASDAQ: AIOT) is poised for a significant rebound after a more than 50% correction from its 2025 high, with promising growth indicators emerging from its FQ4 results [2][4]. Group 1: Financial Performance - FQ4 results showed tepid performance relative to analyst forecasts, but the company experienced hypergrowth with a 200% year-over-year revenue increase, supported by acquisitions [4]. - The company improved profitability in FQ4, with a 49% increase in its core service business and organic growth of 20% in the Video segment and 17% in Warehouse Safety [5]. - Gross margin improved by 700 basis points, and adjusted EBITDA margin expanded by 500 basis points, leading to a 65% increase in EBITDA [6]. Group 2: Strategic Outlook - The company completed transformation efforts involving acquisitions and reorganizations, focusing on higher-margin IoT-enabled SaaS video and warehouse safety/security operations [3]. - The outlook is positive, with opportunities for cross- and upselling through new clients and acquisitions, indicating confidence in growth expansion [7]. - Analysts forecast a sustainable growth rate of 20% annually in 2026, with earnings growth expected to exceed 100% over the next three to five years [8]. Group 3: Market Sentiment and Analyst Ratings - Analysts have a bullish outlook on Powerfleet, with a 12-month price target of $10.50, representing a 115.38% upside from the current price of $4.88 [9]. - Institutional interest is strong, with over 70% of the stock owned by institutions, which have been actively buying, totaling nearly half a billion dollars in shares during H1 [11]. - Post-release price action indicates a positive market sentiment, with an 8% surge in stock price, suggesting potential for further gains [12].

BUSINESS UPDATE June 2025 Important Disclaimers The contents of this presentation are not to be construed as legal, regulatory, business, accounting or tax advice. You should consult your own attorney, business advisor, accountant and tax advisor as to legal, regulatory, business, accounting and tax advice. This presentation has been prepared exclusively for the internal confidential use of the recipient only. This presentation is confidential. Any reproduction of distribution of this presentation, in whole ...

Core Insights - PowerFleet, Inc. AIOT is set to release its fourth-quarter financial results on June 16, with analysts expecting earnings of 4 cents per share, a significant improvement from a loss of 55 cents per share a year ago [1] - The company projects quarterly revenue of $103.81 million, compared to $33.74 million in the same quarter last year [1] Financial Projections - PowerFleet anticipates total revenue of $362.5 million for FY25 and expects revenue growth of 20% to 25% for FY26 [2] - The company's shares experienced a slight decline of 0.2%, closing at $4.74 [2] Analyst Ratings - Lake Street analyst Jaeson Schmidt maintained a Buy rating but reduced the price target from $11 to $8 [5] - Barrington Research analyst Gary Prestopino kept an Outperform rating with a price target of $15 [5] - Raymond James analyst Alexander Sklar maintained an Outperform rating and lowered the price target from $10 to $8 [5]

Core Viewpoint - Samsara Inc. has shown strong quarterly performance, with revenue growth exceeding 30% year-over-year, despite a recent stock pullback that presents a buying opportunity for long-term investors [2][4]. Financial Performance - Samsara reported Q1 revenue of $366.9 million, marking an increase of over 30% compared to the previous year [2]. - The company consistently beats analyst expectations, which has become a trend [2]. Analyst Sentiment - Analysts have reiterated bullish ratings and raised price targets, with a 12-month forecast price of $50.00, indicating a potential upside of 23.58% from the current price [7]. - Wells Fargo and BMO Capital Markets have both increased their price targets to $50 and $54 respectively, citing strong annual recurring revenue (ARR) growth and resilient demand trends [7][8]. Market Dynamics - The market reaction to Samsara's recent earnings report was influenced by tariff-driven delays in deal closures and updated forward guidance, which some investors found underwhelming [4]. - Despite the pullback, analysts remain confident in the company's growth prospects, indicating a disconnect between market sentiment and analyst expectations [5]. Strategic Initiatives - Samsara is expanding its presence in under-digitized sectors such as public infrastructure and construction, with new product features aimed at improving safety and employee engagement [9]. - The company is leveraging its AI-powered platform to deliver clear ROI, which is expected to drive further margin expansion [3]. Technical Analysis - The stock's relative strength index (RSI) has dipped below 40, suggesting it is nearing oversold territory, which could present a buying opportunity [10]. - It is crucial for the stock to maintain levels above $40 to avoid signaling bearish control in the short term [11].

Company Overview - Samsara Inc. was founded in 2015 and is listed on NYSE under the ticker IOT [1] - The company specializes in aggregating data from its IoT terminal devices through its Connected Operations Platform [1] - Samsara provides end-to-end solutions aimed at enterprise customers [1] Technology and Solutions - The technology offered by Samsara is designed to help customers capture, aggregate, and analyze data effectively [1]