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 ...

Fourth quarter of 2025 revenue increased 70.2% year-over-year to $12.0 million, with record quarterly gross margin of 58.5% Net income from continuing operations of $2.0 million for 2025 fourth quarter Positive defense and commercial market demand is expected to support another strong year of revenue growth in 2026 ESCONDIDO, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. ("OSS" or the "Company") (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), ...

Core Insights - Duos Technologies Group, Inc. has announced a strategic partnership with Seimitsu to enhance digital infrastructure in Georgia, focusing on low-latency performance and high-bandwidth connectivity for various sectors [1][5] Company Overview - Duos Technologies Group, Inc. operates through subsidiaries including Duos Edge AI, which specializes in localized edge computing solutions [1][8] - Seimitsu is a technology company with over 40 years of experience in fiber infrastructure and IT solutions, aiming to expand connectivity across Georgia [10] Partnership Details - The collaboration combines Duos Edge AI's modular infrastructure solutions with Seimitsu's extensive fiber network, providing unprecedented access to real-time data processing [1][3] - This partnership is part of Duos Edge AI's strategy to scale distributed AI infrastructure through fiber and site partnerships nationwide [5] Technological Advancements - The partnership aims to support mission-critical applications by processing data at the source, leveraging Seimitsu's fiber-optic network with a capacity of 25 Terabits [7] - Duos Edge AI's infrastructure is designed for rapid deployment in underserved areas, ensuring scalability and enhanced connectivity [7][9] Market Context - The demand for real-time data processing is increasing due to advancements in AI, IoT, and autonomous systems, making localized infrastructure critical [3] - The partnership positions Georgia as a leader in the "Edge" revolution, enhancing its competitiveness on a global scale [3][4]

Core Viewpoint - One Stop Systems, Inc. (OSS) will release its fourth quarter 2025 financial results on March 18, 2026, and will hold a conference call to discuss these results [1]. Company Overview - One Stop Systems, Inc. is a leader in rugged Enterprise Class compute solutions for artificial intelligence (AI), machine learning (ML), and sensor processing at the edge [3]. - The company designs and manufactures products that enable rugged AI, sensor fusion, and autonomous capabilities, delivering data center performance in challenging environments [3]. Product Offerings - OSS products include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized across various industries such as autonomous trucking, farming, and defense [4]. - The company's solutions address the entire AI workflow, from data acquisition to deep learning and large-scale inference, and have achieved many industry firsts for industrial OEM and government customers [5]. Market Position - OSS operates in the rapidly growing segment of the multi-billion-dollar edge computing market, providing AI-enabled solutions that require high performance in demanding environments [5].

Core Insights - Veea Inc. has introduced TerraFabric, a control plane designed to automate management of distributed edge environments, enabling organizations to manage AI workloads across multiple devices and locations efficiently [1][5][6] Group 1: Product Overview - TerraFabric is currently available for early deployments as both a standalone platform and as part of VeeaONE, Veea's edge computing platform [2] - The control plane enhances coordination among multi-vendor networks, allowing operators to enforce policies and manage software lifecycles effectively [1][6] - TerraFabric integrates with prpl LCM, an open-source lifecycle management engine, which has been successfully used to manage over 12 million AT&T gateways [8][9] Group 2: Industry Challenges - The edge computing industry has excelled in deploying hardware but faces challenges in operating it efficiently, particularly in managing multiple sites with varying requirements [3][4] - Organizations struggle with maintaining consistent security policies and software updates across different locations, leading to increased risks and manual workloads [4][5] Group 3: Features and Benefits - TerraFabric allows operators to define policies that are enforced uniformly across all levels, optimizing workload placement based on specific use cases [7] - The platform supports controlled software rollouts with health checks and rollback capabilities, ensuring system stability during updates [7][10] - It introduces "governed autonomy," allowing AI agents to operate within defined boundaries, enhancing trust in autonomous systems [11][12] Group 4: Immediate Value Proposition - On day one, operators can utilize TerraFabric to roll out AI model updates, publish network policies, and coordinate workflows across sites without manual integration [13][14] - The platform is designed to address common challenges faced during the transition from pilot to production in edge deployments [14] Group 5: Deployment Options - TerraFabric can be deployed as a standalone control plane or integrated within VeeaONE, allowing for flexibility in managing diverse infrastructure [15] - It can bridge VeeaONE and non-Veea environments, enabling organizations to automate their infrastructure as a single coordinated system [15] Group 6: Availability - TerraFabric is currently available for pilot deployments, with organizations encouraged to request early access or explore partnership opportunities [16]

As filed with the U.S. Securities and Exchange Commission on February 17, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VEEA INC. (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 164 E. 83rd Street New York, NY 10028 (212) 535-6050 (Address, including zip code, and telephone number ...

Core Insights - One Stop Systems, Inc. (OSS) has received a $1.1 million initial order from a leading aerospace prime contractor to support next-generation in-flight entertainment systems, with expected delivery by Q4 2026 [1][2] - The contract involves the provision of 200 ADB-10G ruggedized Ethernet switches, which are anticipated to generate over $6.5 million in revenue over the next five years [2][3] Company Overview - OSS specializes in rugged Enterprise Class compute solutions for AI, machine learning, and sensor processing at the edge, catering to demanding environments [4][6] - The company’s product offerings include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized across various industries including defense and commercial aerospace [5][6] Market Position - The award from a top-tier aerospace contractor highlights the increasing adoption of OSS's networking platforms in commercial in-flight entertainment applications, indicating a strong market presence [3] - OSS aims to build long-term relationships with aerospace customers, which can scale across multiple platforms and production cycles, enhancing its growth potential in both commercial and defense markets [3]

Core Insights - One Stop Systems, Inc. (OSS) has completed the sale of Bressner Technology GmbH to Hiper Euro GMBH for $22.4 million, allowing OSS to focus on its core markets in AI, ML, and rugged edge computing [2][3] - The transaction is expected to generate a pre-tax gain of approximately $7.4 million, enhancing shareholder value and positioning OSS for significant growth opportunities [7][8] Financial Performance - OSS acquired Bressner in 2018 for about $5.6 million, and Bressner's annual sales grew from approximately $18.3 million in 2019 to about $33.0 million as of September 30, 2025 [3] - The updated revenue outlook for OSS for the year ending December 31, 2025, is projected to be between $30 million and $32 million, reflecting a year-over-year growth of 22% to 30% [8] Strategic Focus - The sale of Bressner allows OSS to concentrate on high-growth segments such as deployable AI and real-time sensor processing, which are critical in defense, aerospace, and industrial automation [5][6] - OSS aims to leverage its streamlined operations to pursue larger programs and additional M&A opportunities that align with its core markets [6] Market Position - OSS is positioned to benefit from increasing demand for enterprise-class edge computing solutions, particularly in sectors where latency and reliability are crucial [5] - The company anticipates achieving multi-year organic revenue growth exceeding 20% and improving gross margins as a result of its strategic focus [4][6]

Core Insights - Akamai Technologies is a key player in the cybersecurity and cloud computing sectors, known for its global platform supporting edge computing, competing with companies like Cloudflare and Amazon Web Services [1] Company Developments - Akamai announced the acquisition of Fermyon, a company specializing in serverless WebAssembly, which is expected to enhance its edge computing capabilities [3] - The acquisition aligns with Akamai's strategy to expand computing capabilities from core data centers to the edge of the internet, particularly as AI inference shifts towards edge solutions [5] Insider Transactions - On December 1, 2025, Sundaram Mani, Akamai's Executive Vice President and General Manager of Security, sold 10,438 shares at approximately $89.25 per share, leaving him with 13,550 shares, which may influence investor sentiment [2] Stock Performance - Akamai's stock is currently priced at $87.71, reflecting a decrease of 2.02% or $1.81 for the day, with a trading range between $87.55 and $89.43 [4] - Over the past year, the stock has fluctuated between a high of $103.75 and a low of $67.51, with a market capitalization of approximately $12.62 billion [4]

Core Viewpoint - Maris-Tech Ltd. has entered into a collaboration agreement with Quantum Gyro Ltd. to develop an advanced navigation system called ME-Nav, which integrates edge AI computing with quantum gyroscope technology for GPS-denied environments [2][3][6] Company Overview - Maris-Tech is a leader in video and AI-based edge computing technology, providing intelligent video transmission solutions for defense, aerospace, and communication industries [7] - Quantum Gyro specializes in quantum-enhanced inertial sensors aimed at high-precision navigation in environments where GPS is unavailable [9] Collaboration Agreement Details - The collaboration will result in the formation of a new jointly owned entity (NewCo) to commercialize the ME-Nav system [4][8] - Maris-Tech will hold a 51% ownership stake in NewCo, while Quantum Gyro will own 49% [8] Technology and Application - ME-Nav is designed for mission-critical applications such as military operations, urban warfare, and autonomous systems, where GPS signals may be jammed or unavailable [3][6] - The technology aims to reduce reliance on GPS, addressing the vulnerabilities associated with traditional navigation systems [5][9] Development and Commercialization - Development is expected to progress over the next 24 months with defined milestones and a target budget of approximately $1 million [6][8] - Maris-Tech will have exclusive global rights to manufacture, market, and distribute the ME-Nav product line [8]