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Lantronix (NasdaqCM:LTRX) Earnings Call Presentation
2025-11-05 21:00
Financial Performance & Metrics - Lantronix reported FY25 revenue of $123 million[15] - The company achieved a gross margin of 42% in FY25[15] - Adjusted EBITDA for FY25 was $55 million[15] - Net cash for FY25 stood at $83 million[15] Market Positioning & Growth - Lantronix is targeting a ~$60 billion Edge AI market by 2030[14] - The company is engaged with 10 defense and commercial drone vendors globally[29] - Aerospace market SAM is expected to grow from $37 billion in 2024 to $48 billion in 2027[18] - Smart Cities SAM is projected to increase from $39 billion in 2024 to $55 billion in 2027[20] Strategic Initiatives - Drones could potentially contribute 10-15% of Lantronix's total sales with full rollout[32]