Key Takeaways Reached Cashflow profitability in 2023 Strong player in IOT driven by AI Founded 1989. Was around $60 during dot com bubble but has been stagnant since.Read more
Lantronix is betting that edge AI and connected drones become everyday tools, turning today’s early trials into steady, higher‑margin software and subscription revenue. The upside depends on customer rollouts speeding up and government spending staying supportive, while slow adoption or tougher competition could keep results stuck in low gear.Read more
Lantronix is pushing into defense drones and edge AI tools that could turn it from a mostly hardware business into one with more repeat software revenue. The big question is whether those new products gain real traction before slow government buying cycles, competition, or supply chain shocks get in the way.Read more
Catalysts About Lantronix Lantronix provides edge AI compute, embedded connectivity and critical infrastructure monitoring solutions across drones, aerospace, defense and enterprise markets. What are the underlying business or industry changes driving this perspective?Read more
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Lantronix, Inc. develops, markets, and sells industrial and enterprise internet of things (IoT) products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan. The company’s embedded IoT solutions provides embedded products, including compute system-on-module and system-in-package solutions; and application processing solutions for data transformation, computer vision, machine learning, augmented/virtual reality, audio/video aggregation and distribution, and custom applications. It also provides IoT systems solutions, which includes routing, switching or gateway functionalities, telematics, and media conversion; wired and wireless connections which enhances modern electronic systems and equipment by providing secure network connectivity, power for IoT end devices through power over ethernet, application hosting, protocol conversion, media conversion, secure access for distributed IoT deployments, and other functions; and pre-certified products. In addition, the company offers single-pane-of-glass management for out-of-band (OOB) and industrial IoT deployments that enables customers to deploy, monitor, manage, and automate deployments; GPS-based vehicle and asset tracking capabilities for fleet, municipal, and industrial asset tracking customers; engineering services comprising turnkey product development or team augmentation; extended warranty, support, and maintenance services related to OOB and certain other product families. Further, it provides intelligent computing, secure connectivity, and remote management for mission-critical applications, enabling customers to optimize operations, enhance security and accelerate digital transformation; and hardware, software, services, and powers applications from mission-critical autonomous platforms and edge analytics for critical infrastructure to intelligent surveillance and secure network management. Lantronix, Inc. was incorporated in 1989 and is headquartered in Irvine, California.
