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 IoT compute products which offers application processing solutions for data transformation, computer vision, machine learning, augmented/virtual reality, and custom applications, as well as software tools for industrial automation, automotive systems, and smart city infrastructure. It also provides IoT Systems Solutions, which include 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 (PoE), application hosting, protocol conversion, media conversion, secure access for distributed IoT deployments, and other functions; PoE products for support of remote devices, such as camera and wireless access points; smart tracking devices; and advanced out-of-band products, including console and power management, and IP-connected keyboard-video-mouse. In addition, the company offers a SaaS platform that enables customers to deploy, monitor, manage, and automate deployments; multitenancy functionality for support of customer separation and data security; and multidisciplinary engineering services for IoT product development, including hardware, software, mechanical engineering, rapid prototyping, and quality assurance. The company has a strategic partnership with Safe Pro Group Inc. to develop autonomous drone components integrating edge AI compute with flight control systems; has a collaboration with Cherry & White to Launch rapid Wi-Fi platform that brings enterprise-grade connectivity to critical infrastructure in minutes. Lantronix, Inc. was incorporated in 1989 and is based in Irvine, California.
