Nasdaq: $LTRX · Edge AI · Industrial IoT · Drone Computing
Global leader in Edge AI and Industrial IoT solutions delivering intelligent computing, secure connectivity, and remote management for mission-critical applications. Serves high-growth markets including smart cities, enterprise IT, and commercial and defense unmanned systems. NDAA/TAA-compliant Edge AI technology is being integrated into next-generation video processing solutions for defense and commercial drone applications - the compute backbone inside other companies' drone systems.
Raised FY2026 drone revenue expectation to $10M–$14M in Q3, driven by strong momentum across the UAS ecosystem. Grew drone OEM engagements to 17 in Q1 FY2026. Partners include Teledyne/FLIR (AI-driven drone thermal cameras) and Aerora (autonomous navigation in drones and robotics).
Key products: Open-Q System-on-Module (SoM) compute platforms, EdgeFabric.ai visual orchestration, industrial 5G routers, embedded IoT connectivity modules.
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The edge-AI compute inside Teal's Black Widow and the Drone Dominance push - $12.6 million in fiscal 2026 drone revenue, a CEO who thinks it can double, and six analysts all rating LTRX a Buy.
Read the Article →Lantronix CEO Saleel Awsare sits down with Benny and JT at Commercial UAV Expo in Las Vegas to explain the system on module that runs a drone's camera and computer vision - why autonomy needs edge computing where GPS is denied, drone revenue of $12.6 million over the past 12 months, and customers from Red Cat to Unusual Machines.