Acorn Substantially Expands Infrastructure Asset Management Technology Offerings for Cell Towers, Data Centers and Utilities

Rhea-AI Summary

Acorn Energy (Nasdaq: ACFN) announced a strategic partnership with Israel-based AIO Systems to market, integrate and sell AIO’s infrastructure asset-management solutions for cell towers, data centers and utilities in North America.

Key points: Acorn secured exclusive rights for the United States, Mexico and Canada; AIO’s solutions have been deployed at 110,000 sites across 15 countries outside the U.S.; revenue share is 50/50 for monitoring and SaaS after direct costs with potential increases tied to five-year revenue targets; Acorn will invest in personnel and resources and AIO will provide dedicated account, marketing and R&D support, including a mobile app adaptation. No significant revenues are expected in H1 2026 as products are onboarded.

Positive

• Exclusive North America rights for AIO under OmniMetrix brand
• AIO solutions deployed at 110,000 sites across 15 countries
• Initial 50/50 monitoring and SaaS revenue share after direct costs
• Right of first refusal for AIO South America assets and distribution

Negative

• No significant associated revenues expected in H1 2026
• Acorn will incur near-term investment in personnel and resources

News Market Reaction – ACFN

+26.61%

22 alerts

+26.61% News Effect

+22.7% Peak in 2 hr 53 min

+$11M Valuation Impact

$51M Market Cap

1.5x Rel. Volume

On the day this news was published, ACFN gained 26.61%, reflecting a significant positive market reaction. Argus tracked a peak move of +22.7% during that session. Our momentum scanner triggered 22 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $11M to the company's valuation, bringing the market cap to $51M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Deployed sites: over 110,000 sites Operating countries: 15 countries SaaS revenue split: 50/50 revenue share +1 more

4 metrics

Deployed sites over 110,000 sites AIO solutions deployment outside the U.S.

Operating countries 15 countries AIO deployments outside the U.S.

SaaS revenue split 50/50 revenue share Monitoring and SaaS revenue after direct costs

Agreement term five-year term Initial term of Acorn–AIO partnership agreement

Market Reality Check

Price: $22.76 Vol: Volume 45,676 is below th...

low vol

$22.76 Last Close

Volume Volume 45,676 is below the 20-day average of 65,971 (relative volume 0.69). low

Technical Shares at $15.22 are trading below the 200-day MA of $20.05 and about 54% under the 52-week high of $32.9999.

Peers on Argus

Peers show mixed moves, with changes from -2.57% (ODYS) to +4.45% (WRAP), sugges...

Peers show mixed moves, with changes from -2.57% (ODYS) to +4.45% (WRAP), suggesting ACFN’s setup is more company-specific than part of a uniform sector trend.

Historical Context

5 past events · Latest: Nov 06 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Nov 06	Earnings update	Positive	-38.3%	Strong 9M’25 revenue and EPS growth plus record monitoring margins and cash.
Oct 31	Earnings call notice	Neutral	+0.5%	Announcement of timing and access details for upcoming Q3 results call.
Sep 10	Annual meeting notice	Neutral	+3.2%	Scheduling and access details for 2025 Annual Meeting and Q&A session.
Aug 07	Earnings results	Positive	+1.8%	Q2’25 revenue up 55% with EPS up 166% and a $5.4M monitoring contract.
Jul 30	Earnings call notice	Neutral	+6.9%	Announcement of Q2 2025 earnings call logistics and participation details.

Pattern Detected

Recent fundamental beats (notably Q2 and 9M 2025) saw mostly positive or modest reactions, but one strong earnings update corresponded with a sharp -38.26% move, indicating occasional divergence between results and price.

Recent Company History

Over the last six months, Acorn reported strong growth, including Q2 2025 revenue of $3.5M, net income of $720,000 and a $5.4M contract, followed by 9M 2025 revenue of $9.101M and diluted EPS of $0.57. It also uplisted to Nasdaq and maintained cash above $4M. Against this backdrop, the new AIO partnership extends its OmniMetrix-based monitoring platform into cell towers, data centers and utilities in North America, building on prior growth in recurring monitoring revenue.

Market Pulse Summary

The stock surged +26.6% in the session following this news. A strong positive reaction aligns with m...

Analysis

The stock surged +26.6% in the session following this news. A strong positive reaction aligns with management’s emphasis on expanding recurring monitoring and SaaS revenue. The AIO partnership broadens OmniMetrix’s reach into cell towers, data centers and utilities, leveraging solutions deployed at over 110,000 sites in 15 countries. However, past instances such as the -38.26% move after strong 9M 2025 earnings suggest that sentiment can disconnect from fundamentals, so investors may watch for execution milestones and revenue sharing traction over the initial five-year term.

Key Terms

software-as-a-solution (saas), cloud-based, business intelligence, machine learning, +2 more

6 terms

software-as-a-solution (saas) financial

"Acorn will share monitoring and Software-as-a-Solution (SaaS) revenue on a 50/50 basis"

Software-as-a-solution (SaaS) is a delivery model where software is provided over the internet on a subscription basis, with the provider hosting, updating and maintaining the application instead of users installing it on their own computers. For investors, SaaS matters because it typically produces predictable recurring revenue, clear customer retention indicators and easier scaling—similar to paying a monthly utility bill rather than making a one-time purchase—making future cash flow and growth easier to evaluate.

cloud-based technical

"AIO Systems provides best-in-class cloud-based business intelligence platforms"

Software, data or services that run on remote computers accessed over the internet instead of on a user’s own device; think of renting storage, apps and computing power in someone else’s warehouse rather than buying and maintaining the gear yourself. Investors care because cloud-based models can lower a company’s upfront costs, speed product updates, scale quickly with demand and create recurring revenue, all of which affect cash flow, growth prospects and valuation.

business intelligence technical

"cloud-based business intelligence platforms, designed to reduce downtime"

Business intelligence is the practice of collecting and turning a company’s raw data—like sales, costs, customer habits and market trends—into clear, visual insights that help leaders spot patterns and make decisions. For investors it matters because these insights act like a company’s dashboard: they reveal whether management is improving performance, finding growth opportunities or facing risks, which can affect future profits and the stock’s value.

machine learning technical

"Advanced analytics with machine learning for predictive information"

Machine learning is a set of computer programs that learn patterns from large amounts of data and improve their predictions or decisions over time, like a recipe that gets better each time it’s adjusted based on taste tests. For investors it matters because these systems can speed up analysis, spot trends or risks humans might miss, automate routine work, and potentially create competitive advantages or cost savings that affect a company’s performance.

microgrid management technical

"Conversational central management system interface | ▪ | Microgrid management"

Microgrid management is the coordination and control of a localized power system that can run connected to the main grid or operate independently. It acts like a conductor for local energy sources, storage and loads, keeping supply and demand balanced to improve reliability, lower operating costs and capture revenue from services like backup power or grid support. Investors care because effective management boosts asset value, reduces risk from outages and can create steady cash flows.

phase imbalance technical

"Phase imbalance (monitoring power supply voltage and current imbalances)"

Phase imbalance is when the separate wires that carry alternating electrical power in a multi-phase system do not share the load evenly, so one line carries more current or voltage than the others. For investors, it signals operational and financial risk for companies that generate, transmit or use large amounts of power — like utilities, manufacturers or data centers — because imbalance can reduce efficiency, raise maintenance and repair costs, shorten equipment life, and trigger regulatory or reliability issues, similar to how an unevenly loaded truck or uneven tires cause vibration, wear and higher fuel bills.

AI-generated analysis. Not financial advice.

WILMINGTON, Del., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Acorn Energy, Inc. (Nasdaq: ACFN), a provider of remote monitoring and control solutions for critical infrastructure assets, today announced a strategic partnership with Israel-based AIO Systems, Ltd. to market, distribute, integrate and sell AIO’s best-in-class solutions for cell tower, data center and utility infrastructure asset management to customers in North America. The addition of AIO’s solutions, which have been deployed in over 110,000 sites, across 15 countries outside the U.S., substantially expands Acorn’s offerings and total addressable market.

Acorn has secured exclusive rights to market, integrate and sell AIO’s products and solutions under its OmniMetrix brand in the United States, Mexico and Canada. Acorn will invest in personnel and resources, as well as services to be provided by AIO to support the North American launch. AIO has agreed to support OmniMetrix with a dedicated account manager, marketing and R&D resources, and adaptations for the North American market, including a mobile app and business process support.

Acorn will share monitoring and Software-as-a-Solution (SaaS) revenue on a 50/50 basis after deducting its direct costs, with the potential to increase its revenue share based on the achievement of accumulated revenue targets over the initial five-year term of the agreement. Acorn will sell AIO hardware solutions under the OmniMetrix brand under most-favored nation wholesale pricing. Acorn has also secured a right of first refusal for the future purchase of AIO’s South America assets and distribution rights for Latin and/or South America. Acorn also envisions the potential for AIO to sell its monitoring technology in certain global markets.

AIO Systems provides best-in-class cloud-based business intelligence platforms, designed to reduce downtime, streamline maintenance processes, improve inventory accuracy, and deliver measurable cost savings/return on investment. AIO platforms collect and turn data into actionable insights for smarter, safer, and more profitable operations. It has a substantial global presence outside North America in Africa, Asia-Pacific, Southeast Asia, Indonesia and the Philippines.

AIO Solutions Capabilities Include:

•	An all-in-one site level management system		▪	Battery health, backup or theft
•	Advanced analytics with machine learning for predictive  information		▪ ▪	Security breaches - unauthorized facility access and grid connection Smart energy and cooling optimization
•	Conversational central management system interface		▪	Microgrid management
•	Monitoring/management of:		▪	Transformer temperature
	▪	Environmental changes – temperature, humidity, smoke,  flood	▪	Phase imbalance (monitoring power supply voltage and current imbalances)

AIO Systems Founder and Chairman, Asher Avissar, commented, “We are thrilled to partner with Acorn and the highly-respected OmniMetrix brand and team to build a meaningful presence for our globally-proven solutions in North America. This collaboration leverages OmniMetrix’s strong reputation, industry-leading remote generator monitoring and control technology and commercial and industrial customer base to provide substantial business development potential for our solutions. We have long planned to pursue the North American market and feel in Acorn/OmniMetrix we have found an ideal and fully-committed partner to execute on this opportunity.”

Acorn CEO, Jan Loeb, added, “Our partnership with AIO Systems is a win-win opportunity to substantially expand our suite of solutions, addressable market and long-term growth potential. We see growing demand for data-driven infrastructure management solutions that monitor and protect critical infrastructure. AIO's solutions deliver significant reductions in power consumption, theft, pollution, and fines by enabling remote sensor-based monitoring of power, security, environmental and other conditions, along with robust asset tracking and access control.

“We will first focus on offering our expanded set of capabilities to existing telecommunications industry customers as we build out our sales and marketing outreach to new prospects in data center, utility and other complementary markets which are experiencing rapid growth. Because it will take time and investment to bring these new products fully on board, we do not expect any significant associated revenues in the first half of 2026 but believe our partnership with AIO is a very exciting opportunity to build on our growing base of recurring revenue.”

About AIO Systems, Ltd. (www.aiosystems.com)
Israel-based AIO Systems provides an integrated, highly-scalable IoT platform that combines hardware controllers (like the EyeSite controller), smart sensors, energy management modules, security systems, and a cloud-based Central Management System (CMS) to enable remote monitoring, control, optimization, and security for unmanned critical infrastructure sites such as telecom towers, data centers, and utility networks. The platform harnesses IoT connectivity and artificial intelligence to turn data into actionable insights for smarter, safer, and more profitable operations. AIO has over 110,000 site deployments worldwide, focusing on reducing downtime, streamlining maintenance, improving inventory accuracy, and delivering measurable cost savings and ROI.

About Acorn Energy, Inc. (www.acornenergy.com) and OmniMetrix™ (www.omnimetrix.net)
Acorn’s 99%-owned OmniMetrix subsidiary is a pioneer and leader in wireless remote monitoring and control solutions for critical infrastructure and systems in cell towers, gas pipelines, data centers, utility networks as well as other industrial equipment. OmniMetrix serves tens of thousands of commercial and residential customers, including over 25 Fortune/Global 500 companies in sectors including telecom, manufacturing, healthcare, data centers, retail, public transportation, energy distribution and federal, state, and municipal government facilities.

OmniMetrix’s proven, cost-effective solutions make critical systems more reliable and also enable automated “demand response” electric grid support via enrolled backup generators.

Safe Harbor Statement
This press release includes forward-looking statements, which are subject to risks and uncertainties. There are no assurances that Acorn will be successful in growing its business, increasing its revenue, increasing profitability, or maximizing the value of its operating company and other assets. A complete discussion of the risks and uncertainties that may affect Acorn Energy’s business, including the business of its subsidiary, is included in “Risk Factors” in the Company’s most recent Annual Report on Form 10-K as filed by the Company with the Securities and Exchange Commission.

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Investor Relations Contacts 
Catalyst IR
William Jones, 267-987-2082
David Collins, 212-924-9800
acfn@catalyst-ir.com

FAQ

What did Acorn (ACFN) announce on January 5, 2026 regarding AIO Systems?

Acorn announced an exclusive partnership to market, integrate and sell AIO’s asset-management solutions in the United States, Mexico and Canada.

How large is AIO Systems’ installed base referenced by Acorn (ACFN)?

AIO’s solutions have been deployed at 110,000 sites across 15 countries outside the U.S.

How will Acorn (ACFN) split monitoring and SaaS revenue with AIO?

Acorn will share monitoring and SaaS revenue on a 50/50 basis after deducting direct costs, with potential increases tied to five-year revenue targets.

Which territories does Acorn (ACFN) hold exclusive rights for AIO products?

Acorn has exclusive rights to market, integrate and sell AIO products in the United States, Mexico and Canada under the OmniMetrix brand.

Will Acorn (ACFN) immediately generate material revenue from the AIO partnership?

No; Acorn does not expect any significant associated revenues in the first half of 2026 while onboarding products and building sales outreach.

What support will AIO provide to Acorn (ACFN) for the North American launch?

AIO will provide a dedicated account manager, marketing and R&D resources, adaptations for the North American market, and a mobile app and business process support.