Lantronix Solution Powers U.S. Army-Approved Teal Drones, a Red Cat Holdings Co., Unlocking Secure Edge AI Growth Opportunity
Lantronix (NASDAQ: LTRX) announced that its TAA- and NDAA-compliant solution has been selected by Teal Drones, a Red Cat Holdings subsidiary, for the production of Black Widow™ drones under the U.S. Army's Short-Range Reconnaissance Program.
The solution, powered by Qualcomm® Dragonwing™ QRB5165 processor, delivers advanced Edge AI processing while meeting strict U.S. security requirements. Production shipments have already begun, providing early revenue visibility. As part of the Blue UAS-approved vendors, Teal Drones' Black Widow will be deployed in frontline DoD missions.
With the global drone market projected to reach $57.8 billion by 2030, this partnership positions Lantronix for growth in the secure defense and commercial drone segment.
Lantronix (NASDAQ: LTRX) ha annunciato che la sua soluzione conforme a TAA e NDAA è stata scelta da Teal Drones, una controllata di Red Cat Holdings, per la produzione dei droni Black Widow™ nell'ambito del Programma di Ricognizione a Breve Raggio dell'Esercito USA.
La soluzione, basata sul processore Qualcomm® Dragonwing™ QRB5165, offre avanzate capacità di Edge AI rispettando i rigidi requisiti di sicurezza statunitensi. Le spedizioni in produzione sono già iniziate, garantendo visibilità sui ricavi a breve termine. Come fornitore approvato per Blue UAS, il Black Widow di Teal Drones sarà impiegato in missioni operative di prima linea del Dipartimento della Difesa.
Con il mercato globale dei droni previsto raggiungere i 57,8 miliardi di dollari entro il 2030, questa partnership posiziona Lantronix per una crescita nel segmento dei droni per la difesa e il commerciale, in ambito sicurezza.
Lantronix (NASDAQ: LTRX) anunció que su solución compatible con TAA y NDAA ha sido seleccionada por Teal Drones, una filial de Red Cat Holdings, para la producción de los drones Black Widow™ dentro del Programa de Reconocimiento de Corto Alcance del Ejército de EE. UU.
La solución, basada en el procesador Qualcomm® Dragonwing™ QRB5165, ofrece avanzadas capacidades de Edge AI cumpliendo con los estrictos requisitos de seguridad de EE. UU. Las entregas de producción ya han comenzado, proporcionando visibilidad temprana de ingresos. Como proveedor aprobado por Blue UAS, el Black Widow de Teal Drones se desplegará en misiones en primera línea del Departamento de Defensa.
Con el mercado mundial de drones proyectado en 57.800 millones de dólares para 2030, esta asociación posiciona a Lantronix para crecer en el segmento de drones comerciales y de defensa segura.
Lantronix (NASDAQ: LTRX)는 자사의 TAA 및 NDAA 준수 솔루션이 Red Cat Holdings의 자회사인 Teal Drones에 의해 미 육군 단거리 정찰 프로그램용 Black Widow™ 드론 생산에 선정되었다고 발표했습니다.
Qualcomm® Dragonwing™ QRB5165 프로세서로 구동되는 이 솔루션은 엄격한 미국 보안 요구사항을 충족하면서 고급 엣지 AI 처리를 제공합니다. 양산 출하가 이미 시작되어 초기 매출 가시성이 확보되었습니다. Blue UAS 승인 공급업체로서 Teal Drones의 Black Widow는 국방부의 최전선 임무에 배치될 예정입니다.
글로벌 드론 시장이 2030년까지 578억 달러에 이를 것으로 예상됨에 따라 이번 파트너십은 Lantronix가 보안 중심의 국방 및 상업용 드론 분야에서 성장할 수 있는 발판이 됩니다.
Lantronix (NASDAQ: LTRX) a annoncé que sa solution conforme aux exigences TAA et NDAA a été choisie par Teal Drones, une filiale de Red Cat Holdings, pour la production des drones Black Widow™ dans le cadre du Programme de reconnaissance à courte portée de l'armée américaine.
La solution, propulsée par le processeur Qualcomm® Dragonwing™ QRB5165, offre des capacités avancées d'Edge AI tout en respectant les strictes exigences de sécurité américaines. Les livraisons de production ont déjà commencé, offrant une visibilité précoce des revenus. En tant que fournisseur approuvé Blue UAS, le Black Widow de Teal Drones sera déployé lors de missions de première ligne du département de la Défense.
Avec un marché mondial des drones estimé à 57,8 milliards de dollars d'ici 2030, ce partenariat positionne Lantronix pour une croissance dans le segment des drones de défense et commerciaux sécurisés.
Lantronix (NASDAQ: LTRX) gab bekannt, dass seine TAA- und NDAA-konforme Lösung von Teal Drones, einer Tochtergesellschaft von Red Cat Holdings, für die Produktion der Black Widow™-Drohnen im Rahmen des Short-Range Reconnaissance Program der U.S. Army ausgewählt wurde.
Die Lösung, angetrieben vom Qualcomm® Dragonwing™ QRB5165 Prozessor, bietet fortschrittliche Edge-AI-Verarbeitung und erfüllt gleichzeitig strenge US-Sicherheitsanforderungen. Produktionslieferungen haben bereits begonnen und schaffen frühe Umsatzsichtbarkeit. Als Blue UAS-zugelassener Anbieter wird Teal Drones' Black Widow in vordersten DOD-Einsätzen eingesetzt werden.
Da der globale Drohnenmarkt bis 2030 auf 57,8 Milliarden Dollar geschätzt wird, positioniert diese Partnerschaft Lantronix für Wachstum im Bereich sicherer Verteidigungs- und Handelsdrohnen.
- Production shipments have already commenced, providing immediate revenue visibility
- Solution enables access to sensitive Department of Defense (DoD) missions through TAA and NDAA compliance
- Partnership provides entry into growing drone market projected to reach $57.8B by 2030
- Selected for U.S. Army's Short-Range Reconnaissance Program, validating technology capabilities
- None.
Insights
Lantronix secures strategic position in defense market with TAA/NDAA-compliant drone solution, already generating revenue from Army-approved program.
Lantronix's selection for Teal Drones' Black Widow program represents a significant defense market penetration with immediate revenue impact. The company's solution featuring Qualcomm's Dragonwing QRB5165 processor delivers critical Edge AI capabilities while meeting stringent Trade Agreements Act (TAA) and National Defense Authorization Act (NDAA) compliance requirements - a competitive differentiator in the defense sector.
The U.S. Army's Short-Range Reconnaissance (SRR) Program demands rigorous cybersecurity and operational standards, and Lantronix's technology enables Teal to meet these requirements as part of the exclusive Blue UAS-approved vendor group. This positions Lantronix within a select ecosystem of trusted defense technology providers.
Beyond immediate revenue from production shipments already underway, this win establishes Lantronix's credibility for future defense contracts. The global drone market's projected growth to
The announcement highlights Lantronix's strategic evolution from connectivity provider to essential Edge AI enabler for mission-critical systems. Their embedded compute technology, compliance expertise, and software support ecosystem position them advantageously in the growing market for NDAA-compliant technologies, which face restricted competition due to stringent security requirements excluding many international vendors.
Lantronix Enables TAA- and NDAA-Compliant Edge AI Solution, Supporting Sensitive U.S. Government Missions and Expanding Long-Term Defense Market Positioning
IRVINE, Calif., Aug. 18, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that its TAA- and NDAA-compliant solution was selected by Teal Drones, a Red Cat Holdings Inc. (NASDAQ: RCAT) company, for production of its Black Widow™ drones under the U.S. Army’s Short-Range Reconnaissance (SRR) Program. Lantronix has already initiated production shipments, providing early revenue visibility and underscoring Lantronix’s role as a trusted technology partner for mission‑critical defense applications.
The Lantronix solution, based on the Qualcomm® Dragonwing™ QRB5165 processor, delivers advanced Edge AI processing while meeting stringent U.S. security requirements, enabling full TAA and NDAA compliance for deployment in sensitive Department of Defense (DoD) missions. The combination of AI performance and compliance creates a sustainable advantage for Lantronix in the rapidly expanding defense and autonomous systems market.
As part of a select group of Blue UAS-approved small Unmanned Aerial Systems (sUAS) vendors, Teal Drones must meet rigorous cybersecurity, operational and safety standards for DoD use. Lantronix’s compliant solution enables Teal to meet these requirements, positioning its Black Widow drones for deployment in frontline missions.
“Black Widow drones are redefining what’s possible for small unmanned systems, giving today’s warfighters real-time intelligence and the operational edge they need on the modern battlefield,” said Jeff Thompson, CEO of Red Cat. “Lantronix’s solution enables us to meet the U.S. Army’s rigorous TAA and NDAA compliance standards under the SRR Program — a level of assurance few providers can match.”
With the global drone market projected to reach
“Lantronix has established itself as a leader in the Edge AI market, delivering innovative, compliance‑driven solutions for the growing drone sector,” said Saleel Awsare, CEO and president of Lantronix. “Our collaboration with Teal Drones underscores our ability to bring secure, high‑performance products to market at scale, creating long‑term opportunities with leading global brands.”
Lantronix solutions and Engineering Services combine embedded compute technology, compliance expertise and flexible software support to accelerate customer product development. This scalable platform approach not only enables rapid time‑to‑market for Teal Drones but also positions Lantronix to support future defense and industrial IoT programs requiring TAA and NDAA compliance.
Learn more about Lantronix’s Engineering Services, SOM solutions and additional Drone Applications at Lantronix.com.
About Lantronix
Lantronix Inc. (Nasdaq: LTRX) is a global leader in Edge AI and Industrial IoT solutions, delivering intelligent computing, secure connectivity, and remote management for mission-critical applications. Serving high-growth markets, including smart cities, enterprise IT, and commercial and defense unmanned systems, Lantronix enables customers to optimize operations and accelerate digital transformation. Its comprehensive portfolio of hardware, software, and services powers applications from secure video surveillance and intelligent utility infrastructure to resilient out-of-band network management. By bringing intelligence to the network edge, Lantronix helps organizations achieve efficiency, security, and a competitive edge in today’s AI-driven world.
For more information, visit the Lantronix website.
About Red Cat Holdings Inc.
Red Cat (Nasdaq: RCAT) is a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security. Through its wholly owned subsidiaries, Teal Drones and FlightWave Aerospace, Red Cat develops American-made hardware and software that support military, government, and public safety operations across air, land, and sea. Its Family of Systems, led by Black Widow™, delivers unmatched tactical capabilities in small unmanned aircraft systems (sUAS). Expanding into the maritime domain through Blue OPS, Inc., Red Cat is also innovating in uncrewed surface vessels (USVs) and autonomous underwater vehicles (AUVs), delivering integrated platforms designed to enhance safety and multi-domain mission effectiveness. Learn more at www.redcat.red.
©2025 Lantronix, Inc. All rights reserved. Lantronix is a registered trademark. Other trademarks and trade names are those of their respective owners.
“Safe Harbor” Statement under the Private Securities Litigation Reform Act of 1995: This news release contains forward-looking statements within the meaning of federal securities laws, including, without limitation, statements related to Lantronix products or leadership team. These forward-looking statements are based on our current expectations and are subject to substantial risks and uncertainties that could cause our actual results, future business, financial condition, or performance to differ materially from our historical results or those expressed or implied in any forward-looking statement contained in this news release. The potential risks and uncertainties include, but are not limited to, such factors as the effects of negative or worsening regional and worldwide economic conditions or market instability on our business, including effects on purchasing decisions by our customers; our ability to mitigate any disruption in our and our suppliers’ and vendors’ supply chains due to the COVID-19 pandemic or other outbreaks, wars and recent tensions in Europe, Asia and the Middle East, or other factors; future responses to and effects of public health crises; cybersecurity risks; changes in applicable U.S. and foreign government laws, regulations, and tariffs; our ability to successfully implement our acquisitions strategy or integrate acquired companies; difficulties and costs of protecting patents and other proprietary rights; the level of our indebtedness, our ability to service our indebtedness and the restrictions in our debt agreements; and any additional factors included in our Annual Report on Form 10-K for the fiscal year ended June 30, 2024, filed with the Securities and Exchange Commission (the “SEC”) on Sept. 9, 2024, including in the section entitled “Risk Factors” in Item 1A of Part I of that report, as well as in our other public filings with the SEC. Additional risk factors may be identified from time to time in our future filings. In addition, actual results may differ as a result of additional risks and uncertainties about which we are currently unaware or which we do not currently view as material to our business. For these reasons, investors are cautioned not to place undue reliance on any forward-looking statements. The forward-looking statements we make speak only as of the date on which they are made. We expressly disclaim any intent or obligation to update any forward-looking statements after the date hereof to conform such statements to actual results or to changes in our opinions or expectations, except as required by applicable law or the rules of the Nasdaq Stock Market LLC. If we do update or correct any forward-looking statements, investors should not conclude that we will make additional updates or corrections.
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