Lantronix to Launch New Edge AI Solutions at CES 2026

Rhea-AI Summary

Lantronix (NASDAQ: LTRX) will launch new Edge AI solutions at CES 2026 (Jan 6–9, 2026) in a suite at the Wynn Las Vegas by reservation only. The company will preview NDAA/TAA-compliant System-on-Module (SOM) solutions powered by Qualcomm chipsets for latency-sensitive AI workloads, an end-to-end Smart Surveillance ecosystem with Smart Gateway and PoE/LV switches, and SOM compute for robotics and UAVs.

Lantronix will host a live Teledyne FLIR drone demo fusing thermal and RGB video and highlights collaborations with Qualcomm, Teledyne FLIR, Vodafone and Teal Drones, including support for the U.S. Army Short-Range Reconnaissance program. Appointments are limited and available by reservation.

Positive

• Product launch at CES 2026 (Jan 6–9, 2026)
• New NDAA/TAA-compliant SOM family powered by Qualcomm chipsets
• Introduced integrated Smart Surveillance gateway with PoE/LV switches
• Live Teledyne FLIR drone demo showcasing thermal+RGB low-latency feeds
• Collaboration supporting U.S. Army SRR program with Teal Drones

Negative

• None.

Key Figures

CES 2026 dates Jan. 6–9, 2026 Timing of Lantronix Edge AI solution launch at CES

Market Reality Check

$6.58 Last Close

Volume Volume 465,615 is 1.5x the 20-day average of 309,705, indicating elevated interest ahead of CES. normal

Technical Price $5.81 is trading above the 200-day MA $3.44, reflecting a pre-existing uptrend.

Peers on Argus

LTRX gained 4.68% with above-average volume, while close peers were mixed: CRNT +3.54%, AUDC +2.18%, BKTI +1.45%, SILC roughly flat and INSG slightly negative. The move appears more company-specific than broad sector-driven.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 03	Insider share donation	Neutral	-0.5%	Founder donates 3.0M shares to charitable foundation, retaining 2.3M personally.
Nov 12	Investor conferences	Neutral	+2.4%	CEO scheduled for several New York investor conferences and meetings.
Nov 05	Earnings results	Positive	-0.2%	Q1 FY2026 revenue $29.8M and EPS at high end of guidance.
Oct 28	AI design win	Positive	+1.4%	Edge AI solution chosen for Sightline video processors for defense drones.
Oct 22	Earnings pre-announcement	Neutral	-4.0%	Scheduled release and call details for Q1 FY2026 results.

Pattern Detected

Recent AI and product-related news often saw modestly positive reactions, while the latest earnings produced a small negative divergence.

Recent Company History

Over the last few months, Lantronix has combined product execution with capital markets visibility. The Q1 FY2026 report on Nov 5, 2025 showed $29.8M in net revenue and non-GAAP EPS of $0.04, landing at the high end of guidance but seeing a slight negative price reaction. Multiple AI-focused announcements in October expanded its Edge AI drone and video capabilities and drew generally positive price moves. Today’s CES 2026 Edge AI launch continues that AI-centric roadmap.

Market Pulse Summary

This announcement highlights Lantronix’s push to showcase new Edge AI compute, surveillance, and autonomous systems solutions at CES 2026, reinforcing themes from recent AI design wins and platform launches. Investors may track execution in defense, smart cities, and surveillance verticals, where prior news signaled growing traction. Key metrics to watch in future updates include revenue mix from AI-at-the-edge offerings and progress toward recurring-revenue models.

Key Terms

edge ai technical

"a global leader in compute and connectivity IoT solutions powering Edge AI applications"

Edge AI refers to artificial intelligence systems that process data directly on local devices or nearby servers rather than sending information to distant data centers. This allows for faster decision-making and real-time responses, similar to how a home security camera can instantly detect motion without needing to connect to a remote server. For investors, edge AI represents a growing trend toward more efficient, responsive technology that can create new opportunities across various industries.

system-on-module (som) technical

"These new System-on-Module (SOM) solutions are supercharged by Qualcomm"

A system-on-module (SOM) is a compact circuit board that bundles a device’s essential computing parts—processor, memory, power management and basic input/output—into a single, ready-made unit that plugs into a larger product. Like dropping a prebuilt engine into a car chassis, a SOM lets manufacturers build devices faster, cut development costs and reduce technical risk, which can speed time to market and influence margins, product scalability and supply-chain exposure for investors.

smart surveillance gateway technical

"Lantronix introduces its integrated Smart Surveillance Gateway and Smart PoE/LV Switches"

A smart surveillance gateway is a hardware‑and‑software system that collects data from sensors or devices, analyzes it at the edge, and securely sends summarized signals to central databases or regulators. Think of it as a smart postbox that filters and flags important items before forwarding them; for investors, it matters because it can speed regulatory reporting, reduce compliance costs, enable recurring data services, and create competitive advantage through real‑time insights.

uavs technical

"Next-Generation Compute for Robotics and UAVs: Built on the latest Qualcomm processors"

Unmanned aerial vehicles (UAVs) are remote-controlled or autonomous flying machines—think of them as motorized, programmable model airplanes or helicopters that can carry cameras, sensors, cargo or other equipment without an onboard pilot. For investors, UAVs matter because they create new revenue streams and cost savings across industries like defense, delivery, agriculture, and inspection, while being sensitive to regulation, technology changes, and manufacturing supply chains.

rgb video technical

"live demonstration fusing thermal and RGB video. Experience high-quality, low-latency feeds"

Video that stores and displays color by keeping separate red, green and blue channels for each pixel, rather than combining color and brightness into other formats. Think of it as a three‑paint layer image for every frame; that preserves color accuracy but can increase file size and processing needs. Investors should care because use of RGB video affects product image quality, streaming bandwidth, device compatibility and the cost of storage or delivery.

short-range reconnaissance (srr) technical

"support for the U.S. Army’s Short-Range Reconnaissance (SRR) drone program through collaboration"

Short-range reconnaissance (SRR) is the use of sensors, small vehicles, drones or personnel to gather timely information about nearby areas, objects or activities. For investors, SRR matters because demand for these capabilities influences defense and security companies’ sales, product development and contract awards—similar to how a neighborhood watch’s tools and staffing affect local safety and the value of services that support it.

AI-generated analysis. Not financial advice.

Lantronix welcomes customers, channel leaders and technology innovators to discover cutting-edge solutions in an exclusive suite experience at the Wynn Las Vegas

IRVINE, Calif., Dec. 09, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, will launch breakthrough new Edge AI solutions during CES 2026, taking place Jan. 6–9, 2026, in a suite at the Wynn Las Vegas. Appointments are by reservation only. To schedule an appointment, click here.

“Lantronix is accelerating its leadership in the fast-growing Edge AI market with new embedded compute, surveillance, and autonomous systems solutions built for the industries shaping our future,” said Saleel Awsare, CEO of Lantronix. “Through deep collaboration with technology leaders, including Qualcomm, Teledyne Flir and Vodafone, Lantronix is delivering high-performance Edge AI solutions that make intelligent decisions possible anywhere, in real time.”

In its hosted suite, Lantronix will preview its upcoming Edge AI innovations, including:

• Next-Level Embedded Compute Power: Witness the expansion of the company’s NDAA/TAA-compliant family. These new System-on-Module (SOM) solutions are supercharged by Qualcomm® chipsets, designed to power demanding, latency-sensitive AI workloads.
  
  
• End-to-End Smart Surveillance Ecosystem: Lantronix introduces its integrated Smart Surveillance Gateway and Smart PoE/LV Switches, creating a comprehensive AI-driven video analytics platform that unifies compute, power and data connectivity for enterprise and industrial deployments.
  
  
• Next-Generation Compute for Robotics and UAVs: Built on the latest Qualcomm processors, these new SOM solutions are designed to pilot tomorrow’s autonomous platforms.  
  
  
• Live Teledyne FLIR Drone Demo: Lantronix is leading the way in aerial intelligence with a live demonstration fusing thermal and RGB video. Experience high-quality, low-latency feeds that provide unmatched situational awareness.
  

“Our presence at this year’s CES allows our customers, channel partners and technology collaborators to see demos of our new Edge AI solutions designed to drive real-time decision making in high-growth industries,” added Awsare.

Strategic Impact and Market Opportunity

With edge computing poised for exponential growth, Lantronix is well-positioned to capitalize on the accelerating demand for distributed AI processing. Industry analysts expect enterprise data processing to continue shifting rapidly toward the edge, driven by rising demand for real-time AI and distributed intelligence.

Lantronix’s AI-at-the-edge solutions are gaining traction across multiple verticals, including:

• Defense and UAVs — powering advanced decision-making and data optimization in drones, including support for the U.S. Army’s Short-Range Reconnaissance (SRR) drone program through collaboration with Teal Drones, a Red Cat Holdings company, for production of its Black Widow™ drones.
  
  
• Smart Cities and Infrastructure — enabling remote management of power and communications assets through edge boxes for a leading global mobile network operator.
  
  
• Security and Surveillance — reducing bandwidth and storage needs with intelligent event detection and real-time alerts for enterprises and security companies.
  

Together, these solutions broaden Lantronix’s addressable market across autonomous systems, critical infrastructure and industrial AI applications, supporting a long-term shift toward higher-value, recurring-revenue Edge AI offerings.

Experience Lantronix’s breakthrough Edge AI technologies by reserving an appointment for an exclusive preview of innovations shaping the future of intelligent systems. Appointments are limited and available by reservation only. To book your appointment, click here.

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.

“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 concerning growth expectations in the global drone market and Lantronix’s positioning to capitalize on opportunities for long-term, high-margin growth in the drone and defense technology markets. 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 changes in U.S. or foreign government trade policies, including recently increased or future tariffs, a pandemic or other outbreaks, wars and recent conflicts 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 and regulations; 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, 2025, filed with the Securities and Exchange Commission (the “SEC”) on Aug. 29, 2025, 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.

©2025 Lantronix Inc. All rights reserved. Lantronix is a registered trademark. Other trademarks and trade names are those of their respective owners.

Lantronix Media Contact:         
media@lantronix.com 
949-212-0960 

Lantronix Analyst and Investor Contact:         
investors@lantronix.com

FAQ

When will Lantronix (LTRX) unveil its new Edge AI solutions at CES 2026?

Lantronix will preview new Edge AI solutions at CES 2026, Jan 6–9, 2026 in a suite at the Wynn Las Vegas.

What Edge AI hardware will Lantronix (LTRX) showcase at CES 2026?

Lantronix will show NDAA/TAA-compliant System-on-Module (SOM) solutions powered by Qualcomm chipsets and new Smart PoE/LV switches and gateways.

Will Lantronix (LTRX) demonstrate drones or aerial tech at CES 2026?

Yes. Lantronix will host a live Teledyne FLIR drone demo fusing thermal and RGB video for low-latency aerial intelligence.

Does Lantronix (LTRX) have defense-related collaborations mentioned in the CES 2026 announcement?

The company cites collaborations including support for the U.S. Army Short-Range Reconnaissance (SRR) program via Teal Drones for Black Widow production.

How can investors or partners meet Lantronix (LTRX) at CES 2026?

Appointments are by reservation only for Lantronix's suite at the Wynn Las Vegas; availability is limited.