Lantronix and Vodafone IoT partner to launch Kompress.ai, an AI-powered platform for optimizing industrial air compressors.
Quiver AI Summary
Lantronix Inc. has announced a partnership with Vodafone IoT to launch Kompress.ai, an AI-powered subscription platform aimed at optimizing the industrial air compressor market, worth over $27 billion globally. Set to be available in the U.S. and Canada, this platform leverages Lantronix's Edge hardware and cloud solutions combined with Vodafone's global IoT connectivity to provide real-time insights and automation for air compressor fleets. The platform is designed to help businesses achieve significant energy savings, reduce downtime, and ensure compliance with sustainability initiatives, ultimately reinforcing Lantronix's recurring revenue model. The collaboration aims to address both operational efficiency and environmental performance in energy-intensive industries amid rising energy costs and stricter ESG regulations.
Potential Positives
- Partnership with Vodafone IoT strengthens Lantronix's positioning in the managed IoT connectivity market, enhancing deployment and scalability of their new platform.
- Kompress.ai is projected to significantly improve energy efficiency and reduce costs for customers in the industrial air compressor sector, contributing to stronger customer ROI.
- The launch of Kompress.ai expands Lantronix’s recurring revenue model, providing a more predictable business revenue stream.
- Kompress.ai aligns with global sustainability trends, aiding customers in achieving energy optimization and compliance with ESG standards.
Potential Negatives
- Partnership with Vodafone IoT may raise concerns about dependence on a third-party provider for critical infrastructure, potentially affecting service reliability.
- Focus on recurring revenue model might imply previous revenue streams are less stable or face challenges, suggesting a need for strategic pivoting.
- Launch in a highly competitive sector could strain resources and impacts if the initial adoption does not meet projected expectations.
FAQ
What is Kompress.ai by Lantronix?
Kompress.ai is an AI-powered subscription platform designed to optimize industrial air compressor performance and reduce costs for businesses.
How does the partnership with Vodafone IoT enhance Kompress.ai?
Vodafone IoT provides secure connectivity, enabling real-time insights and scaling for the Kompress.ai platform's industrial applications.
What industries can benefit from Kompress.ai?
Kompress.ai targets energy-intensive industries, particularly those utilizing industrial air compressors for automation and sustainability compliance.
What are the sustainability benefits of using Kompress.ai?
The platform supports ISO 50001 compliance and helps reduce CO₂ emissions, addressing corporate sustainability goals effectively.
When will Kompress.ai be available in North America?
Kompress.ai by Lantronix will be available this fall in the United States and Canada.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LTRX Insider Trading Activity
$LTRX insiders have traded $LTRX stock on the open market 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LTRX stock by insiders over the last 6 months:
- BERNHARD BRUSCHA has made 0 purchases and 2 sales selling 22,993 shares for an estimated $110,587.
- SALEEL AWSARE (President & CEO) purchased 15,011 shares for an estimated $31,688
- HOSHI PRINTER purchased 10,000 shares for an estimated $22,799
- SAILESH CHITTIPEDDI purchased 10,000 shares for an estimated $22,400
- NARBEH DERHACOBIAN purchased 5,000 shares for an estimated $11,650
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LTRX Hedge Fund Activity
We have seen 23 institutional investors add shares of $LTRX stock to their portfolio, and 30 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TRUFFLE HOUND CAPITAL, LLC removed 560,555 shares (-73.7%) from their portfolio in Q2 2025, for an estimated $1,608,792
- HEARTLAND ADVISORS INC added 530,000 shares (+37.9%) to their portfolio in Q2 2025, for an estimated $1,521,100
- SCOGGIN MANAGEMENT LP removed 500,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,435,000
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 358,492 shares (-55.8%) from their portfolio in Q2 2025, for an estimated $1,028,872
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 274,389 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $787,496
- WINTON GROUP LTD removed 152,278 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $437,037
- MORGAN STANLEY added 128,586 shares (+150.3%) to their portfolio in Q2 2025, for an estimated $369,041
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LTRX Analyst Ratings
Wall Street analysts have issued reports on $LTRX in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 09/30/2025
- Lake Street issued a "Buy" rating on 08/28/2025
- Canaccord Genuity issued a "Buy" rating on 05/12/2025
To track analyst ratings and price targets for $LTRX, check out Quiver Quantitative's $LTRX forecast page.
$LTRX Price Targets
Multiple analysts have issued price targets for $LTRX recently. We have seen 3 analysts offer price targets for $LTRX in the last 6 months, with a median target of $5.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $5.5 on 09/30/2025
- Jaeson Schmidt from Lake Street set a target price of $5.0 on 08/28/2025
- George Gianarikas from Canaccord Genuity set a target price of $3.0 on 05/12/2025
Full Release
IRVINE, Calif., Oct. 20, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, and Vodafone IoT , a global leader in managed IoT connectivity services, today announced a partnership to help businesses optimize performance and unlock recurring revenue in energy-intensive industries. Available this fall in the United States and Canada, Kompress.ai by Lantronix is a turnkey, brand-agnostic AI-powered subscription platform designed to transform the $27 billion+ global industrial air compressor market by cutting costs, reducing downtime and enabling sustainability compliance. The platform combines Lantronix’s Edge hardware and cloud intelligence with Vodafone’s global IoT connectivity to deliver real-time insights and automation for compressor fleets.
Kompress.ai by Lantronix represents a major expansion of Lantronix’s recurring revenue model and critical infrastructure strategy, building on its success in the generator segment. By combining Lantronix Edge hardware with Kompress.ai cloud-based intelligence and Vodafone IoT’s global cellular IoT connectivity, the platform delivers predictive analytics, energy optimization and compliance automation for industrial air compressor fleets of any brand or age.
Delivers Strong ROI in a Fast-Growth Industry
Kompress.ai by Lantronix provides opportunities for strong ROI in the fast-growth air compressor industry, delivering:
- Market Opportunities : The air compressor sector presents growth potential in both brownfield upgrades and greenfield projects, driven by industrial automation trends and evolving sustainability initiatives.
- Strong ROI for Customers : Kompress.ai by Lantronix has demonstrated energy savings of up to 30 percent while reducing unplanned downtime and decreasing service costs, making it a mission-critical solution for cost-conscious industrial buyers.
- Recurring Revenue Model : Offered via subscription, Kompress.ai by Lantronix is expected to contribute to Lantronix’s recurring revenue stream, enhancing the predictability of its business model.
- Strategic Vodafone IoT Partnership : Deployment and scalability are enabled via Vodafone’s secure, reliable and compliant IoT connectivity, positioning the platform for fast rollout.
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Sustainability & Compliance Differentiation
: As corporations face rising energy costs and stricter ESG mandates, Kompress.ai by Lantronix is designed to support ISO 50001 compliance and CO₂ emissions reduction goals, helping customers achieve sustainability KPIs.
A Next-Gen Platform for Industrial IoT
Kompress.ai by Lantronix is built to address one of the most significant energy loads in industrial environments — air compressors — which account for 10 percent or more of electricity use and 4.3 million tons of CO₂ emissions annually. With real-time insights and AI-powered optimization, Kompress.ai helps operators meet both operational and environmental performance goals.
"Kompress.ai by Lantronix is a scalable SaaS solution designed to generate long-term, high-margin recurring revenue while addressing urgent market needs in industrial efficiency and sustainability," said Mathi Gurusamy, Chief Strategy Officer at Lantronix. “This platform expands our total addressable market and aligns with global energy and ESG trends that are reshaping enterprise purchasing priorities.”
“This is more than just an asset monitoring tool — it’s a platform that brings data, intelligence and action together at the Edge,” added Gurusamy. “It positions Lantronix at the intersection of AI, sustainability and industrial automation.”
Dennis Nikles, managing director at Vodafone IoT Americas, said, “Our partnership with Lantronix is a testament to how IoT connectivity can accelerate digital transformation across critical infrastructure. Industrial OEMs and operators now have a turnkey solution that improves operational resilience while supporting global sustainability goals.”
Lantronix will be exhibiting at the Best Practices Expo 2025 on October 21–23 and will be showcasing the Kompress.ai by Lantronix platform. For more information, visit www.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.
Kompress.ai is a trademark used under exclusive license by Lantronix Inc.
For more information, visit the Lantronix website .
About Vodafone IoT
Vodafone IoT is a global leader in managed IoT connectivity services. With over 215 million devices connected across more than 180 countries, we provide businesses with reliable and secure IoT solutions, enabling them to effectively manage, monitor, and operate their IoT devices.
Our extensive network partnerships, spanning over 760 networks worldwide, allows us to deliver global IoT solutions that empower businesses to digitalise, transform and maximise the benefits of IoT.
By adopting IoT, businesses can benefit from smarter resource management, reducing emissions, and enhancing operational efficiency – helping them to operate more sustainably.
For more information, please visit Vodafone IOT , follow us on X at @VodafoneIoT or connect with us on LinkedIn at www.linkedin.com/company/vodafoneIoT .
©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, 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.
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