Computing Interconnects

Digi International

Medium1/3 relationships sourcedProfile verified Aug 14, 2026

30-Second Executive Brief

Executive Assessment

Digi International functions as a regional institution within Computing Interconnects, backed by 67% sourcing coverage, with a stable competitive position.

  • Maintains 3 mapped relationships across the graph
  • 67% sourcing coverage across sourced relationships
  • Tracked as regional institution within the Computing Interconnects category

Executive Snapshot

Strategic Role
Regional Institution
Sourcing Coverage
67%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
Moderate
Strategic Momentum
Insufficient Data

Coverage

Mapped Relationships
3
Technology Domains
3

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Continued ARR growth expected from SmartSense and embedded IoT connectivity platform expansion

Top Risks

Growth increasingly dependent on IoT Solutions segment momentum relative to legacy embedded connectivity products

Critical Dependencies

Continue to Dependency Graph ↓

Digi International is a provider of embedded IoT connectivity products and cloud-managed device solutions, whose SmartSense platform and IoT Solutions segment continue to expand through acquisitions like Particle and Jolt aimed at accelerating customers' industrial AI outcomes. Fiscal Q2 2026 revenue reached a record $131 million, up 25%, with IoT Solutions segment revenue up 39% to $37 million and record ARR of $184 million (up 50%); fiscal 2026 guidance calls for 14-18% revenue growth toward a $200 million ARR and EBITDA target by fiscal 2028.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Coolingdriven mostly by insider filing activity, down 2 since last check

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

3 sources · 1 government/SEC filing

Insider Filing Activity

0Form 4 filings, trailing 90 days-2 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding Digi International — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far (last 6 months)

May 2026: Digi International raises guidance, expands SmartSense platformMay 2026: Digi International Q2 2026 revenue jumps 25% to record $131MAug 2026: ARR growing 50% to $184 million while IoT Solutions segment revenue grew only 39% suggest… (unconfirmed)

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

ARR growing 50% to $184 million while IoT Solutions segment revenue grew only 39% suggests the ARR base is being driven by pricing or contract-structure changes beyond just segment revenue growth, or that ARR growth is front-loaded ahead of the revenue recognition catching up -- either way, the gap between these two growth rates is worth watching as Digi targets $200 million ARR by fiscal 2028

24% confidence

This kind of ARR-outpacing-revenue pattern is common when a company is successfully converting more of its base to subscription/recurring contracts (a genuinely positive signal), but it can also mask near-term revenue timing if not paired with matching cash collection, which the company's own record operating cash flow figure ($41 million) suggests isn't currently a problem.

This is InsightNodes' own interpretive read comparing Digi International's ARR growth rate to its IoT Solutions segment revenue growth rate; the company's own release reports both figures without characterizing the gap between them.

BusinessWire · Aug 14, 2026