Strategic Intelligence Report
Generated July 29, 2026
Computing Interconnects
Digi International
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Hopkins, Minnesota, USA
Website
Employees
800 (2026, approximate)
Founded
1985
Listing
DGII · NASDAQ
Market Cap
$2.55B
Revenue (TTM)
$475.06M
Price
USD67.69 (+5.53%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
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.
Strategic Connections
Competition / Other
- Calix: Digi International competes with Calix and other connectivity platform providers in IoT and broadband networking markets.
- Telecommunications: Digi International supplies IoT connectivity products used across the telecommunications industry.
- Karooooo: Karooooo's Cartrack fleet telematics business operates in the broader IoT connectivity category alongside providers like Digi International.
Strategic Risks
- Growth increasingly dependent on IoT Solutions segment momentum relative to legacy embedded connectivity products
Future Outlook
- Continued ARR growth expected from SmartSense and embedded IoT connectivity platform expansion
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Nov 2025) — Digi International FY2025 Annual Report (Form 10-K), filed with the SEC
- BusinessWire (May 2026) — Digi International Q2 2026 revenue jumps 25% to record $131M
- Simply Wall St (May 2026) — Digi International raises guidance, expands SmartSense platform
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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