Top IoT Companies in San Diego, CA (57)

Product Line Growth: Mobile lines are expanding rapidly, with Spectrum Mobile adding 406,000 lines in Q2 2026 to reach 12.5 million and mobile service revenue rising year over year.

Market Expansion: Rural buildouts and network extension are progressing, with 127,000 subsidized rural passings activated in Q2 2026 and a multi‑year initiative targeting more than 1.7 million new locations and 100,000+ miles of fiber.

Healthy Cash Flow: Quarterly free cash flow of $969 million alongside $2.9 billion of capex in Q2 2026 indicates capacity to fund network evolution and footprint growth despite a tougher backdrop.

Strong Revenue Growth: Revenue reached $4.92B in FYE26 with a third consecutive year of 20%+ growth and a record $1.49B quarter. Q1 FYE27 rose 22% year over year to $1.29B, with record first‑quarter licensing and royalties.

Market Expansion: Royalty strength is being propelled by expanding data‑center and AI deployments, with data‑center royalties more than doubling year over year and hyperscaler CPU adoption increasing. Broader uptake of Armv9 and Compute Subsystems is lifting royalty rates across cloud, smartphone, and edge markets.

Product Line Growth: The launch of Arm’s first production data‑center processor (AGI CPU) opens a new revenue vector beyond IP licensing. Management reports demand exceeding $2B across FYE27–FYE28, indicating early commercial traction.

Strong Market Position & Advantage: Independent analyst recognitions and major enterprise adoption position PTC in the leader cohort for PLM (e.g., Forrester Leader placements, Gartner Critical Capabilities inclusion), with the U.S. Army selecting Windchill enterprise-wide. Portfolio breadth across PLM/CAD/ALM/SLM and integration along the digital thread reinforce competitive standing with large programs.

Strong Revenue Growth: Revenue grew double digits on a constant-currency basis in FY’25 and continued with 15%–21% growth in the first half of FY’26, indicating sustained top-line momentum despite portfolio changes. Management’s FY’26 outlook aligns with ongoing ARR expansion in the high‑single‑digit range on a comparable basis.

Healthy Cash Flow: Operating and free cash flow increased double digits in FY’25 and H1 FY’26, and guidance points to robust full‑year free cash flow. Significant share repurchases and new authorizations underscore strong cash generation and capital return capacity.

Strong Revenue Growth: Recent results indicate record quarterly revenue and year-over-year increases in 2024, signaling solid top-line momentum. Company guidance points to continued expansion supported by both acquisitions and organic contributions.

Healthy Cash Flow: Record operating cash flow in 2024 suggests robust cash generation to support investment and integration. Strong adjusted EBITDA trends reinforce the company’s capacity to fund growth initiatives.

Future-Ready Strategy: The Snap One acquisition and the planned ADI spin-off indicate a deliberate portfolio strategy to sharpen focus and enhance competitive positioning. Digital transformation and new connected products further align the business with evolving smart-home standards.

Strong Revenue Growth: Recent fiscal results show record net sales of $1.05B in FY2026, up 15% year over year, with eight consecutive quarters of net sales growth. Management projects Q1 FY2027 revenue around $283M and expects data center revenue to grow over 50% year over year.

Innovation-Driven Growth: Technological focus on high-performance analog/mixed-signal semiconductors (e.g., CopperEdge/Tri-Edge) and sustained R&D in 5G and AI are emphasized as differentiators. New product traction in data‑center interconnect and expansion of LoRa solutions are highlighted as key growth engines.

Strong Market Position & Advantage: Ownership and stewardship of LoRa/LoRaWAN and ecosystem gravity through the LoRa Alliance and Amazon Sidewalk indicate category leadership in LPWAN. Specialized positions in high‑speed data‑center connectivity and multiple industry awards reinforce competitive differentiation.

Strong Market Position & Advantage: Industry coverage and filings portray the company as a leader in the professional dealer channel with scale, channel reach, and breadth across security, video, access, energy, and more. Platform expansion into commercial video (OpenEye) and grid-edge energy (EnergyHub) reinforces a defensible position in its core niche.

Strong Revenue Growth: Recent results show total revenue up year over year in FY2025 and Q1 2026, with double‑digit SaaS and license growth. Management raised full‑year 2026 revenue guidance, signaling continued momentum.

Customer Loyalty & Retention: Disclosures cite a high SaaS/license renewal rate, supporting durability of recurring revenue. Feedback suggests a sticky installed base across service‑provider channels underpins steady subscription growth.

Strong Market Position & Advantage: Altera is widely characterized as one of the two dominant FPGA vendors, with notable strength in high‑end Agilex devices and a broad, refreshed portfolio. This standing is reinforced by its re‑emergence as the largest independent pure‑play FPGA company and leadership’s intent to take share from AMD/Xilinx.

Product Line Growth: Since separation, the company has expanded Agilex families (e.g., Agilex 5/3/7) and advanced its Quartus/FPGA AI tooling to address edge through data‑center use cases. These launches and updates indicate sustained investment aimed at enlarging addressable markets and improving time‑to‑market.

Investor Backing & Capital Strength: The 2025 majority investment by Silver Lake, with Intel retaining a significant stake, establishes a well‑capitalized, standalone structure. This ownership setup is positioned to accelerate roadmap execution and innovation across high‑growth segments like AI/data centers and 5G.

Profitability: Profitability appears strong, with multi-year gross margin strength, expanding segment operating margins, and faster EPS growth than revenue. Margin expansion alongside record adjusted EPS suggests durable earnings power rather than purely volume-driven performance.

Resilient & Sustainable Growth: Growth looks supported by repeated record quarterly sales, positive organic growth, rising orders, and record backlog that improves near-term visibility. Raised fiscal 2026 guidance reinforces that momentum is continuing rather than reverting after a single quarter.

Strong Market Position & Advantage: Market position is reinforced by Fortune 250 scale, a broad motion-and-control portfolio across industrial and aerospace applications, and consistent positioning as a global leader. Analyst buy consensus and high price targets further indicate confidence in competitive standing and execution.

Strong Revenue Growth: Company results and guidance indicate accelerating top-line performance, with record quarterly revenue and a raised full-year outlook tied to infrastructure demand.

Innovation-Driven Growth: AI-centric infrastructure is a primary growth engine, supported by record AI server orders, increased shipment guidance, and a sizable backlog positioned to convert to revenue as supply and deployments allow.

Strong Market Position & Advantage: Dell is positioned as a market leader in enterprise infrastructure—especially storage and increasingly AI-optimized servers—supported by scale, channel reach, and the APEX consumption model.