Digi International Inc. · NASDAQ:DGII
Digi International — Q2 2026 Earnings Presentation
9 slides from Digi International's earnings presentation, May 6, 2026
Slide 1: Earnings Presentation Fiscal Second Quarter 2026
Earnings Presentation Fiscal Second Quarter 2026 May 6, 2026 Nasdaq: DGII
Slide 2: Safe Harbor
Safe Harbor This presentation includes forward looking statements. These statements reflect our expectations about future operating and financial performance and speak only as of the date of this presentation. Actual results, performance, or developments could differ materially from those expressed
Slide 3: Industrial IoT (IIoT): A Large and Rapidly Growing Market
Industrial IoT (IIoT): A Large and Rapidly Growing Market $0.3T → $0.8T Global IIoT Market 2024 → 2034 | 10.3% CAGR Hardware Share of IIoT Market 47% CAGR: ~7% Sensors, gateways, routers, embedded modules; largest segment today Connectivity Share of IIoT Market 20% CAGR: ~10% Cellular, Wi-Fi, Zigbee
Slide 4: Digi's IIoT Solution Value Proposition
Digi's IIoT Solution Value Proposition A Complete, Mission-Critical Industrial IoT Stack Security • Zero-trust device authentication • End-to-end encrypted communications • Automated vulnerability management • FIPS 140-2 certified hardware Reliability • 5-nines uptime SLAs • Failover & redundant con
Slide 5: Digi Leveraging AI Inside and Out
Digi Leveraging AI Inside and Out
Slide 6: Q2 FY2026 Results
Q2 FY2026 Results Fiscal 2026 results include Jolt for the full quarter and Particle following the closing of the acquisition in January 2026. GAAP Results $131M Revenue +25% YoY 64.0% Gross Margin +190 basis points YoY $41M Cash Flow from Operations +58% YoY Non-GAAP Results $184M Annualized Recurr
Slide 7: Five-Year Goals: Marching to $200M ARR | $200M A-EBITDA
Five-Year Goals: Marching to $200M ARR | $200M A-EBITDA Goals set at the beginning of Fiscal 2024: $200M ARR and $200M Adjusted EBITDA within 5 years 116 152 190 FY24 FY25 FY26E Annualized Recurring Revenue (ARR) 98 108 135 FY24 FY25 FY26E Adjusted EBITDA (A-EBITDA) FY26E based on company guidance o
Slide 8: Digi's Flywheel: Acquire → Generate → Compound
Digi's Flywheel: Acquire → Generate → Compound DIGI FLYWHEEL 1. ACQUIRE Accretive M&A Using Debt Identify IIoT companies with strong ARR and A- EBITDA potential. Use debt financing to fund acquisitions. 2. INTEGRATE Build ARR & A-EBITDA Cross-sell solutions, expand attach rates, drive subscription g
Slide 9: Connect with Confidence
OIGI” Connect with Confidence