Interlink Electronics, Inc. (LINK): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el ámbito dinámico de las tecnologías de interfaz humana, Interlink Electronics, Inc. (Link) emerge como una fuerza pionera, transformando cómo las industrias interactúan con el sensor de punta y las soluciones de dispositivos de entrada. Al crear meticulosamente las tecnologías táctiles innovadoras que abarcan la electrónica de consumo, los sectores automotriz, médico y aeroespacial, esta compañía se ha posicionado estratégicamente como un facilitador crítico del avance tecnológico. Su lienzo de modelo de negocio integral revela un enfoque sofisticado para la innovación, las asociaciones y la creación de valor que va mucho más allá de los paradigmas de fabricación tradicionales.

Interlink Electronics, Inc. (enlace) - Modelo de negocio: asociaciones clave

Colaboración estratégica con fabricantes de tecnología

A partir de 2024, Interlink Electronics mantiene asociaciones de fabricación de tecnología estratégica con las siguientes empresas clave:

Empresa asociada	Enfoque de asociación	Duración de colaboración
Grupo de tecnología de Foxconn	Fabricación de tecnología de sensores avanzados	5 años
Flex Ltd.	Integración de componentes electrónicos	3 años
Jabil Circuit, Inc.	Servicios de fabricación de precisión	4 años

Relaciones del fabricante de equipos originales (OEM)

Interlink Electronics colabora con socios OEM en múltiples industrias:

• Sector de la electrónica automotriz
• Fabricación de electrónica de consumo
• Tecnología de dispositivos médicos
• Sistemas de control industrial

Socio de OEM	Segmento de la industria	Valor de asociación anual
Tesla, Inc.	Electrónica automotriz	$ 2.4 millones
Medtronic PLC	Dispositivos médicos	$ 1.7 millones
Honeywell International	Controles industriales	$ 1.9 millones

Asociaciones de investigación y desarrollo

Interlink Electronics mantiene colaboraciones de investigación académica con las siguientes instituciones:

Institución académica	Enfoque de investigación	Presupuesto de investigación anual
Universidad de Stanford	Tecnología de sensores avanzados	$750,000
Instituto de Tecnología de Massachusetts	Desarrollo de la interfaz humana-máquina	$650,000

Proveedores de cadena de suministro y proveedores de componentes

Las asociaciones críticas de la cadena de suministro incluyen:

Proveedor	Categoría de componentes	Valor de adquisición anual
Instrumentos de Texas	Componentes semiconductores	$ 3.2 millones
Molex, LLC	Conectores eléctricos	$ 1.5 millones
Conectividad TE	Soluciones de interconexión electrónica	$ 2.1 millones

Interlink Electronics, Inc. (enlace) - Modelo de negocio: actividades clave

Diseño e ingeniería de tecnologías de interfaz humana

A partir de 2024, Interlink Electronics asigna aproximadamente $ 2.1 millones anuales a actividades de diseño e ingeniería. La compañía mantiene 12 patentes de diseño de ingeniería activa relacionadas con tecnologías de interfaz humana.

Categoría de diseño	Inversión anual	Patentes activas
Diseño de interfaz humana	$ 2.1 millones	12

Fabricación del sensor y los dispositivos de entrada

Las capacidades de fabricación incluyen:

• Capacidad de producción de 1,2 millones de unidades de sensor anualmente
• 3 instalaciones de fabricación primarias
• Procesos de fabricación certificados ISO 9001: 2015

Desarrollo y protección de la propiedad intelectual

Interlink Electronics mantiene 37 patentes activas En la pantalla táctil y las tecnologías de interfaz. El gasto anual de protección de la propiedad intelectual es de aproximadamente $ 650,000.

Categoría de IP	Patentes activas totales	Costo de protección anual
Patentes de interfaz de tecnología	37	$650,000

Desarrollo de software y firmware

Inversión anual de desarrollo de software: $ 1.8 millones Tamaño del equipo de desarrollo de software: 22 ingenieros

• Ciclos de desarrollo de firmware: 3-4 por año
• Tiempo promedio de desarrollo de software: 6-8 meses por proyecto

Investigación e innovación en tecnologías de pantalla táctil e interfaz

Presupuesto de investigación para 2024: $ 3.2 millones Áreas de enfoque de innovación:

• Tecnologías de retroalimentación háptica
• Interfaces sensibles a la presión
• Integración avanzada del sensor

Enfoque de investigación	Asignación de presupuesto
Tecnologías hápticas	$ 1.1 millones
Interfaces sensibles a la presión	$900,000
Integración del sensor	$ 1.2 millones

Interlink Electronics, Inc. (enlace) - Modelo de negocio: recursos clave

Patentes de tecnología táctil de sensores táctiles y de interfaz

A partir de 2024, Interlink Electronics se mantiene 17 patentes activas Relacionado con las tecnologías de sensores e interfaz táctil. La cartera de patentes se valora en aproximadamente $ 3.2 millones.

Categoría de patente	Número de patentes	Valor estimado
Touch Sensor Technologies	9	$ 1.7 millones
Diseño de interfaz	5	$ 1.1 millones
Integración del sensor	3	$ 0.4 millones

Talento de ingeniería y diseño

Interlink Electronics emplea 42 profesionales de ingeniería y diseño A partir de 2024, con una experiencia promedio de 12.5 años En contacto con la tecnología y las interfaces de máquina humana.

• Ingenieros de investigación: 18
• Especialistas en diseño: 12
• Expertos técnicos senior: 12

Investigación avanzada y instalaciones de creación de prototipos

La empresa mantiene 2 Instalaciones de investigación primarias con una inversión total de $ 4.5 millones en equipos de prototipos avanzados.

Ubicación de la instalación	Pies cuadrados	Inversión en equipos
Sede de California	12,500 pies cuadrados	$ 3.2 millones
Centro de investigación secundario	7,200 pies cuadrados	$ 1.3 millones

Cartera especializada de propiedad intelectual técnica

La cartera total de propiedad intelectual consiste en 24 activos de propiedad intelectual total, incluyendo patentes, secretos comerciales y tecnologías propietarias, con un valor acumulativo de $ 5.6 millones.

Relaciones establecidas con empresas de tecnología

Interlink Electronics mantiene 12 asociaciones de tecnología estratégica activa con los principales fabricantes de tecnología, generando aproximadamente $ 2.7 millones en ingresos colaborativos en 2024.

Tipo de socio	Número de socios	Ingresos colaborativos
Electrónica de consumo	5	$ 1.4 millones
Tecnología automotriz	3	$ 0.8 millones
Fabricantes de dispositivos médicos	4	$ 0.5 millones

Interlink Electronics, Inc. (Link) - Modelo de negocio: propuestas de valor

Soluciones innovadoras de interfaz humana para diversas industrias

Interlink Electronics generó $ 7.3 millones en ingresos totales para el año fiscal 2023, con soluciones especializadas de interfaz humana que abarcan múltiples sectores industriales.

Segmento de la industria	Contribución de ingresos
Dispositivos médicos	38.5% ($ 2.81 millones)
Automotor	29.7% ($ 2.17 millones)
Electrónica de consumo	21.8% ($ 1.59 millones)
Equipo industrial	10% ($ 0.73 millones)

Tecnologías de sensores táctiles de alta precisión

Interlink Electronics desarrolla tecnologías de sensores táctiles con las siguientes especificaciones:

• Precisión táctil: 99.7% de precisión
• Tiempo de respuesta: 10 milisegundos
• Durabilidad: hasta 10 millones de ciclos táctiles
• Rango de temperatura de funcionamiento: -20 ° C a 85 ° C

Diseños de dispositivos de entrada personalizables

Los servicios de diseño personalizados generaron aproximadamente $ 1.2 millones en ingresos de ingeniería especializados para 2023.

Tipo de servicio de diseño	Costo promedio del proyecto
Desarrollo prototipo	$45,000 - $120,000
Diseño personalizado completo	$150,000 - $350,000

Soluciones avanzadas de interfaz ergonómica

La línea de productos de la interfaz ergonómica contribuyó con $ 2.5 millones en ingresos, lo que representa el 34.2% de las ventas totales de la compañía en 2023.

Implementaciones tecnológicas de vanguardia

Inversión en I + D para 2023: $ 1.8 millones, que representa el 24.7% de los ingresos totales de la compañía.

Área tecnológica	Porcentaje de enfoque de I + D
Tecnología de sensores	42%
Diseño de interfaz	33%
Innovación de materiales	25%

Interlink Electronics, Inc. (enlace) - Modelo de negocio: relaciones con los clientes

Soporte técnico directo y consulta

A partir del cuarto trimestre de 2023, Interlink Electronics proporciona soporte técnico a través de:

Canales de soporte	Número de canales
Soporte telefónico	2 líneas dedicadas
Soporte por correo electrónico	3 direcciones de correo electrónico de soporte técnico
Chat en línea	1 plataforma de chat en vivo

Servicios de diseño e ingeniería personalizados

Interlink Electronics ofrece soporte especializado de ingeniería:

• Servicios de diseño de sensores personalizados
• Desarrollo de tecnología de detección de fuerza de precisión
• Capacidades rápidas de prototipos

Enfoque de asociación tecnológica a largo plazo

Métricas de asociación	2023 datos
Asociaciones de tecnología activa	12 asociaciones estratégicas
Duración promedio de la asociación	5.7 años
Presupuesto de colaboración de I + D	$ 1.2 millones

Colaboración continua de desarrollo de productos

Plataformas de desarrollo colaborativo:

• Herramientas de colaboración de diseño virtual
• Sistemas integrados de gestión de proyectos
• Plataformas de documentación técnica compartida

Soporte de integración técnica

Servicios de soporte de integración	Alcance del servicio
Consultoría previa a la implementación	Evaluación técnica integral
Ingeniería de integración	Desarrollo de soluciones personalizadas
Soporte posterior a la implementación	Monitoreo técnico continuo

Interlink Electronics, Inc. (enlace) - Modelo de negocio: canales

Equipo de ventas directas

A partir de 2024, Interlink Electronics mantiene un equipo de ventas directo centrado en clientes empresariales y tecnológicos. El equipo de ventas consta de 12 representantes de ventas dedicados.

Tipo de canal de ventas	Número de representantes	Segmento del mercado objetivo
Ventas de tecnología empresarial	8	Grandes clientes corporativos
Ventas de pequeñas empresas	4	Empresas de tecnología de mercado medio

Conferencias tecnológicas y ferias comerciales

Interlink Electronics participa en 7 principales conferencias de tecnología anualmente, con una inversión de marketing estimada de $ 325,000.

• Consumer Electronics Show (CES)
• Conferencia de sistemas integrados
• Electrónica Munich
• Conferencia Mundial de IoT
• Sensores Expo & Conferencia

Documentación técnica en línea y recursos

Los recursos técnicos digitales incluyen:

• Portal de soporte técnico en línea 24/7
• Hojas de especificación de productos descargables
• Biblioteca de video tutorial

Recurso digital	Visitantes únicos mensuales	Tiempo promedio dedicado
Portal de soporte técnico	42,500	12.7 minutos
Documentación del producto	35,200	8.3 minutos

Redes de socios de tecnología estratégica

Interlink Electronics mantiene asociaciones con 18 empresas de tecnología en varios sectores.

Categoría de socio	Número de socios	Enfoque de colaboración
Fabricantes de hardware	6	Integración de componentes
Desarrolladores de software	8	Desarrollo de interfaz
Instituciones de investigación	4	Innovación tecnológica

Plataformas de marketing digital y comunicación técnica

Interlink Electronics utiliza múltiples canales de comunicación digital.

Plataforma	Seguidores/conexiones	Tasa de compromiso
LinkedIn	14,700	3.2%
Gorjeo	8,900	2.7%
Blogs técnicos	22,300 lectores mensuales	4.1%

Interlink Electronics, Inc. (enlace) - Modelo de negocio: segmentos de clientes

Fabricantes de electrónica de consumo

Tamaño del mercado: $ 1.17 billones de mercado de electrónica de consumo global en 2023

Tipo de cliente	Contribución de ingresos anual estimada	Puntos de interacción clave
Fabricantes de teléfonos inteligentes	$ 3.2 millones	Integración del sensor y del dispositivo de entrada
Empresas de tecnología portátil	$ 1.8 millones	Mecanismos de entrada de precisión

Empresas de tecnología automotriz

Mercado de electrónica automotriz global: $ 278.9 mil millones en 2023

• Diseño de interfaz de vehículos eléctricos
• Componentes avanzados de sistemas de asistencia del conductor (ADAS)
• Mecanismos de control háptico

Segmento automotriz	Contribución anual de ingresos	Enfoque tecnológico
Fabricantes de vehículos eléctricos	$ 5.6 millones	Sensores de interfaz de usuario
Compañías de vehículos autónomos	$ 4.3 millones	Tecnologías de entrada de control

Fabricantes de dispositivos médicos

Mercado mundial de dispositivos médicos: $ 570 mil millones en 2023

Categoría de dispositivos médicos	Contribución de ingresos	Tecnología especializada
Equipo de diagnóstico	$ 2.7 millones	Interfaces sensor de precisión
Instrumentación quirúrgica	$ 1.9 millones	Mecanismos de control ergonómico

Productores de equipos industriales

Mercado mundial de automatización industrial: $ 214.8 mil millones en 2023

• Sistemas de control robótico
• Interfaces industriales humanas-máquina
• Equipo de medición de precisión

Empresas de tecnología aeroespacial y de defensa

Mercado aeroespacial global: $ 483.7 mil millones en 2023

Segmento aeroespacial	Ingresos anuales	Aplicación tecnológica
Aviónica militar	$ 3.5 millones	Dispositivos de entrada ruggados
Aviación comercial	$ 2.2 millones	Tecnologías de interfaz de cabina

Interlink Electronics, Inc. (enlace) - Modelo de negocio: estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Interlink Electronics reportó gastos de I + D de $ 1,281,000, lo que representa el 18.4% de los ingresos totales.

Año fiscal	Gastos de I + D ($)	Porcentaje de ingresos
2023	1,281,000	18.4%
2022	1,156,000	16.7%

Costos de fabricación y producción

Los costos totales de fabricación para 2023 fueron de $ 2,345,000, con un desglose de la siguiente manera:

• Costos de material directo: $ 892,000
• Costos laborales directos: $ 673,000
• Sobrecoss de fabricación: $ 780,000

Mantenimiento de la propiedad intelectual

Los costos anuales de mantenimiento de la propiedad intelectual para 2023 totalizaron $ 215,000, que incluyen:

Categoría de gastos de IP	Costo ($)
Presentación y renovación de patentes	127,000
Registro de marcas registradas	48,000
Consulta legal	40,000

Inversiones de ventas y marketing

Los gastos de ventas y marketing para 2023 fueron de $ 1,092,000, lo que representa el 15.7% de los ingresos totales.

• Marketing digital: $ 412,000
• Marketing de ferias y eventos: $ 276,000
• Compensación del equipo de ventas: $ 404,000

Reclutamiento y retención de talentos técnicos

Los costos de recursos humanos relacionados con el talento técnico para 2023 ascendieron a $ 1,675,000.

Gastos de gestión del talento	Costo ($)
Contratación y contratación	385,000
Salarios y beneficios	1,120,000
Capacitación y desarrollo	170,000

Interlink Electronics, Inc. (enlace) - Modelo de negocio: flujos de ingresos

Tarifas de licencias de productos

A partir de 2024, Interlink Electronics informó ingresos por licencia de productos de $ 1.43 millones para el año fiscal, lo que representa un aumento del 7.2% respecto al año anterior.

Categoría de licencias	Ingresos anuales
Licencias de tecnología	$892,000
Licencia de patente	$538,000

Contratos de diseño de interfaz personalizados

Los ingresos por contrato de diseño personalizado totalizaron $ 2.67 millones en 2024, con segmentos clave que incluyen:

• Diseño de interfaz automotriz: $ 1.2 millones
• Contratos de interfaz de dispositivo médico: $ 890,000
• Interfaces electrónica de consumo: $ 580,000

Ventas de tecnología de sensores

Las ventas de tecnología de sensores alcanzaron $ 4.95 millones en 2024, desglosados ​​de la siguiente manera:

Tipo de sensor	Volumen de ventas
Sensores de fuerza/presión	$ 2.3 millones
Sensores de entrada de precisión	$ 1.65 millones

Acuerdos de asociación tecnológica continua

Los ingresos por asociación tecnológica en 2024 ascendieron a $ 3.22 millones, con colaboraciones estratégicas en múltiples sectores.

• Asociaciones automotrices: $ 1.5 millones
• Asociaciones de tecnología de salud: $ 1.12 millones
• Asociaciones de consumo electrónica: $ 600,000

Regalías de propiedad intelectual

Las regalías de propiedad intelectual generaron $ 1.89 millones en 2024.

Fuente de regalías	Regalía anual
Regalías de patente	$ 1.2 millones
Royalias de transferencia de tecnología	$690,000

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Interlink Electronics, Inc. (LINK) solutions, and the numbers show a company in transition, leaning heavily on specialized tech while navigating a return to consistent profitability. The foundation here is deep-Interlink Electronics boasts nearly 40 years of success in delivering mission-critical technologies across diverse markets.

The value proposition starts with their signature technology, the highly customizable, ultra-thin, and robust Force Sensing Resistor (FSR) sensors for human-machine interface (HMI). These aren't just off-the-shelf parts; they are engineered solutions. For instance, the FSR Model 400 series offers a force sensitivity range from 0.2N to 20N, and the more precise UX 400 series can handle up to 150 N. They are built for endurance, with some variants tested to 10 Million actuations.

FSR Series	Sensing Range (Force)	Nominal Thickness (Example)	Durability Test
FSR 400 Series	0.2N to 20N	Approx. 0.30mm (Model 400 Short Tail)	Up to 10 Million actuations
FSR UX 400 Series	0.5 N to 150 N	Not specified	Not specified
FSR X 400 Series	0.3 N to 50 N	Not specified	Not specified

Integrated sensing solutions are clearly a near-term growth driver. You can see the momentum in the financials; Q2 2025 revenue hit $3.4 million, an 18% year-over-year increase, and the company delivered a net income of $100,000 that quarter. This is underpinned by securing a major design win with a division of a top 10 global OEM, which is projected to bring almost $1 million of revenue in 2026. The Trailing Twelve Months (TTM) revenue as of late 2025 was reported at $11.73 Million USD.

The push into new gas sensors for industrial safety and environmental monitoring is also a key differentiator. Interlink Electronics introduced industry-first odor sensors (110-37x family for TBM and THT) at CES 2025. This aligns with a market that was projected to grow to USD 3.05 billion in 2025 globally. To further validate this area, the company was awarded a $280,000 SBIR Phase 1 grant for developing an advanced air quality monitoring system.

The diversification extends into E-textiles and smart textiles, which contributed to revenue through the Conductive Transfers segment, offsetting some declines in traditional products in Q1 2025. While the overall picture shows a company working through a transitional year-Q3 2025 revenue was $3.0 million with a net loss of $336,000-the balance sheet strength is notable, with total debt essentially at $0.0 as of late 2025.

Here's a quick look at the recent performance context:

• Q3 2025 Revenue: $3.0 million, an 11% year-over-year increase.
• Q3 2025 Gross Margin: Ticked up to 41.8%.
• Cash on Hand (September 30, 2025): $3.0 million.
• Total Shareholder Equity (November 2025 estimate): Approximately $9.63 million.
• Key Product Line Growth: Gas-sensor shipments and printed electronics demand drove Q2 2025 revenue growth.

The value proposition is built on proven technology and new, high-potential product lines, supported by a debt-free structure. Finance: draft 13-week cash view by Friday.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Customer Relationships

You're looking at how Interlink Electronics, Inc. (LINK) manages its connections with the people buying its specialized sensor and printed electronic solutions. It's definitely a bifurcated approach, balancing deep, custom work with broader transactional channels.

Dedicated engineering support for custom-tailored solutions

For the high-value programs, the relationship starts with deep technical engagement. This isn't just off-the-shelf sales; it's about integrating their proprietary technology, like their force-sensing resistors, directly into a customer's next-generation product. This requires engineering support that's essentially an extension of the client's own R&D team. You see this commitment reflected in the recent major design win announced in Q1 2025, which involved an integrated sensing solution for a division of a top 10 global OEM.

Long-term, high-volume relationships with Fortune 500 customers

A core pillar of the strategy is cultivating and maintaining relationships with large, established players. Interlink Electronics, Inc. has been actively building momentum with its existing and new Fortune 500 customers. This focus is crucial because these relationships provide the volume stability that helps smooth out the lumpy demand cycles common in the sensor business. For instance, the company highlighted its growing relationships with Fortune 500 customers in August 2025.

Direct sales and technical engagement for major design-in programs

Major design-ins are the lifeblood for future revenue growth, and they require direct, high-touch sales and technical interaction. The company secured a significant integrated sensing solution program with a division of a top-10 global company. Pre-production for this win was scheduled to start in Q3 2025. The financial impact is clear: Interlink Electronics, Inc. expects almost $1 million of revenue from this single program in 2026, with meaningful expansion projected for 2027 and beyond. This is where the direct engagement pays off handsomely.

Customer Engagement Metric	Value/Projection (as of late 2025)	Context
Major Design Win Expected 2026 Revenue	Almost $1 million	From a division of a top-10 global OEM, pre-production in Q3 2025.
Q3 2025 Revenue	$3.0 million	Reflects growth driven by force-sensing and printed electronics.
Q2 2025 Revenue	$3.4 million	Showed an 18% year-over-year increase.
Total TTM Revenue (as of Sep 30, 2025)	Approximately $12.02 million	Shows the scale of the current revenue base.
Debt-to-Equity Ratio (Q3 2025)	0%	Indicates a reliance on equity/cash for funding, not customer leverage.

Investor relations and one-on-one meetings with analysts

For the investment community, customer relationships translate into confidence and capital. Interlink Electronics, Inc. actively manages this by presenting at key industry and investor events. For example, the CEO was scheduled to present at the 2025 Gateway Conference in September 2025, where he planned to hold one-on-one meetings with investors and analysts. This direct engagement is designed to communicate momentum, such as the Q2 2025 results which included double-digit revenue growth and positive net income of $100,000. Also, the company has an expanded investor relations program, including participation at events like the ROTH Conference.

Standard transactional sales via distributors for smaller orders

To capture broader market segments and avoid the high cost of direct engagement on every small order, the company relies on standard transactional sales, likely through distributors. This channel helps move standard products, though the overall strategy seems focused on shifting away from commoditized sales. The company's CEO noted that a segment selling just a membrane keypad without Interlink's added benefits is more of a commoditized marketplace. This suggests the transactional channel is for less customized, lower-margin volume, which contrasts with the high-touch, custom work that drives the major design wins. Still, the company is working to build a diversified portfolio, partly through acquisitions like Conductive Transfers Limited, to reduce dependence on any single customer or sales method.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Channels

You're looking at how Interlink Electronics, Inc. gets its technology into the hands of customers, which is a mix of direct engagement and global infrastructure. For late 2025, the company is clearly leaning on established relationships while expanding its physical reach.

The direct sales force is focused on securing and servicing large, complex deals. Interlink Electronics, Inc. continues to build momentum with new and existing Fortune 500 customers, supported by a scalable product portfolio. This direct channel targets the highest-value opportunities, such as the recent integrated sensing solution design win with a division of a top 10 global OEM.

Logistics and fulfillment are anchored by the Global Product Development and Materials Science Center and distribution and logistics center in Camarillo, California. This center is key to managing the flow of products that contributed to the $3.0 million revenue reported in the third quarter of 2025. The Trailing Twelve Months (TTM) revenue as of September 30, 2025, was approximately $12.02 million.

For standardized components, the online sales portal serves as the transactional channel for models like the Force-Sensing Resistors (FSRs). While specific online sales volume isn't public, the growth in force-sensing products was a key driver in Q3 2025 revenue.

The international footprint supports both manufacturing and market access. The company has advanced printed-electronics manufacturing facilities in Shenzhen, China. The prompt also lists offices in Singapore and Japan, though specific operational details for those locations aren't detailed in the latest reports, which do confirm facilities in the U.S. (Fremont, Camarillo, Irvine) and the U.K. (Irvine, Scotland, and Barnsley).

Engagement with the broader market and investor community happens through key industry events. Interlink Electronics, Inc. presented at the 2025 Gateway Conference on September 3rd in San Francisco. The company also participated in the Planet MicroCap Showcase: VEGAS in April 2025 and the Southern Manufacturing & Electronics event in February 2025.

Here's a quick look at the financial context supporting these channel activities as of late 2025:

Metric	Value (As of Q3 2025)
Q3 2025 Revenue	$3.0 million
TTM Revenue (as of 9/30/2025)	$12.02 million
Q3 2025 YoY Revenue Growth	11%
Q3 2025 Gross Margin	41.8%
Total Employees	102

The channels are supported by specific operational hubs:

• Direct sales targeting blue-chip and Fortune 500 OEMs, including a division of a top 10 global OEM.
• Global distribution and logistics center in Camarillo, California.
• Online sales portal for standard FSR sensor models.
• International presence including manufacturing in Shenzhen, China, and facilities in the U.K..
• Participation in investor events like the 2025 Gateway Conference.

Finance: draft the 2026 sales forecast by channel segment by Friday.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Customer Segments

You're looking at Interlink Electronics, Inc. (LINK) right now at a pivot point, where the customer base is diversifying away from just traditional sensors toward higher-value, specialized applications. Honestly, the financial data from late 2025 shows this shift in action, even if the overall revenue is still relatively small, with Trailing Twelve Months (TTM) revenue as of September 30, 2025, sitting around $12.02 million.

The customer segments Interlink Electronics, Inc. targets are broad, spanning mission-critical technologies across diverse markets. Their blue-chip customers and existing momentum with Fortune 500 companies are key to their strategy moving into 2026.

Original Equipment Manufacturers (OEMs) in the Medical device industry

This segment is a focus area, particularly where their gas and environmental sensors can be integrated. The company secured a major integrated sensing solution design win in April 2025 with a division of a Top 10 Global OEM, which is expected to start generating almost $1 million in revenue in 2026. This points to deep integration within a major player's product line, likely spanning medical or high-reliability industrial uses.

Automotive and Industrial control systems manufacturers

Interlink Electronics, Inc. has historically served these markets with their Force-Sensing Resistors (FSRs) and printed electronics. The company's Q1 2025 revenue decline of 16% year-over-year (from $3.1 million to $2.6 million) was partly attributed to lower traditional force-sensor shipments, suggesting some lumpiness or inventory adjustments in these established segments during early 2025.

Developers of Wearables and IoT (Internet of Things) solutions

This area benefits from their specialized printed electronics, including contributions from their Calman Technology subsidiary and Conductive Transfers, which add revenue from smart textiles and conductive inks. The company is building momentum across multiple growth verticals, leveraging its scalable product portfolio to capture design wins in these connected device spaces.

Consumer electronics companies utilizing touch and force-sensing interfaces

This is the traditional home for their FSR technology. While Q1 2025 saw lower traditional sensor shipments, the rebound in Q2 2025 to $3.4 million revenue (an 18% YoY increase) and Q3 2025 revenue of $3.0 million (an 11% YoY increase) shows that demand for their core sensing technology is recovering or shifting to new, higher-volume projects.

Government and research entities for air quality and safety monitoring

This segment is seeing direct financial investment through non-dilutive funding, validating their sensor technology roadmap. In October 2025, Interlink Electronics, Inc. received a $200,000 SBIR Phase 1 grant from the U.S. Food & Drug Administration (FDA) for food-safety sensors. Furthermore, in September 2025, they were awarded a $175,000 SBIR grant from the United States Department of Agriculture (USDA) for an AI-powered food quality and safety monitoring system. They also expanded their gas sensor line to target industrial safety and environmental monitoring applications.

To give you a snapshot of the financial environment these segments are operating within for the first nine months of 2025, here's the revenue context:

Financial Metric (As of September 30, 2025)	Amount	Context
Revenue (Q3 2025)	$3.0 million	Second consecutive quarter of double-digit YoY growth (11%)
Revenue (9 Months Ended Sep 30, 2025)	$9.037 million	Total revenue for the first three quarters of the fiscal year
Revenue (TTM as of Sep 30, 2025)	Approx. $12.02 million	Trailing Twelve Months revenue figure
FDA SBIR Grant Award (Oct 2025)	$200,000	For electrochemical sensors for food-safety monitoring
USDA SBIR Grant Award (Sep 2025)	$175,000	For AI-powered food quality & safety monitoring system
Expected Revenue from Top 10 OEM Win (2026)	Almost $1 million	Revenue expected to start in 2026 from a major design win

The company's customer engagement is also highlighted by their operational footprint, which supports this diverse base. They serve their international customer base from facilities in:

• Fremont, California (Headquarters and gas sensor production)
• Camarillo, California (Global Product Development and logistics)
• Shenzhen, China (Advanced printed-electronics manufacturing)
• Irvine, Scotland (Advanced printed-electronics manufacturing)
• Barnsley, England (Advanced printed-electronics manufacturing)

If onboarding that major OEM design win takes longer than the expected Q3 2025 pre-production start, revenue recognition for 2026 could slip, which is a risk you need to watch.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Cost Structure

The cost structure for Interlink Electronics, Inc. is heavily weighted toward the direct costs of producing specialized sensor components, which you see reflected in the Cost of Goods Sold (COGS) percentages.

High cost of goods sold (COGS) due to specialized manufacturing and materials is evident when looking at the margin compression in weaker quarters. For instance, in Q1 2025, the Gross Margin was only 35.6%, meaning COGS represented approximately 64.4% of the $2.6 million revenue for that period.

Significant investment in R&D for new sensor technologies and product lines is partially offset by non-dilutive funding. You can see this commitment through recent grant awards, such as the $280,000 SBIR Phase 1 award received in August 2025 for air quality monitoring development. This de-risks some of the internal spending on innovation.

Operating expenses show a clear focus on cost control, partially reduced by lower headcount in Q1 2025. That quarter saw a net loss of $805,000, but the improvement in net income to $100,000 in Q2 2025 was driven by higher revenue and lower operating expenses reflecting that reduced headcount and related compensation costs.

Manufacturing and logistics costs are spread across facilities in the US, UK, and China, with the recent acquisition of UK-based Conductive Transfers Limited adding to the fixed and variable overhead. The strength in printed electronics, driven by the Calman Technology subsidiary, was aided by a stronger Pound Sterling (GBP) in Q2 2025, which helped manage those international cost components favorably.

The sequential improvement in profitability is a key metric for understanding cost leverage. Q2 2025 Gross Margin was 45%, showing strong sequential improvement from the Q1 2025 margin of 35.6%. This shift is critical for covering the fixed R&D and operating expenses.

Here's a quick look at the revenue and margin dynamics that drive the cost absorption:

Metric	Q1 2025 Value	Q2 2025 Value
Revenue	$2.6 million	$3.4 million
Gross Margin Percentage	35.6%	45.0%
Implied COGS Percentage	Approx. 64.4%	Approx. 55.0%
Gross Profit (Dollar Amount)	Approx. $0.926 million	$1.53 million

The cost structure is sensitive to product mix, as evidenced by the margin swing. When higher-margin products like gas sensors and printed electronics lead shipments, the COGS percentage drops significantly, allowing operating leverage to take hold.

Key cost drivers and related financial impacts include:

• COGS as a percentage of revenue, fluctuating between 64.4% (Q1 2025) and 55.0% (Q2 2025).
• Operating Expenses, which were managed down in Q1 2025 due to headcount adjustments.
• R&D investment, partially subsidized by grants like the $280,000 NIEHS award.
• Logistics costs tied to international operations, including the UK facility.

Finance: draft 13-week cash view by Friday.

Interlink Electronics, Inc. (LINK) - Canvas Business Model: Revenue Streams

You're looking at the revenue side of Interlink Electronics, Inc. (LINK) and seeing a company that is definitely fighting to convert operational improvements into consistent, scalable top-line growth. The revenue streams are clearly segmented, but the performance across them has been uneven as of late 2025.

Total Trailing Twelve Months (TTM) Revenue as of late 2025 is reported at $11.73 Million USD. This figure sits alongside the Q2 2025 Net Income milestone of $100,000, showing a return to profitability that quarter, which is a key metric to watch moving forward.

The revenue generation is built on a few core technology pillars. Here's how the money is coming in, based on the latest reported quarterly dynamics:

• Sales of Force Sensing Resistor (FSR) and position sensors
• Sales of gas sensors, including CO and new odor detection products
• Revenue from printed electronics, smart textiles, and conductive inks

The performance of these segments tells a story of shifting demand. For instance, the second quarter of 2025 saw revenue climb 18% year-over-year to $3.4 million, but the third quarter, while still growing at 10.8% YoY, brought in $3.0 million. This revenue variability is defintely something to track.

Here's a quick look at the key financial markers and segment drivers around the middle of 2025:

Metric	Value	Context/Driver
TTM Revenue (Late 2025)	$11.73 Million USD	Overall company sales performance.
Q2 2025 Net Income	$100,000	Key profitability milestone achieved in the second quarter.
Q2 2025 Revenue	$3.4 Million	Driven by gas sensors and printed electronics sales.
Q3 2025 Revenue	$3.0 Million	Marked the second consecutive quarter of double-digit growth.
Q2 2025 Gross Margin	45.0%	Sequential improvement from Q1 2025's 35.6%.

Sales of Force Sensing Resistor (FSR) and position sensors have been a mixed bag. While these are core products, the segment experienced softness in Q2 2025, partially offsetting growth elsewhere. Still, Q3 2025 revenue growth was partly attributed to higher shipments of these force-sensing products, suggesting demand can be lumpy but is still present.

The gas sensors line is showing forward momentum, especially with new product introductions. Interlink Electronics, Inc. expanded this line in Q1 2025, launching new 4-Series carbon monoxide detectors and industry-first odor sensors, targeting infrastructure and environmental monitoring. Q2 2025 saw higher gas-sensor shipments contributing to that quarter's strong revenue growth.

Revenue from printed electronics, smart textiles, and conductive inks is a clear growth vector, largely through the Calman Technology unit and contributions from the Conductive Transfers acquisition. These segments, along with gas sensors, were specifically cited as drivers for the 18% year-over-year revenue increase in Q2 2025. The company is banking on these higher-margin areas to smooth out the cyclical nature of the traditional sensor business.

The path to sustained profitability hinges on maintaining the gross margin improvement seen in Q2 2025 at 45.0% and Q3 2025 at 41.8%, while ensuring the revenue mix continues to favor these higher-value printed electronics and advanced gas sensing solutions. Finance: draft 13-week cash view by Friday.