Interlink Electronics, Inc. (link): modelo de negócios [Jan-2025 Atualizado]

No domínio dinâmico das tecnologias de interface humana, a Interlink Electronics, Inc. (Link) surge como uma força pioneira, transformando como as indústrias interagem com o sensor de ponta e as soluções de dispositivo de entrada. Ao criar meticulosamente tecnologias inovadoras de toque que abrangem os setores de eletrônicos de consumo, automotivo, médico e aeroespacial, essa empresa se posicionou estrategicamente como um facilitador crítico do avanço tecnológico. Sua abrangente modelo de negócios Canvas revela uma abordagem sofisticada da inovação, parcerias e criação de valor que vão muito além dos paradigmas de fabricação tradicionais.

Interlink Electronics, Inc. (Link) - Modelo de negócios: Parcerias -chave

Colaboração estratégica com fabricantes de tecnologia

A partir de 2024, a Interlink Electronics mantém parcerias de fabricação de tecnologia estratégica com as seguintes empresas importantes:

Empresa parceira	Foco em parceria	Duração da colaboração
Grupo de Tecnologia Foxconn	Fabricação avançada de tecnologia de sensores	5 anos
Flex Ltd.	Integração de componentes eletrônicos	3 anos
Jabil Circuit, Inc.	Serviços de fabricação de precisão	4 anos

Relacionamentos de fabricante de equipamentos originais (OEM)

A InterLink Electronics colabora com parceiros OEM em vários setores:

• Setor eletrônico automotivo
• Fabricação de eletrônicos de consumo
• Tecnologia de dispositivos médicos
• Sistemas de controle industrial

Parceiro OEM	Segmento da indústria	Valor anual da parceria
Tesla, Inc.	Eletrônica automotiva	US $ 2,4 milhões
Medtronic plc	Dispositivos médicos	US $ 1,7 milhão
Honeywell International	Controles industriais	US $ 1,9 milhão

Parcerias de pesquisa e desenvolvimento

A InterLink Electronics mantém colaborações de pesquisa acadêmica com as seguintes instituições:

Instituição Acadêmica	Foco na pesquisa	Orçamento de pesquisa anual
Universidade de Stanford	Tecnologia avançada de sensores	$750,000
Instituto de Tecnologia de Massachusetts	Desenvolvimento da interface humana-máquina	$650,000

Fornecedores da cadeia de suprimentos e fornecedores de componentes

As parcerias críticas da cadeia de suprimentos incluem:

Fornecedor	Categoria de componente	Valor anual de compras
Texas Instruments	Componentes semicondutores	US $ 3,2 milhões
Molex, LLC	Conectores elétricos	US $ 1,5 milhão
Conectividade TE	Soluções eletrônicas de interconexão	US $ 2,1 milhões

Interlink Electronics, Inc. (Link) - Modelo de negócios: Atividades -chave

Projeto e engenharia de tecnologias de interface humana

A partir de 2024, a InterLink Electronics aloca aproximadamente US $ 2,1 milhões anualmente para atividades de design e engenharia. A empresa mantém 12 patentes de design de engenharia ativa relacionadas às tecnologias de interface humana.

Categoria de design	Investimento anual	Patentes ativas
Design de interface humana	US $ 2,1 milhões	12

Fabricação de dispositivos de sensor e entrada

Os recursos de fabricação incluem:

• Capacidade de produção de 1,2 milhão de unidades de sensor anualmente
• 3 instalações de fabricação primárias
• Processos de fabricação certificados ISO 9001: 2015

Desenvolvimento e proteção da propriedade intelectual

A InterLink Electronics mantém 37 patentes ativas na tela sensível ao toque e nas tecnologias de interface. As despesas anuais de proteção à propriedade intelectual são de aproximadamente US $ 650.000.

Categoria IP	Total de patentes ativas	Custo de proteção anual
Patentes de interface de tecnologia	37	$650,000

Desenvolvimento de software e firmware

Investimento anual de desenvolvimento de software: US $ 1,8 milhão Tamanho da equipe de desenvolvimento de software: 22 engenheiros

• Ciclos de desenvolvimento de firmware: 3-4 por ano
• Tempo médio de desenvolvimento de software: 6-8 meses por projeto

Pesquisa e inovação nas tecnologias de tela sensível ao toque e interface

Orçamento de pesquisa para 2024: US $ 3,2 milhões Áreas de foco na inovação:

• Tecnologias de feedback hápticas
• Interfaces sensíveis à pressão
• Integração avançada de sensores

Foco na pesquisa	Alocação de orçamento
Tecnologias hápticas	US $ 1,1 milhão
Interfaces sensíveis à pressão	$900,000
Integração do sensor	US $ 1,2 milhão

Interlink Electronics, Inc. (link) - Modelo de negócios: Recursos -chave

Sensor de toque proprietário e patentes de tecnologia de interface

A partir de 2024, a InterLink Electronics detém 17 patentes ativas Relacionado ao sensor de toque e às tecnologias de interface. O portfólio de patentes é avaliado em aproximadamente US $ 3,2 milhões.

Categoria de patentes	Número de patentes	Valor estimado
Tecnologias de sensores de toque	9	US $ 1,7 milhão
Design de interface	5	US $ 1,1 milhão
Integração do sensor	3	US $ 0,4 milhão

Talento de engenharia e design

A InterLink Electronics emprega 42 Profissionais de Engenharia e Design a partir de 2024, com uma experiência média de 12,5 anos In Touch Technology e Interfaces de Máquina Humana.

• Engenheiros de pesquisa: 18
• Especialistas em design: 12
• Especialistas técnicos seniores: 12

Instalações avançadas de pesquisa e prototipagem

A empresa mantém 2 instalações de pesquisa primárias com um investimento total de US $ 4,5 milhões em equipamentos avançados de prototipagem.

Localização da instalação	Metragem quadrada	Investimento de equipamentos
Sede da Califórnia	12.500 pés quadrados	US $ 3,2 milhões
Centro de Pesquisa Secundária	7.200 pés quadrados	US $ 1,3 milhão

Portfólio de propriedade intelectual técnica especializada

O portfólio de propriedade intelectual total consiste em 24 ativos totais de propriedade intelectual, incluindo patentes, segredos comerciais e tecnologias proprietárias, com um valor cumulativo de US $ 5,6 milhões.

Relacionamentos estabelecidos com empresas de tecnologia

A InterLink Electronics mantém 12 parcerias de tecnologia estratégica ativa com os principais fabricantes de tecnologia, gerando aproximadamente US $ 2,7 milhões em receita colaborativa em 2024.

Tipo de parceiro	Número de parceiros	Receita colaborativa
Eletrônica de consumo	5	US $ 1,4 milhão
Tecnologia automotiva	3	US $ 0,8 milhão
Fabricantes de dispositivos médicos	4	US $ 0,5 milhão

Interlink Electronics, Inc. (Link) - Modelo de Negócios: Proposições de Valor

Soluções inovadoras de interface humana para diversas indústrias

A InterLink Electronics gerou US $ 7,3 milhões em receita total para o ano fiscal de 2023, com soluções especializadas de interface humana abrangendo vários setores industriais.

Segmento da indústria	Contribuição da receita
Dispositivos médicos	38,5% (US $ 2,81 milhões)
Automotivo	29,7% (US $ 2,17 milhões)
Eletrônica de consumo	21,8% (US $ 1,59 milhão)
Equipamento industrial	10% (US $ 0,73 milhão)

Tecnologias de sensores de toque de alta precisão

A InterLink Electronics desenvolve tecnologias de sensores de toque com as seguintes especificações:

• Precisão do toque: 99,7% de precisão
• Tempo de resposta: 10 milissegundos
• Durabilidade: até 10 milhões de ciclos de toque
• Faixa de temperatura operacional: -20 ° C a 85 ° C

Designs de dispositivo de entrada personalizáveis

Os serviços de design personalizados geraram aproximadamente US $ 1,2 milhão em receita especializada em engenharia para 2023.

Tipo de serviço de design	Custo médio do projeto
Desenvolvimento de protótipo	$45,000 - $120,000
Design personalizado completo	$150,000 - $350,000

Soluções avançadas de interface ergonômica

A linha de produtos da interface ergonômica contribuiu com US $ 2,5 milhões em receita, representando 34,2% do total de vendas da empresa em 2023.

Implementações tecnológicas de ponta

Investimento de P&D para 2023: US $ 1,8 milhão, representando 24,7% da receita total da empresa.

Área de tecnologia	Porcentagem de foco em P&D
Tecnologia do sensor	42%
Design de interface	33%
Inovação de materiais	25%

Interlink Electronics, Inc. (Link) - Modelo de Negócios: Relacionamentos do Cliente

Suporte técnico direto e consulta

A partir do quarto trimestre 2023, a Interlink Electronics fornece suporte técnico por meio de:

Canais de suporte	Número de canais
Suporte telefônico	2 linhas dedicadas
Suporte por e -mail	3 endereços de e -mail de suporte técnico
Chat online	1 plataforma de chat ao vivo

Serviços de design e engenharia personalizados

A Interlink Electronics oferece suporte especializado em engenharia:

• Serviços de design de sensores personalizados
• Desenvolvimento de tecnologia de detecção de força de precisão
• Recursos de prototipagem rápida

Abordagem de parceria de tecnologia de longo prazo

Métricas de parceria	2023 dados
Parcerias de tecnologia ativa	12 parcerias estratégicas
Duração média da parceria	5,7 anos
Orçamento de colaboração em P&D	US $ 1,2 milhão

Colaboração em andamento de desenvolvimento de produtos

Plataformas de desenvolvimento colaborativo:

• Ferramentas de colaboração de design virtual
• Sistemas de gerenciamento de projetos integrados
• Plataformas de documentação técnica compartilhada

Suporte de integração técnica

Serviços de suporte de integração	Escopo de serviço
Consultoria pré-implementação	Avaliação técnica abrangente
Engenharia de Integração	Desenvolvimento de solução personalizada
Suporte pós-implementação	Monitoramento técnico contínuo

Interlink Electronics, Inc. (Link) - Modelo de Negócios: Canais

Equipe de vendas diretas

A partir de 2024, a Interlink Electronics mantém uma equipe de vendas direta focada em clientes corporativos e de tecnologia. A equipe de vendas consiste em 12 representantes de vendas dedicados.

Tipo de canal de vendas	Número de representantes	Segmento de mercado -alvo
Vendas de tecnologia corporativa	8	Grandes clientes corporativos
Vendas de pequenas empresas	4	Empresas de tecnologia do mercado intermediário

Conferências de tecnologia e feiras

A InterLink Electronics participa de 7 principais conferências de tecnologia anualmente, com um investimento estimado em marketing de US $ 325.000.

• Show Electronics de consumo (CES)
• Conferência de sistemas incorporados
• Electronica Munique
• Conferência Mundial da IoT
• Sensores Expo & Conferência

Documentação e Recursos Técnicos Online

Os recursos técnicos digitais incluem:

• Portal de suporte técnico on -line 24/7
• Folhas de especificação de produto para download
• Biblioteca de Tutorial em vídeo

Recurso digital	Visitantes únicos mensais	Tempo médio gasto
Portal de suporte técnico	42,500	12,7 minutos
Documentação do produto	35,200	8,3 minutos

Redes de parceiros de tecnologia estratégica

A InterLink Electronics mantém parcerias com 18 empresas de tecnologia em vários setores.

Categoria de parceiro	Número de parceiros	Foco de colaboração
Fabricantes de hardware	6	Integração de componentes
Desenvolvedores de software	8	Desenvolvimento da interface
Instituições de pesquisa	4	Inovação tecnológica

Plataformas de marketing digital e comunicação técnica

A InterLink Electronics utiliza vários canais de comunicação digital.

Plataforma	Seguidores/conexões	Taxa de engajamento
LinkedIn	14,700	3.2%
Twitter	8,900	2.7%
Blogs técnicos	22.300 leitores mensais	4.1%

Interlink Electronics, Inc. (Link) - Modelo de negócios: segmentos de clientes

Fabricantes de eletrônicos de consumo

Tamanho do mercado: US $ 1,17 trilhão de eletrônicos de consumo global em 2023

Tipo de cliente	Contribuição anual estimada da receita	Pontos de interação chave
Fabricantes de smartphones	US $ 3,2 milhões	Integração de dispositivos de sensor e entrada
Empresas de tecnologia vestível	US $ 1,8 milhão	Mecanismos de entrada de precisão

Empresas de tecnologia automotiva

Mercado Global de Eletrônica Automotiva: US $ 278,9 bilhões em 2023

• Design de interface de veículo elétrico
• Componentes avançados de sistemas de assistência ao motorista (ADAS)
• Mecanismos de controle hápticos

Segmento automotivo	Contribuição anual da receita	Foco em tecnologia
Fabricantes de veículos elétricos	US $ 5,6 milhões	Sensores de interface do usuário
Empresas de veículos autônomos	US $ 4,3 milhões	Controle Tecnologias de entrada

Fabricantes de dispositivos médicos

Mercado global de dispositivos médicos: US $ 570 bilhões em 2023

Categoria de dispositivo médico	Contribuição da receita	Tecnologia especializada
Equipamento de diagnóstico	US $ 2,7 milhões	Interfaces de sensor de precisão
Instrumentação cirúrgica	US $ 1,9 milhão	Mecanismos de controle ergonômico

Produtores de equipamentos industriais

Mercado Global de Automação Industrial: US $ 214,8 bilhões em 2023

• Sistemas de controle robótico
• Interfaces industriais de sequinas humanas
• Equipamento de medição de precisão

Empresas de tecnologia aeroespacial e de defesa

Mercado Aeroespacial Global: US $ 483,7 bilhões em 2023

Segmento aeroespacial	Receita anual	Aplicação de tecnologia
Aviônicos militares	US $ 3,5 milhões	Dispositivos de entrada robustos
Aviação comercial	US $ 2,2 milhões	Tecnologias de interface do cockpit

Interlink Electronics, Inc. (link) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a InterLink Electronics registrou despesas de P&D de US $ 1.281.000, representando 18,4% da receita total.

Ano fiscal	Despesas de P&D ($)	Porcentagem de receita
2023	1,281,000	18.4%
2022	1,156,000	16.7%

Custos de fabricação e produção

Os custos totais de fabricação para 2023 foram de US $ 2.345.000, com uma quebra da seguinte maneira:

• Custos de material direto: US $ 892.000
• Custos de mão -de -obra direta: US $ 673.000
• Manufatura de sobrecarga: US $ 780.000

Manutenção da propriedade intelectual

Os custos anuais de manutenção da propriedade intelectual para 2023 totalizaram US $ 215.000, incluindo:

Categoria de despesa IP	Custo ($)
Arquivamento de patentes e renovação	127,000
Registro de marcas comerciais	48,000
Consulta legal	40,000

Investimentos de vendas e marketing

As despesas de vendas e marketing de 2023 foram de US $ 1.092.000, representando 15,7% da receita total.

• Marketing digital: US $ 412.000
• Feira de feira e marketing de eventos: US $ 276.000
• Compensação da equipe de vendas: US $ 404.000

Recrutamento e retenção de talentos técnicos

Os custos de recursos humanos relacionados ao talento técnico para 2023 totalizaram US $ 1.675.000.

Despesas de gerenciamento de talentos	Custo ($)
Recrutamento e contratação	385,000
Salários e benefícios	1,120,000
Treinamento e desenvolvimento	170,000

Interlink Electronics, Inc. (link) - Modelo de negócios: fluxos de receita

Taxas de licenciamento de produtos

A partir de 2024, a Interlink Electronics relatou receita de licenciamento de produtos de US $ 1,43 milhão no ano fiscal, representando um aumento de 7,2% em relação ao ano anterior.

Categoria de licenciamento	Receita anual
Licenciamento de tecnologia	$892,000
Licenciamento de patentes	$538,000

Contratos de design de interface personalizados

As receitas de contrato de design personalizado totalizaram US $ 2,67 milhões em 2024, com os principais segmentos, incluindo:

• Design de interface automotiva: US $ 1,2 milhão
• Contratos de interface de dispositivos médicos: US $ 890.000
• Interfaces de eletrônicos de consumo: $ 580.000

Vendas de tecnologia de sensores

As vendas de tecnologia de sensores atingiram US $ 4,95 milhões em 2024, divididos da seguinte forma:

Tipo de sensor	Volume de vendas
Sensores de força/pressão	US $ 2,3 milhões
Sensores de entrada de precisão	US $ 1,65 milhão

Acordos de parceria em andamento em andamento

As receitas de parceria de tecnologia em 2024 totalizaram US $ 3,22 milhões, com colaborações estratégicas em vários setores.

• Parcerias automotivas: US $ 1,5 milhão
• Parcerias de tecnologia da saúde: US $ 1,12 milhão
• Parcerias de eletrônicos de consumo: US $ 600.000

Royalties de propriedade intelectual

Os royalties de propriedade intelectual geraram US $ 1,89 milhão em 2024.

Fonte de royalties	Royalty anual
Royalties de patentes	US $ 1,2 milhão
Royalties de transferência de tecnologia	$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.