Electronic Equipment & Instruments
Case studies in electronic equipment & instruments.
908 Devices: Commercializing NIRLAB Without Losing Focus
In May 2026, 908 Devices acquired NIRLAB, a Swiss developer of handheld near-infrared (NIR) chemical-analysis tools linked to mobile and cloud software. The acquisition added a new screening method and a subscription-based software offer to 908's handheld portfolio. Three months later, 908 reported second-quarter revenue growth and raised the low end of its 2026 outlook. Read case
Evolv — Supporting Customers Under a New Constraint
On 23 January 2025, Evolv Technologies Holdings, Inc. issued a business update while a court-entered order gave a defined group of school customers a temporary right to cancel their Evolv Express contracts. The company said no eligible customer had exercised the right as of that date and that the “vast majority” of those rights were scheduled to expire by 14 March. Read case
Keysight Technologies: Connecting the Portfolio
On September 19, 2024, Keysight Technologies announced an agreement to acquire Synopsys' Optical Solutions Group, adding optical design and simulation software to a portfolio already expanding through acquisitions. Read case
Teledyne Technologies — Cash After a Forecast Reset
On April 24, Teledyne Technologies reported first-quarter sales of $1.350 billion, down 2.4% from a year earlier. Orders rose 7.8% to $1.433 billion, and company-defined free cash flow (FCF) was $275.1 million. At the same time, management cut its full-year 2024 earnings outlook. Read case
Zebra Technologies — Owning the Workflow Stack?
Zebra Technologies sells devices and software used to identify, locate, track, and manage people, products, and assets. Its products operate in retail, transportation and logistics, manufacturing, healthcare, and other frontline settings. Read case