Airgain, Inc. announced a multi‑million‑dollar design win with Coco Robotics, a leading autonomous delivery‑robot manufacturer, for its NimbeLink cellular modems. The partnership will equip Coco’s next‑generation delivery robots with Airgain’s LTE modems, enabling reliable, redundant connectivity as the fleet rolls out later this year.
The deal marks a significant step in Airgain’s strategy to diversify beyond legacy antenna products into the high‑growth robotics and IoT sector. By securing a design win with a company that will deploy thousands of robots, Airgain positions itself to capture a share of the expanding autonomous‑delivery market and to demonstrate the value of its integrated connectivity platforms, such as AirgainConnect and Lighthouse.
Airgain’s Q4 2025 results provide context for the win. The company reported revenue of $12.1 million, below analyst expectations, and a non‑GAAP EPS of –$0.03, missing forecasts. However, the non‑GAAP gross margin improved to 46.3 % from 44.6 % in the prior year, driven by a 20 % year‑over‑year growth in consumer revenue and a decline in enterprise revenue. The margin expansion reflects a more favorable product mix and disciplined cost management amid the investment in new platforms.
Management highlighted the strategic importance of the Coco Robotics partnership. Brian Makarowski, VP of Product Management and Marketing, said, “Robotics is becoming a fast‑growing application area within the IoT business, and this design win highlights how our NimbeLink portfolio enables highly reliable, always‑connected systems operating in the real world.” Robert Zehner, VP of Engineering at Coco Robotics, added, “Every Coco delivery depends on a fast, reliable connection between our robots and the teams and systems supporting them in real time. Airgain’s LTE modems are a core part of making that happen, and their pre‑certified technology means we can focus on building the best delivery robot possible rather than navigating a complex web of carrier and regulatory approvals.”
The partnership comes as Coco Robotics, founded in 2020, has completed over 500,000 autonomous deliveries and is launching its Coco 2 platform, which can operate in bike lanes and roads. Airgain’s acquisition of the HPUE product line from Nextivity earlier this year and its focus on integrated connectivity solutions signal a broader shift toward higher‑margin, platform‑based offerings. The design win therefore not only adds a new revenue stream but also reinforces Airgain’s trajectory toward becoming a key player in the robotics and autonomous‑systems connectivity market.
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