Helping Clients Build Durable Growth Companies In Operational and Industrial Tech
Deep sector knowledge. Years of consulting experience. At VDC Strategy, our passion is helping operational and industrial technology companies and investors drive growth and achieve superior results.
Our Perspective
Pricing stability across AIDC and enterprise mobility hardware seems to be a thing of the past. While there was a
Pricing stability across AIDC and enterprise mobility hardware seems to be a thing of the past. While there was a flurry of activity in Q1 2025 due to tariffs and their resulting impact, 2026 shifts are more structural – driven by memory supply imbalances due to AI-first...
Panic buttons, historically used in hotels and other hospitality environments, are becoming a priority for retail in 2026 as new
Panic buttons, historically used in hotels and other hospitality environments, are becoming a priority for retail in 2026 as new state legislation takes effect. Increasingly viewed as safety critical, panic buttons allow frontline employees to get immediate help with anything from ORC threats to individual emergencies. This...
Wednesday, Texas Instruments (TI) (NASDAQ: TXN) made the landmark announcement of its intent to acquire Silicon Labs in an all-cash
Wednesday, Texas Instruments (TI) (NASDAQ: TXN) made the landmark announcement of its intent to acquire Silicon Labs in an all-cash transaction valued at approximately $7.5B. The acquisition is a clear indicator that the war between embedded hardware platforms continues to wage as we transition into a new...
Select VDC Clients
Semiconductor Test Equipment - Charting New Pathways for Growth
See how we helped a leading semiconductor test solutions provider breathe new life into its product strategy in a fast-changing market.
Digital Signage - Helping a Market Leader Evaluate An Expansion Into Open-Architecture Solutions
Learn how we helped an innovator in the digital signage market make critical decisions about its future offerings and the associated opportunity.
Physical Security: Executing A Turnaround In A Client's Core Market
When a leader in physical security technology found its core market no longer delivering the results it expected, it needed to know why and how to drive a turnaround. Learn how we helped them uncover the root causes of the stall and define a decisive strategy to regain momentum.
