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
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...
CES 2026 underscored the shift from cloud-first intelligence to embodied systems, where machines can perceive, reason, and act in safety-critical environments. VDC
CES 2026 underscored the shift from cloud-first intelligence to embodied systems, where machines can perceive, reason, and act in safety-critical environments.VDC attended CES 2026 in Las Vegas, which ran January 6–9, 2026 across 13 venues, including the newly renovated Las Vegas Convention Center campus. CES opened after two Media...
ServiceNow’s announced acquisition of Armis marks a significant moment in the evolution of the OT and extended IoT (XIoT) cybersecurity
ServiceNow’s announced acquisition of Armis marks a significant moment in the evolution of the OT and extended IoT (XIoT) cybersecurity market. While acquisitions of OT security specialists have become more common, this deal stands out for what it signals about enterprise cybersecurity priorities and the growing centrality...
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.
