Shelly Group
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Shelly Group (SLYG) investor relations material

Shelly Group Investor update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor update summary2 Jun, 2026

Product and platform development

  • Nearly all promises from two years ago have been delivered, with remaining features set for release within the next two months.

  • New product categories include smart walls, smart cameras, monitoring/security devices, connected protection (automatic breakers), and HVAC system controls.

  • Smart cameras are in mass production, with final software touches being added for enhanced customer experience.

  • Shelly X technology is now embedded in various third-party appliances, reflecting strong market demand.

  • The Shelly Fleet Manager platform was developed to provide comprehensive hardware and software solutions for diverse customer needs.

Software and premium services

  • Premium application subscriptions are growing, with cloud expenses now fully covered by premium customers.

  • Premium features are being bundled with new camera products, expected to drive significant revenue growth.

  • The Fleet Manager platform enables businesses to manage devices, collect data, and build custom interfaces, with ongoing improvements based on beta tester feedback.

  • The platform supports both cloud and local installations, catering to customers with varying security and operational needs.

Use cases and customer applications

  • Shelly devices and Fleet Manager are used in homes, hotels, municipalities, retail stores, PV plants, and data centers for automation, monitoring, and energy management.

  • Real-time, detailed energy consumption analytics are available to all users, with advanced AI-driven features for premium customers.

  • Fleet Manager enables tailored solutions for city lighting, multi-location retail, building management, container storage, and food chain operations.

  • Third-party integrators are empowered to build custom solutions using open APIs and documentation.

Fleet Manager revenue sharing with installers
Subscription revenue growth from smart cameras
Explain the Device as a Service leasing model
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Planet MicroCap Las Vegas 202617 Jun, 2026
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