SymX × Trackunit — IrisX Has the Data. SymX Makes It Work.

SymX Field Results — What the Deployments Deliver

Doe Run · USA · 2025–26

Six-month underground deployment · $750K investment · Three independently tracked metrics, convergent within rounding error. Equipment categories overlap directly with Trackunit's OEM base.

$5.9M

Net benefit / site / year

[1] Doe Run operational report

46 days

Payback on $750K deployment

[1]

−23%

Cycle time reduction — X.Fleet dispatch AI

[2]

50%

Unscheduled downtime reduction

[3]

9%

Fuel & CO₂ savings avg

[3]

Part One — Trackunit's Existing Business

What SymX adds to every machine IrisX already connects

Same 6.5M assets. Same 800+ OEM relationships. Same customers. AI running on top of the connectivity Trackunit already delivers.

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TRACKUNIT CORE — FULLY OWNED

Machine Connectivity & OEM Data

IrisX connects 6.5M assets through 800+ OEM integrations. CAN bus telemetry, fault codes, location, engine hours, fuel. Trackunit's deepest moat. SymX does not replace it — SymX runs on top of it.

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TRACKUNIT CORE — FULLY OWNED

Non-Powered Assets, Tools & Bluetooth Network

Kin and Spot cover non-powered assets through the world's largest Bluetooth® construction network. This layer is complete and differentiated. SymX does not touch it.

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SYMX FILLS — MACHINE HEALTH AI

Machine Health AI — X.Machines

IrisX surfaces fault codes. X.Machines monitors mechanical signatures and fault code sequences — identifying failure trends before they become operational events. Validated 50% reduction in unscheduled downtime. The distinction: fault codes report what has happened. X.Machines surfaces what is about to happen.

IrisX gap it closes: IrisX is reactive. X.Machines makes it predictive.

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SYMX FILLS — DISPATCH & PRODUCTION AI

Fleet Dispatch Optimization — X.Fleet

IrisX measures utilization. X.Fleet optimizes it in real time — identifying queuing, idle time, and dispatch inefficiencies as they form. 23% cycle time reduction at Doe Run. 22.9% production increase across three independent measurement streams.

IrisX gap it closes: Utilization data is descriptive. X.Fleet turns it into production gains per shift.

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SYMX FILLS — TIRE INTELLIGENCE

Tire Intelligence — X.Tires

Tires are the highest-frequency maintenance cost driver on any off-highway fleet. IrisX has no tire-specific sensors or AI. X.Tires — co-developed with Yokohama Mining — embeds pressure, temperature, and wear sensors per wheel position. Predictive replacement AI extends tire life and eliminates blowout-related downtime.

IrisX gap it closes: Zero tire-specific intelligence anywhere in the current IrisX platform.

⚙️

SYMX BRIDGES — PATENTED PARTS AI

Parts & Inventory AI — X.Parts (Patented)

Patented AI on maintenance logs, parts history, and procurement data. Identifies assets trending toward failure, optimizes inventory, and triggers procurement before downtime occurs. Designed to connect into ERP systems (SAP, Oracle) consistent with the integrations Trackunit is building into its Marketplace ecosystem.

IrisX gap it closes: Closes the loop from machine diagnosis to parts ordered to delivery — on Trackunit's existing ERP integration layer.

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Why mining data extraction is harder — and why this matters

SymX's core technical contribution to the partnership

Same OEM, different machine

A Caterpillar 374 excavator in a construction quarry and a Cat 6060 mining shovel come from the same OEM family. But mining variants use different CAN bus parameter groups (PGNs), custom firmware for hazardous environments, and modified diagnostic schemas that don't match the construction models Trackunit has mapped.

Underground data is different data

Mining equipment running underground faces RF interference, extreme vibration, dust infiltration, and moisture — all of which degrade sensor signal quality and connectivity reliability. Getting clean, high-resolution telemetry from these conditions requires hardware purpose-built for them, not construction-grade telematics dongles.

Proprietary protocols underground

Epiroc, Sandvik, and Komatsu underground equipment use proprietary variants of CANOPEN and J1939 — with manufacturer-specific extensions that aren't in the standard J1939 specification sheets Trackunit uses for construction models. SymX has mapped these protocols through 18 years of field deployment.

The implication for Trackunit: The OEM relationships and the equipment are familiar. The data extraction isn't. SymX's SymBot hardware platform, hardened for underground environments, and its 18 years of industrial IoT depth across five continents solve the data extraction problem that would stop Trackunit at the mine entrance. This is the specific technical capability Trackunit cannot replicate by extending IrisX — and exactly what SymX contributes to the partnership.

Platform Products

The SymX platform — deployed and validated

All modules in production on enterprise off-highway fleets. Each addresses a specific IrisX capability gap.

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X.Machines

Machine Health AI

Continuous monitoring of engine systems, fault code patterns, and mechanical signals. Identifies failure trends — surfacing them before they become operational events. 50% reduction in unscheduled downtime. 14% maintenance cost savings.

IrisX gap: IrisX surfaces fault codes. X.Machines monitors the patterns that precede them.

X.Machines product page ↗

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X.Fleet

Dispatch & Production AI

Real-time cycle optimization. Identifies queuing, idle time, and bottlenecks as they form. 23% cycle time reduction. 22.9% production increase — three independent streams at Doe Run.

IrisX gap: IrisX measures utilization. X.Fleet optimizes it per shift.

SymX overview ↗

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X.Connect

WiFi Mesh Connectivity

HaLow WiFi mesh — no GPS, no pre-existing infrastructure. Every machine a mesh node. Covers satellite, LTE, and edge compute for remote surface sites. The capability that opens underground mining.

IrisX gap: IrisX stops at the surface. X.Connect reaches underground and remote sites — and solves the data extraction hardware problem mining requires.

X.Connect product page ↗

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X.Tires

Tire Intelligence

Pressure, temperature, and wear sensors per wheel position. Co-developed with Yokohama Mining. Predictive replacement AI. Attaches to Trackunit-connected equipment with zero connectivity disruption.

IrisX gap: No tire-specific intelligence in the current platform.

X.Tires product page ↗

⚙️

X.Parts

Predictive Parts AI — Patented

Patented AI on maintenance logs, parts history, and procurement data. Identifies assets trending toward failure. Auto-triggers procurement. Runs on mobile and fixed equipment interchangeably.

IrisX gap: Designed to connect to ERP (SAP, Oracle) via Trackunit's Marketplace — closing the loop from diagnosis to parts ordered.

X.Parts product page ↗

🛠️

SymBot Hardware

Underground-Grade IoT Edge Device

Purpose-built IoT edge hardware for harsh environments — underground mines, extreme vibration, dust, moisture. Maps proprietary mining CAN protocols (CANOPEN extensions, Epiroc/Sandvik firmware variants) that construction telematics cannot decode.

Mining entry: This is the hardware that makes mining data extraction possible — the specific technical contribution IrisX cannot replicate without SymX.

About SymX.AI ↗

Competitive Position

Where Trackunit leads — and where SymX closes the stack

Three zones. Trackunit's territory is green throughout. SymX amplifies what IrisX lacks. Together: zero remaining gaps in the defined capability set.

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ZONE 1 — TRACKUNIT'S TERRITORY

Where IrisX is already the category leader. SymX amplifies — it does not displace.

Capability	✦ Trackunit	Trimble	Samsara / Motive	Trackunit + SymX
Machine connectivity — OEM-agnostic	● Full — 800+ OEMs	◑ Partial	◑ On-road focus	● Retained + AI layer
Non-powered assets & tool tracking	● Full — Kin / Spot	○ None	○ None	● Retained, untouched
OEM ecosystem breadth	● Industry standard	◑ Construction only	◑ On-road only	● Extended to mining OEMs
Operating data platform (IrisX)	● 2025 ERA award	◑ Fragmented	○ None	● SymX AI runs natively on IrisX

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ZONE 2 — WHERE SymX AMPLIFIES

Absent from IrisX today. Each has a validated SymX module in production on enterprise off-highway fleets.

Capability	Trackunit today	Trimble	Samsara / Motive	✦ Trackunit + SymX
Machine health AI (predictive)	◑ Luna — early stage	◑ Partial	◑ On-road only	● X.Machines · enterprise-validated
Fleet dispatch & production optimization	◑ Utilization data only	◑ Route planning only	◑ On-road only	● X.Fleet · 23% cycle gain · validated
Tire intelligence — sensors + AI	○ None	○ None	◑ Basic TPMS only	● X.Tires · Yokohama co-developed
Parts & inventory predictive AI (patented)	○ None	○ None	○ None	● X.Parts · patented · ERP bridge

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ZONE 3 — MINING: NET-NEW VERTICAL

Zero Trackunit revenue today. SymX provides the data extraction hardware, WiFi mesh, and mining-specific AI. No competitor can replicate this path.

Capability	Trackunit today	Trimble	Samsara / Motive	✦ Trackunit + SymX
Mining equipment data extraction (CAN/firmware)	○ Construction models only	◑ Partial surface	○ None	● SymBot · 18yr IoT depth · all protocols
Underground & remote site connectivity	○ Not functional	○ None	○ None	● X.Connect · HaLow mesh · no infra
Mixed fleet telematics — mining OEMs	○ Not established	◑ Partial	○ None	● SymX trust bridge · same OEM set
Mining-grade AI suite	○ None	◑ Limited surface	○ None	● X.Machines + X.Fleet + X.Parts

Competitor portfolio gaps

5

Trimble

6

Samsara

8

Trackunit alone

0 gaps

Trackunit + SymX — complete stack

All 12 defined capabilities covered

● Full capability ◑ Partial / early stage ○ None

Trimble total revenue ~$3.7B FY2023; transportation sold to Platform Science 2024. Samsara exceeded $1B ARR FY2024 — over-the-road primary. Neither has underground connectivity, mining-grade data extraction, or off-highway predictive AI depth.

Revenue Expansion

Two streams. Conservative model. Independent verification required.

AI add-on priced at $7–10/truck/month — comparable to, not more than, Trackunit's existing connectivity fee. Year 1–2 upside represents 35–50% revenue uplift on existing base.

$50-80M

Year 1–2 AI Upsell

35–50% revenue uplift on est. $140-200M base. $7–10/truck/month at 5–10% attach on 6.5M assets. No new logos required.

$7–10

Per Truck Per Month

AI add-on ≤ existing connectivity fee. Conservative by design. Pricing comparable to — not incremental to — Trackunit's existing ARPU.

$2.5B+

Mining — New TAM

Zero current Trackunit revenue. SymBot + X.Connect opens the market. est. — primary sources required

$125-190M

Year 5 Combined

20–30% AI attach on growing base + initial mining revenue. Conservative — not a projection. All basis disclosed below.

Revenue model basis (illustrative — private company data, independent verification required): Trackunit 2022 net revenue DKK 991M (~$140M). Est. 2025 ~$200M (private). Implied ARPU from published figures: ~$7–9/asset/month. AI add-on modeled at $7–10/truck/month — capped at 100% of existing ARPU, not additive beyond it. Year 1–2: 325K–650K assets (5–10% attach) × $7–10/month = $27–78M range; shown as $50–80M midpoint, representing 35–50% uplift on 2022 base. Year 5: 20–30% attach (1.3M–2M assets) at $8/month avg = $125–192M. Mining TAM estimated — primary market research required. All figures for directional discussion only.

Part Two — The Mining Vertical

A new market. The equipment is familiar. The data extraction isn't.

Trackunit connects Caterpillar, Komatsu, Volvo CE, and Liebherr equipment in construction quarries and earthmoving sites. These same OEMs supply open-pit and underground mines. The machines are familiar. The data extraction is not. Mining variants run different firmware, different CAN protocols, and require hardware built for underground conditions. SymX solves that. Once connected, the trust travels with the equipment — and Trackunit enters mining as an AI-native partner, not a newcomer learning the vertical.

Step 1 of 3

Mixed fleet telematics — the trust bridge

Shortest path to entry

SymX already runs on Caterpillar, Komatsu, Atlas Copco, and Liebherr equipment in mining environments — the same OEM set Trackunit connects in construction. When a customer moves equipment from a quarry to a mine, the data model and the commercial relationship travel with it. Trust established in construction. Extended to mining — not rebuilt.

Step 2 of 3

SymBot + X.Connect — the physical key

Opens underground & remote sites

Mining equipment runs proprietary firmware and CAN protocol variants that construction telematics cannot read. SymBot — purpose-built for harsh environments — solves the data extraction problem. X.Connect then deploys HaLow WiFi mesh with no infrastructure, making every machine a network node underground. Without these two capabilities, the mining market remains closed regardless of OEM relationships.

Step 3 of 3

Full AI suite — same modules, new vertical

No new product development

X.Machines, X.Fleet, and X.Parts deploy identically in mining as in construction. Six-week setup. Same KPI framework. Proof: Doe Run — $5.9M net benefit, 46-day payback. Trackunit enters mining as an AI-native platform partner, with a validated proof point and a live deployment that any mining operator can visit.

$0

Trackunit mining revenue today

$2.5B+

Addressable market with SymBot + X.Connect
est. — primary sources required

Why competitors can't follow this path

Trimble has partial surface mining exposure. Samsara has none. Neither has solved the underground data extraction problem — the proprietary CAN variants, the ruggedized hardware, the underground mesh connectivity. This is not a software gap that can be closed by integrating a new AI model. It is a hardware and protocol depth gap that took SymX 18 years to build. The mining vertical is not a race. It is a structural advantage for whoever enters with SymX — and stays closed to everyone else.

Insights

From the field

Enterprise deployments across off-highway fleets, underground environments, and AI-driven maintenance.

⛏️ Case Study · Underground Fleet

23% Throughput Increase in Five Months

Underground off-highway fleet. X.Fleet and X.Machines across active equipment. Three independent metrics converged on the same result. $5.9M net annual benefit. 46-day payback.

Read case studies ↗

📶 Technology · Mesh Connectivity

X.Connect: WiFi Mesh for Any Off-Highway Environment

Self-healing WiFi mesh — no GPS, no pre-existing network. Every machine a mesh node. Covers satellite, LTE, and edge compute. Extends IrisX coverage to underground and remote off-grid operations.

Explore X.Connect ↗

⚡ Platform · Unified AI

X.Platform: The AI Layer for Off-Highway Fleets

Machine health, dispatch AI, tire intelligence, and connectivity in one layer. Mixed-OEM. Deploys in two weeks without replacing Trackunit's existing hardware or connectivity.

Read on LinkedIn ↗

🔴 Product · Tire Intelligence

X.Tires: Co-Developed with Yokohama Mining

Pressure, temperature, and lifecycle analytics at the wheel position. Enterprise-deployed. Attaches to Trackunit-connected equipment — zero additional connectivity hardware.

X.Tires ↗

⚙️ Product · Patented AI

X.Parts: Failure Prediction + Procurement Automation

Patented AI on maintenance logs and parts history. Auto-triggers ERP procurement. Runs on mobile and fixed equipment interchangeably. Designed to integrate with Trackunit's Marketplace ERP partners.

X.Parts ↗

🛠️ Hardware · Mining Data Extraction

SymBot: Underground-Grade IoT Edge Device

Purpose-built for harsh environments. Maps proprietary mining CAN protocols and ruggedized firmware variants that standard construction telematics cannot decode. The hardware that makes mining data extraction possible.

About SymX.AI ↗

Start with a pilot. Let the results define what follows.

Two or three sites in Trackunit's OEM or rental customer base. Defined KPIs against IrisX's existing utilization and downtime baseline. Auditable results at 90 days. The same model SymX used with Epiroc and Yokohama Mining.

Get in touch ↗ View case studies ↗

Ash Agarwal

Chief Executive Officer · SymX.AI

ash@symx.ai

symx.ai · 872.341.6313

IrisX has the data.SymX makes it work.

Why competitors can't follow this path

Start with a pilot. Let the results define what follows.

IrisX has the data.
SymX makes it work.