DJI has shared an update.
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The company highlighted a utility inspection workflow using its Matrice 4T drone platform in collaboration with Endeavour Energy. The post describes how the Matrice 4T, paired with Autofly mission-planning software, can automate inspections of more than 1,000 power poles ahead of wildfire season, reducing manual flight operations and improving speed and consistency of data collection. The workflow reportedly allows missions to be initiated in under 40 seconds, enabling large-scale, repeatable inspections.
For investors, this update underscores DJI’s push deeper into enterprise and infrastructure inspection markets, where demand is driven by grid reliability, regulatory pressure around wildfire and bushfire risk, and utilities’ need to lower inspection costs. Demonstrated use cases with established utilities can strengthen DJI’s value proposition in critical infrastructure, supporting higher-margin enterprise hardware and software sales, as well as potential recurring revenue from mission-planning and data solutions. If broadly adopted, such capabilities could expand DJI’s addressable market beyond consumer and prosumer drones, enhance competitive positioning against other industrial drone providers, and potentially contribute to more resilient revenue streams tied to utility and public-safety budgets. However, the post does not disclose financial terms, adoption scale, or formal contracts, so the immediate revenue impact remains unclear and should be considered indicative of strategic direction rather than a quantifiable near-term earnings driver.

