Bentley Systems announced on January 5, 2026 that it had closed two strategic acquisitions: the wireless‑telecom, broadband and electric‑utility platform of Talon Aerolytics and the AI‑driven drone‑data processing technology of Pointivo. The deals were finalized in December 2025, and the company disclosed the transaction details in its January 5 announcement.
Financial terms for the acquisitions were not disclosed. Talon Aerolytics brings a workflow‑automation platform that digitizes site surveys, inspections and asset inventories, while Pointivo adds high‑fidelity drone capture and point‑cloud processing powered by AI. Together, the technologies will be integrated into Bentley’s existing Asset Analytics suite, which already includes OpenTower iQ for telecom towers and Blyncsy for road networks.
The acquisitions deepen Bentley’s focus on AI‑enabled infrastructure intelligence and expand its digital‑twins capabilities. By adding Talon’s automation and digital‑twins workflow and Pointivo’s advanced drone analytics, Bentley will offer end‑to‑end digital workflows that support global 5G rollouts and grid‑modernization projects. The expanded portfolio is expected to accelerate adoption of the company’s iTwin platform among owner‑operator customers, driving higher recurring revenue and deeper customer lock‑in.
James Lee, Bentley’s COO, said the deals “are a major investment in scaling our Asset Analytics offering and enable continuous inspections that improve operational performance and maintenance economics for asset owners.” Werner Andre, CFO, added that the acquisitions “substantially underscore our ongoing capital‑allocation priority in Asset Analytics, catalyzing significant growth opportunities driven by AI within infrastructure operations and maintenance.”
Analysts have expressed mixed views on the transaction. While some maintain a hold stance, others see a moderate buy outlook, reflecting the company’s strong ARR growth and healthy margins. The market reaction has been tempered by valuation concerns, but the acquisitions are viewed as a positive step toward capturing a growing market for continuous inspections and condition monitoring.
Bentley’s Asset Analytics division already generates a revenue run‑rate of approximately $50 million and is positioned for double‑digit growth in annual recurring revenue. The new capabilities are expected to broaden the customer base, increase subscription revenues, and reinforce Bentley’s competitive edge in the infrastructure‑engineering software market, where AI, digital twins and drone technology are becoming critical differentiators.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.