Data Over Devices: How Smart Platforms Are Rewiring US Water Tech

Mueller and Badger Meter lead a water-tech pivot. Utilities now demand data-driven results, not just leak sensors.

4 Feb 2025

US water technology companies are shifting focus from traditional hardware to data-driven services as utilities demand clearer evidence of savings from their infrastructure investments.

Mueller Water Products and Badger Meter, historically known for producing meters and leak detectors, are reorienting their businesses around cloud platforms that convert sensor readings into actionable insights. Executives say the move responds to mounting pressure on cities to stem losses from "non-revenue water," water lost through leaks, faulty meters or theft.

Mueller attributes recent growth to its Sentryx platform, which processes sensor data for leak detection and flow analysis. Badger Meter is expanding its BlueEdge platform following its January 2025 purchase of SmartCover, a California start-up that develops wastewater monitoring technology. The acquisition adds predictive analytics capabilities and broadens Badger's reach into intelligent infrastructure services.

Utilities are increasingly seeking outcome-based solutions rather than stand-alone devices. "By showing consistent data that proves progress, companies can help utilities justify investment and comply with regulations," one industry analyst said.

The trend is reshaping competition. Companies able to quantify water savings and deliver integrated services are gaining ground, while rivals seek to update legacy offerings. The shift also raises challenges, including cybersecurity risks, workforce training and the need to adapt to evolving federal standards.

Analysts argue that the sector is benefiting from a convergence of factors: greater federal infrastructure spending, tighter environmental rules and rapid advances in digital technologies. Together, these forces are accelerating a transformation in a market long reliant on durable hardware.

While leak detection remains central, companies are increasingly positioning themselves to predict problems before they occur. For utilities facing pressure to improve accountability, the promise of real-time data is becoming harder to ignore.