Post by
Golden100 on Oct 19, 2023 6:22pm
Interesting
That the 5.1 million in international business is from one large customer out of 3 customers. Also if you look at the geographical locations listed for Xtract it now includes Japan. Peter also mentioned one or maybe more of the new international customers are European. Can anyone say Japan Disney.
Comment by
Baxbax on Oct 19, 2023 6:28pm
It would be interesting to hear if those 2 accounts (one being in europe) are net new customers so that msg with sphere london wouldnt be included. I would assume so coz they said installations are completed or being done today. Revenue impact total mystery ofc so far. Great that we incresed the revenue and ongoing Q will boost that significantly.
Comment by
Yajne on Oct 19, 2023 6:29pm
He mentioned Asia and Europe. I also believe the Asian customer is Disney - Tokyo. However, I have no guesses as to who the customer(s) might be in Europe. Could it be Disney - Paris, or somebody completely different than Disney?
Comment by
Baxbax on Oct 19, 2023 6:34pm
As a (demanding and wise) customer disney prolly takes some time in between big rollout in japan.. msg, tesla and kia are their international customers. Even tho I hope they grow in usage, still wish that we have signed net new customers. Premier league teams are most def coming but not yet. Maybe dhl or other transportation/logistics..
Comment by
Davinator on Oct 19, 2023 6:35pm
Tesla has one of their Gigafactories in Berlin. I wondered if there is any chance XTRA could be expanding their business with them?