From the Investor Webinar - Nov. 16thFrom the webinar it sounds like they are expecting a robust Q4 & 2022.
BeMini pre-orders are already coming in; strong demand and they should start selling into the market shortly; they are awaiting a couple of certifications required before they can go fullspeed on selling via resellers.
Some big potential deals in their pipeline aswell, in excess of 50K units. They are also investing in more IR focused activities to help gain visibility and improve volume.
Owen sees orders coming in for 2 and 3 quarters out so they will provide guidance in early 2022. Continuing to invest in R&D for product, use-case, software integrations and distribution partners.
Bell, AT&T, T-Mobile are all eager and ready to sell fleet products to their customers in their respective regions.
Dont see supply chain issues having significant impact.