RE:RE:SEPTA July 2023 Board Meeting Agenda ReleasedI calculated the difference from the bid results which you can see at the following link... https://www5.septa.org/wp-content/uploads/bid/23-00139-AMZK_Bid-Tab.pdf
The more I think about it and based on my research, it's most likely Gatekeeper hardware will be installed by Zdaas since they seem to be a wholesaler/installer/solutions provider. I can't fathom it any other way given Gatekeeper hardware has been installed in previous phases and is required on future rail and street car deliveries. I hope we'll find out if this is accurate in a future press release, and if so, this might be beneficial from a margins perspective.