RE:New contractThe significance is entry in a new market where in NA alone there is a $300M opportunity which must be unlocked by 2027. Looks like an initial starter contract with a short lead time so GSI can prove themselves before being awarded larger follow up contracts.
There is a Q&A after the presentation so it's likely an attendee will ask for further details on the implications of this or IMHO Doug will provide some color during his presentation.
Looks like Money Mark was on the mark about a NR during LD Micro :-)