RE:RE:Post conference callThe OEM agreement with Claas was signed in 2014 and that's still in force today but notifcation was recieved that this was not being renewed after 2020. You can search old AJX press releases to see the original announcement with Claas (and it was indirectly referenced in the recent press release announcing the notification to terminate this contract end of this year). The BPO with Claas was an additional agreement that had a finite term and that was disclosed from the start so no notification of termination would happen.
Major customers are Claas (about $14mm revenue pre BPO), and Stara (about $10mm revenue). These two customers constitute the bulk of AJX sales today, probably around 60% of total sales so yes they are "major" customers to the firm.