July 2023 presentationI believe this presentation was used in yesterday's event.
https://flyht.com/wp-content/uploads/2023/07/FLY_Invst_Pres_July-2023.pdf Investment Thesis Large TAM in Hardware/Software/Weather. Extremely well positioned to capture meaningful share of TAM in Hardware ($750M), lifetime SaaS ($3.0B) and Weather ($3M+ per year per agency, 5 notable agencies)
Strong Tailwinds Favor FLYHT's Solutions. 3G/LTE obsolescence provides significant opportunity; First mover advantage with right product, right features, experienced sales team
SaaS. Revenue component should grow rapidly with Edge device deployment and upsell opportunity
Scalable Business Model. Adoption of new Edge solution generates upfront hardware revenue followed by long tail of high margin recurring SaaS revenue with additional upsell opportunities
Team. Hires from key competitor bolster sales efforts and validate FLYHT’s position and strategy
Change Catalysts. Numerous catalysts should drive accelerated growth and jump start valuation