This lack of information reflects on the share price.
Notes from early October to current:
10-14
Huge sovereign government deal through Austin gis in q4-not detailed to public.
Radar USA already signed 2 deals-NO UPDATE
10-23
On Modelorama, despite global supply challenges, we will execute against our target for YE AND there is already advertising running on the network generating revenue for Winkel Media (the JV- NO UPDATE but should reach 5000 deployments by yearend.
We will be disclosing commercial cadence on Rapid and 911 but there is enormous sensitivity in this security market. We navigate this daily and we will be able to provide updates shortly=NO UPDATE
Oct.31
RadarSOS and 911- information regarding this large growth area will be disclosed shortly with commercial cadence, however, there is big sensitivity regarding this area. With the recent US government focussing on upgrading this emergency network, a contract will likely be announced this month-NO UPDATE and Jay advised we would have an update by Nov.30.
Jay-The Q3 revenue numbers will be out on or before Nov.23. I would expect approximately $1.3-$1.75M in revenue billings and $8.0-$10.0M in bookings-
released Nov.29-$522,683 in revenue, $4.5M in bookings-MISS
78% of this revenue was equipment.
11-10-WSR
-at interview while in DC and has presented for a Homeland security type large security company which protects large institution. We've done 1 deployment and it went FABULOUSLY well. ...wait for the news before yearend. NO UPDATE
Phoenix Vision-5 endpoints per store X $25/month =$125+$800 ad revenue to share.Low end $500k-$1.5m per monthFast build because the network in place, just swapping out softwareVSBLTY was introduced to Phoenix Vision by Intel. NO UPDATE
11-24
SS cooler/freezer doors-monetization-3 beverage contracts are now closed=update and NR-
NO UPDATE
Status India deals with TH/HCL-"cone of silence".-NO UPDATE
Additional Europe EV charging station information and forward outlook.-NO UPDATE
Italy vending contract and monetization-forward outlook.NO UPDATE
1-13-WSR
Jay advised for 2021 we will be very close on the $15-$20M guidance for bookings and likely over the $4.0M guidance on billings.-PENDING-this means $3.0M revenue is required for Q4.
1-27-Penny Queen
Media revenue:
The original proformas indicated media revenue of $450/store/month. This reflected a revenue run rate at full deployment by 2024 yearend of $270,000,000. The recent numbers indicated by WM document a substantial increase to those forecasts. Each store has 20 slots/month in available space on the network, and those slots are recently selling at $45-$60/slot/month. This reflects an increase to the original forecasts of 100-150%. For this review, I am using the lower range for media revenue value of $50/slot/month=$1,000/store/month.
UPDATE-each store has 20 slots but in the original deal, ABI gets 6 for free leaving 70% for media revenue generation.