Re: Q4 2023 CC transcript available at seekingalphaA few comments of interest to me from the CC...
AF: "We anticipate that the associated revenue in our contracted backlog starts being realized in the second half of 2024."
AF: "Our backlog remains constant ($38 million). Our top line sales pipeline is at $220 million now. And the probable value is at $82 million."
KJ: "(we) think that the AFIRS 228 is going to have a much stronger year in 2024, we see it as extending out even further than previously thought. The AFIRS 228 is going to be a relevant strong Iridium Satcom provider for years to come".
KJ, re AFIRS re-design: "...refresh the product and design out the end of life components", estimated completion date of August followed by certification done by the partner. (Our) partner continues to sell from the inventory of their large order in 2022. "...anticipating that the revenues are going to continue out into 2028, 2029 for this product line".
KJ, re Edge flange-mount: "first installations...underway".