Video

Data

Text duration start ents sentiment
the one i love the world's number one 4.64 Jump to 95.2
    CARDINAL one
    CARDINAL one
course the one flagship deal that 4.88 Jump to 107.36
    CARDINAL one
in-store media network of up to 50 000 4.72 Jump to 121.2
    CARDINAL up to 50 000
america by 2024. let's talk about the 4.64 Jump to 125.92
    DATE 2024
i mean for me this is year five maybe 4.88 Jump to 151.92
    DATE year five
almost six of this venture 4.08 Jump to 154.56
    CARDINAL almost six
exploding at the moment so the two 3.039 Jump to 221.12
    CARDINAL two
inflecting market one store is media and 6.32 Jump to 227.36
    CARDINAL one
inflecting market two security so we've 5.6 Jump to 230.4
    CARDINAL two
it starts with a one it goes to two goes 4.96 Jump to 269.28
    CARDINAL two
to four goes to eight goes to sixteen 3.919 Jump to 271.84
    CARDINAL four
    CARDINAL eight
    CARDINAL sixteen
i don't land a deal for 40 million 4.4 Jump to 279.12
    CARDINAL 40 million
dollars and book and bill of 40 million 4.24 Jump to 281.44
    CARDINAL 40 million
two we have a problem but there's 4.4 Jump to 293.84
    CARDINAL two
revenue that's the easy one for all 3.76 Jump to 301.52
525 000 i'm rounding 525 000 u.s for the 6.84 Jump to 306.28
    CARDINAL 525
    CARDINAL 525
4.5 million dollars u.s so you talk 4.96 Jump to 316.32
    MONEY 4.5 million dollars
over eight to one 3.52 Jump to 321.28
if we sign a contract for 36 months for 6.961 Jump to 351.039
    DATE 36 months
10 a month the tcv is 10 times 36. we 6.0 Jump to 354.16
    DATE 10 a month
    CARDINAL 10
    DATE 36
that one camera as a license 4.881 Jump to 380.639
you if you score a 10 million contract 5.921 Jump to 407.039
    CARDINAL 10 million
two years 3.84 Jump to 412.96
    DATE two years
that you divide it by two years and only 4.401 Jump to 419.759
    DATE two years
that one 3.119 Jump to 446.08
but it also has a unique one-time 4.24 Jump to 465.28
    CARDINAL one
factory right at a 35 or 40 margin 5.68 Jump to 471.84
    CARDINAL 35
    CARDINAL 40
at an 85 to 90 margin gets recognized uh 5.679 Jump to 482.08
    CARDINAL 85
    CARDINAL 90
there's 4.5 million dollars in booking 5.041 Jump to 496.639
    MONEY 4.5 million dollars
year you slice up in 12 it's for two 4.959 Jump to 514.64
    CARDINAL 12
    CARDINAL two
years you slice up to 24 but it's coming 4.959 Jump to 516.88
    CARDINAL 24
you know with four weeks remaining in 4.4 Jump to 546.16
    DATE four weeks
things but one of the things i was doing 4.081 Jump to 567.519
    CARDINAL one
happens to be the largest one it's 45 5.12 Jump to 577.6
    CARDINAL 45
000 square meters george that's about 5.04 Jump to 580.08
    QUANTITY 000 square meters
500 square feet that's about 500 000 3.52 Jump to 582.72
    QUANTITY 500 square feet
    CARDINAL about 500
about 12 acres that's 10 to 12 acres 4.48 Jump to 590.16
    QUANTITY about 12 acres
    QUANTITY 10 to 12 acres
factory ships 40 000 coolers a month 5.44 Jump to 603.839
    CARDINAL 40
    DATE a month
of these orders because in the fourth 3.2 Jump to 628.72
    ORDINAL fourth
quarter i think one of the most 2.4 Jump to 630.72
this fourth quarter will be our largest 5.76 Jump to 640.0
    DATE this fourth quarter
embarrass the world's number one 4.4 Jump to 677.92
    CARDINAL one
one of the problems with the stickers 4.4 Jump to 725.04
    CARDINAL one
40 million on packaging for that new 4.961 Jump to 732.399
    CARDINAL 40 million
the one that most makes me think about 4.48 Jump to 751.2
ended june 30th 4.399 Jump to 809.12
right so essentially five and a half you 5.039 Jump to 811.36
    DATE five and a half
know five plus months ago right so in 4.961 Jump to 813.519
    DATE five plus months ago
the level of deployments as of june 30th 4.32 Jump to 818.48
    DATE june 30th
september 30 not june 30 just correct 6.8 Jump to 832.88
    DATE september 30 not june 30
it's the inverted pyramid thing one goes 3.2 Jump to 850.56
to two goes to four goes to eight that's 3.12 Jump to 852.079
    CARDINAL two
    CARDINAL four
    CARDINAL eight
little bit of concerns in the third 4.64 Jump to 874.72
    ORDINAL third
20 billion dollar company as our partner 6.079 Jump to 914.0
    MONEY 20 billion dollar
you're you can get to 150 stores a week 6.24 Jump to 939.68
    CARDINAL 150
that uh 5 000 installation numbers by 4.4 Jump to 968.32
they're not the number one player 3.76 Jump to 1004.24
    CARDINAL one
they're the number two player 3.839 Jump to 1005.92
    CARDINAL two
the number one is oxo 4.241 Jump to 1009.759
    CARDINAL one
because like i've been doing this for 24 5.12 Jump to 1042.24
    CARDINAL 24
and three quarters years all right so 4.72 Jump to 1044.88
    DATE three quarters years
25 is going to be in april and one thing 5.36 Jump to 1047.36
    CARDINAL 25
    DATE april
    CARDINAL one
their multi-billion dollar enterprise 3.44 Jump to 1096.96
have a goal they have no they have one 4.32 Jump to 1108.32
one principal incentive 4.24 Jump to 1112.64
    CARDINAL one
and the one incentive 4.479 Jump to 1124.32
19 uh 9.9 of the company 6.08 Jump to 1132.32
    CARDINAL 19
    CARDINAL 9.9
for for just under 14 million dollars 5.04 Jump to 1135.44
    MONEY 14 million dollars
with three of the 3.679 Jump to 1171.12
    CARDINAL three
many mile three of the multiple 2.96 Jump to 1173.28
    CARDINAL three
january 16th national retail federation 3.92 Jump to 1214.32
    DATE january 16th
16th and um you know shareholders never 6.4 Jump to 1218.24
    ORDINAL 16th
license revenue and we have one-third of 4.159 Jump to 1324.88
    CARDINAL one-third
rarely talked one-third of the media yes 4.8 Jump to 1330.48
    CARDINAL one-third
the one-third of the media revenue 5.199 Jump to 1332.48
    CARDINAL one-third
one that's right on this on the step of 5.52 Jump to 1359.6
a unilever for 800 billion dollars and 4.479 Jump to 1436.32
    MONEY 800 billion dollars
so if the of the three constituents 4.72 Jump to 1491.6
    CARDINAL three
is controlled by a 35 year old in new 4.0 Jump to 1516.0
    DATE 35 year old
a 500 million dollar brand budget um and 4.64 Jump to 1520.0
    MONEY 500 million dollar
million homes and made it a narrow cast 4.721 Jump to 1597.919
    CARDINAL million
advertising mediums one is vastly better 4.8 Jump to 1613.6
so it's it's a two-way medium now it's 4.159 Jump to 1659.76
    CARDINAL two
not just one way 2.721 Jump to 1661.919
    CARDINAL one
100 billion dollar business in three 3.36 Jump to 1674.64
    MONEY 100 billion dollar
    CARDINAL three
a hundred billion in three years 4.0 Jump to 1681.2
    DATE three years
these three markets the company is 3.72 Jump to 1691.12
    CARDINAL three
footnotes bcg says 100 billion in three 4.68 Jump to 1694.84
    CARDINAL 100 billion
    CARDINAL three
going to be uh just over 300 billion by 5.12 Jump to 1702.32
    MONEY just over 300 billion
the end of 23. at a 10 compound growth 4.24 Jump to 1704.72
    CARDINAL 23
    CARDINAL 10
fourth quarter two of our biggest deals 3.521 Jump to 1718.559
    DATE fourth quarter
    CARDINAL two
is taking place at 7 45 in the morning 5.279 Jump to 1746.88
    DATE 7 45
    TIME morning
september 30th 3.76 Jump to 1765.12
    DATE september 30th
two ways to do your due diligence 3.839 Jump to 1825.44
    CARDINAL two
got a nice summary a good thousand foot 5.759 Jump to 1838.64
    QUANTITY a good thousand foot