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january 13th 2022 we are back with the 5.04 Jump to 19.84
    DATE january 13th 2022
in canada uh one of our favorite super 5.04 Jump to 28.24
    CARDINAL one
uh increased from i don't know 17 cents 4.72 Jump to 33.28
    MONEY 17 cents
to uh almost two dollars pulled back so 4.959 Jump to 35.28
    MONEY almost two dollars
mentioned just a second ago which is 3.28 Jump to 113.68
august of 2021 last year it's i guess 7.281 Jump to 124.799
    DATE 2021
    DATE last year
about a six month old company right now 5.68 Jump to 128.8
    DATE about a six month old
five 3.759 Jump to 134.48
    CARDINAL five
equity participants visibility is one of 4.32 Jump to 135.76
two independent software vendor 4.241 Jump to 138.239
    CARDINAL two
participants tech mahindra 20 billion 5.519 Jump to 140.08
    MONEY 20 billion
a 17 billion dollar indian si uh systems 4.801 Jump to 145.599
    MONEY 17 billion dollar
six countries 3.68 Jump to 172.4
    CARDINAL six
organization is 200 million plus as i 5.04 Jump to 176.08
    CARDINAL 200 million
critical piece about austin gis two 5.68 Jump to 181.12
    CARDINAL two
important critical pieces number one 5.84 Jump to 184.0
    CARDINAL number one
we're a ten percent equity participant 5.84 Jump to 186.8
    PERCENT ten percent
two to share with them these are the 4.16 Jump to 211.84
    CARDINAL two
the availability of not one but two 5.92 Jump to 275.52
    CARDINAL two
employee headcount over 300 000 people 4.96 Jump to 281.44
the second 1.92 Jump to 291.36
    ORDINAL second
is two foundational licenses one from 5.44 Jump to 310.24
    CARDINAL two
    CARDINAL one
to be 25 million by the end of 23. 3.92 Jump to 332.8
    CARDINAL 25 million
    DATE the end of 23
addition to that we have a two million 3.759 Jump to 338.88
    CARDINAL two million
that would be paid in the first half 3.921 Jump to 342.639
    DATE the first half
of 22. 3.52 Jump to 344.56
    CARDINAL 22
the third 4.72 Jump to 346.56
    ORDINAL third
know maybe it's three minutes two 4.56 Jump to 362.96
    TIME three minutes
in one of our deployments facial 3.84 Jump to 370.24
    CARDINAL one
three targeted police departments to 4.081 Jump to 384.319
    CARDINAL three
start with uh one 4.56 Jump to 386.24
east coast and the third sort of midwest 5.679 Jump to 390.8
    ORDINAL third
first responders where's the shooter 4.799 Jump to 402.24
    ORDINAL first
real-time crime center or a 9-1-1 center 5.68 Jump to 436.16
    CARDINAL 9
15-20 seconds in exterior detection as 5.12 Jump to 461.44
    TIME 15-20 seconds
third one which is winkle media i'm not 4.96 Jump to 498.639
    ORDINAL third
revenue as well as 33 percent of the 4.64 Jump to 516.56
to be 250 million per at per annum by 4.56 Jump to 521.2
    CARDINAL 250 million
the end of year four that's a 4.16 Jump to 524.32
    DATE the end of year four
consequence of between 45 and 50 000 4.96 Jump to 525.76
    CARDINAL between 45 and 50 000
the end of that fourth year 10 million 5.119 Jump to 530.72
    CARDINAL 10 million
abm bev and winkle on two additional uh 6.24 Jump to 538.0
    CARDINAL two
vision first for other 3.279 Jump to 544.24
    ORDINAL first
to to buy a roughly a 10 ownership 6.479 Jump to 556.8
    CARDINAL 10
position and visibility for 14 million 5.2 Jump to 560.16
    CARDINAL 14 million
visibility and we've done two things in 4.08 Jump to 614.48
    CARDINAL two
addition to that you can get a 50 page 3.521 Jump to 641.519
    CARDINAL 50
three participants i just mentioned and 4.64 Jump to 645.04
    CARDINAL three
this now for the first time puts us in a 5.28 Jump to 651.44
    ORDINAL first
the first time we're getting a b inbev 4.56 Jump to 697.76
    ORDINAL first
expense and turn into a 5 10 15 20 year 4.08 Jump to 779.92
the services the day two management and 4.159 Jump to 797.12
    CARDINAL two
in the usa included 65 billion for 5.52 Jump to 869.04
    MONEY 65 billion
two entities not just cities but 6.88 Jump to 898.399
    CARDINAL two
you kind of you like you gave one 4.961 Jump to 907.279
dollars to equip 45 50 000 stores or you 6.479 Jump to 949.92
    CARDINAL 45 50
could sign a five to seven year contract 4.08 Jump to 954.48
    DATE five to seven year
audience questions and again you have 10 3.841 Jump to 1036.559
    CARDINAL 10
50 billion dollar business 5.679 Jump to 1042.16
    MONEY 50 billion dollar
decision which cost us one million 2.48 Jump to 1055.6
    CARDINAL one million
and we get a right of first refusal on 3.68 Jump to 1060.72
    ORDINAL first
to three companies whose market cap 4.96 Jump to 1074.64
    CARDINAL three
exceeds 20 billion dollars and for me to 5.12 Jump to 1076.88
    MONEY 20 billion dollars
three questions 4.08 Jump to 1108.24
    CARDINAL three
um 21 because we're 4.561 Jump to 1115.679
    DATE 21
uh in 21 and in the fourth quarter 5.52 Jump to 1138.24
    DATE 21
    DATE the fourth quarter
non-linear growth rate where one goes to 4.48 Jump to 1151.36
    CARDINAL one
two goes to four goes to eight et cetera 4.399 Jump to 1153.28
    CARDINAL two
    CARDINAL four
    CARDINAL eight
terms of guidance for 22 which i haven't 4.159 Jump to 1169.76
    CARDINAL 22
the guidance i gave for 21 i think will 4.721 Jump to 1173.919
    CARDINAL 21
basis and guidance was 15 to 20 million 5.039 Jump to 1178.64
    CARDINAL 15 to 20 million
will have done that i think for 21 and 5.04 Jump to 1181.44
    DATE 21
the revenue guidance and then for 22 5.04 Jump to 1186.48
    CARDINAL 22
for 22 the the revenue guidance hasn't 3.76 Jump to 1191.52
    CARDINAL 22
double that of uh 21. so i'm delighted 5.44 Jump to 1197.28
    DATE 21
uh 21 and more interested and delighted 4.48 Jump to 1202.72
    CARDINAL 21
okay do you think you can do 50 million 4.48 Jump to 1208.4
    CARDINAL 50 million
you can hit 50 million bookings in this 3.76 Jump to 1210.64
    CARDINAL 50 million
year 22. 5.52 Jump to 1212.88
    DATE year 22
five to seven years then the booking 5.2 Jump to 1226.08
    DATE five to seven years
them is going to be a two or three-year 4.0 Jump to 1244.08
    CARDINAL two or
    DATE three-year
i think we talk about brookfield as one 3.84 Jump to 1263.6
small city you might one of these 3.36 Jump to 1316.96
let's call it 20 million a year 3.04 Jump to 1320.32
    CARDINAL 20 million
you know your portion might be two 2.96 Jump to 1323.36
    CARDINAL two
million a year 2.321 Jump to 1325.039
    CARDINAL million
could hit a billion dollar valuation uh 5.68 Jump to 1367.84
    MONEY a billion dollar
in the next 12 months just based on kind 4.799 Jump to 1371.12
    DATE the next 12 months
with uh these three different aspects 4.161 Jump to 1378.559
    CARDINAL three
target or one of the big established 4.08 Jump to 1484.64
    CARDINAL one
the fourth quarter was a very well 4.961 Jump to 1557.919
    DATE the fourth quarter
questions first we've got a bunch of 3.839 Jump to 1579.2
one of their biggest revenue spots it's 4.48 Jump to 1628.559
    CARDINAL one
is worth a hundred billion over the next 4.081 Jump to 1697.679
    MONEY a hundred billion
10 years it's the most important media 5.039 Jump to 1699.36
    DATE 10 years
jay we've got about 30 questions i'm 2.64 Jump to 1722.399
    CARDINAL about 30
i think that particular one might have 3.919 Jump to 1774.64
that was deployed through one of our 3.921 Jump to 1778.559
    CARDINAL one
the supplier of the year three times 4.48 Jump to 1795.36
    DATE the year
    CARDINAL three
running three year over year 4.88 Jump to 1797.44
    DATE three year over year
three years old now 4.64 Jump to 1804.88
    DATE three years old
two opportunities and we're helping them 4.08 Jump to 1866.24
    CARDINAL two
14 head count just in the first quarter 4.48 Jump to 1903.76
    CARDINAL 14
    DATE the first quarter
that i reference is a 50 page white 4.24 Jump to 1958.72
    CARDINAL 50
not one of them is small they're all 3.2 Jump to 2022.64
it's always a difficult one because uh 4.96 Jump to 2052.56
particular one 2.72 Jump to 2120.24
10 3.121 Jump to 2139.839
    CARDINAL 10
catalysts for the next 60 days well this 3.36 Jump to 2146.4
    DATE the next 60 days
great question next six years i would 3.76 Jump to 2149.76
    DATE next six years
3 000 cameras just in that month three 4.961 Jump to 2197.359
    CARDINAL 3
    DATE that month
    CARDINAL three
thousand cameras three thousand cameras 4.4 Jump to 2200.48
    CARDINAL thousand cameras three thousand
in one month yeah 4.56 Jump to 2202.32
    DATE one month
30 to 60 days 3.52 Jump to 2251.76
    DATE 30 to 60 days
okay so so so the three thousand cameras 4.48 Jump to 2265.76
    CARDINAL three thousand
one one was a brand new county 5.04 Jump to 2282.88
    CARDINAL one one
have a reorder that's number one number 4.96 Jump to 2298.8
    CARDINAL one
two is that you're you get this uh a new 4.48 Jump to 2301.119
    CARDINAL two
actually get this done because again one 3.921 Jump to 2305.599
    CARDINAL one
mean you got to be billion dollars i get 4.24 Jump to 2314.24
we don't announce a 30 million dollar 4.159 Jump to 2326.96
    MONEY 30 million dollar
camera network worth you know 10 000 15 3.761 Jump to 2331.119
    CARDINAL 15
000 cameras 3.68 Jump to 2333.52
    CARDINAL 000
five to ten dollars per camera per month 4.159 Jump to 2337.2
    MONEY five to ten dollars
thousand cameras deployed in the month 3.6 Jump to 2343.68
    CARDINAL thousand
    DATE the month
you know five thousand dollars and ten 3.119 Jump to 2348.24
    MONEY five thousand dollars
    CARDINAL ten
thousand dollars so we're not talking 3.839 Jump to 2349.76
contract over three years five years 4.0 Jump to 2357.04
    DATE three years five years
seven years now we're talking meaningful 3.92 Jump to 2358.96
    DATE seven years
even ten dollars it becomes thirty 2.72 Jump to 2367.52
    MONEY ten dollars
    CARDINAL thirty
from a one-time revenue company to a 3.04 Jump to 2412.48
    CARDINAL one
they would probably sit on the second 3.359 Jump to 2456.48
    ORDINAL second
first year but the opportunity is to is 4.161 Jump to 2459.839
    DATE first year
to take them from a second tier to a 4.481 Jump to 2462.079
    ORDINAL second
first here they appreciate what we do uh 4.56 Jump to 2464.0
    ORDINAL first
one thing that's been kind of talked 4.32 Jump to 2480.56
    CARDINAL one
nine to 15 square meters 6.0 Jump to 2532.56
    CARDINAL nine to 15 square meters
that's 30 to 40 percent of all retail 5.521 Jump to 2535.359
    PERCENT 30 to 40 percent
two 2021 impacts for us 4.08 Jump to 2573.44
    DATE two 2021
us in 22 2.88 Jump to 2579.52
    CARDINAL 22
in navigating it the first impact 6.0 Jump to 2582.4
    ORDINAL first
coveted had for us in 21 is supply chain 6.881 Jump to 2584.319
    DATE 21
um uh probably four times we had to stop 5.04 Jump to 2588.4
    CARDINAL four
three 2.639 Jump to 2600.96
    CARDINAL three
in a boat off of long beach for 71 days 4.64 Jump to 2620.24
    DATE 71 days
been impacted that's one way and the 3.441 Jump to 2633.119
    CARDINAL one
second way is um 4.401 Jump to 2634.319
    ORDINAL second
probably 70 people that we had to uh 5.199 Jump to 2640.88
    CARDINAL 70
you're either there for 15 well you're 4.08 Jump to 2722.72
    CARDINAL 15
there between 15 and 30 minutes 4.32 Jump to 2724.4
    CARDINAL between 15 and 30 minutes
our first deal with eos 4.56 Jump to 2753.44
    ORDINAL first
uh where they're doing 500 and some odd 4.159 Jump to 2755.68
    CARDINAL 500
15 minutes well we have the opportunity 4.16 Jump to 2777.52
    TIME 15 minutes
charging station in you know at mile 50 5.84 Jump to 2826.4
    CARDINAL 50
of of route 66 and there's nobody else 4.161 Jump to 2829.359
    CARDINAL 66
it into 7-eleven in four slots and that 4.0 Jump to 2835.76
    DATE 7-eleven
    CARDINAL four
7-eleven sees 4.599 Jump to 2838.24
    DATE 7-eleven
4 000 visitors a day that's a super 6.24 Jump to 2839.76
    CARDINAL 4
    CARDINAL 000
deployed i think 3 000 charging stations 5.36 Jump to 2904.64
    CARDINAL 3
with 100 charging stations incorporating 4.32 Jump to 2907.68
    CARDINAL 100
60-inch digital display which is sort of 3.44 Jump to 2910.0
    QUANTITY 60-inch
what's in so one of the things that 3.28 Jump to 2969.52
7-eleven 3.36 Jump to 3035.92
    DATE 7-eleven
theory you know one so another aspect of 5.2 Jump to 3044.0
know one of these charging station 3.52 Jump to 3053.599
that 100 of the ev charging stations 5.04 Jump to 3068.64
    CARDINAL 100
the 30 percent that are in high value or 4.08 Jump to 3076.72
    PERCENT the 30 percent
the 50 that are in high value locations 4.48 Jump to 3078.72
    CARDINAL 50
mentioned a second ago but also with 3.44 Jump to 3094.8
    DATE a second ago
i think we got like 40 more questions 3.439 Jump to 3108.4
    CARDINAL 40
that a 25 year old male is in a location 6.641 Jump to 3145.839
    DATE 25 year old
jack's at a model rama at 2 45 in the 6.879 Jump to 3172.48
    PERSON jack
    DATE 2 45
time we file our 2021 4.32 Jump to 3245.68
    DATE 2021
14 or 15 days is 4.639 Jump to 3258.96
    DATE 14 or 15 days
get to 200 installations per week we hit 5.52 Jump to 3263.599
    CARDINAL 200
the question in two ways i'm gonna 3.44 Jump to 3300.96
    CARDINAL two
depending upon the deal between five 4.24 Jump to 3309.839
    CARDINAL between five
dollars and ten dollars actually as much 5.28 Jump to 3311.839
    MONEY ten dollars
as twelve dollars per month per camera 5.04 Jump to 3314.079
    MONEY twelve dollars
eight and ten dollars and then we charge 4.32 Jump to 3339.92
algorithm that's an additional two 4.08 Jump to 3346.16
    CARDINAL an additional two
dollars or three dollars if we have a 4.159 Jump to 3348.4
    MONEY three dollars
as an example that's another three 5.359 Jump to 3356.0
    CARDINAL three
uh will you become profitable in 22 5.359 Jump to 3408.0
    CARDINAL 22
in 22. 3.28 Jump to 3426.559
    DATE 22
okay uh let's see if we can just do one 3.52 Jump to 3427.92
one like 3.28 Jump to 3429.839
three or four times the market cap we 3.52 Jump to 3481.599
    CARDINAL three
    CARDINAL four
has in the neighborhood of nine to ten 5.04 Jump to 3496.88
    CARDINAL nine to ten
50 to 70 million dollars per uh for us 5.84 Jump to 3510.64
    MONEY 50 to 70 million dollars
contract but we've actually got two more 4.879 Jump to 3548.24
    CARDINAL two
uh for five to seven years 5.441 Jump to 3563.599
    DATE five to seven years
in you know a billion plus 4.401 Jump to 3573.359
multi you know at least a billion plus 4.72 Jump to 3575.599
to say the next 12 months 4.881 Jump to 3580.319
    DATE the next 12 months