Thread

$ONDS

One side of business is the only FAA approved drone system that can fly beyond visual line of sight (BVLOS) with no pilot.

This is a two-three year lead per the firm.

Now we have revenue guidance...

/1
$ONDS Forecasts for drones

Each 'unit' is $50K/ yr in ARR and $250K in total contract value (TCV).

That means 2024 guidance is:
* $40M ARR
* $200M TCV

2026:
* $200M ARR
* $1B TCV

But there's more...

We also have a TAM

/2
$ONDS

The TAM, for just this side of the business is over $100B.

ir.ondas.com/all-sec-filings

/3
$ONDS But rather than read it on Twitter, hear it live.

Guidance webcast starts at 10am ET right now.

ir.ondas.com/ir-calendar/de…

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More from @OphirGottlieb

24 Sep
Thread

Many on Wall Street radically misunderstand where Internet infrastructure is going.

Myth:
Private cloud (on-prem) is dinosaur going the way of extinction to central cloud.

Fact:
True private cloud (TPC) has exploded. Forecast growth *greater* than central cloud.

/1
Not only is TPC exploding, but so too is the hybrid cloud, which is an infra architecture that uses both on-prem and central cloud.

...

/2
Furthering this discombobulated myth that on-prem is dying is another:

Myth:
Once in central cloud, no one looks back. It's all in and no private cloud once switch is made.

Fact:
Half(!) of central cloud only infra have deployed or are in the process of deploying HCI.

/3
Read 7 tweets
22 Sep
A thread

Bain Technology Reporrlt is out

bain.com/insights/topic…

/1
DevOps

/2
And more DevOps

/3
Read 6 tweets
21 Sep
@BatsGlobal @cboe has a bad price in $BIGC and the market API is stale.
Error:

Open":55.93,"Close":54.74,"High":56.03,"Low":52.88,"Last":54.74,

Those are yesterday's values.
Also wrong for $CURI
Read 4 tweets
21 Sep
Google Search 'tax' on successful companies is filthy and profitable. Amazon does same.

"Oh, your brand name carries weight? Good. Now others can use it as a search term. How much you gonna bid to keep yourself first in a search for... yourself?"

At some point, this shit ends
2/n

How much money does Amazon hand to Google for this ad a year?

Say... 100 million clicks x $3?

What's the value proposition offered here for consumers, exactly?
3/

Of course, when Googling 'Google,' no ads.
Read 4 tweets
10 Sep
A quick thread

$AMZN $ROKU

In house Fire TV Omni Series and 4-Series pricing is:

* Omni: $410 - $1,100
* 4- S: $370 - $520

/1
$AMZN $ROKU

@Stephens_Inc

"Fears that [Amazon] would look to subsidize the smart TV offering with aggressive price points to maintain and grow the Fire TV OS user base "appear to be unfounded."

Source: thefly.com/landingPageNew…

/2
$ROKU $AMZN

KeyBanc analyst Justin Patterson said he believes the new Amazon devices appear similar to Roku's offerings, which he sees as an "incremental positive" for [Roku].

...

/3
Read 5 tweets
9 Sep
$ROKU ‘The Streaming Decade,’ Roku’s Annual Survey, Shows Industry Has Passed a “Tipping Point” cmlviz.com/stocks/ROKU/ne…
2/

Thread

From $ROKU

TV streaming is nearly
universal among younger
generations, but it’s not just
young people—the majority
of Boomers are streaming
too, and getting even
more involved.
3/

7 in 10
streamers have ad-supported services.
37% of AVOD viewers even said they went with the ad-supported subscription option because they don’t mind ads.
Read 6 tweets

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