Dec. 26 at 9:54 PM
"As of now, we have over 32,000 units under contract with a
$36 million backlog. And we built this company to-date pretty much with just executive-led sales. We just hired our sales team right after the IPO. So they don't even have 2 months of time underneath their wings yet. So we still, despite that, have a robust pipeline, it translates to about
$110 million, a little bit more than that in construction revenue,
$110 million and more than
$23 million in contracted ARR.
Most of the folks that we compete with have less than 1% share of the market. And the overwhelming portion of the market is served by incumbents -- the AT&T, Charter and such, who have different restrictions in terms of their franchise agreements and where they can be in the country, as well as just the sort of model of business that they are that prevent them from truly competing against us the way that we design our products."
Elauwit Connection, Inc. (NASDAQ: ELWT)
https://seekingalpha.com/article/4851765-elauwit-connection-inc-elwt-presents-at-iaccess-alpha-virtual-best-ideas-winter-investment
$T $CHTR