Cash Flow And Capital SpendingAnalyst warns that substantial cash operating costs and heavy capital expenditures required for manufacturing scale-up increase the likelihood of additional financing needs.
Financial PerformanceAnalyst highlights recent revenue and EPS shortfalls combined with engineering and administrative costs above expectations, signaling pressure on near-term profitability versus analyst estimates.
Operational And Launch RiskAnalyst emphasizes that launch delays, high capital intensity, and the risk that subscriber usage falls short of projections could materially slow deployment and revenue generation.