Deployment OutlookManagement's plan to deploy over 30,000 smart carts across eight global retailers by 2026, supported by confirmed orders for at least 11,000 carts, creates a tangible path to material revenue expansion.
Retail Media ProfitabilityStrong retail media economics in Israel suggest that scaling to 10,000–15,000 carts could generate substantial revenue and support high long-term EBITDA margins.
Strategic Contracts And Retail Media RightsA five-year, $30 million contract for 3,000 carts with Super Sapir that includes exclusive advertising and retail media rights validates the monetization model and secures a recurring revenue base.