Contract Win And Revenue DiversificationA five-year, 30 million dollars contract to supply 3,000 carts to Super Sapir, including exclusive advertising and retail media rights, validates the product in a new Israeli retailer and establishes a recurring advertising revenue stream.
Deployment Visibility And Order BookConfirmed purchase orders for at least 11,000 smart carts and management's target to deploy over 30,000 carts across eight global retailers by 2026 provide clearer revenue visibility and a concrete path to monetization.
Retail Media Economics And ProfitabilityHigh-margin retail media tied to installed smart carts suggests incremental deployments can quickly boost top-line growth and support long-term EBITDA margins that could exceed fifty percent as scale increases.