Questions for the Webinar, page-167

I agree with your take.
Noteworthy points on Ohm:
- Customer needs now much better understood, didn't have the right product - 3rd generation models / solutions remains a work in progress, that is not unusual for concepts that are new to mkt
- timing of deals to revenues is typically long - eg the Newcastle contract was won in March 2018, and will be installed in May 2019
- generally speaking, Ohm really only works for tech savvy customers, the rest don't want to know/not interested
- Success in Ohm is mainly for energy audits, not for savings - I thought that explains some of the demand weakness for current setups
- CoaaS - no know n competitors in this space, rolled out to USA only so far, as demand is weak, may be ahead of its time