Reading between the lines on this one tells me that the initial cross-sell results which were published in the webinar are only going to increase !!(being that after 3 months of initial purchase, they're seeing 30% of sites, spend 78% more than their initial purchase)
The addressable market is now larger with the scope to accommodate more buildings ... note that it was already massive - it's now bigger again
IMO this is one of those key 'read between the lines' announcements which many will simply dismiss on face value.
This is a very good development & IMO will be enough to tick in to an uptrend with the demolition of the 12c wall.
