Ann: Best Buy US Expansion for LIFX, page-92

Even if one of these mystical whales were to land in the next month or 2, and the way BUD report their revenue, they will not have installed enough devices to get to breakeven. If I remember correctly BUD only reports on invoices, money banked, not forward revenue. If history is anything then signing a whale, like Nestle, does not always result in mass rollout of devices, or the rollout is very slow. IMO