So BRN has an $11billion addressable market, not a $1.2trillion addressable market
Strong Leadership and Culture. Hmm. Really. Well in the space of 12 months you can add Chris Stevens to this list and a retiring PVDM.
What the market seems to be telling us is that EDGE AI is still a very small component of the AIOT for some time to come, and that BRN is not yet a leader in that space , or required yet as a technology.
Maybe this is why some key personnel in the "Strong Leadership and Culture" Executive Team moved on for opportunities elsewhere.
Probably make or break year is as honest and accurate as the CEO has been. How tough is it to crack market space in this industry when you 'well-connected CEO" appears to be struggling to make inroads into commercial success.
Come on BRN, it's August now. Start making it please.
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