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My sense is this is not an entirely new product, but rather it's...

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    My sense is this is not an entirely new product, but rather it's the perimeter monitoring product with some improved marketing and repackaged with some AI capabilities.

    I'm not trying to downplay this contract, but it's unlike the Aura IQ product which was a brand new product, not necessarily in a totally new industry, but certainly attempting to do something different to what they had previously done.

    As I said, they do ~$14m in perimeter security revenues annually, so this would be part of that business.....you'd hope that they start growing this, but they really need to do something on that recurring revenue stream
 
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