Ann: Business Update - Airobotics IPO replaced by Capital Raise, page-25

my understanding is that the short term market is the remote broadband offering to rural areas, such as what was done with kinetx prime.

the blue sky areas are drones and potentially the adas space (not sure if this is still a target market though).

catalysts for me would be meaningful revenue for the broadband offering via tech data or other disties, but I am also looking for what is being done in the blue sky areas in terms of partnerships, especially with vendors outside of Israel.

disties are typically transactional thus a lot of the heavy lifting will need to be done by Elsight so they should have a good idea of what is in the pipeline in the US in the short term.

I also think comparisons to cradlepoint are not relevant as Elsight are yet to produce meaningful revenues at this point and receive market validation.