Ann: Market Update - US, page-4

25c mid term target.

great announcement by our company,
Papa johns announcement a little tricky, to my knowledge (correct me if I'm wrong pls), is this the first time DTS has signed a 'head office' agreement with a major QSR group outside of Dominos?
Previous agreements have been with franchisees running a smaller amount of stores, vs Papa Johns has nearly 6,000 stores globally.

Good update of the Major US QSR Franchisee, SOW signed, nearly completed the costly (time and $) system integration work, rollout discussions taking place within 'several hundred locations' (NPC international?) this is actually the most advanced deal and $$$ material deal announced today, expecting an update by Jan 2021 on rollout plans and revenue generation timing into the 800-900 KFC / Pizza Hut locations.

Sweetgreen adds some near term revenue which should be equal to 10%+ of DTS's Q3 ARR run rate on full rollout and shows DTS ability to 'add modules / higher rev per store'