Hi.
The installation base and the number of contracted stores is rather meaningless when it comes to estimating revenue.
The installation base skyrocketed mid 2019 as a result of the installations of the QT camera. The QT camera hardly generates revenue.
$50 per store per month. This means that 600 Domino's stores generate a meager $30,000 per month.
When the installation of the ALGO is completed in Q2/2020 revenue should substantially increase. Algo revenue per store is $200 per month.
PHUK 600 stores + PHAU 250 stores x $200 = $170,000 from Q3/2020.
It really gets interesting when we get to the Total Technology solution.
I suspect that the Management realised that the QT camera is not getting the company very far.
The two components for DTS' success are
1) High value services of which some have been developed and I suspect others are in progress and
2) Substantial contracts (probably in the US) to roll-out these higher value propositions.
Financial limitations so far limited the ability to enter the US market. Now there are no excuses anymore. I expect an aggressive sales and roll-out strategy.
The US is by far the biggest QSR market with around 180,000 plus restaurants.
https://www.statista.com/statistics/217561/number-of-quick-service-restaurant-franchise-establishments-in-the-us/
The technology is there it is now the execution strategy that will deliver.
K
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