Ann: US Energy Utility CAPEX Program, page-96

The article posted from 2020 said that 50% of FPL's 1.2M poles had already been 'hardened.'

Can't speak to Entergy. The tender was for up to 4M poles. Even 50% of that is a big number for Pointerra.

Either way, the scope for upsizing revenue with all the Utilities they are working with is significant. It's not just about poles, as the initial NextEra contract illustrates.

Bearing in mind that, "NextEra Energy Resources, LLC, which, together with its affiliated entities, is the world’s largest generator of renewable energy from the wind and sun and a world leader in battery storage."

Here's a reminder since it was so long ago! (June 22) Key words - Nextera’s multi-billion dollar greenfield development of solar energy project sites across continental USA:

NextEra Energy Renewables

Following the successful completion of a paid POC project originally announced to the ASX on 20 September 2021, existing customer NextEra Energy (the parent company of FPL) has entered into an enterprise subscription agreement to use Pointerra3D Analytics to support Nextera’s multi-billion dollar greenfield development of solar energy project sites across continental USA.

The adoption of Pointerra3D by NextEra Energy provides a centralised design/construct/operate digital twin environment for NextEra to scale their investment in renewable energy. By delivering consistency and repeatability and through efficient workflows NextEra is able to streamline design and digital engineering workflow processes, saving significant time and reducing costs.

Additional paid POC’s are underway currently for a similar solution to improve operational performance of NextEra’s existing (brownfield) solar sites across the country and Pointerra expects that this will lead to material growth in NextEra Energy’s spend with the Company into FY23.

It's all about scale. Pointerra is slowly but surely achieving that. Another reminder from June '22:

Pointerra3D continues to evolve as a “must-have” platform for the US energy utility sector, with existing customers advocating adoption of the Company’s digital twin solution amongst peer utilities, which is expected to drive further growth in platform deployment and ACV across Pointerra’s largest customer sector.

In recent months the Company has continued to grow the deployment of the Pointerra3D digital twin platform (Core, Analytics and Answers) by a number of existing energy utility customers (all previously announced to the market) in the sector including Pacific Gas & Electric, FPL, Entergy, Eversource, NextEra Energy, Gulf Power, SoCal Edison, Seattle City Light American Transmission Company, Western Power and SA Power Networks.