Excuse me adding a thread on just HaloPermission to Come On...

Excuse me adding a thread on just Halo
Permission to Come On Board Sir/Madam
:)

I brought in and was having some fun with my pre buying estimations.


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The global BVLOS (Beyond Visual Line of Sight) drone market is entering a high-growth phase, and Elsight’s Halo is well-positioned to ride the wave. Here's how the numbers stack up:

Global BVLOS Market Forecast

Year	Market Size (USD)	CAGR Estimate	Key Drivers
2024	$1.2 billion	25.9%	AI/ML adoption, regulatory approvals
2025	$1.63 billion	22.7%	Infrastructure, logistics, agriculture
2030	$3.45 billion	21.15%	Autonomous operations, DaaS models
2034	$9.8+ billion est.	~25%	Full-scale BVLOS integration

Implications for Elsight’s Halo

• Market Penetration: Even a modest 5–10% share of BVLOS hardware and connectivity could translate to $500M–$1B+ in annual revenue by 2034.

• Recurring Revenue: With Halo-as-a-Service (HaaS), Elsight can tap into long-term contracts across logistics, defense, and infrastructure.

• Regulatory Tailwinds: As BVLOS becomes routine (e.g. UK’s roadmap for 2027), Halo’s compliance-enabling tech becomes indispensable.

Strategic Leverage

Elsight isn’t just selling modems—it’s selling BVLOS viability. As drone OEMs and operators scale globally, Halo becomes the connective tissue that regulators trust and operators depend on.

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Competition
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As of late 2023, the FAA granted BVLOS approval to four companies:

Company	Drone Model Used	Primary Use Case
Phoenix Air Unmanned	SwissDrones SVO 50 V2	Powerline & pipeline inspections
UPS Flight Forward	Matternet M2	Drone package delivery
uAvionix	Rapace with Vantis Network	Networked BVLOS operations
Zipline	Sparrow drone	Autonomous medical & retail deliveries

Elsight Halo vs BVLOS Operators

Feature / Focus	Elsight Halo	BVLOS Operators (e.g. Zipline, UPS)
Core Role	Connectivity platform for BVLOS missions	End-to-end drone service providers
Technology Specialty	Multi-link bonding (LTE/5G, RF, Satcom)	Drone hardware, logistics, and operations
BVLOS Enabler or Operator?	Enabler – provides tech for others	Operator – flies drones under BVLOS rules
Redundancy & Reliability	Aggregates all available links for C2	Often rely on single or failover networks
Use Cases Supported	Any BVLOS mission needing robust C2	Specific verticals like delivery or energy
Regulatory Impact	Helps clients meet BVLOS certification	Must pass regulatory hurdles themselves

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A word I love is the Flywheel effect :)

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Revenue Drivers for Halo

• Hardware Sales: Elsight earns revenue from selling Halo units to drone OEMs, integrators, and service providers. These units include multi-link modems and embedded software for real-time connectivity.

• Halo-as-a-Service (HaaS): Subscription-based model offering connectivity, analytics (like HeatSight), and support. This recurring revenue stream scales with fleet size.

• Data Usage & SLAs: Clients pay for bandwidth aggregation, uptime guarantees, and performance metrics—especially critical for enterprise and defense applications.

• Strategic Contracts: A recent $7.9M deal with a European defense drone manufacturer highlights Halo’s traction in high-value verticals.

Market Expansion Catalysts

• Australia’s Drone Boom: Airservices Australia forecasts 60 million drone flights annually by 2043, with Halo cited as a vital link in enabling safe BVLOS operations.

• BVLOS Certification Demand: Halo helps operators meet regulatory hurdles, making it a “must-have” for commercial scaling.

• Labor Cost Reduction: By enabling remote fleet control, Halo reduces reliance on human observers—an economic incentive for adoption.

Flywheel Effect

As more operators adopt Halo to meet BVLOS requirements, Elsight benefits from:

• Increased unit sales

• Higher recurring service revenue

• Stronger data monetization opportunities

• Greater leverage in regulatory and industry partnerships

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DYOR of course and above many be way off target!!!!