The vast majority of Vopara customers either use an all GE fleet...

The vast majority of Vopara customers either use an all GE fleet or use mixed fleets. As we have seen with Hologic (market leader) and its Quanta product when the software, even of a lesser quality, is bundled in with the machine at sale, it is is very hard for Volpara to sell in to that market. With yesterday's announcement, ICAD & GE Healthcare will now be offering its own bundled AI software with each machine sale and this product will cover detection, workflow and DENSITY.

https://www.barrons.com/articles/icad-s-ai-powered-solutions-to-help-accelerate-breast-cancer-detection-in-new-collaboration-with-ge-healthcare-510e9cfe

Historically, Volpara have not liked to reveal the fleet mix (although they did do it a couple of times a few years ago) because it shows they have made very little progress with Hologic machines (60% of US machine sales) and have relied almost exclusively on GE fleets (@30% of US machine sales), Others and Mixed Hologic and other fleets. This is why a significant number of their sales team are ex GEHC and not ex Hologic, like head of sales Jill Spear, as they knew the GE customers. You will also note that Volpara has/had a sales channel agreement with with GEHC.

I had always assumed that GE would do deal like this with Volpara but I suspect the detection angle was seen as the paramount technology by GE. This will likley signficantly restrict the space that Volpara has to operate in. As can also be seen with Promedicus and others the amount of competition in this area is increasing.