The key for us is whether EOS can actually capture a significant...

The key for us is whether EOS can actually capture a significant slice of that market share. The same goes for the other sectors it's in (CUAS and space comms)

I think I initially underestimated the impacts of COVID-19 considering a crucial part in this would be networking and direct marketing. Hard to compete with foreign primes when international borders are sealed up and even domestic travel proves difficult. Not to mention shipping times and costs to transport prototypes and demo models. At least it's been partly offset by EOS having a few overseas offices.

Fingers crossed for borders being opened sooner rather than later.