https://arstechnica.com/tech-policy/2022/04/how-walmart-and-alphabet-jumped-ahead-of-amazon-in-drone-delivery/
Comprehensive article on DroneUps drone delivery operations for Walmart. Biggest callout is the following:
"Walker hinted that he is expecting big growth for the Walmart service in the next year or two.
“I can't say how many [stores] we're going to be opening this year or next year,” he told Ars. But he’s planning to grow the company from 200 to 600 people this year, with a substantial share of those new workers being drone operators."
If there is a 200% increase in personnel planned (most being drone operators), then presumably the volume of drones operating will increase at similar growth rates, which makes the partnership more material for ELS and hopefully more revenues start to flow from additional unit sales (i.e. halo in every new drone), plus the monthly recurring revenue from SaaS will grow.
Bit more patience is required..
Linkedin Updates / Partnerships, page-11
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