Can we reverse engineer to calculate the current pipeline size ? On June 10th 2020 they announced from the $40M pipeline they had won 32% and expected to win another 30% indicating an announced 62% win rate i.e. $24.8M. For 2021 they announced $25.6M of sales orders that confirmed their projected win rate. For 2022 sales orders of $33M indicate there was a $55M pipeline. They have announced expected sales orders of $36M in 2023 indicating a 2023 pipeline of $60M at a 60% win rate. On the call Mike stated the pipeline had grown 30% in the last quarter. The pipeline is a dynamic measure - as contracts are won / renewed for new and existing customers the pipeline is depleted. As new RFT's and RFP's are issued the pipeline grows. For the pipeline to grow 30% in one quarter this must be for new customers or existing customers making decisions on new products as existing customers coming off say 5 year contracts would already be in the pipeline you'd think ? I think they are sandbagging the $36M sales order projection for upgrades which is a prudent approach.
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