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Shipments
Monitors the volume of products delivered to customers, indicating the company's operational efficiency and demand fulfillment capabilities.Shipments have trended to a steady mid‑teens run rate but show recurring sharp dips driven by large-customer timing; the mid‑2025 decline and only partial recovery highlight concentration risk. Management’s disclosure of a major customer capital freeze raises the likelihood of further near‑term shipment declines, which could erode the fragile profitability and low cash cushion. Longer term, SkyLink, software monetization and OEM hiring offer a path to reduce dependence on unit volume, but replacing lost enterprise orders quickly is critical to sustain margins and cash flow.
Date | Shipments |
|---|---|
Jun 30, 2026 | $8.25M |
Mar 31, 2026 | $6.59M |
Dec 31, 2025 | $14.12M |
Sep 30, 2025 | $13.18M |
Jun 30, 2025 | $16.74M |
Mar 31, 2025 | $16.74M |
Dec 31, 2024 | $16.83M |
Sep 30, 2024 | $16.13M |
Jun 30, 2024 | $13.38M |
Mar 31, 2024 | $14.46M |