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Aggregate Contracted Subscriber Value
The sum total of expected revenue from all active subscriber contracts, providing a snapshot of future revenue visibility and backlog. A higher aggregate value gives investors a sense of recurring revenue runway, financing needs, and how much cash flow could be unlocked as contracts are realized.Aggregate contracted subscriber value is volatile—peaks in late‑2024 and mid‑2025 give way to a sharp Q1‑2026 drop—but much of the pullback reflects transaction and monetization timing (management monetized ~23% of Q1 subs) and securitization/warehouse sequencing rather than demand loss. Per‑unit economics are strengthening (upfront net value ≈$5.1k, contracted value per unit +14% YoY) and storage attachment/system size rose, supporting longer‑term value; watch whether direct‑sales ramp and steadier financing absorb higher creation costs and stabilize aggregate value.
Date | Aggregate Contracted Subscriber Value |
|---|---|
Jun 30, 2026 | $1.09B |
Mar 31, 2026 | $979.77M |
Dec 31, 2025 | $1.22B |
Sep 30, 2025 | $1.46B |
Jun 30, 2025 | $1.44B |
Mar 31, 2025 | $1.15B |
Dec 31, 2024 | $1.48B |
Sep 30, 2024 | $1.35B |
Jun 30, 2024 | $1.05B |
Mar 31, 2024 | $945.65M |