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Units Booked
Reflects the number of SmartRent units ordered but not yet deployed, highlighting demand and future growth potential.Units booked have receded from earlier peaks and now sit at a lower, more volatile baseline; the most recent softness reflects ramping enterprise reps, delayed renewals and hardware‑refresh timing that management flagged. Their plan to double GTM headcount, add VAR partners and drive SaaS ARPU uplift could reignite bookings, but execution and the timing of rep/partner ramp in H2 are the gating factors for reaching the March‑to‑1M installation goal and turning margin improvement into sustained top‑line growth.
Date | Units Booked |
|---|---|
Jun 30, 2026 | 48.25K |
Mar 31, 2026 | 16.59K |
Dec 31, 2025 | 25.63K |
Sep 30, 2025 | 22.08K |
Jun 30, 2025 | 24.32K |
Mar 31, 2025 | 18.21K |
Dec 31, 2024 | 20.64K |
Sep 30, 2024 | 17.05K |
Jun 30, 2024 | 37.69K |
Mar 31, 2024 | 46.29K |