They've already demonstrated Q/Q recurring rev growth of $2M between Q3 and Q4. I'm skeptical they can maintain the same level of incremental MRR/asset that they recognized last Qtr, but at slightly higher connection rates it is certainly possible to maintain the $2M per Qtr growth. Here are the Qtrly numbers it would take:
5000 assets at $133 MRR 6000 assets at $111 MRR 7000 assets at $95 MRR 8000 assets at $83 MRR
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