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Wednesday, 08/11/2021 5:46:32 PM

Wednesday, August 11, 2021 5:46:32 PM

Post# of 130926
5k is very much in line with the steps of a PoC. Microsoft does not need more than a handful of units or MVP's to test, adjust, and approve for production. Now if our next PO from Microsoft is under 6 figures then there will be a concern. Right now SRMX is in the final stages of producing their tech for MICROSOFT. The only debate is when will we see it pop up on Microsoft website and again appreciate pointing out this monumental step by Max and the team.

https://azure.microsoft.com/en-us/services/azure-sphere/#overview

And yes a limited production run is going to limit margins, honestly I was expecting them to lose money on the MVP order. Once they start to order in bulk we will see much higher gross profit margins.
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