As I have been noting going back several weeks, the late q4 $1.9m automaker billing was q1 cash in the door making the company cfp. This is why new money buys the stock at current levels and higher. Imo the perception is that enterprise billings/revenue will continue to scale up as more customers follow the automaker and other Wave SED customers. TPM management lurks in the background as a tremendous opportunity, but the market needs an indication of a large customer network-wide enterprise contract for TPM management...imo this will happen fairly soon.