SCKT...United Van Line contract...some interesting info
Inventory sales have been going well (July was as strong as June for scanners, Somos ok. August so far has scanners doing well again, but Somos doing really well). Overall, though, I haven't seen enough 7ci units going out of Ingram Micro to show that many of the agents from United Van Lines are ordering yet (all of the order is supposed to go through this distributor).
I did some research today and found a job posting (closing July 12th) that had UVL advertising for a 6-8 month position for IT/software person to aid in the integration of an entire software/network system into UVL and Mayflower to interconnect all the hundreds of agents. Part of the description of duties involves preparing new tablets for use with the inventory programs for package management and coordinating training sessions on how to use them and then download that info into the main network to share with other agents. (This way one agent can load a truck with tablet/scanner, download it into the main corporate network and the agent on the other side of the company has it already so they can unload the truck with their same tablet/scanner/software).
The fact that the job advertisement included both United Van Lines and Mayflower Moving means we are dealing with 7000+ trucks and 600-700 independent agents or so for certain. The fact that headquarters had a closing date of July 12th means the integration of all of this is progressing, but it still is in the initial stages. In time, if the whole company integrates the MobileMover software into their trucks (as indicated. Also, this software ONLY uses the Socket scanner), then it could end up boosting sales nicely. The fact that the position they are hiring for is only a 6-8 month spot means that it should play out before the end of the year (perhaps into Q1 a little) as was said by Kevin during the cc call. Barring something happening, it means it really is coming. Each scanner is around $200 to Socket so you do the math. If they got the Japanese order, 4th Q could really be a breakout Q.
