SCKT: United Van Line/Mayflower Moving 4th Q contract confirmation.
The United Van Line/Mayflower Moving scanner purchase has been mentioned on the conference calls. When I was at the shareholder's meeting, the CFO told me that the deal is expected to go through Ingram Micro distributor and uses Mobile Mover software (which uses 7ci scanners). Since then, I've seen a few days of decent numbers of 7ci scanners sell through the website I use to track Ingram, but nothing definitive to show this contract is occurring.
I reached out to the CFO about a week ago and asked about it again. He confirmed what was implied in the cc call----the order is expected to occur before the end of the year.
Here is the real positive: I have verified this independent of Socket now. This is what I've been told: Most of the trucks of United/Mayflower moving (same parent company) are independently owned by "agents". The corporation is going to require (if you want to continue being associated with these van lines) for each truck to have an iPad, a printer, and scanner by Dec 31rst and the corporation will provide them with the software. It's required.
In my research, Mobile Mover software works by allowing a mover to document in detail on the tablet the condition of an item before it's packed. The box is then barcoded. All this information is sent to headquarters for their records. When the boxes are unloaded, there will be no questions about missing items or "claimed" damage by customers that isn't true. It makes the whole process fool proof. No more paper record. The moving crew on both ends needs to have this information on the iPad in both locations for the process to work.
The person I talked to said look to Oct, Nov & Dec for agents to comply with the new system requirements.
These two van lines have over 7000 trucks in use. I'm sure it's the reason why the CEO used the word "breakout" for 4th Q. There is obviously someone selling shares (most likely Leviticus Partners) but that doesn't mean they research anything anymore.
I'm being vague on the details of the conversation I had. If you want more specifics, write my directly.
Dave
