It's a good question and something I've wondered myself. The poor connection rate in Q1 was blamed on the Alberta lockdown. So if they were able to focus their resources on commercial building installations in CA and NY, why were they only able to manage 2K connections? Why have they not built a backlog in that segment?
According to McMeekin during the CC, NY connections are still primarily being driven by energy efficiency, while BC is primarily IAQ and CA is split. So this might explain some of the lack of IAQ progress, if most of the Q1 connections were in NY.
With Alberta on schedule to be fully re-opened by the 1st of July (conditions are currently met to start phase 2 on June 10th) and CA on track to be fully open on June 15th, then Q3 is shaping up to be a "no more excuses Qtr".
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