Bullish
$TEUM any insights into how SIMs cards were handed out to the larger customers? For some time there has been some chatter about AR being tied to SIMs cards. That would explain the delay IMO. What if SIMs cards were sent out in bulk to larger customers without a clear understanding of the timeline to activation of the SIMs card? If so, I expect that policy has changed. And, the delay would be tied to the time it takes for those customers to put the backlog of SIMs into activation. Not sure how it will all shake out ... but the business model seems solid. Having an easy to deploy cloud platform for allowing entities other than the major carriers to manage, expand the number of connected devices will be drive big time growth. Whether TEUM will be part of that is the big question. WT
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