Everything Greg Davis said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Full-Stack Hardware Integration Enables Optimizations That Pure Software Cannot Match
“When we make our own hardware plus software systems, we really know everything about how those systems work. We can optimize all the trade-offs throughout the systems. And so there's some really powerful benefits that come from doing it that way. Even if the i…”
Defense Customers Prefer Hardware Purchases Over Pure SaaS Business Models
“Generally, our market is used to buying hardware systems, Now, those can be software-enabled hardware, but that's where the market is, and so it's important to us that we meet the market where it is, and while it's nice to have discussions with investors about…”
Recurring Software Revenue Models Remain Novel in Defense and Government Procurement
“Recurring revenue products in the both kind of government sales, in the infrastructure market, in the defense market, that idea of recurring software delivery and recurring software revenue is pretty novel still, especially for sort of software enabled hardwar…”
Davis: Airborne Data Overload Has Only Worsened Over the Last Decade
“The customers were already then nine years ago saying they're getting overwhelmed with how much data they had. We've only seen that get worse over the years. There's just so much data available”
Smaller Targets Are Driving the Need for Real-Time Aerial Imagery Intelligence
“So this changing world has led to just physically smaller objects creating more of a need for a real time response.”
Overwatch Imaging Holds as Much Hardware Inventory as Cash on Hand
“So we at any time have as much inventory on hand as we have cash on hand. And that's a really tricky situation. We have inventory that has six month or even nine month lead times. But frequently we don't know who our clients are going to be six or 12 months ou…”
Davis on Licensing Overwatch Imaging Software to Third-Party Hardware Manufacturers
“So we do have a software only line of business that puts our software onto third party hardware. There's some really nice aspects that come with that model and that we can Benefit from the scale that other hardware companies have already achieved.”
How Overwatch Imaging Allows Any Employee to Alter Long-Term Product Roadmaps
“They see an opportunity, they can go make it happen and get it done. Whether that's changes to our benefits program or changes to the way we complete our production testing. Or the product roadmap for two years out. That's something where any employee with ver…”
Overwatch Imaging Iterated Through Ten Different Go-To-Market and Sales Models
“We've sold our core technology probably in 10 different ways, 10 different sales and business models at this point, as we try to iterate through different ideas on what's the best model for us and where can we bring value to customers and where are customers r…”
INNOVATORS & INVESTORSLEDGER