Acorn's OmniMetrix business is small, profitable, and increasingly recurring, but the ACFN debate turns on customer concentration, hardware volatility, controls, and whether AIO turns into real Intelligent Site revenue.
References
Sources used in this report
SEC submissionsSEC submissions JSON for CIK 00008809842026-05-13 · Issuer identity, ticker, exchange, filing inventory, annual report, quarterly report, current reports, and proxy confirmation.SEC XBRL companyfactsSEC companyfacts for CIK 00008809842026-05-13 · Standardized financial fact context for cross-checking filed financial data.Annual reportFY2025 Form 10-K2026-03-05 · Business description, segments, products, competition, revenue disaggregation, customer concentration, liquidity, controls, executive arrangements, and AIO subsequent-event disclosure.Quarterly reportQ1 2026 Form 10-Q2026-05-07 · Q1 revenue, segment results, deferred revenue, AIO accounting, AIO revenue-sharing terms, cash, liquidity, and customer concentration.Earnings releaseQ1 2026 earnings release, Exhibit 99.12026-05-07 · Q1 monitoring and hardware trend, gross margin, cash flow, material cellphone-provider contract context, and AIO commentary.Earnings releaseFY2025 earnings release, Exhibit 99.12026-03-05 · FY2025 revenue, monitoring revenue, hardware revenue, margin, cash, cash flow, AIO expectations, and management growth target.Earnings releaseQ3 2025 earnings release, Exhibit 99.12025-11-06 · Prior-period trend context for monitoring, hardware, and the material contract.Proxy statement2025 definitive proxy statement2025-08-06 · Ownership, board, executive roles, committees, annual meeting, and consulting compensation.Peer annual reportGenerac FY2025 Form 10-K2026-02-18 · Backup power, telecom, data-center, C&I, grid reliability, dealer network, and remote monitoring market context.