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.
Acorn Energy: the tiny infrastructure monitor with 95% monitoring margins and one big customer question
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Thesis summary
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.
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