Acorn Energy, Inc. (ACFN)
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Clear Secure: the identity network has to prove airport scale travels
Clear Secure reported FY2025 revenue of $900.8 million and Q1 2026 revenue of $253.0 million, with the official record tying the thesis to airport-member growth, identity platform expansion, deferred revenue, privacy trust, margin quality and cash conversion.
OpenAcorn Energy: the tiny infrastructure monitor with 95% monitoring margins and one big customer question
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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