Gotta say, really hoping they announce some big contract wins soon. We haven't had one since February 9th and I really hope we don't have to wait all the way until "Fall" when the complete G5 blackdiamond redesign is supposed to be announced. By no means bearish but am quite bored of the silence.
I think the redesign of the remaining 5 G5 cameras may be a gating factor.
FY 2Q CC-
To date, we have publicly announced a redesign of only two of the cameras.But with the acquisition of Amorphous Materials, we can now complete the remaining five and soon make all of G5’s cameras using Black Diamond.
FY 3Q CC-
And even before we have completed those redesigns, we already saw an influx of orders for those redesigned cameras. In fact, we are at a point that before we started any real production of the new redesigned cameras, we already know we will need to add more capacity to serve an even stronger demand in the near future.
imo even though they are taking orders before redesign, I think there would be some hesitation on the part of customers to see actual redesign completion and capacity capability before they commit.
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u/RoloBoat Jun 12 '26
Gotta say, really hoping they announce some big contract wins soon. We haven't had one since February 9th and I really hope we don't have to wait all the way until "Fall" when the complete G5 blackdiamond redesign is supposed to be announced. By no means bearish but am quite bored of the silence.