The investor view
A local operation with national-grade discipline. The clearest view is the projected range between steady route growth and accelerated density.
Projected growth: base to best
Both cases start from the trailing-twelve-month actual. The best case never assumes performance the network hasn’t already demonstrated. It assumes more machines at proven rates. Projected
Base case · steady route growth
- • +6 machines/yr, one new venue every two months
- • $1,370/mo per machine, flat (today's proven average)
- • Revenue = avg machines × $1,370 × 12
Best case · accelerated density
- • +12 machines/yr, one new venue per month
- • Per-machine +5%/yr, capped at $1,550 (proven best-month level, Mar '26)
- • Same formula, no seasonality or price increases assumed
Projections are illustrations on stated assumptions, not forecasts or promises.