On track to deliver a $1.5 million YMCA project within 6 months, versus a typical 2 year construction timeline.

Closed contracts with building product manufacturers above (in some cases near double) their original estimates.

Signed 3 POCs across competitive intelligence, cybersecurity and telecom, now running on their hosted endpoint with 3.7X lower latency on a voice agent, at matched quality.

Renewed a large, publicly traded renewable asset owner and doubled the contract value with a European energy commodity trading company.

Scaled production to deliver one construction robot per week—helping meet the significant demand of projects.

Increased sales in California by 5X MoM and reduced their marketing spend to temper demand.

Closed pilots across multiple 1000+ acre ranches with one of the world's largest institutional cropland investors, expanding Lumo's compliance reporting capabilities.

Hosted its first Open Lab event and official ribbon cutting, with over 70 participants and numerous food manufacturers coming from across British Columbia.

Signed $400K USD of new ARR.

Began production of their telecom tower monitoring/efficiency units with a contract manufacturer in anticipation of a major trial that is in the final review stage.

Successfully completed the underground connection and testing of its first commercial demonstration in Milford, Utah.

Completed third party validation of material safety and academic validation of statistical methodology and result. Praised by Alaska’s wildfire team for their delivery during their first fire season.

Acknowledged by NVIDIA for their work with Southern California Edison to reduce the time required to evaluate each grid interconnection application from 30-45 days to two minutes.

Reached 1 GWh of cumulative energy sold since inception.

Grew sales pipeline 3X over 2025.

Identified ~$18 million USD in confirmed/weighted demand for their treated seeds, bottlenecked only by their ability to scale supply.

Added Qualcomm, a global leader in wireless and chip technology as a customer. Signed Bank of America, its first major banking institution, and Technip, its first customer in the oil and gas sector.

Closed their best quarter to date at $450K with upsells and new customers, including their first battery project that passed the initial utility Connection Impact Assessment.

Released their alternate home screens for the Puck 2, including new tiered access profiles (Homeowner, Guest, Tenant and Locked), plus separate heat/cool set-point bounds per property built for short-term rentals with multi-dwelling-unit (MDU) support to follow.

Commissioned the first phase of their station, now ready to start filling vehicles.

Completed new installations in Madera and Huntington Beach, CA that will generate 1.4M and 563K kWh annually.

Signed a paid pilot with a Fortune 100 global tech company.

Completed their first Solar PV assessments to strong feedback and furthered strategic partnership discussions with several large infrastructure entities.

Demonstrated how their fuel saving technology could assist a channel partner accelerate autonomous rail ambitions.

Closed 3 new mid-market enterprise accounts: 2 via their strategic partner Creora LATAM and 1 direct full-POS deployment for a complex military and automotive materials manufacturer.

Diageo full contract was signed—CAPEX contract with multi-year service for water treatment and reuse at a mezcal distillery in Mexico.

Continued to advance their DOE-funded carbon storage hub development project in Georgia.

Announced a new chopstick collection partnership at Tokyo's Sunshine City that will collect ~2 tonnes of waste to upcycle at the Kawasaki microfactory.

Signed a US based independent power producer that builds and runs solar farms of all sizes, with plans to grow their solar portfolio more than 500 MW over the next three years. Signed a global insurance company, bringing 1.5 GW of battery storage across the UK, Germany, and Australia.

Released the first phase of Resolve, which triages equipment problems inside GlacierGrid and sends them straight into the work order platforms customers already use.

Ryan Meyers has been promoted to Chief Technology Officer to lead R&D, Product and Development, with a focus on AI.

Booked revenue is up 26% YoY.

Announced a partnership with ‘it’s electric’ to provide the backend network for the largest municipal curbside EV charging building in the US—installing 600 new chargers in New York City.