that is the question, the US plan seems to be on bet on a few regional banks and health care organisations buying at refresh rates but for any serious coin it is all about waiting for mil/gov.
It seems the EU plan is more aggressive ... sure they'd love to have MoD jump in or NHS flip some massive switch, but they seem, to me in my infinite ignorance to be pounding the streets more.
My perceptions are driven by what Wave folks on the left and right side of the pond choose to talk about.
On the let they yawn, talk about scrambls and remind us of the latest NIST revision and spend their considerable resources flying around collecting their well earned rewards.
Right side of the pond is Souren relentless pounding on the price benefit (a story not yet sold) and prevention versus reaction (a story not yet sold). From my distant ignorant perch I would be hapy to give soruen the $2-3m/yr that scrambls is at (the 1.2m is obviously dated bullcrap).
Seeing that Wave's NA imagination and marketing and BoD contacts and so on is pretty tied up for the moment (scrambls), I expect it will be EU that drives the Q2 numbers that currently is keeping Wave from completely pimping the ATM.
As memory serves we only get regional sales numbers in annual reports, and the notion of segment reporting is something Wave will never do short of a BoD realignment as it runs contrary to a Sprague Family First world.
Not to be cynical or anything.
Seeing that I am banned again over there, I have to double down on spleen venting here.
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