May. 13 at 6:04 PM
$WATT AWS e-Compass Customers still at 50+.
Waiting for it to tick over to 100+
At
$79K per license, that's pretty taste.
I think Suppliers to Walmart may have to use e-Compass to track packages in addition to Walmart doing so.
There's 100K Walmart Suppliers in US with 15 to 35% related to Food. But Walmart may want ALL suppliers
to use e-Compass. And... we're just talking about US. Half their business is overseas.