11/2/2023

speaker
Tom Dietrich
President and Chief Executive Officer

to understand what is happening and then doing something really intelligent with all of that visibility to better control the assets. So things like distributed intelligence, we have more than 8 million deployed units for DI capable endpoints today, which starts to open up a very nice green field for DI app increases, analytics packages for outage management, for DERMS visibility, distributed energy resource visibility, and certainly improving revenue assurance and the safety and efficiency aspects of the space are really the things that drive the outcomes revenue over the year ahead and beyond. Those macro trends are very well aligned to customer needs. and it gives us confidence that those trends will continue. We'll get into more of the specific applications when we do the investor day next year.

speaker
Noah K.
Analyst

Yeah, that's very helpful. And the data point that you've continued to provide on DI endpoints deployed in the field is helpful. I'm wondering if it's possible or if you can start providing us some data points on take rates for those DI endpoints in terms of, I don't know, either, you know, revenue per endpoint or, you know, percentage of endpoints that are using multiple applications. Not sure if you have those available today, but I would certainly appreciate some of those data points going forward.

speaker
Tom Dietrich
President and Chief Executive Officer

Right. Good question, Noah, and we agree with those thoughts. We want to try to develop very meaningful views on that sort of data, but I would say stay tuned. It's very much aligned to how we're thinking about the market, and we'll be coming forward with those in quarters ahead.

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