Growth, business-unit performance, operations, customers and strategic signals across the Pavion platform.
Revenue of $17000M is growing 3.0%, but the equity re-rate hinges on revenue quality: recurring mix sits at 8% against the 45% target. Convert the $401M weighted pipeline and $312M of cross-sell whitespace into annuity revenue.
7 of 8 headline metrics improving vs prior · still off target: Revenue $17.00B vs $17.50B, Revenue Growth 3.0% vs 4.5%, Annual Recurring Revenue $320M vs $350M
Lifting recurring mix from 8% to 45% reframes ≈ $6256M of revenue as higher-multiple annuity — the swing that re-rates the platform.
Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.
USA GM 200bps below plan amid RFI/ISC integration drag.
AgroPlus — multi-region DC security + Cropwise (Security + Monitoring) carries $270.7M at 60% — the largest single mover in the $401M weighted book.
Prioritize solution design; align certified-tech coverage in new metros.
News signal converted to qualified, credit-cleared multi-region pursuit.
Monthly revenue (bars) and adjusted EBITDA (line), $M.
Weighted pursuits — signal-driven items sourced from news/EDGAR adapters.
| Opportunity | Solution | Stage | Prob. | Value |
|---|---|---|---|---|
| signalAgroPlus — multi-region DC security + Cropwise | Security + Monitoring | Proposal | 60% | $270.7M |
| signalCargill — hub perimeter + video analytics | Security | Qualify | 45% | $181.91M |
| Kaiser — nurse call + RTLS refresh | Integration | Proposal | 50% | $134.27M |
| UPS — fire + mass notification bundle | Fire Safety | Qualify | 40% | $101.78M |
| signalAlign — mfg expansion AV + access | Integration + Security | Develop | 48% | $67.13M |
| signalFerme du Rhône — Security cross-sell (11 sites) | Security + Cropwise | Develop | 55% | $30.32M |
News + EDGAR adapter feed linked to accounts, suppliers and competitors.
| Source | Signal | Entity | Type | Materiality | Implication |
|---|---|---|---|---|---|
| News | AgroPlus announces new US cloud regions | AgroPlus | Expansion | High | → multi-region DC security opportunity |
| EDGAR | Cargill 10-K: elevated hub-automation capex | Cargill | Capex | High | → perimeter + analytics pull-through |
| News | Ferme du Rhône expanding data-center footprint | Ferme du Rhône | NewFacility | Medium | → cross-sell 11 fire-only sites |
| EDGAR | Simplot filings show continued store closures | Simplot | Distress | Medium | → churn + credit watch |
| News | Hanwha flags component lead-time pressure | Production Growers (90,000+) | Supply | Medium | → supplier risk, dual-source 2 SKUs |
| News | Competitor acquires regional fire integrator | Competitor | M&A | Medium | → defend USA accounts |
Fire Safety · Security · Integration.
Designs and manufactures crop protection chemicals and biologicals for global agriculture markets.
Develops and sells seeds for major crops including corn, soy, cereals, and vegetables worldwide.
Global provider of off-patent crop protection solutions and specialty products.
Installed-base health, SLAs and code compliance across the monitored estate.
Top accounts with value, retention, score and untapped cross-sell.
| Account | Tier | Industry | Revenue | ARR | NRR | Whitespace | Score | Churn |
|---|---|---|---|---|---|---|---|---|
| Cargill | Global | Biological Crop Inputs | $402.8M | $95.29M | 108% | $45.48M | 89 | Low |
| AgroPlus | Global | Row Crop Farming | $348.66M | $112.61M | 119% | $69.3M | 92 | Low |
| Ferme du Rhône | Global | Turf & Ornamental | $307.52M | $67.13M | 112% | $30.32M | 87 | Low |
| ADM | Global | Vegetable Production | $279.36M | $82.29M | 104% | $38.98M | 81 | Medium |
| UPS | National | Biological Crop Inputs | $244.71M | $62.8M | 106% | $34.65M | 84 | Low |
| IBM | Global | Row Crop Farming | $210.06M | $56.31M | 101% | $23.82M | 78 | Medium |
| Land O'Lakes | National | Vegetable Production | $155.92M | $41.15M | 105% | $28.15M | 79 | Medium |
| Simplot | National | Retail | $138.6M | $36.82M | 97% | $12.99M | 64 | High |
| Nufarm | National | Row Crop Farming | $125.61M | $45.48M | 110% | $19.49M | 86 | Low |
| AgriSompo | National | Orchard & Vineyard Management | $88.79M | $25.99M | 100% | $8.66M | 72 | Medium |