Omniq Corp (OMQS) 2022 Q2 法說會逐字稿

Good morning, and thank you for joining us for the OMNIQ corporate update call for the second quarter and six months ending in June 30, 2022. (Operator Instructions) Joining us today, we have Shai Lustgarten, CEO of OMNIQ, who will provide an operational overview; and Neev Nissenson, Chief Financial Officer, who will discuss the financial results.

早上好，感謝您加入我們，參加截至 2022 年 6 月 30 日的第二季度和六個月的 OMNIQ 公司更新電話會議。（操作員說明）今天加入我們，我們有 OMNIQ 首席執行官 Shai Lustgarten，他將提供運營概覽；首席財務官 Neev Nissenson 將討論財務結果。

I will now take a brief moment to read the Safe Harbor statement. During the course of this conference call, we will make certain forward-looking statements. All statements that address expectations, opinions, or predictions about the future are forward-looking statements. Although they reflect our current expectations and are based on our best view of the industry and our current expectations and our business as we see them today, they are not guarantees of future performance.

我現在將花一點時間閱讀安全港聲明。在本次電話會議期間，我們將做出某些前瞻性陳述。所有涉及對未來的期望、意見或預測的陳述都是前瞻性陳述。儘管它們反映了我們當前的期望，並且基於我們對行業的最佳看法以及我們當前的期望和我們今天所看到的業務，但它們並不能保證未來的表現。

These statements involve a number of risks and uncertainties. And since these elements can change and, in certain cases, are not within our control, we would ask that you consider that and interpret them in that light. We urge you to review the company's Form 10-K and other SEC filings for a discussion of the principal (technical difficulty) and uncertainties that affect the company's business and performance factors that could cause actual results to differ materially.

這些陳述涉及許多風險和不確定性。由於這些元素可能會發生變化，並且在某些情況下不在我們的控制範圍內，因此我們會要求您考慮並從這個角度解釋它們。我們敦促您查看公司的 10-K 表格和其他 SEC 文件，以討論影響公司業務和業績的主要（技術困難）和不確定因素，這些因素可能導致實際結果存在重大差異。

OMNIQ undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise unless required by law. I will now turn the call over to Shai Lustgarten. Please go ahead.

OMNIQ 不承擔公開更新或修改任何前瞻性陳述的義務，無論是由於新信息、未來事件或其他原因，除非法律要求。我現在將電話轉給 Shai Lustgarten。請繼續。

Thank you, operator. And thanks to everyone joining us on the call today. We're very pleased to share with you our 2022 second quarter and six months financial results, combined with some of the following recent achievements: 85% growth in the second quarter's revenue compared to Q2 of 2021; an 81% increase in the second quarter's gross profit with keeping the same [25%] margin compared to the Q2 of 2021; sequential revenue decrease of $2 million compared to strong Q1 of 2022, mainly due to the global supply chain shortages which are getting better per our strong third quarter deliveries.

謝謝你，運營商。感謝今天加入我們的所有人。我們很高興與您分享我們 2022 年第二季度和六個月的財務業績，以及以下近期取得的一些成就：與 2021 年第二季度相比，第二季度的收入增長了 85%；與 2021 年第二季度相比，第二季度毛利潤增長 81%，利潤率保持不變 [25%]；與強勁的 2022 年第一季度相比，環比收入減少了 200 萬美元，這主要是由於全球供應鏈短缺隨著我們強勁的第三季度交付而變得更好。

A 54% growth in the six-month revenue marks another record of over $50 million, in line with our annual run rate of $100 million revenue target. 104% growth in the six-month gross profit, up to over $12 million; gross margin for the six months up to 24%, compared to 18% in the same period of 2021, in line with our profitability increase target.

六個月的收入增長了 54%，再創新高超過 5000 萬美元，符合我們 1 億美元的年收入目標。六個月毛利增長104%，高達1200萬美元以上；六個月的毛利率高達 24%，而 2021 年同期為 18%，符合我們的盈利增長目標。

Q2 marks another breakthrough, penetrating the retail and restaurant market with the company's AI-integrated solution. OMNIQ's Q Shield, AI-based law enforcement solution, offered to municipalities is experiencing positive momentum, as 12 cities in the US have already contracted, and more are in the pipeline. Revenue model is based on recurring revenue sharing.

第二季度標誌著另一個突破，通過公司的 AI 集成解決方案滲透零售和餐飲市場。 OMNIQ 向市政當局提供的基於人工智能的執法解決方案 Q Shield 正呈現積極勢頭，因為美國已有 12 個城市簽約，還有更多城市正在籌備中。收入模式基於經常性收入分享。

Here are some of the highlights of recent events. On April 19, 2022, we announced the receipt of a purchase order to deploy our AI machine vision system in South America. On June 8, 2022, we announced the receipt of $11 million order from the government of Israel for our supply chain IoT solutions. On June 13, 2022, we announced the receipt of a $29 million order from our Fortune 100 customer for our supply chain IoT solution.

以下是近期事件的一些亮點。 2022 年 4 月 19 日，我們宣布收到在南美部署我們的 AI 機器視覺系統的採購訂單。 2022 年 6 月 8 日，我們宣布收到以色列政府的 1100 萬美元供應鏈物聯網解決方案訂單。 2022 年 6 月 13 日，我們宣布收到來自財富 100 強客戶的價值 2900 萬美元的供應鏈物聯網解決方案訂單。

On June 17, 2022, the company announced that it has been selected by the City of East Dublin to deploy its AI-based Q Shield vehicle recognition systems technology and its cloud-based citation management platform. On June 23, 2022, the company announced that its AI-based Q Shield system assisted law enforcement in Adrian, Georgia, to allocate and return home an elderly man suffering from cognitive memory impairment.

2022 年 6 月 17 日，該公司宣布已被東都柏林市選中部署其基於人工智能的 Q Shield 車輛識別系統技術和基於雲的引文管理平台。 2022 年 6 月 23 日，該公司宣布其基於人工智能的 Q Shield 系統協助佐治亞州阿德里安的執法部門分配一名患有認知記憶障礙的老人並將其送回家。

Our municipality install base is constantly increasing hand-in-hand with a growing number of municipalities interested in deploying Q Shield in their cities to help keep their streets safe. Our momentum remains strong, achieving significant growth despite the macro economic conditions, including the supply chain crisis that caused some limited delays in the second quarter's deliveries. We have a strong backlog of orders and are seeing strong deliveries in Q3.

隨著越來越多的市政當局有興趣在其城市部署 Q Shield 以幫助確保街道安全，我們的市政安裝基礎正在不斷增加。我們的勢頭依然強勁，儘管宏觀經濟狀況不佳，包括供應鏈危機導致第二季度交付出現一定程度的延遲，但仍實現了顯著增長。我們有大量積壓訂單，並且在第三季度看到強勁的交付。

With our AI machine vision proprietary technology and innovative solutions, we're entering two mega markets: the retail and fast food restaurants markets. When we began this endeavor into the retail space, some saw fantasy. We saw a vision.

憑藉我們的 AI 機器視覺專有技術和創新解決方案，我們正在進入兩個大型市場：零售和快餐店市場。當我們開始涉足零售領域時，一些人看到了幻想。我們看到了異象。

We knew our technology would add value to our customers by adding value to their consumers. Describe our Q Shield solution for retail and fast food restaurant in a nutshell, OMNIQ automatically reports and provide real-time and historical consumption information which provides improved customer service and experience, resulting in revenue growth. Utilizing OMNIQ technology will provide tools to better understand consumers' consumption habits while improving each unique customer interaction.

我們知道我們的技術會通過為他們的消費者增加價值來為我們的客戶增加價值。簡而言之，描述我們用於零售和快餐店的 Q Shield 解決方案，OMNIQ 自動報告並提供實時和歷史消費信息，從而改善客戶服務和體驗，從而實現收入增長。利用 OMNIQ 技術將提供工具來更好地了解消費者的消費習慣，同時改善每個獨特的客戶互動。

OMNIQ's solution will be part of the CRM, customer relationship management, system, allowing for dynamic decisions based on each unique customer visit. And together with our OMNIQ security enforcement in each restaurant location, our total solution is unparalleled.

OMNIQ 的解決方案將成為 CRM（客戶關係管理）系統的一部分，允許根據每次獨特的客戶訪問做出動態決策。加上我們在每個餐廳地點的 OMNIQ 安全執法，我們的整體解決方案是無與倫比的。

Before I go further, let me now turn this over to Neev to take a deeper look at our financial results. Neev?

在我進一步討論之前，讓我現在將其轉交給 Neev 以更深入地了解我們的財務業績。涅夫？

Yes. Hello, everybody. As Shai highlighted, we reported revenue of $24.2 million for the quarter ended June 30, 2022, which is an increase of 85% (sic - see press release, "84%") from $13.1 million in the second quarter of 2021. Revenue increase reflects a combined strength of our consolidation with Dangot as well as continued traction in our markets.

是的。大家好。正如 Shai 強調的那樣，我們報告截至 2022 年 6 月 30 日的季度收入為 2420 萬美元，比 2021 年第二季度的 1310 萬美元增長了 85%（原文如此——見新聞稿，“84%”）。收入增長反映了我們與 Dangot 整合的綜合實力以及我們市場的持續吸引力。

Total operating expense for the second quarter were $8 million, compared to $5 million in the second quarter of 2021. The increase reflect the consolidation of Dangot as well as certain non-recurring expenses. Net loss for the quarter was $3.1 million, or a loss of $0.44 per share, compared with a loss of $2.5 million, or a loss of $0.53 per share for the second quarter of last year.

第二季度的總運營費用為 800 萬美元，而 2021 年第二季度為 500 萬美元。這一增長反映了 Dangot 的整合以及某些非經常性費用。本季度淨虧損為 310 萬美元，即每股虧損 0.44 美元，而去年第二季度為虧損 250 萬美元，即每股虧損 0.53 美元。

Adjusted EBITDA, meaning adjusted earnings before interest, taxes, depreciation, and amortization, for the second quarter of 2022 amounted to a loss of $777,000 compared to an adjusted EBITDA loss of $437,000 in the three months that ended on June 30, 2021. Cash balance was $2.9 million at the period ended June 30, 2022 compared to $7.1 million in December 31, 2021.

與截至 2021 年 6 月 30 日的三個月的調整後 EBITDA 虧損 437,000 美元相比，2022 年第二季度調整後的 EBITDA（即扣除利息、稅項、折舊和攤銷前的調整後收益）為虧損 777,000 美元。現金餘額截至 2022 年 6 月 30 日止期間為 290 萬美元，而 2021 年 12 月 31 日為 710 萬美元。

Coming to the six-month results, OMNIQ reported record revenues of $50.5 million for the six months ended June 30, 2022, an increase of 54% from $32.9 million in the same period of 2021. Our gross profit were $12.1 million in the first six months of 2022 compared to $5.9 million in the same period in 2021. Total operating expenses for the six months that ended June 30, '22, were $15.5 million compared with $10.6 million in the first half of 2021.

談到六個月的業績，OMNIQ 報告截至 2022 年 6 月 30 日的六個月的收入達到創紀錄的 5050 萬美元，比 2021 年同期的 3290 萬美元增長 54%。前六個月的毛利潤為 1210 萬美元2022 年同期為 590 萬美元，而 2022 年同期為 590 萬美元。截至 2022 年 6 月 30 日的六個月的總運營費用為 1550 萬美元，而 2021 年上半年為 1060 萬美元。

Net loss for the six months ended June 30, '22 was $5.7 million, or a loss of $0.79 per basic share, compared with a loss of $5.8 million, or a loss of $1.24 per basic share, for the same period last year. Adjusted EBITDA for the six months ended June 30, 2022, amounted to a loss of $964,000 compared with an adjusted EBITDA loss of $1.6 million in the six months ended June 30, 2021.

截至 22 年 6 月 30 日的六個月淨虧損為 570 萬美元，或每股基本股虧損 0.79 美元，而去年同期為虧損 580 萬美元，或每股基本股虧損 1.24 美元。截至 2022 年 6 月 30 日止六個月的調整後 EBITDA 虧損 964,000 美元，而截至 2021 年 6 月 30 日止六個月的調整後 EBITDA 虧損為 160 萬美元。

I do wish to point out that in April, we announced the acquisition of the last remaining shares of the Dangot Computer, Ltd. And as a result, we now own 100% of Dangot. Let's now turn the call over back to Shai to talk more about operational achievements.

我想指出的是，在 4 月份，我們宣布收購 Dangot Computer, Ltd. 最後剩餘的股份。因此，我們現在擁有 Dangot 的 100%。現在讓我們把電話轉回給 Shai，更多地談談運營成就。

Thank you, Neev.

謝謝你，尼夫。

Shai?

曬？

Thanks, Neev. Our business fundamentals are solid and proved, once again, the strength of our business model, relying on top-of-the-line technologies, proprietary AI-based innovative solutions, and an invaluable loyal customer base. Which I will mention only a few: the government of Israel; IDF, the Israeli Defense Forces; Safeway; GRT; Google; Ace; Bridgestone; McKesson; Bayer; Abbott; Foot Locker; police in municipalities, such as Herzliya, Tel Aviv, City of Adrian, and many others; airports, such as JFK, LaGuardia, Los Angeles airport, Miami, Chicago, Salt Lake City, and many others. This is a partial list that shows one of our most important assets, being trusted by the most demanding customers.

謝謝，尼夫。我們的業務基礎穩固，再次證明了我們業務模式的優勢，依賴於一流的技術、專有的基於人工智能的創新解決方案以及寶貴的忠誠客戶群。我只提幾個：以色列政府； IDF，以色列國防軍；安全通道；總收入稅；谷歌;高手;普利司通；麥克森；拜耳；雅培；儲物櫃；荷茲利亞、特拉維夫、阿德里安市等城市的警察；肯尼迪機場、拉瓜迪亞機場、洛杉磯機場、邁阿密機場、芝加哥機場、鹽湖城機場等機場。這是一個部分列表，顯示了我們最重要的資產之一，受到最苛刻客戶的信任。

To sum it up, our three business lines, supply chain automation, traffic management, and smart city, are each showing growth. We're continuing to sell deeper and wider to our existing customers. We focus on generating cash and profitability through better operations and revenue increase. And we continue the momentum in sales and deployments of our AI products to the new segments we penetrated.

綜上所述，我們的供應鏈自動化、交通管理和智慧城市三個業務線都在增長。我們將繼續向現有客戶進行更深入、更廣泛的銷售。我們專注於通過更好的運營和收入增長來產生現金和盈利能力。我們繼續將 AI 產品的銷售和部署勢頭擴展到我們滲透的新細分市場。

As we turn the time over to questions now, let me take this opportunity to thank OMNIQ's devoted and talented employees. I would also like to extend my sincere thanks to our loyal customers and suppliers, our professional team, and other strong supporters. Last but not least, we would like to thank our shareholders for your continuing support as well as wish you all continued success.

現在我們將時間轉到問題上，讓我藉此機會感謝 OMNIQ 敬業且才華橫溢的員工。也向我們忠實的客戶和供應商、我們的專業團隊以及其他大力支持者表示衷心的感謝。最後但同樣重要的是，我們要感謝我們的股東一直以來的支持，並祝愿大家繼續取得成功。

Operator, I'll now turn this over for questions.

接線員，我現在將其轉過來提問。

Certainly. The floor is now open for questions. (Operator Instructions) Jaeson Schmidt, Lake Street.

當然。現在可以提問了。 （操作員說明）Jaeson Schmidt，湖街。

Hey, guys. Thanks for taking my questions. Shai, I just want to follow up on your comments on the supply chain headwinds in Q2. Just curious if you could quantify how much revenue that impacted in the quarter. And I guess, relatedly, how are you guys thinking about the supply chain environment going forward? Do you expect any improvement here in the back half of the year?

大家好。感謝您回答我的問題。 Shai，我只想跟進你對第二季度供應鏈逆風的評論。只是好奇您是否可以量化本季度影響的收入。我想，與此相關的是，你們如何看待未來的供應鏈環境？您預計今年下半年會有什麼改善嗎？

Hi, Jaeson, and thanks so much for your question. To quantify, I would say about a couple to several millions of dollars, like we mentioned also last call that this is how we can limit the effect of it. Of course, if you quantify that and add it back to the quarter, you see the increased quarte- by-quarter revenues. But again, we had this challenge. And that, of course, connects to the second portion of your question.

你好，傑森，非常感謝你的問題。為了量化，我會說大約幾到幾百萬美元，就像我們在上次電話會議中提到的那樣，這就是我們如何限制它的影響。當然，如果您對其進行量化並將其加回到本季度，您會看到收入逐季增加。但是，我們再次遇到了這個挑戰。當然，這與你問題的第二部分有關。

How do we see this going forward? We already see this much better right now, like we expected also when we discussed this on our last call. We see better and improved delivery rates, more stable, not like the peaks we've seen in last several quarters due to these challenges. What we see month by month in this quarter and third quarter is much stable deliveries and fulfillment of our backlogs. So that gives us a positive, I would say, view of how this is going to be handled in the second half.

我們如何看待這件事的進展？我們現在已經清楚地看到了這一點，就像我們在上次電話會議上討論這個問題時所預期的那樣。由於這些挑戰，我們看到更好和改進的交付率，更穩定，不像我們在過去幾個季度看到的高峰。我們在本季度和第三季度逐月看到的是非常穩定的交付和積壓訂單的履行。因此，我想說，這讓我們對下半年將如何處理這件事有了積極的看法。

Okay. That's really helpful. And if I heard correctly, you said you had 12 cities under contract. And if I can recall, that's up from maybe around seven in Q1. I mean, as we looked forward, obviously, you've been pretty transparent that you're seeing some really good traction in that space. How should we think about those cities under contract growing through the second half of this year? And I guess, if you look out to next year, how many cities could be under contract by the end of 2023?

好的。這真的很有幫助。如果我沒聽錯的話，你說你有 12 個城市簽約。如果我還記得的話，那比第一季度的大約 7 個有所增加。我的意思是，正如我們所期待的那樣，很明顯，你已經非常透明地看到你在那個領域看到了一些非常好的牽引力。如何看待今年下半年的簽約城市？我想，如果你展望明年，到 2023 年底會有多少城市簽訂合同？

So we're continuing to see the very positive traction of Q Shield deployed in the cities and the interest of cities to deploy Q Shield. You're correct about the numbers, Q1 versus Q2, not big, by the way. It could have been even more. And it's not because the cities were not there. The cities are definitely there.

因此，我們繼續看到 Q Shield 在城市中部署的非常積極的牽引力以及城市部署 Q Shield 的興趣。順便說一句，你對數字是正確的，Q1 與 Q2 並不大。它本來可以更多。這並不是因為城市不存在。城市肯定在那裡。

We have much more than what we are -- I mean we can sign -- actually, we can sign, today, about 20 cities already. We're doing this cautiously because we started this product, if you remember, really by January of this year. And it's really growing nicely. To answer how we should look at these next year by 2023, we should look at at least 50 cities.

我們擁有的遠不止於此——我的意思是我們可以簽署——實際上，我們今天已經可以簽署大約 20 個城市。我們正在謹慎地做這件事，因為如果您還記得的話，我們實際上是在今年 1 月開始使用該產品的。而且它真的長得很好。要回答明年到 2023 年我們應該如何看待這些問題，我們應該至少考察 50 個城市。

Okay. No, that's really helpful. And then last one for me and I'll jump back in the queue. I would assume as Q Shield continues to ramp and your overall AI portfolio continues to ramp even in light of some of the supply chain inflationary pressures, should gross margin continue to expand from these levels?

好的。不，這真的很有幫助。然後最後一個給我，我會跳回到隊列中。我假設，隨著 Q Shield 繼續增長，並且即使鑑於一些供應鏈通脹壓力，您的整體 AI 產品組合也繼續增長，毛利率是否應該繼續從這些水平擴大？

Absolutely. And this is exactly in line with what we've been saying that we're focusing on for several calls already. So we are seeing the increase in all parameters. And definitely, the gross margin is one of the more important ones. And we should continue seeing that increasing.

絕對地。這與我們一直在關注的幾個電話會議所說的完全一致。所以我們看到所有參數都在增加。當然，毛利率是更重要的因素之一。我們應該繼續看到這種增長。

Okay. Perfect. Thanks a lot, guys.

好的。完美的。非常感謝，伙計們。

Thank you, Jaeson.

謝謝你，傑森。

[Hella Pinisque].

[海拉皮尼斯克]。

Hello, Shai. Great results.

你好，夏伊。很棒的結果。

Thank you very much.

非常感謝。

I have a few -- okay. I have a few questions, please. The first, thank you for the details on the retail and restaurants. Do we have competitors on this solution?

我有幾個——好的。我有幾個問題，請。首先，感謝您提供有關零售和餐廳的詳細信息。我們在這個解決方案上有競爭對手嗎？

I would say that there are companies that try to approach, bringing efficiencies, and drive more, I would say, revenues for that segment with different technologies. But definitely, machine vision, our technology, OMNIQ's product, is one that is unique. And you cannot really find the -- not one that I am aware. I need to be cautious about it.

我想說的是，有些公司試圖通過不同的技術來提高效率，並為該細分市場帶來更多收入。但可以肯定的是，機器視覺，我們的技術，OMNIQ 的產品，是獨一無二的。而且你無法真正找到 - 不是我所知道的。我需要對此保持謹慎。

But we are not seeing competition when we go to enough for our unique solution, which also combines, of course, Q Shield security, automatic machine-to-machine security that it brings with it. So definitely, we are not seeing anyone in that field offering what we offer.

但是，當我們為我們獨特的解決方案提供足夠的服務時，我們並沒有看到競爭，當然，該解決方案還結合了 Q Shield 安全性，它帶來的自動機器對機器安全性。所以可以肯定的是，我們沒有看到該領域的任何人提供我們提供的東西。

Okay. That's wonderful. Another question is, lately, the company announced a $29 million order from a US company. Is this order already delivered?

好的。那好極了。另一個問題是，最近該公司宣布了來自一家美國公司的 2900 萬美元訂單。這個訂單已經發貨了嗎？

Yeah. We started deliveries immediately. And we have, I would say, delivered probably over the fourth of that order.

是的。我們立即開始交貨。我想說，我們已經交付了可能超過該訂單的四分之一。

Great. Okay. In previous quarter, you mentioned the hiring of a new reseller. Any results from them?

偉大的。好的。在上一季度，您提到了聘請新經銷商。他們有什麼結果嗎？

Yeah. Yeah, that is a very good question. Thank you. We are continuing to hire resellers. And we are expanding our reseller channel, what we call the indirect channel sales, which, of course, brings with it more and more opportunities that we are translating into deliveries which -- and stronger pipeline and backlog. That's part of why our backlog is so strong.

是的。是的，這是一個很好的問題。謝謝。我們將繼續聘請經銷商。我們正在擴大我們的經銷商渠道，我們稱之為間接渠道銷售，當然，這帶來了越來越多的機會，我們正在將這些機會轉化為交付——以及更強大的管道和積壓。這就是為什麼我們的積壓如此之多的部分原因。

That's very good to hear. And that's what's bringing me to my next question is, what can you say about the third quarter?

很高興聽到這個消息。這就是讓我想到下一個問題的原因，你對第三季度有什麼看法？

Third quarter, we're seeing really positive trends that gives us much better -- even more visibility into how the year is going to end. First thing that we've been concerned about before and challenged with in the previous quarters for the last two years, of course, the global supply chain. So we definitely see much better performance there.

第三季度，我們看到了真正積極的趨勢，這讓我們變得更好——甚至更清楚地知道今年將如何結束。在過去兩年中，我們之前一直關注並在前幾個季度面臨挑戰的第一件事，當然是全球供應鏈。所以我們肯定會看到更好的表現。

But we've been told that this is how it's going to be when discussing these strategically with our partners. And overall, we're all, not only OMNIQ but our partners as well, we see better performance in answering these up and getting over the supply chain, global supply chain, challenges that is visible already in Q3 by strong deliveries. And I think we're going to see a very healthy quarter.

但我們被告知，在與我們的合作夥伴進行戰略性討論時，情況就是這樣。總的來說，我們所有人，不僅是 OMNIQ，還有我們的合作夥伴，我們看到在回答這些問題和克服供應鏈、全球供應鏈挑戰方面有更好的表現，這些挑戰在第三季度已經通過強勁的交付表現出來。我認為我們將看到一個非常健康的季度。

Okay. I believe so. And last thing, can you update about the Dangot acquisition?

好的。我相信是這樣。最後一件事，你能更新一下 Dangot 的收購嗎？

Yeah. Dangot's acquisition, what we call our Israeli operation because it's definitely very much consolidated already into the OMNIQ business lines. We are seeing very positive, I would say, merger into the US -- merging its products into the U.S. market. We're seeing advantages and added value that is coming with the products that Dangot brought.

是的。 Dangot 的收購，我們稱之為以色列業務，因為它肯定已經非常整合到 OMNIQ 業務線中。我們看到非常積極的，我想說，合併到美國——將其產品合併到美國市場。我們看到了 Dangot 帶來的產品帶來的優勢和附加值。

And we're seeing good demand and how it completes better our solution in the different segments and markets we operate in, which brings strong -- again, it all turns to a better and stronger backlog. And it comes a lot as well by cross selling Dangot's equipment into our existing customer base and also new customers by expanding our services to our existing customers.

我們看到了良好的需求，以及它如何在我們運營的不同細分市場和市場中更好地完成我們的解決方案，這帶來了強大的——再次，這一切都變成了更好、更強大的積壓。通過將我們的服務擴展到現有客戶，將 Dangot 的設備交叉銷售給我們現有的客戶群和新客戶，這也帶來了很多好處。

This is exactly what I meant when I mentioned in the previous section of this call, where we are focusing on selling deeper and wider to our existing customer base. These Dangot equipment and products, unique products, definitely bring up that capability for us to do that. And of course, as a separate P&L, definitely, they show growth as well. So all in all, we're very happy about how things are progressing with our Israeli operations.

這正是我在本次電話會議的前一部分中提到的意思，我們正在專注於向現有客戶群進行更深入、更廣泛的銷售。這些 Dangot 設備和產品，獨特的產品，肯定會為我們帶來這種能力。當然，作為單獨的損益表，它們當然也顯示出增長。所以總而言之，我們對以色列業務的進展情況感到非常高興。

Okay, great. Thank you very much.

好的，太好了。非常感謝。

Thank you, Hella.

謝謝你，海拉。

[Neil Figgins].

[尼爾·菲金斯]。

Hi, Shai. Thanks for taking my questions. Just to kind of set the stage, I'm relatively new to the OMNIQ opportunity. So my first couple of questions are around your retail vertical and entering the fast casual dining, fast food vertical. Two of the big contracts you've recently announced, one was a 5,000-store retailer and another the last week, the 800-store fast casual dining chain.

嗨，夏伊。感謝您回答我的問題。只是為了搭建舞台，我對 OMNIQ 機會比較陌生。所以我的前幾個問題是關於你的零售垂直和進入快速休閒餐飲、快餐垂直。您最近宣布的兩份大合同，一份是一家擁有 5,000 家門店的零售商，另一份是上週簽訂的，一家擁有 800 家門店的休閒快餐連鎖店。

Am I correct that you've been given the green light to only go in to a limited number of those stores? And if that's correct, how long do you think it will take to fully install into those initial stores? And how long do you expect the customer to want to evaluate those initial stores before they would give you the go-ahead to expand further?

我是否正確地說，您已獲准只進入有限數量的這些商店？如果這是正確的，您認為完全安裝到這些初始商店需要多長時間？您希望客戶在多長時間內對這些初始商店進行評估，然後他們才會同意您進一步擴展？

Yeah. First of all, thank you for joining our investors family, supporters. Hoping that you will remain with us. And I appreciate you being -- now taking position. So thank you for that. Secondly, yeah, you are correct that you first start with a limited number of locations where the customer then tests your equipment and sees exactly that everything operates as it should.

是的。首先，感謝您加入我們的投資者大家庭，支持者。希望你會留在我們身邊。我感謝你——現在就職。非常感謝你的幫忙。其次，是的，您是正確的，您首先從有限數量的位置開始，然後客戶在這些位置測試您的設備並確切地看到一切都按預期運行。

And we are -- the current status we're at is that they're already happy. They've run this equipment for a while, our products. And that's why we came out with these announcements as well. We didn't start -- I mean, we didn't go out with the announcements when -- at the point we just received the approval, the green light to go and put it in several locations. It was already after they've been testing it.

我們是——我們目前的狀態是他們已經很開心了。他們已經運行了一段時間的設備，我們的產品。這也是我們發布這些公告的原因。我們沒有開始 - 我的意思是，我們沒有發佈公告 - 在我們剛剛獲得批准的時候，綠燈去並將它放在幾個地方。已經在他們測試之後了。

So we are already in discussions now of how do we now manage the forecast going forward. How do we provide and schedule together with these customers, together with them, the deployments, right? Because they have to schedule with their installers and how to integrate each store, et cetera, et cetera. That's a whole operation.

所以我們現在已經在討論我們現在如何管理未來的預測。我們如何與這些客戶一起提供和安排部署，對嗎？因為他們必須與他們的安裝人員一起安排時間，以及如何整合每個商店等等。這是一個完整的操作。

I was involved in one of these calls earlier, I mean Friday, actually, where we wanted -- because they want to ramp it up even quicker than we thought initially. They were very happy about the performance, and they want to ramp up even the schedule that we looked at before. So I was on the call to support that requirement.

我早些時候參與了其中一個電話會議，我的意思是星期五，實際上，在我們想要的地方——因為他們想比我們最初想像的更快地提高它。他們對演出非常滿意，他們甚至想加快我們之前看過的時間表。所以我打電話來支持這個要求。

How long is it going to take us to do that? Again, it depends on them. Currently, what we're saying is that they want to, first of all, receive the equipment quicker than we thought. This could be several months to do within the year. And for them -- then they feel -- I mean, it will be much easier for them now to schedule the deployment. So it's going to be hand in hand.

我們需要多長時間才能做到這一點？同樣，這取決於他們。目前，我們所說的是，他們首先希望比我們想像的更快地收到設備。這可能需要幾個月的時間才能在一年內完成。對於他們 - 然後他們覺得 - 我的意思是，他們現在安排部署會容易得多。所以這將是攜手並進的。

I mean, we're going to deliver probably faster than they will deploy. And their deployment we'll be done together with us. But that's going to be taking it a little longer. But I still think that within the year, we can see a significant number of locations already getting deployed.

我的意思是，我們交付的速度可能會比他們部署的速度快。他們的部署我們將與我們一起完成。但這需要更長的時間。但我仍然認為，在一年內，我們可以看到已經部署了大量地點。

Okay. And so if you were to roll into all 5,000 of the retail customer and all 800 at the fast casual chain, should we be thinking that that's several quarters or a couple of years to fully deploy across that many stores?

好的。因此，如果您要接觸所有 5,000 名零售客戶和快速休閒連鎖店的所有 800 名零售客戶，我們是否應該考慮在那麼多商店中完全部署需要幾個季度或幾年的時間？

I wouldn't say a couple of years. Again, we're seeing their eagerness -- I mean, how eager they are to do this even quicker than we thought. So I wouldn't say a couple of years. I would say several quarters.

我不會說幾年。再一次，我們看到了他們的渴望——我的意思是，他們多麼渴望比我們想像的更快地做到這一點。所以我不會說幾年。我會說幾個季度。

Okay. And a quick one on the fast casual customer: you mentioned that you had integrated with the CRM system the customer's using. How significant is that? And is your software easily integratable with any CRM system? Or does that require a lot of collaborative work with the CRM provider?

好的。還有一個關於快速休閒客戶的快速消息：您提到您已經與客戶使用的 CRM 系統集成。這有多重要？您的軟件是否可以輕鬆地與任何 CRM 系統集成？或者這是否需要與 CRM 提供商進行大量協作？

We already have a lot of experience in integrating with different operating system. CRM is one of them. So we have many years of experience with integrating with government operating systems, with different type of operating systems. And as integrators of solutions, this is something that we are doing on daily basis. So I would say that it's not a heavy lifting thing for us.

我們已經在與不同操作系統的集成方面擁有豐富的經驗。 CRM 就是其中之一。因此，我們在與不同類型的操作系統集成政府操作系統方面擁有多年經驗。作為解決方案的集成商，這是我們每天都在做的事情。所以我想說這對我們來說不是一件繁重的事情。

Of course, it requires the other company, the other CRM company, to put their resources to get that done as well. From our end, this is something that we can do very fast and well. We have our APIs ready. We are not integrating today with all operating systems or all CRMs, of course. But we have done a lot of it, a lot of such integrations before, in different environments and with different customers.

當然，它也需要另一家公司，另一家 CRM 公司，投入他們的資源來完成這項工作。從我們的角度來看，這是我們可以做得又快又好的事情。我們已經準備好 API。當然，我們今天並沒有與所有操作系統或所有 CRM 集成。但是我們已經在不同的環境中與不同的客戶進行了很多這樣的集成。

So that's not new to us at all. And I think that, again, to us, to answer your question, it's not a difficult thing for us. Yes, it takes resources. But a lot of it is already exists. Our APIs are already in place for many years doing that same thing.

所以這對我們來說一點也不新鮮。而且我認為，對於我們來說，回答你的問題對我們來說並不是一件困難的事情。是的，它需要資源。但其中很多已經存在。我們的 API 多年來一直在做同樣的事情。

Okay. And one more for me if I could. So you've just been on a torrid pace of announcing new Fortune 500, Fortune 100 customer wins. And you're talking about having a large pipeline. How do you feel about your staffing, your corporate staffing, from the executive team to the sales team to the customer support team that's working with all of these customers to make sure they have the best possible experience with OMNIQ? Do you have the people in place that you need? Or is it a work in progress? I mean, how would you color that?

好的。如果可以的話，再給我一個。所以你一直在以驚人的速度宣布新的財富 500 強，財富 100 強客戶獲勝。你說的是有一個大的管道。您如何看待您的人員配置，您的公司人員配置，從執行團隊到銷售團隊再到與所有這些客戶合作以確保他們擁有最佳 OMNIQ 體驗的客戶支持團隊？你有你需要的人嗎？或者這是一項正在進行的工作？我的意思是，你會怎麼給它上色？

I think it's always a work in progress. You always want to get better, and you always when you grow. You need to strengthen your teams. We tried to focus on making our product as an infrastructure, to making our product as a plug and play. To do that, we focused on the software a lot, right?

我認為它總是在進行中。你總是想變得更好，而你總是在成長的時候。你需要加強你的團隊。我們試圖專注於使我們的產品成為基礎設施，使我們的產品成為即插即用的產品。為此，我們非常關注軟件，對吧？

How do you remote control into every location? And how do you -- how are you able to, at one push of a button, update versions and cetera and see the health by knowing how to do the management on every device on every location? How can you monitor the health of the equipment, et cetera? We focus a lot on that. And we're getting better and better.

您如何遠程控制每個位置？你如何 - 你如何能夠通過了解如何在每個位置的每個設備上進行管理來一鍵更新版本等等並查看運行狀況？您如何監控設備的健康狀況等？我們非常關注這一點。而且我們越來越好。

That allows us not to -- for example, if we have 10 today in support, not to raise it immediately to 20 because we are increasing customers. It's not -- that's not the way that it's done at OMNIQ. We don't need that because a lot of it, like I mentioned, is done also remotely. We are very known for more than more than 20-something years now for our very good support. So that's something that we're continuing to put the focus on and never to change.

這使我們不能——例如，如果我們今天有 10 個支持，就不會因為我們正在增加客戶而立即將其提高到 20 個。這不是——這不是 OMNIQ 的做法。我們不需要那樣做，因為很多事情，就像我提到的，也是遠程完成的。 20 多年以來，我們一直以提供良好的支持而聞名。所以這是我們將繼續關注並且永遠不會改變的事情。

Because it is a very significant segment -- I would say a key factor in our success with our existing customers. We'll never give that up, of course, and we'll always make it better. To quantify, you need to add about probably 10% gradually on an ongoing basis as you grow in support.

因為這是一個非常重要的細分市場——我想說這是我們與現有客戶取得成功的關鍵因素。當然，我們永遠不會放棄它，而且我們會一直做得更好。要量化，您需要在支持增加的同時逐漸增加大約 10%。

With regards to sales, the focus there, yes, we are fully, I would say, very, very well positioned in our staffing; no need to increase or decrease. What we are focusing on, though, what I mentioned before, is on our indirect sales, which is the reseller channel that we started building which creates a lot of the growth right now, and focusing on how we train our resellers better, how we provide much better videos and training sessions and go hand-in-hand together with them to different deployments and teach them much quicker and better how to resell our product.

關於銷售，是的，我們的重點是，我想說，我們在人員配置方面處於非常非常有利的位置；無需增加或減少。不過，正如我之前提到的，我們關注的是我們的間接銷售，這是我們開始建立的經銷商渠道，它現在創造了很多增長，並專注於我們如何更好地培訓我們的經銷商，我們如何提供更好的視頻和培訓課程，並與他們一起進行不同的部署，並更快更好地教他們如何轉售我們的產品。

And some of them provide also the support by the way. So this way, I think that, in sales, we're really good and staffed well. There are no need to change anything on the executive team as well, no need to make any changes. We always want to be better. We always want to increase the quality of the skills that our people have. And we'll do it in many ways, and it's an ongoing process. But I think that we're very well positioned right now in all departments in staffing.

順便說一句，他們中的一些人也提供支持。所以這樣一來，我認為，在銷售方面，我們真的很好，而且人員配備也很好。執行團隊也不需要改變任何東西，不需要做任何改變。我們總是想變得更好。我們始終希望提高我們員工的技能質量。我們將以多種方式進行，這是一個持續的過程。但我認為我們現在在所有部門的人員配置中都處於非常有利的位置。

Okay. Great. Well, thanks again and quite exciting what you've got going on there. So I'll stay tuned.

好的。偉大的。好吧，再次感謝，你在那裡所做的一切令人興奮。所以我會繼續關注。

Thank you, sir. Appreciate your support.

謝謝你，先生。感謝您的支持。

Howard Halpern, Taglich Brothers.

霍華德·哈爾彭，塔格利奇兄弟。

Congratulations, guys. Great quarter.

恭喜，伙計們。偉大的季度。

Thank you, sir.

謝謝你，先生。

Talking a little bit more about the operations and operating expenses, I noticed that it was about a little over [615,000] in non-recurring expense. Was that related to that the Dangot, finishing up the acquisition? And was that included in SG&A expense?

多談一下運營和運營費用，我注意到非經常性費用略高於 [615,000]。這與 Dangot 完成收購有關嗎？這是否包含在 SG&A 費用中？

Yeah. I think there are some elements relating to Dangot and other expenses relating to the financial -- the loan that we thought that have increased those non-recurring expenses.

是的。我認為有一些因素與 Dangot 和其他與財務有關的費用——我們認為增加了這些非經常性費用的貸款。

Okay. And so with that, that should not continue going forward so SG&A expense will fall back into the 6 million, 6.5-plus million area going forward? Or is it going to stay above 7 million?

好的。因此，這不應該繼續向前發展，所以 SG&A 費用將回落到 600 萬、650 萬以上的區域嗎？還是會保持在700萬以上？

Yeah. I think it's going to dwindle down. Obviously, sometimes other non-recurring expenses or find a way to jump back in. But yes, we expect those not to recur, obviously.

是的。我認為它會逐漸減少。顯然，有時會出現其他非經常性支出或找到重新投入的方法。但是，是的，我們希望這些不會再次發生，很明顯。

Okay. And then in terms of what you've talked about with your existing long-term high-quality customer base, what are you seeing in terms of them wanting to move towards the AI machine learning? And have you seen an increase in the number of pilot programs that they are requesting for your new offerings?

好的。然後就您與現有的長期高質量客戶群所談的內容而言，您對他們希望轉向 AI 機器學習有何看法？您是否看到他們為您的新產品要求的試點項目數量有所增加？

Shai, I think it was directed to you.

Shai，我認為這是針對你的。

Just actually one moment. It seems we have lost Shai. We're just trying to reconnect him now. Okay. Just please remain on the line. One moment, we are trying to rejoin Shai. Okay, Shai has rejoined.

實際上只是一瞬間。看來我們失去了 Shai。我們現在正試圖重新連接他。好的。請保持在線。有一瞬間，我們正試圖重新加入 Shai。好的，Shai 已經重新加入。

Okay. Yeah, I'm sorry about that.

好的。是的，我對此感到抱歉。

Okay. I'll repeat the question to you. With your established customer base, are you starting to see them demanding or requesting pilot programs to test out your AIs to -- so you're leveraging your existing equipment base to customer base?

好的。我會向你重複這個問題。有了您已建立的客戶群，您是否開始看到他們要求或要求試點計劃來測試您的 AI，以便您將現有的設備基礎用於客戶基礎？

Yes, the answer is yes. We are seeing that increased demand. I would like to mention that the increased demand is there for a while. We are penetrating or answering that demand very cautiously. Because like you know, these are enterprises that we have to prepare ourselves before we go even into a pilot. We have to come with -- from our experience at least, you have to come with what is very close to the finished or ready solution.

是的，答案是肯定的。我們看到需求增加了。我想提一下，需求的增加會持續一段時間。我們正在非常謹慎地滲透或回答該需求。因為就像你知道的，這些是我們在進入試點之前必須自己準備的企業。我們必須提供 - 至少從我們的經驗來看，您必須提供非常接近完成或準備好的解決方案。

Now, the technology is firm, right? We are -- it's even more perform -- its performance is even more than what the demand is for that market. I mean, going with our technology to our existing customers in the supply chain, the Fortune 100 customers, our technology answers even more than what they would need. That's not the question.

現在，技術是堅定的，對不對？我們 - 它的表現甚至更好 - 它的表現甚至超過了該市場的需求。我的意思是，將我們的技術用於供應鏈中的現有客戶，即財富 100 強客戶，我們的技術所提供的答案甚至超過了他們的需求。這不是問題。

The application development, the pilot scheduling, the customer expectations, that is exactly what takes longer and much more closer work together with the customer. Because once you deploy in one, for example, you go to Verint one of our customers, they have so many stores.

應用程序開發、試點計劃、客戶期望，這些正是需要與客戶更長時間、更緊密地合作的地方。因為一旦你部署了一個，例如，你就會去 Verint 我們的一位客戶，他們有很多商店。

Once you go to and you succeed in one pilot even, and I have no doubt that we are going to, then it spreads to thousands, right, of locations. And we're seeing that. We started that. But this is why we're controlling and managing that place. Does that make sense?

一旦你去了，你甚至在一個試點中取得了成功，我毫不懷疑我們會這樣做，然後它就會傳播到數千個地點。我們正在看到這一點。我們開始了。但這就是我們控制和管理那個地方的原因。那有意義嗎？

Okay. Yes, it does. Okay. Well, thanks, guys. And keep up the great work.

好的。是的，它確實。好的。好吧，謝謝，伙計們。並保持偉大的工作。

Thank you, sir. Appreciate your support.

謝謝你，先生。感謝您的支持。

Thanks.

謝謝。

(Operator Instructions) Matt Williams, Friess Associates.

（操作員說明）Matt Williams，Friess Associates。

Thank you so much. Shai, great quarter. And I appreciate you guys taking the time here. So the first thing I wanted to ask is, are you able to separate what the organic growth was in the quarter from the OMNIQ business versus the Dangot business?

太感謝了。 Shai，很棒的地方。我感謝你們抽出時間來這裡。所以我想問的第一件事是，您能否將本季度的有機增長與 OMNIQ 業務和 Dangot 業務區分開來？

Yeah, definitely. And -- yeah, go ahead. I'm sorry.

是的，絕對是。而且 - 是的，繼續吧。對不起。

No, I was going to ask. What is that?

不，我正想問。那是什麼？

Yes. So again, what we --

是的。再說一遍，我們——

I can answer, Shai.

我可以回答，Shai。

Sure.

當然。

So we've seen the organic growth materialize in the Dangot side. Dangot's revenue has increased organically during the six months. On the OMNIQ side, I would say that sales orders have increased, but given the supply to difficulties in Q1 and Q2, some of the delivery -- some of these sales orders have not transformed into revenue yet. So on sales orders, we are seeing organic growth across all our portfolio. But in terms of deliveries and revenue, it's mostly centered around Dangot to the six months of this year.

因此，我們已經看到 Dangot 方面實現了有機增長。 Dangot 的收入在這六個月內有機增長。在 OMNIQ 方面，我會說銷售訂單有所增加，但鑑於第一季度和第二季度的供應困難，一些交付 - 其中一些銷售訂單尚未轉化為收入。因此，在銷售訂單方面，我們看到了我們所有產品組合的有機增長。但就交付和收入而言，它主要集中在 Dangot 到今年的六個月。

Okay. Got it. All right. And then just a couple of more things here. On the Q Shield safe cities side, it doesn't sound like demand is the gating factor there in your revenue growth. But is it more tied to the supply chain or is it tied to the ability to deploy the systems? What would you say is the gating factor?

好的。知道了。好的。然後這裡還有幾件事。在 Q Shield 安全城市方面，聽起來需求並不是您收入增長的製約因素。但它更依賴於供應鏈還是依賴於部署系統的能力？你會說什麼是門控因素？

The factor that -- well, I would back up for a second and say that it's not the supply chain. Or I would say and the other factor that would make this, for you, not seem like a significant portion of the growth currently, if I understood your question correctly, what it is is the volume growth. The volume of cities as we deploy more and more, this is how we will see because of the more and more significant portion in the total revenue of the company.

這個因素 - 好吧，我會支持一秒鐘並說這不是供應鏈。或者我會說，如果我正確理解你的問題，那麼對你來說，另一個因素似乎不是目前增長的重要部分，那就是銷量增長。隨著我們部署的城市數量越來越多，這就是我們所看到的，因為在公司總收入中所佔的比例越來越大。

And the reason why you're not seeing currently 100 CD deployed is because we started this a few months ago. We've been very successful, very, very, very successfully. Just unbelievable how much, even more than what we thought, this system, Q Shield, can affect the everyday lives of residents. Even in the small town in less than 1,000 residents in in one month, we've been able to change and get a 23 gas sets , for example, cases to zero the next month.

您目前看不到已部署 100 個 CD 的原因是我們幾個月前就開始了。我們非常成功，非常非常非常成功。令人難以置信的是，Q Shield 這個系統對居民日常生活的影響有多大，甚至超過我們的想像。即使在一個月內不到 1000 名居民的小鎮，我們也已經能夠更換並獲得 23 台燃氣設備，例如，下個月的病例數為零。

So this is -- and of course, the missing person that we found as the first technology that does that So I mean, this is really something that's getting a lot of traction. We have many, many, many cities, more than 50 -- more than 60 now that are on the lease to get contracts. In one day, we submitted seven contracts for signing. And so this is moving nicely. And you will see it becoming a significant portion of the revenue stream. Once we increase the volume, we are looking at 2022 as the year that Q Shield has that -- created that breaks through into municipalities.

所以這就是——當然，我們發現失踪人員是第一個做到這一點的技術。所以我的意思是，這確實是一種吸引了很多人的東西。我們有很多很多城市，有 50 多個——現在有 60 多個城市在租約中獲得合同。一天之內，我們提交了七份簽約合同。所以這進展順利。你會看到它成為收入流的重要部分。一旦我們增加了數量，我們就會將 2022 年視為 Q Shield 擁有的那一年 - 創建並突破到城市。

And we are working -- the supply chain challenges were there. But that wasn't the most, I would say, factor of not deploying, right now, immediately, 12 cities. It was the how do we gradually monitor, make sure that the software, make sure that everything works perfectly, and building the reseller channel, training them. It's a whole process that needed to happen. And that's what we are focusing on in 2022.

我們正在努力——供應鏈挑戰就在那裡。但這還不是最重要的，我想說的是，現在沒有立即部署 12 個城市的因素。這是我們如何逐步監控，確保軟件，確保一切正常，建立經銷商渠道，培訓他們。這是一個需要發生的整個過程。這就是我們在 2022 年關注的重點。

But definitely, also in 2022, want to start seeing that -- I don't know a significant, but at least getting to that or showing the trend to becoming a significant revenue stream.

但肯定的是，同樣在 2022 年，我想開始看到這一點——我不知道重要的是什麼，但至少要做到這一點或顯示出成為重要收入來源的趨勢。

Right, perfect. That's really helpful. If I may, just a couple more. I don't know if you said this, but did you report what your backlog is, the size of the backlog?

沒錯，完美。這真的很有幫助。如果可以的話，再多幾個。我不知道你是不是這樣說的，但你有沒有報告你的積壓是什麼，積壓的大小？

Yes. Even if we -- no, I don't think we did. But it's more than $20 million. It's about probably $20 million to 423 million.

是的。即使我們——不，我認為我們沒有這樣做。但它超過了2000萬美元。大概是 2000 萬到 4.23 億美元。

All right. Great. And then so cash, obviously, there was some cash usage year to date. Can you just talk about liquidity, cash needs? Do you have adequate cash to meet the demands that you're seeing in the business?

好的。偉大的。然後是現金，顯然，今年迄今為止有一些現金使用。你能談談流動性，現金需求嗎？您是否有足夠的現金來滿足您在業務中看到的需求？

Yes, we have sufficient cash and funds to support our growth to support our operational needs here.

是的，我們有足夠的現金和資金來支持我們的增長，以支持我們在這裡的運營需求。

Perfect. And then just the last thing, if I may. So you -- this fast food order, is this just like in a kiosk, in-store application? Is it a drive-through application? Could you just give some color on exactly what it is you're doing?

完美的。然後是最後一件事，如果可以的話。所以你——這個快餐訂單，就像在售貨亭、店內應用程序中一樣嗎？它是一個免下車應用程序嗎？你能具體說明你在做什麼嗎？

It's not the drive-through. It's not the smart kiosks, that self-ordering kiosks, that we do have actually. This is one expansion into these restaurants that will happen soon as well from selling deeper and wider to our existing customers. What we currently penetrated with is our acute post-product and the software to get -- that's what we call Q Shield. So you can see that product on social media and on our website.

這不是直通車。我們實際上擁有的不是智能售貨亭，即自助訂購售貨亭。這是對這些餐廳的一次擴展，也將通過向我們現有客戶進行更深入和更廣泛的銷售來實現。我們目前滲透的是我們敏銳的後期產品和要獲得的軟件——這就是我們所說的 Q Shield。因此，您可以在社交媒體和我們的網站上看到該產品。

It's one of the newest that we came out with recently. And what it does is we install it in the entrance to the facility before getting even to the drive-through. And what we do is we identify the vehicle's parameters, the vehicles make, color, size, model, et cetera. We know how to integrate into the CRM system and, this way, connect a person to the consumer actually to the vehicle and the order intake, et cetera.

這是我們最近推出的最新產品之一。它的作用是我們在進入免下車通道之前將其安裝在設施的入口處。我們所做的是確定車輛的參數、車輛製造商、顏色、尺寸、型號等。我們知道如何集成到 CRM 系統中，並通過這種方式將人與消費者實際連接到車輛和訂單接收等。

Start tracking that, providing historical information, providing forecasting into going forward, create inefficiencies because of that, hand in hand together with providing security. The same thing as we do with police departments, just much bigger now footprint when we are in these -- deploying our systems into these fast food markets and also provide better loyalty experience programs for consumers to these restaurants.

開始跟踪它，提供歷史信息，提供對未來的預測，因此造成低效率，與提供安全性攜手並進。就像我們對警察部門所做的一樣，當我們在這些部門時，現在的足跡要大得多——將我們的系統部署到這些快餐市場，並為這些餐館的消費者提供更好的忠誠度體驗計劃。

And all in all together, this is creating much, much higher revenue to the customer as they provide better service to their consumers and even faster flow in that drive-through operation. So what we've done is we've exposed that. We've got awarded, and it starts in phases. And we're providing, in phases, the solution where at the end, of course, that's going to be the -- everything that I just mentioned, that's going to be serviced to the customers.

總而言之，這為客戶創造了更多、更高的收入，因為他們為消費者提供了更好的服務，甚至更快地完成了免下車操作。所以我們所做的就是揭露了這一點。我們已經獲獎，而且是分階段開始的。我們正在分階段提供解決方案，當然，最後，這將是——我剛才提到的一切，都將為客戶提供服務。

Right. Awesome. Well, good stuff, a very impressive growth and look forward to seeing the continued trends in the back half. Thanks for your time.

正確的。驚人的。好吧，好東西，非常可觀的增長，並期待看到後半部分的持續趨勢。謝謝你的時間。

Thank you, sir.

謝謝你，先生。

There are no further questions in queue at this time. I would now like to turn the floor back over to Shai Lustgarten for any closing remarks.

目前隊列中沒有其他問題。我現在想把發言權轉回給 Shai Lustgarten，請他發表任何結束語。

Thank you very much, operator. I would like to thank, again, the Omni-Q team, its devoted and talented employees. As I mentioned, I really want to thank also our customers, our suppliers, all of our partners, the professional team and any other strong supporters that we have.

非常感謝你，接線員。我要再次感謝 Omni-Q 團隊及其敬業且才華橫溢的員工。正如我提到的，我真的要感謝我們的客戶、我們的供應商、我們所有的合作夥伴、專業團隊和我們擁有的任何其他強大支持者。

And like I said before, you, the shareholders, thank you very much again for your continuing support. We're looking forward to grow our shareholders, leads all the time. We're seeing that growth, and it's really exciting. These are exciting times for OMNIQ. So I appreciate everyone and looking forward to talking to you again soon.

就像我之前說過的，各位股東，再次非常感謝你們一直以來的支持。我們期待著發展我們的股東，一直領先。我們看到了這種增長，這真的很令人興奮。對於 OMNIQ 來說，這是激動人心的時刻。所以我感謝大家，並期待很快再次與您交談。

Thank you. Ladies and gentlemen, this does conclude today's conference call. You may disconnect your phone lines at this time and have a wonderful day, and thank you for your participation.

謝謝。女士們，先生們，今天的電話會議到此結束。此時您可以斷開電話線，度過美好的一天，感謝您的參與。