They're all Numbers

Projected Revenue

100

2024 Revenue Plan

$125M

200

2029 Projected Revenue

$500M

300

2029 projected revenue from residential

$10M

400

2029 projected revenue from BESS

$18M

500

2029 projected revenue from 'traditional C&I'

$400M

BESS

100

2023 EOY total BESS installed capacity in the US

17.4 GW

200

2023 EOY total installed BTM BESS installed capacity US

2-2.5 GW

300

2023 EOY total C&I BTM BESS installed capacity in the US

750 MW

400

2028 projected total BESS installed capacity in the US

92 GW

500

2028 projected total C&I BTM BESS installed capacity in the US

3.2 GW

Market Size

100

2028 PJM DR capacity (MW)

9.4 GW

200

2028 NYISO DR capacity

1.3 GW

300

2028 ERCOT Peak Saver (MW)

4.4 GW

Revenue Growth

100

Projected revenue growth ($) from 2024 to 2029

$90M

200

Projected revenue growth ($) from 'traditional C&I'?

$280M

300

Portion (%) of VES projected revenue growth from Data Centers and C&I controls?

52%