Submitted on March 12, 2025 at 7:18 am by Russ Richardson

Recently signed an MSA with CMCSA for core networking services. 1100 store count of which they are heavy in TX. New CEO, Debbie Stroud, came from SBUX. Whataburger looking to elevate the overall partnership with CMCSA. Heavily interested in MachineQ and other managed security and monitoring services offered by CMCSA. Historically buys network through channel partner. Jerry and Joe (CIO) have a long working history. Immediate proof of concept with MachineQ is in play.

Submitted on March 13, 2025 at 7:13 am by Marybeth Pearce

Heavy corporate owned, growing to 1700 sites, no international plans right now. Had pivoted away from Comcast in 2017 but looking to come back. Interested in leveraging the restaurant vertical discussion and wants to have broader ecosystem discussion potentially pulling in their CEO and CFO.

Submitted on March 14, 2025 at 10:00 am by Russ Richardson

Jerry was extremely impressed by the vision and growth of Comcast Business. He mentioned it is refreshing to see vs. AT&T who seems lost and tired.

Jerry wants to follow up ASAP on MQ initiatives for connecting legacy equipment in stores with our sensor portfolio. If we can connect and garner insights from older equipment it allows him to extend the life of thousands of pieces of equipment and save him millions.

Most importantly he said it is clear that they want to leverage Comcast to outsource traditional network and managed network security/wifi so that his team can focus on application/ai initiatives. He will be working with his Director Charlie to set up meetings to discuss this.