I am not very confident about the profit margins. New players are entering the robotics market with similar tech. Berkshire grey offers full end to end robotics warehouse solutions and French rival named “Exotec” raised money at $2 billion valuation.
The battle for who can install systems in anchor customers warehouse is just beginning. Whoever installs largest systems wins the biggest profit margins
“Warehouse robotics system Exotec raises $335 million – TechCrunch”