Acorn Energy

Monitoring carries very high gross margin and low absolute dollar cost for mission‑critical assets, which suggests room for gradual price increases over time. 2025 gross margin rose to 76.8% and Q1 2026 hit 80.2% as monitoring mix increased; management cites ~94% gross margin on monitoring.

Offsetting this, OEM telematics bundles and rival platforms cap headline pricing and reduce bargaining power in some channels. Overall we see steady, incremental pricing capacity rather than outsized latent potential.