Neil Breaux

That's funny.

It's actually awesome.

You got me on my soapbox.

Carrier, a big company that does all the HVAC for commercial units, plus also cargo ship cooling.

Unbeknownst to many people, the cargo ship cooling industry is huge on transporting goods around the world.

Our software, Nathan, allows for the uptime of those ships by which with all the supply chain constraints, you then know that the cooler is actually working.

A huge complex piece of equipment used by ServiceMax by the technicians to figure out what ships actually can actually transport the foods that we all need, particularly in this very trying time that the world is in.

So really great stuff and an honor to be the CEO of the company, given the importance of the software and what it does for our customers.

They continue to be an investor in our company, a minority investor, but GE, as you probably followed, went through a lot of stuff.

They continue to go through a lot of stuff.

Three, four CEOs went through that gamut during that timeframe and they were divesting a significant portion of their company to generate and gather cash and focus back into their niche of what actually created GE, what was it, 100, 150 years ago.

ServiceMax was a very tip of the spear for them to be a digital software company.

And as we've seen, they've reverted back to their industrial roots.

Having a software company of our scale, of our expertise, made sense to be at another company.

And that's why they engaged with our current owners to figure out

How can they get cash on their balance sheet and also let us do the things that we are currently doing?

Quite frankly, we're a big provider of many GE kind of business units.

Their ultimate utilization of our software for their field techs as well, Nathan.

So a real win-win at the time and a great deal struck by our investors, quite frankly.

Salesforce Ventures came into the business as well, I think two and a half years ago.