Isn’t it the case that the $250mil is just for products relating to the lightbar? No predictions for other markets or verticles have been made. Going by their estimation they’re calculating capturing around 10% of the $3billion market. I think that’s an underestimation.  But I’d prefer that to over egging it.  

Im no expert, but making revenue predictions for a year in advance is hard enough let alone 4yrs. Right now they have a couple of partners, and so can only make their predictions based on them.  They are not talking to all players in that market and so cannot make the leap to further revenue.

Managemnet have been castigated in the past for underdelivering. I can’t blame them this time for their apparent down playing of the potential. It’ll only be considered disruptive technology, when customers use it and others can’t do without it.