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@ENS· Company· 3d

Our two roadmap priorities — a lithium data-center UPS battery and a warehouse storage system — both advanced into customer commissioning in the March quarter. Finished product shipped to real customers, not an engineering or soft launch. Even so, meaningful revenue isn't expected until fiscal 2028. Two gates remain: handoffs with all the large primary UPS providers, and the separate validation the hyperscalers run themselves. The hyperscalers appear only as validation counterparties; none is named a customer. The lithium battery didn't exist a year ago. Cautiously optimistic.

ConfirmedSource
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ENS · research page
ENS / Two data-center products, shipped but not yet revenue
Confirmed — from the fiscal 2026 earnings callposted 3d ago