r/DFLI•
CorkNZ2021

APU revenue

While it’s all pretty shit out there and delisting worries are real it’s good to remember that for DFLI a small amount can go a long way.

250 trucks adopting an $8k APU = $2m 500 trucks adopting an $8k APU = $4m 1000 trucks adopting an $8k APU = $8m

Only takes around an hour to install an APU so pretty easy to hit these numbers in a QUARTER.

I’m making an assumption here but with the recent comments the trucking take-up was slower in Q4 than expected they must be sitting on a bit of product.

Won’t take much for the revenue to jump once the orders start coming. The jump to $70m isn’t far away once these puppies start to move.

People cry constantly in this sub about no real numbers like it’s their right to be told. Most contracts are commercially sensitive it’s as simple as that.

These fleets have spent months and years testing DFLI products and they don’t do all the DD and enter into partnership agreements if they don’t intend to buy the product.

Nothing in this world is certain but all I can say is patience grasshoppers … good things take time and new products can take 3-4 quarters to start flying out the door.

Remember microcaps can move up just as fast as they came down when good news starts to hit again.

Decided to upgrade to a post …

Posted Apr 6, 2026, 1:28 PM UTC

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