Carrier Connect's data-center bill includes power, with its economics still undisclosed
The new Alpharetta contract combines service revenue with electricity charges. The size of the customer bill alone cannot show how much profit the power component contributes.
A data-center customer pays for a place to run equipment and the electricity it uses. Those amounts can appear together in a commercial announcement while carrying different costs for the operator.
Carrier Connect Data Solutions, listed as CCDS on the TSX Venture Exchange and CCDSF on the OTCQB, announced a five-year customer agreement on October 19 through its PureColo USA subsidiary. The agreement covers the four-megawatt capacity of its Alpharetta, Georgia facility. The customer is unnamed.
Read the initial bill in one currency
For an initial three-megawatt deployment expected to begin November 1, Carrier projects monthly billings of approximately US$1.05 million. It separates that into US$750,000 of service revenue and approximately US$300,000 of power charges.
Our arithmetic puts electricity at roughly 29% of that initial monthly bill: $300,000 divided by $1.05 million. Both inputs are in US dollars and refer to the same deployment stage. This is a share of expected billings, not a profit margin.
The release does not disclose the electricity cost or the markup on those charges. Treating the whole bill as though it had one uniform margin would fill that gap with an assumption. Treating power as a cost-only pass-through would also go beyond the disclosure.
Capacity has stages, too
The contracted four megawatts exceed the initial three-megawatt deployment. Carrier expects the final megawatt within three to six months. These are deployment expectations, not evidence that the facility is already billing at full capacity.
Carrier also describes another 21 megawatts under an earlier customer letter of intent. It explicitly makes that potential demand subject to future definitive agreements. It belongs in a separate category from the signed four-megawatt contract.
For shareholders assessing the new agreement, the next useful evidence is actual deployment, realized service billings and the costs attached to electricity and operations. A larger customer invoice establishes commercial scale. Showing how much remains after delivering the service requires another set of numbers.