AutoMfg COMN Dashboard

📊 Goals, KPIs & Metrics

AutoMfg – Week of April 1, 2026

Goal	FY2026 AutoMfg Target	YTD Actuals	YTD Expected	YTD Attainment	2026 Attainment	SMGS Goal Status	Notes
G1: Drive Customer Outcomes with GenAI	85% of Launched ARR YTD	$75,583,448	$114,404,838	64.3%	75.6%	Red	Decline of 2.5%
G2: Migration Revenue Realization	$94.5M	$12.2M	$11.6M	105.7%	13.0%	Green	End of February 2026 data; please note that the data is not updated to end of Ma
G5: Modernization	36.5	34.87	34.34	101.5%	95.5%	Amber	The G05 Modernization Goal has been updated; please note that the data is not up
AI Certification	142	121	141	85.2%	85.2%	Red	Five ICs have the “AWS Certified GenAI Developer – Professional” certification:
Solutions Architect Certification	142	79	141	55.6%	55.6%	Red	Per GenAI analysis, 14 HCs out of the 63 HCs that don’t have SA – Associate / Pr
Active TFC	TBD	21.7%	TBD	21.7%	21.7%	TBD	1/No official active TFC goal has been communicated at present; 2/Data for March
SMGS Goal Legend	SMGS Goal Legend
Green	99%+
Amber	95% - 99%
Red	Below 95%

IBU	FY2026 ARR Won YTD	FY2026 ARR Goal YTD	FY2026 ARR Attainment YTD	FY2025 ARR Won YTD	ARR Won YoY	% of YTD ARR Won	FY2026 Wins YTD	Wins YoY
AutoMfg	$26.5M	$28.5M	92.7%	$48.1M	(45.0%)	16.5%	11	(47.6%)

Migration ARR Won – Data as of April 1, 2026

Customer / Migration Deal Type	Actual Revenue (As of Completed Month)	Goal Expected Revenue (As of Completed Month)	Percentage Attainment	Status
0-Siemens Smart Infrastructure	$ 72,626	$ 79,915	90.9%	Red
MAP 2.0	$ 72,626	$ 79,915	90.9%	Red
MAP 2.0 Program Terms (Direct for Service Credits)	$ -	$ -
3M Company	$ 139,022	$ 163,080	85.2%	Red
MAP 2.0	$ 87,521	$ 112,769	77.6%	Red
MAP 2.0 Program Terms (Direct for Service Credits)	$ 51,501	$ 50,311	102.4%	Green
American Honda Motor Co., Inc.	$ 675,859	$ 706,755	95.6%	Amber
MAP 2.0		$ -
MAP 2.0 Program Terms (Direct for Service Credits)	$ 675,093	$ 694,714	97.2%	Amber
MAP 2.0 Program Terms (Solution Provider for Service Credits)	$ 765	$ 12,041	6.4%	Red
Aptiv	$ 125,387	$ 125,790	99.7%	Amber
MAP 2.0 Program Terms (Direct for Service Credits)	$ 125,387	$ 125,790	99.7%	Amber
Audi AG		$ -
MAP 2.0		$ -
Automobili Lamborghini	$ 212,066	$ 186,604	113.6%	Green
MAP 2.0	$ 212,066	$ 186,604	113.6%	Green
B/S/H	$ 71,811	$ 82,311	87.2%	Red
MAP 2.0	$ 71,811	$ 82,311	87.2%	Red
BMW	$ 18,038	$ 18,688	96.5%	Amber
MAP 2.0	$ 18,038	$ 18,688	96.5%	Amber
BMW AG	$ 299,065	$ 309,203	96.7%	Amber
MAP 2.0 Program Terms (Direct for Service Credits)	$ 299,065	$ 309,203	96.7%	Amber
Brightly Software, Inc	$ -	$ -
MAP 2.0	$ -	$ -
Cargill, Incorporated	$ 56,053	$ 49,987	112.1%	Green
MAP 2.0	$ 56,053	$ 49,987	112.1%	Green
CARIAD SE	$ 171	$ 9,934	1.7%	Red
MAP 2.0	$ 171	$ 9,934	1.7%	Red
Carrier Global Corporation		$ -
MAP 2.0		$ -
Daimler Truck AG	$ 159,858	$ 167,717	95.3%	Amber
MAP 2.0 Program Terms (Direct for Service Credits)	$ 159,858	$ 167,717	95.3%	Amber
Ford Motor Company	$ 1,690,523	$ 1,707,008	99.0%	Amber
MAP 2.0	$ 1,690,523	$ 1,707,008	99.0%	Amber
GE - Aerospace	$ 89,773	$ 70,708	127.0%	Green
MAP 2.0	$ 89,773	$ 70,708	127.0%	Green
General Motors Company	$ 513,766	$ 555,043	92.6%	Red
MAP 2.0	$ 513,766	$ 555,043	92.6%	Red
Honeywell International Inc.	$ 51,882	$ 52,058	99.7%	Amber
MAP 2.0	$ 51,882	$ 52,058	99.7%	Amber
Hyundai Engineering	$ 40,959	$ -
MAP 2.0	$ 40,959	$ -
Hyundai Motor America		$ -
MAP 2.0		$ -
Italdesign Giugiaro SpA	$ 124,563	$ 115,414	107.9%	Green
MAP 2.0	$ 124,563	$ 115,414	107.9%	Green
Mercedes-Benz Group AG	$ 1,000,684	$ 984,872	101.6%	Green
MAP 2.0	$ 1,000,684	$ 984,872	101.6%	Green
Nissan France	$ 175,359	$ 180,748	97.0%	Amber
MAP 2.0	$ 175,359	$ 180,748	97.0%	Amber
NISSAN MOTOR CO.,LTD.	$ 169,900	$ 153,152	110.9%	Green
MAP 2.0	$ 169,900	$ 153,152	110.9%	Green
Nissan North America Inc		$ -
MAP 2.0		$ -
Porsche AG	$ 894,517	$ 760,392	117.6%	Green
MAP 2.0	$ 894,517	$ 760,392	117.6%	Green
RENAULT		$ -
MAP 2.0		$ -
Roadside Protect, Inc.		$ -
MAP 2.0 Program Terms (Direct for Service Credits)		$ -
Robert Bosch GmbH	$ 4,005	$ 4,358	91.9%	Red
MAP 2.0	$ 4,005	$ 4,358	91.9%	Red
Scania CV AB	$ 617,528	$ 566,205	109.1%	Green
MAP 2.0 Program Terms (Direct for Service Credits)	$ 617,528	$ 566,205	109.1%	Green
SCHNEIDER ELECTRIC SA	$ -	$ -
MAP 2.0	$ -	$ -
Siemens AG	$ 787,704	$ 835,352	94.3%	Red
MAP 2.0	$ 481,380	$ 436,706	110.2%	Green
MAP 2.0 Program Terms (Direct for Service Credits)	$ 219,683	$ 208,333	105.4%	Green
RUBICON	$ 86,641	$ 190,313	45.5%	Red
Stellantis	$ 1,801,127	$ 1,906,778	94.5%	Red
MAP 2.0	$ 998,032	$ 940,516	106.1%	Green
MAP 2.0 Program Terms (Direct for Service Credits)	$ 803,095	$ 966,263	83.1%	Red
Tesla Motors, Inc.	$ 247,407	$ -
MAP 2.0	$ 247,407	$ -
MAP 2.0 Program Terms (Direct for Service Credits)	$ -	$ -
TOYOTA Connected India Pvt. Ltd.	$ 3,285	$ 3,403	96.5%	Amber
MAP 2.0 Program Terms (Direct for Service Credits)	$ 3,285	$ 3,403	96.5%	Amber
Toyota Credito Mexico	$ 45,158	$ 46,947	96.2%	Amber
MAP 2.0 Program Terms (Solution Provider for Service Credits)	$ 45,158	$ 46,947	96.2%	Amber
Toyota Motor Credit	$ 41,003	$ 56,487	72.6%	Red
MAP 2.0	$ 41,003	$ 56,487	72.6%	Red
Toyota Motor Europe NV		$ -
MAP 2.0		$ -
Toyota Motor North America	$ 979,656	$ 967,250	101.3%	Green
MAP 2.0	$ 282,221	$ 315,575	89.4%	Red
MAP 2.0 Program Terms (Direct for Service Credits)	$ 697,435	$ 651,675	107.0%	Green
Volkswagen AG	$ 215,827	$ 220,161	98.0%	Amber
MAP 2.0		$ -
MAP 2.0 Program Terms (Direct for Service Credits)	$ 187,389	$ 170,481	109.9%	Green
RUBICON	$ 28,438	$ 49,680	57.2%	Red
Volkswagen Financial Services AG	$ 97,216	$ 98,310	98.9%	Amber
MAP 2.0 Program Terms (Direct for Service Credits)	$ 97,216	$ 98,310	98.9%	Amber
Volkswagen Group España Distribución	$ 11,526	$ 19,152	60.2%	Red
MAP 2.0	$ 11,526	$ 19,152	60.2%	Red
Volvo Cars AB	$ 519,006	$ 307,138	169.0%	Green
MAP 2.0	$ 519,006	$ 307,138	169.0%	Green
ZF Friedrichshafen AG	$ 242,252	$ 252,398	96.0%	Amber
MAP 2.0	$ 27,556	$ 31,589	87.2%	Red
MAP 2.0 Program Terms (Direct for Service Credits)	$ 214,696	$ 220,809	97.2%	Amber
Grand Total	$ 12,194,585	$ 11,763,318	103.7%	Green

Migration Revenue Realization – End of February 2026 – Data as of March 18, 2026

SFDC Customer Name	Mig. Health	Agreement Category	Agreement End Date	Actual Revenue (As of Completed Month)	Goal Expected Revenue (As of Completed Month)	Att. of YTD Expected Revenue (Last Completed Month)	Status
0-Siemens Smart Infrastructure	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Dec 14, 2026	0	0
0-Siemens Smart Infrastructure	On Track	MAP 2.0	Jul 8, 2028	72,625.96	79,914.79	90.88%	Red
0-Siemens Smart Infrastructure Total				72,625.96	79,914.79
3M Company	On Track	MAP 2.0	Sep 3, 2028	87,521.34	112,769.09	77.61%	Red
3M Company	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Feb 14, 2026	51,501.02	50,311.11	102.37%	Green
3M Company Total				139,022.36	163,080.2
American Honda Motor Co., Inc.	Complete	MAP 2.0 Program Terms (Solution Provider for Service Credits)	Oct 11, 2027	765.17	12,040.71	6.35%	Red
American Honda Motor Co., Inc.	On Track	MAP 2.0	Mar 5, 2029		0
American Honda Motor Co., Inc.	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Aug 15, 2026	675,093.43	694,714.29	97.18%	Amber
American Honda Motor Co., Inc. Total				675,858.6	706,755.
Aptiv	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Nov 14, 2026	125,387.03	125,789.98	99.68%	Amber
Aptiv Total				125,387.03	125,789.98
Audi AG	Complete	MAP 2.0	null		0
Audi AG Total				0	0
Automobili Lamborghini	On Track	MAP 2.0	Jul 31, 2027	79,369.2	52,263.52	151.86%	Green
Automobili Lamborghini	Complete	MAP 2.0	Jul 31, 2027	132,696.92	134,340.79	98.78%	Amber
Automobili Lamborghini	Cancelled with Termination	MAP 2.0	Apr 22, 2027	0	0
Automobili Lamborghini Total				212,066	186,604
B/S/H	On Track	MAP 2.0	May 21, 2028	71,811.33	82,310.6	87.24%	Red
B/S/H Total				71,811.33	82,310.6
BMW	Stalled	MAP 2.0	Aug 6, 2028	18,038.29	18,688.01	96.52%	Amber
BMW Total				18,038.29	18,688.01
BMW AG	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Apr 13, 2026	299,065.48	309,202.57	96.72%	Amber
BMW AG Total				299,065.48	309,202.57
Brightly Software, Inc	Complete	MAP 2.0	Apr 22, 2027	0	0
Brightly Software, Inc Total				0	0
Cargill, Incorporated	On Track	MAP 2.0	Jul 23, 2028	56,052.6	49,986.67	112.14%	Green
Cargill, Incorporated Total				56,052.6	49,986.67
CARIAD SE	On Track	MAP 2.0	Apr 10, 2028	171.33	9,934	1.72%	Red
CARIAD SE Total				171.33	9,934
Carrier Global Corporation	Behind Plan-Progressing	MAP 2.0	Feb 27, 2028		0
Carrier Global Corporation Total				0	0
Daimler Truck AG	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Feb 26, 2027	159,858.24	167,716.58	95.31%	Amber
Daimler Truck AG Total				159,858.24	167,716.58
Ford Motor Company	Complete	MAP 2.0	Apr 15, 2028	1,690,523.05	1,707,008.08	99.03%	Amber
Ford Motor Company Total				1,690,523.05	1,707,008.08
GE - Aerospace	Complete	MAP 2.0	Apr 15, 2028	89,773.04	70,708.47	126.96%	Green
GE - Aerospace Total				89,773.04	70,708.47
General Motors Company	On Track	MAP 2.0	Dec 20, 2027	513,766.34	555,042.84	92.56%	Red
General Motors Company Total				513,766.34	555,042.84
Honeywell International Inc.	Complete	MAP 2.0	Jul 30, 2028	4,801.38	4,059.39	118.28%	Green
Honeywell International Inc.	On Track	MAP 2.0	Jul 30, 2028	47,080.82	47,998.55	98.09%	Amber
Honeywell International Inc. Total				51,882.21	52,057.94
Hyundai Engineering	Pending Cancellation	MAP 2.0	Jul 22, 2027	40,959.37	0
Hyundai Engineering Total				40,959.37	0
Hyundai Motor America	On Track	MAP 2.0	null		0
Hyundai Motor America Total				0	0
Italdesign Giugiaro SpA	On Track	MAP 2.0	Jan 23, 2028	124,563.26	115,413.52	107.93%	Green
Italdesign Giugiaro SpA Total				124,563.26	115,413.52
Mercedes-Benz Group AG	Complete	MAP 2.0	null		0
Mercedes-Benz Group AG	On Track	MAP 2.0	Mar 3, 2028	120,739.25	123,092.61	98.09%	Amber
Mercedes-Benz Group AG	On Track	MAP 2.0	Jun 4, 2028	278,675.3	280,827.77	99.23%	Amber
Mercedes-Benz Group AG	On Track	MAP 2.0	Jul 29, 2028	601,269.91	580,952.02	103.5%	Green
Mercedes-Benz Group AG	Monitored	MAP 2.0	null		0
Mercedes-Benz Group AG Total				1000684.459	984,872
Nissan France	Complete	MAP 2.0	Sep 17, 2027	175,358.71	180,747.88	97.02%	Amber
Nissan France Total				175,358.71	180,747.88
NISSAN MOTOR CO.,LTD.	On Track	MAP 2.0	Jul 17, 2027	169,899.87	153,151.9	110.94%	Green
NISSAN MOTOR CO.,LTD. Total				169,899.87	153,151.9
Nissan North America Inc	Complete	MAP 2.0	null		0
Nissan North America Inc Total				0	0
Porsche AG	Behind Plan-Progressing	MAP 2.0	Oct 19, 2027	507.68	708.78	71.63%	Red
Porsche AG	Complete	MAP 2.0	Jul 3, 2027	893,568	725,090.7	123.24%	Green
Porsche AG	Complete	MAP 2.0	Dec 4, 2028	441.8	34,592.31	1.28%	Red
Porsche AG Total				894,517.49	760,391.79
RENAULT	On Track	MAP 2.0	null		0
RENAULT Total				0	0
Roadside Protect, Inc.	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Jul 5, 2027		0
Roadside Protect, Inc. Total				0	0
Robert Bosch GmbH	On Track	MAP 2.0	Oct 26, 2028	4,004.87	4,357.99	91.9%	Red
Robert Bosch GmbH Total				4,004.87	4,357.99
Scania CV AB	On Track	MAP 2.0 Program Terms (Direct for Service Credits)	Dec 15, 2026	30,789.01	28,565.6	107.78%	Green
Scania CV AB	On Track	MAP 2.0 Program Terms (Direct for Service Credits)	Dec 20, 2026	586,738.74	537,639.47	109.13%	Green
Scania CV AB Total				617,527.75	566,205.07
SCHNEIDER ELECTRIC SA	Complete	MAP 2.0	May 7, 2028	0	0
SCHNEIDER ELECTRIC SA Total				0	0
Siemens AG	Complete	MAP 2.0	Feb 22, 2028	280,768.9	249,166.75	112.68%	Green
Siemens AG	Complete	MAP 2.0	Feb 10, 2028	163,106.37	156,053.71	104.52%	Green
Siemens AG	On Track	MAP 2.0	Mar 16, 2028	37,504.98	31,485.37	119.12%	Green
Siemens AG	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Jan 29, 2027	219,683.18	208,333.32	105.45%	Green
Siemens AG	On Track	RUBICON	Jul 24, 2028	86,640.93	190,312.5	45.53%	Red
Siemens AG Total				787,704.37	835,351.65
Stellantis	On Track	MAP 2.0 Program Terms (Direct for Service Credits)	Jun 28, 2026	549,359.43	715,104.59	76.82%	Red
Stellantis	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Jan 18, 2026	108,856.65	109,061.16	99.81%	Amber
Stellantis	On Track	MAP 2.0	Dec 3, 2027	97,188.11	130,942.76	74.22%	Red
Stellantis	On Track	MAP 2.0	May 16, 2028	70,269.23	72,753.6	96.59%	Amber
Stellantis	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Apr 6, 2026	144,878.5	142,097.12	101.96%	Green
Stellantis	On Track	MAP 2.0	Aug 29, 2027	421,069.55	392,235.45	107.35%	Green
Stellantis	Complete	MAP 2.0	Aug 29, 2027	409,505.07	344,583.78	118.84%	Green
Stellantis Total				1,801,126.53	1,906,778.46
Tesla Motors, Inc.	Pending Cancellation	MAP 2.0	Apr 3, 2027	247,406.64	0
Tesla Motors, Inc.	Pending Cancellation	MAP 2.0 Program Terms (Direct for Service Credits)	Sep 15, 2026	0	0
Tesla Motors, Inc. Total				247,407	0
TOYOTA Connected India Pvt. Ltd.	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Mar 28, 2026	3,284.73	3,403.45	96.51%	Amber
TOYOTA Connected India Pvt. Ltd. Total				3,284.73	3,403.45
Toyota Credito Mexico	On Track	MAP 2.0 Program Terms (Solution Provider for Service Credits)	Nov 11, 2027	45,157.9	46,946.63	96.19%	Amber
Toyota Credito Mexico Total				45,157.9	46,946.63
Toyota Motor Credit	On Track	MAP 2.0	Jul 8, 2028	41,003.04	56,487.35	72.59%	Red
Toyota Motor Credit Total				41,003.04	56,487.35
Toyota Motor Europe NV	On Track	MAP 2.0	null		0
Toyota Motor Europe NV Total				0	0
Toyota Motor North America	On Track	MAP 2.0	Jan 16, 2028	24,129.52	20,533.78	117.51%	Green
Toyota Motor North America	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Mar 17, 2026	198,010.62	188,288.62	105.16%	Green
Toyota Motor North America	On Track	MAP 2.0	Feb 9, 2029	78.29	0
Toyota Motor North America	On Track	MAP 2.0	Apr 4, 2028	34,884.01	40,036.82	87.13%	Red
Toyota Motor North America	On Track	MAP 2.0	Oct 20, 2028	31,972.28	39,102.38	81.77%	Red
Toyota Motor North America	On Track	MAP 2.0	Jan 16, 2028	23,115.16	27,793.18	83.17%	Red
Toyota Motor North America	On Track	MAP 2.0	Feb 25, 2028	45,870.54	52,213.91	87.85%	Red
Toyota Motor North America	Complete	MAP 2.0	Jan 16, 2028	62,243.83	60,456.9	102.96%	Green
Toyota Motor North America	On Track	MAP 2.0	Jan 16, 2028	47,889.13	45,476.02	105.31%	Green
Toyota Motor North America	On Track	MAP 2.0	Jan 16, 2028	7,374.76	16,704.1	44.15%	Red
Toyota Motor North America	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	May 17, 2026	499,424.12	463,386.07	107.78%	Green
Toyota Motor North America	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Dec 12, 2026	0	0
Toyota Motor North America	On Track	MAP 2.0	Jul 23, 2028	4,663.66	13,258.03	35.18%	Red
Toyota Motor North America Total				979,655.92	967,249.81
Volkswagen AG	On Track	MAP 2.0	Nov 3, 2028		0
Volkswagen AG	On Track	MAP 2.0	Nov 3, 2028		0
Volkswagen AG	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Oct 31, 2027	187,389.1	170,481.38	109.92%	Green
Volkswagen AG	Complete	MAP 2.0	null		0
Volkswagen AG	Complete	MAP 2.0	null		0
Volkswagen AG	On Track	RUBICON	null	28,438.15	49,680.06	57.24%	Red
Volkswagen AG Total				215,827.25	220,161.44
Volkswagen Financial Services AG	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Aug 16, 2026	97,216.01	98,310.12	98.89%	Amber
Volkswagen Financial Services AG Total				97,216.01	98,310.12
Volkswagen Group España Distribución	On Track	MAP 2.0	Jun 6, 2028	11,525.76	19,152.15	60.18%	Red
Volkswagen Group España Distribución Total				11,525.76	19,152.15
Volvo Cars AB	On Track	MAP 2.0	Feb 19, 2028	519,006.38	307,138.12	168.98%	Green
Volvo Cars AB Total				519,006.38	307,138.12
ZF Friedrichshafen AG	On Track	MAP 2.0	Mar 14, 2028		0
ZF Friedrichshafen AG	Complete	MAP 2.0 Program Terms (Direct for Service Credits)	Mar 7, 2027	214,696.42	220,809.2	97.23%	Amber
ZF Friedrichshafen AG	On Track	MAP 2.0	Jun 25, 2028	27,555.96	31,588.96	87.23%	Red
ZF Friedrichshafen AG Total				242,252.37	252,398.16
Grand Total				12,194,584.68	11,763,317.93

Dwell Time – Technical Validation – Top 20 – By Highest ARR – Data as of April 1, 2026

Customer Name	Opportunity Name	Product Aggregation	Close Date	Stage	Stage Dwell Time	Forecast Status	Owner	Next Steps & Close Notes	tags	Rest of Year Revenue	ARR
Rivian	Rivian Autonomy 2H GPU Scale Up	Amazon EC2 P6-B200	6/30/2026	Technical Validation	63	In Forecast At Risk	George Suriya	[Yellow] The May ramp up of 188 instances is not guaranteed by EC2 due to capaci	AutoMFG \| Vehicle Technology	$30,000,000	$60,000,000
Daimler	DE - Mercedes-Benz - APN-ISV (ModeliseIT) - DC Exit Assessment	Amazon RDS for Oracle, S3 Intelligent-Tiering, Amazon EC2 Linux, AWS Backup, AWS	12/31/2026	Technical Validation	121		Daniel Weinmann	2025.11: MBUSA - AD issue resolution started; 2025.10: DC Germany assessment on	Non-Incremental Revenue \| Non-revenue opportunity \| AWS-AUTOMFG-MigMod-BigBet-1-	$0	$47,820,000
Daimler	DE - Mercedes-Benz (RD) - APN-GSI (SODA ISV and GSI) - Product/ Platform Engine	S3 Intelligent-Tiering, Amazon EC2 Linux	9/30/2026	Technical Validation	43		Daniel Weinmann	10/2025 Req Engineering/ MBSE migration committed for Phase 1,MoU in progress; P		$6,000,000	$24,000,000
VW	VW - RISE with SAP	SAP on AWS - General	9/16/2026	Technical Validation	69		Ricky Brar			$4,788,555	$19,154,220
Aptiv	Aptiv-HPC(for ADAS)-data-migration-on-prem-to-S3-2025	Amazon FSx for Lustre, AWS Marketplace - EC2, Amazon Elastic Kubernetes Service	7/31/2026	Technical Validation	42	Upside	James Wharf	2/18 - workshop in Krakow to understand data flows of DMS, and migration plan to	AutoMFG \| Vehicle Technology \| AWS-AUTOMFG-MigMod-BigBet-1-VMware	$7,502,965	$18,007,116
Volvo	Zenseact - Training GPU's in cloud	AWS Direct Connect, Amazon EC2 - P5	6/17/2026	Technical Validation	114	Upside	Jake Stanley	02/16- Benchmarking PoC for P5en.48xlarge vs H200's on-premise was approved. Wee	WWSO \| Core Networking \| DX flat-rate \| AutoMFG \| Vehicle Technology	$6,072,000	$12,144,000
Toyota	WbyT - AD/ADAS FLEX & Virtual Validation Platform Scaling (Upside)	Amazon SageMaker, Amazon S3, Amazon EC2 - G4	6/30/2026	Technical Validation	82	Upside	Ryan Redenius	1/9: Dushyant (SVP, AD/ADAS) met with Ozgur at CES and confirmed growth projecti	AutoMFG \| VT \| Data Ingest, Labeling, and Enrichment \| AWSI-AUTOMFG-GenAI-BigBet	$5,400,000	$10,800,000
Nissan	[AMEIO] Nissan-AP26 -App Portfolio Optimi study w/AWS	Amazon EC2 Linux	12/1/2026	Technical Validation	28	Upside	Deven Suri	27th Nov: AAMP proposal presentation to Richard and Grahame 18th Nov - next step		$791,667	$9,500,004
Schneider Electric	AWSMP-EMEA-FR-Schneider Electric-Salesforce-Core-Renewal-Q1FY27	AWS Marketplace - Saas	7/31/2026	Technical Validation	2		Dallas Barker	1/Dallas & Jens to present MP 3Y PPA impact to DCR execs 2/Dallas & Hardeep to d		$3,255,000	$7,812,000
Toyota	WbyT - AD/ADAS FLEX Data Collection	Amazon EC2 - P4d, Amazon Kinesis Data Streams (KDS), Amazon CloudWatch, Amazon S	4/30/2026	Technical Validation	62	Not in Forecast	Ryan Redenius	3/19: WbyT & Cloud & AI meeting in Palo Alto. After this WbyT will assign owner	AWSI-AUTOMFG-GenAI-BigBet-1-FMTraining	$4,000,000	$6,000,000
Hyundai-Kia	Motional-ML-Training-versus-GCP	Amazon SageMaker, Amazon Bedrock	9/25/2026	Technical Validation	9	Upside	Brian Richmond	3/19/26 - Benchmarking - AWS completing benchmark on p6b200 and Tranium results.	AWSI-AUTOMFG-GenAI-BigBet-1-FMTraining \| AutoMFG \| Vehicle Technology	$1,380,000	$5,520,000
Jaguar Land Rover	Jaguar Land Rover Ltd - Product Enginering Simulation, Automation & SDV	Amazon RDS for SQL Server, Amazon S3, Amazon EC2 Linux, Amazon Bedrock	10/23/2026	Technical Validation	16	Not in Forecast	Chris Thomas	3/16 - JLR Workshops commencing on the 30th March	AutoMFG \| Product Engineering	$830,000	$4,980,000
Toyota	WbyT - AD/ADAS SP Commitment Increase for FLEX	Amazon S3, Amazon EC2 Linux, Amazon EC2 - G4	4/30/2026	Technical Validation	82	Not in Forecast	Ryan Redenius	3/19: AD/ADAS team gathering compute requirements for 2026. Will plan to increa		$3,200,000	$4,800,000
Stellantis	Stellantis - Sagemaker Unified Studio	Amazon SageMaker Unified Studio	7/31/2026	Technical Validation	223		Van-Tho Vo	26/03: Test are on-going with Databricks while we are trying ti understand Stell	AWSI-AUTOMFG-GenAI-BigBet-2-NextGenDataPlatforms	$2,000,000	$4,800,000
3M Company	SAP BDC	SAP on AWS - General	11/2/2026	Technical Validation	7		Matt Bielski	3/25/2026: Engage with SAP BW and Analytics team to understand the roadmap for B		$760,000	$4,560,000
GE Aerospace	GEA DES COLO - Migration at Scale - TCS Led	Amazon RDS for Oracle, Amazon EC2 Linux, Amazon S3	6/30/2026	Technical Validation	56	In Forecast At Risk	Curtis Cade	2/4/2026 CC: co-sell motion in place/planning session wk of 2/23. 01-21-26 - Pos	AutoMFG- \| E&D \| Product Lifecycle Management \| AWS-AUTOMFG-MigMod-BigBet-3-Data	$2,100,000	$4,200,000
General Motors	General Motors Company-GM Greenfield	Primary Partner Solution	8/3/2026	Technical Validation	19		Matt Bielski	01/19/2026 : Review partner information for more details. No action required by	AutoMFG \| Connected Mobility	$1,750,000	$4,200,000
Toyota	TRI- WFM for ADAS Development	Amazon SageMaker	7/27/2026	Technical Validation	20	Upside	Ronald Occenad	03/11 Met with CX to discuss FY26 plans and scaling needs, learned of data acces	AWSI-AUTOMFG-GenAI-BigBet-1-FMTraining	$1,750,000	$4,200,000
Continental	Aumovio (former Continental Automotive) - R&D efficiency initiative for ANS	Kiro, Amazon Bedrock	9/30/2026	Technical Validation	43	Strong Upside	Georgios Karaiskas	Feb 2026: ongoing deployment of Kiro combined with change management discussions	Eng & Design \| Model Based System Engineering (MBSE) \| AutoMFG \| Product Enginee	$1,020,000	$4,080,000
Siemens	SIE \| DI \| IT \| BMS Product Test Platform (PTP) migration	Amazon EC2 Windows	6/30/2026	Technical Validation	23	Upside	Falko Mayerl	FM1803: Supporter CIO Rik, clear path of collaboration:https://quip-amazon.com/3	AWS-AUTOMFG-MigMod-BigBet-5-Modnet	$1,980,000	$3,960,000

Dwell Time – Technical Validation – Top 20 – By Highest Dwell Time – Data as of April 1, 2026

Customer Name	Opportunity Name	Product Aggregation	Close Date	Stage	Stage Dwell Time	Forecast Status	Owner	Next Steps & Close Notes	tags	Rest of Year Revenue	ARR
Stellantis	Stellantis - Sagemaker Unified Studio	Amazon SageMaker Unified Studio	7/31/2026	Technical Validation	223		Van-Tho Vo	26/03: Test are on-going with Databricks while we are trying ti understand Stell	AWSI-AUTOMFG-GenAI-BigBet-2-NextGenDataPlatforms	$2,000,000	$4,800,000
Daimler	DE - Mercedes-Benz - APN-ISV (ModeliseIT) - DC Exit Assessment	Amazon RDS for Oracle, S3 Intelligent-Tiering, Amazon EC2 Linux, AWS Backup, AWS	12/31/2026	Technical Validation	121		Daniel Weinmann	2025.11: MBUSA - AD issue resolution started; 2025.10: DC Germany assessment on	Non-Incremental Revenue \| Non-revenue opportunity \| AWS-AUTOMFG-MigMod-BigBet-1-	$0	$47,820,000
Volvo	Zenseact - Training GPU's in cloud	AWS Direct Connect, Amazon EC2 - P5	6/17/2026	Technical Validation	114	Upside	Jake Stanley	02/16- Benchmarking PoC for P5en.48xlarge vs H200's on-premise was approved. Wee	WWSO \| Core Networking \| DX flat-rate \| AutoMFG \| Vehicle Technology	$6,072,000	$12,144,000
Toyota	WbyT - AD/ADAS FLEX & Virtual Validation Platform Scaling (Upside)	Amazon SageMaker, Amazon S3, Amazon EC2 - G4	6/30/2026	Technical Validation	82	Upside	Ryan Redenius	1/9: Dushyant (SVP, AD/ADAS) met with Ozgur at CES and confirmed growth projecti	AutoMFG \| VT \| Data Ingest, Labeling, and Enrichment \| AWSI-AUTOMFG-GenAI-BigBet	$5,400,000	$10,800,000
Toyota	WbyT - AD/ADAS SP Commitment Increase for FLEX	Amazon S3, Amazon EC2 Linux, Amazon EC2 - G4	4/30/2026	Technical Validation	82	Not in Forecast	Ryan Redenius	3/19: AD/ADAS team gathering compute requirements for 2026. Will plan to increa		$3,200,000	$4,800,000
VW	VW - RISE with SAP	SAP on AWS - General	9/16/2026	Technical Validation	69		Ricky Brar			$4,788,555	$19,154,220
Rivian	Rivian Autonomy 2H GPU Scale Up	Amazon EC2 P6-B200	6/30/2026	Technical Validation	63	In Forecast At Risk	George Suriya	[Yellow] The May ramp up of 188 instances is not guaranteed by EC2 due to capaci	AutoMFG \| Vehicle Technology	$30,000,000	$60,000,000
Toyota	WbyT - AD/ADAS FLEX Data Collection	Amazon EC2 - P4d, Amazon Kinesis Data Streams (KDS), Amazon CloudWatch, Amazon S	4/30/2026	Technical Validation	62	Not in Forecast	Ryan Redenius	3/19: WbyT & Cloud & AI meeting in Palo Alto. After this WbyT will assign owner	AWSI-AUTOMFG-GenAI-BigBet-1-FMTraining	$4,000,000	$6,000,000
GE Aerospace	GEA DES COLO - Migration at Scale - TCS Led	Amazon RDS for Oracle, Amazon EC2 Linux, Amazon S3	6/30/2026	Technical Validation	56	In Forecast At Risk	Curtis Cade	2/4/2026 CC: co-sell motion in place/planning session wk of 2/23. 01-21-26 - Pos	AutoMFG- \| E&D \| Product Lifecycle Management \| AWS-AUTOMFG-MigMod-BigBet-3-Data	$2,100,000	$4,200,000
Daimler	DE - Mercedes-Benz (RD) - APN-GSI (SODA ISV and GSI) - Product/ Platform Engine	S3 Intelligent-Tiering, Amazon EC2 Linux	9/30/2026	Technical Validation	43		Daniel Weinmann	10/2025 Req Engineering/ MBSE migration committed for Phase 1,MoU in progress; P		$6,000,000	$24,000,000
Continental	Aumovio (former Continental Automotive) - R&D efficiency initiative for ANS	Kiro, Amazon Bedrock	9/30/2026	Technical Validation	43	Strong Upside	Georgios Karaiskas	Feb 2026: ongoing deployment of Kiro combined with change management discussions	Eng & Design \| Model Based System Engineering (MBSE) \| AutoMFG \| Product Enginee	$1,020,000	$4,080,000
Aptiv	Aptiv-HPC(for ADAS)-data-migration-on-prem-to-S3-2025	Amazon FSx for Lustre, AWS Marketplace - EC2, Amazon Elastic Kubernetes Service	7/31/2026	Technical Validation	42	Upside	James Wharf	2/18 - workshop in Krakow to understand data flows of DMS, and migration plan to	AutoMFG \| Vehicle Technology \| AWS-AUTOMFG-MigMod-BigBet-1-VMware	$7,502,965	$18,007,116
Nissan	[AMEIO] Nissan-AP26 -App Portfolio Optimi study w/AWS	Amazon EC2 Linux	12/1/2026	Technical Validation	28	Upside	Deven Suri	27th Nov: AAMP proposal presentation to Richard and Grahame 18th Nov - next step		$791,667	$9,500,004
Siemens	SIE \| DI \| IT \| BMS Product Test Platform (PTP) migration	Amazon EC2 Windows	6/30/2026	Technical Validation	23	Upside	Falko Mayerl	FM1803: Supporter CIO Rik, clear path of collaboration:https://quip-amazon.com/3	AWS-AUTOMFG-MigMod-BigBet-5-Modnet	$1,980,000	$3,960,000
Toyota	TRI- WFM for ADAS Development	Amazon SageMaker	7/27/2026	Technical Validation	20	Upside	Ronald Occenad	03/11 Met with CX to discuss FY26 plans and scaling needs, learned of data acces	AWSI-AUTOMFG-GenAI-BigBet-1-FMTraining	$1,750,000	$4,200,000
General Motors	General Motors Company-GM Greenfield	Primary Partner Solution	8/3/2026	Technical Validation	19		Matt Bielski	01/19/2026 : Review partner information for more details. No action required by	AutoMFG \| Connected Mobility	$1,750,000	$4,200,000
Jaguar Land Rover	Jaguar Land Rover Ltd - Product Enginering Simulation, Automation & SDV	Amazon RDS for SQL Server, Amazon S3, Amazon EC2 Linux, Amazon Bedrock	10/23/2026	Technical Validation	16	Not in Forecast	Chris Thomas	3/16 - JLR Workshops commencing on the 30th March	AutoMFG \| Product Engineering	$830,000	$4,980,000
Hyundai-Kia	Motional-ML-Training-versus-GCP	Amazon SageMaker, Amazon Bedrock	9/25/2026	Technical Validation	9	Upside	Brian Richmond	3/19/26 - Benchmarking - AWS completing benchmark on p6b200 and Tranium results.	AWSI-AUTOMFG-GenAI-BigBet-1-FMTraining \| AutoMFG \| Vehicle Technology	$1,380,000	$5,520,000
3M Company	SAP BDC	SAP on AWS - General	11/2/2026	Technical Validation	7		Matt Bielski	3/25/2026: Engage with SAP BW and Analytics team to understand the roadmap for B		$760,000	$4,560,000
Schneider Electric	AWSMP-EMEA-FR-Schneider Electric-Salesforce-Core-Renewal-Q1FY27	AWS Marketplace - Saas	7/31/2026	Technical Validation	2		Dallas Barker	1/Dallas & Jens to present MP 3Y PPA impact to DCR execs 2/Dallas & Hardeep to d		$3,255,000	$7,812,000

Dwell Time – Technical Validation – Week over Week – By Customer – Data as of April 1, 2026

Customer	Count - April 1	Count - Mar 25	Count Delta	Average Dwell Time - Apr 1	Average Dwell Time - Mar 25	Average Dwell Time Delta	Min Dwell Time - Apr 1	Min Dwell Time - Mar 25	Min Dwell Time Delta	Max Dwell Time - Apr 1	Max Dwell Time - Mar 25	Max Dwell Time Delta	Rest of Year Revenue - Apr 1	Rest of Year Revenue - Mar 25	Rest of Year Revenue Delta	ARR - Apr 1	ARR - Mar 25	ARR Delta
3M Company	7	5	2.00	31.71	35.00	(3.29)	5.00	2.00	3.00	78.00	71.00	7.00	$ 3,204,336	$ 2,441,461	$762,875	$ 10,059,504	$ 5,487,504	$ 4,572,000
ABB Group	3	3	0.00	29.67	22.67	7.00	8.00	1.00	7.00	72.00	65.00	7.00	$ 303,912	$ 303,912	$0	$ 485,868	$ 485,868	$ -
Aisin	4	2	2.00	194.75	21.00	173.75	28.00	21.00	7.00	484.00	21.00	463.00	$ 253,576	$ 250,000	$3,576	$ 485,364	$ 480,000	$ 5,364
Aptiv	8	9	(1.00)	97.88	91.89	5.99	40.00	33.00	7.00	337.00	330.00	7.00	$ 9,702,965	$ 10,557,965	($855,000)	$ 23,059,116	$ 26,479,116	$ (3,420,000)
BMW	42	45	(3.00)	124.98	126.78	(1.80)	1.00	2.00	(1.00)	601.00	594.00	7.00	$ 10,782,280	$ 12,305,010	($1,522,730)	$ 29,099,580	$ 28,023,576	$ 1,076,004
Cargill	11	11	0.00	62.45	55.45	7.00	22.00	15.00	7.00	173.00	166.00	7.00	$ 2,236,285	$ 2,236,285	$0	$ 5,255,676	$ 5,255,676	$ -
Carrier	10	10	0.00	217.70	210.70	7.00	27.00	20.00	7.00	718.00	711.00	7.00	$ 2,667,000	$ 2,667,000	$0	$ 3,864,000	$ 3,864,000	$ -
Continental	11	10	1.00	66.45	69.50	(3.05)	6.00	15.00	(9.00)	160.00	153.00	7.00	$ 4,157,524	$ 3,749,652	$407,872	$ 9,559,536	$ 8,179,536	$ 1,380,000
Daimler	51	53	(2.00)	142.65	137.21	5.44	13.00	6.00	7.00	611.00	604.00	7.00	$ 10,705,091	$ 15,787,021	($5,081,930)	$ 86,396,994	$ 95,996,994	$ (9,600,000)
Denso	7	6	1.00	67.86	58.67	9.19	1.00	21.00	(20.00)	187.00	105.00	82.00	$ 606,768	$ 551,064	$55,704	$ 1,525,152	$ 1,402,752	$ 122,400
Ford	5	5	0.00	41.80	34.80	7.00	7.00	0.00	7.00	85.00	78.00	7.00	$ 1,721,035	$ 1,721,035	$0	$ 3,485,484	$ 3,485,484	$ -
Forvia	1	1	0.00	16.00	9.00	7.00	16.00	9.00	7.00	16.00	9.00	7.00	$ 120,000	$ 120,000	$0	$ 180,000	$ 180,000	$ -
GE Aerospace	9	8	1.00	31.67	27.75	3.92	7.00	12.00	(5.00)	56.00	49.00	7.00	$ 3,138,126	$ 2,963,126	$175,000	$ 5,945,168	$ 5,645,168	$ 300,000
General Motors	7	6	1.00	105.71	82.17	23.55	19.00	12.00	7.00	205.00	170.00	35.00	$ 4,117,854	$ 4,037,886	$79,968	$ 11,636,328	$ 11,516,376	$ 119,952
Harman International	5	6	(1.00)	67.80	83.67	(15.87)	28.00	21.00	7.00	190.00	198.00	(8.00)	$ 361,446	$ 381,446	($20,000)	$ 749,268	$ 773,268	$ (24,000)
HERE	11	11	0.00	71.45	64.45	7.00	16.00	9.00	7.00	183.00	176.00	7.00	$ 2,277,700	$ 2,300,200	($22,500)	$ 5,674,800	$ 5,674,800	$ -
Hitachi Vantara	0	0	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	$ -	0.00	$0	$ -	$ -	$ -
Honda	28	29	(1.00)	47.75	39.59	8.16	17.00	7.00	10.00	112.00	105.00	7.00	$ 1,754,495	$ 1,758,386	($3,891)	$ 7,168,812	$ 7,170,000	$ (1,188)
Honeywell	7	7	0.00	89.14	82.14	7.00	43.00	36.00	7.00	153.00	146.00	7.00	$ 7,407,750	$ 7,407,750	$0	$ 14,308,200	$ 14,308,200	$ -
Hyundai-Kia	31	29	2.00	26.10	20.48	5.61	6.00	0.00	6.00	72.00	65.00	7.00	$ 7,668,219	$ 7,687,719	($19,500)	$ 19,336,032	$ 19,324,032	$ 12,000
Jaguar Land Rover	23	26	(3.00)	121.09	110.77	10.32	1.00	6.00	(5.00)	580.00	573.00	7.00	$ 6,397,719	$ 7,863,428	($1,465,709)	$ 18,433,721	$ 20,632,284	$ (2,198,563)
Johnson Controls	4	4	0.00	15.00	8.00	7.00	8.00	1.00	7.00	26.00	19.00	7.00	$ 251,758	$ 251,758	$0	$ 525,444	$ 525,444	$ -
Lear	1	1	0.00	351.00	344.00	7.00	351.00	344.00	7.00	351.00	344.00	7.00	$ 4,000	$ 5,500	($1,500)	$ 6,000	$ 6,000	$ -
Magna	13	13	0.00	68.23	61.23	7.00	26.00	19.00	7.00	230.00	223.00	7.00	$ 2,667,242	$ 2,667,542	($300)	$ 4,711,668	$ 4,711,668	$ -
Nissan	44	45	(1.00)	50.91	46.89	4.02	7.00	6.00	1.00	317.00	310.00	7.00	$ 4,856,959	$ 4,988,459	($131,500)	$ 18,729,926	$ 19,051,526	$ (321,600)
Renault	3	3	0.00	448.33	441.33	7.00	161.00	154.00	7.00	974.00	967.00	7.00	$ 284,560	$ 284,560	$0	$ 1,146,240	$ 1,146,240	$ -
Rivian	12	12	0.00	79.92	72.92	7.00	8.00	1.00	7.00	188.00	181.00	7.00	$ 31,896,081	$ 31,887,412	$8,669	$ 63,675,992	$ 63,662,988	$ 13,004
Robert Bosch	27	27	0.00	89.78	83.48	6.30	1.00	13.00	(12.00)	274.00	267.00	7.00	$ 3,231,483	$ 3,097,083	$134,400	$ 7,121,412	$ 6,852,612	$ 268,800
Schneider Electric	26	23	3.00	86.00	90.04	(4.04)	1.00	1.00	0.00	680.00	673.00	7.00	$ 5,580,400	$ 2,715,400	$2,865,000	$ 15,555,600	$ 8,019,600	$ 7,536,000
Siemens	50	49	1.00	61.72	61.47	0.25	1.00	5.00	(4.00)	262.00	255.00	7.00	$ 9,531,462	$ 9,643,174	($111,712)	$ 22,817,412	$ 23,050,836	$ (233,424)
Stellantis	30	30	0.00	74.60	77.87	(3.27)	6.00	1.00	5.00	223.00	216.00	7.00	$ 4,495,598	$ 5,075,296	($579,698)	$ 9,387,000	$ 14,647,896	$ (5,260,896)
Tesla	3	3	0.00	80.33	73.33	7.00	30.00	23.00	7.00	107.00	100.00	7.00	$ 910,019	$ 910,019	$0	$ 1,560,028	$ 1,560,028	$ -
Toyota	69	70	(1.00)	77.41	64.17	13.23	1.00	2.00	(1.00)	546.00	338.00	208.00	$ 26,281,990	$ 26,768,691	($486,701)	$ 60,867,684	$ 57,713,652	$ 3,154,032
Valeo	6	6	0.00	26.33	19.33	7.00	14.00	7.00	7.00	51.00	44.00	7.00	$ 259,900	$ 259,900	$0	$ 1,906,800	$ 1,906,800	$ -
Volvo	7	6	1.00	73.86	78.50	(4.64)	4.00	2.00	2.00	208.00	201.00	7.00	$ 6,424,841	$ 6,400,025	$24,816	$ 12,895,644	$ 12,858,420	$ 37,224
VW	77	76	1.00	79.09	74.49	4.60	2.00	1.00	1.00	397.00	390.00	7.00	$ 16,448,407	$ 15,472,803	$975,604	$ 52,590,924	$ 49,396,166	$ 3,194,758
ZF	4	4	0.00	120.75	113.75	7.00	34.00	27.00	7.00	177.00	170.00	7.00	$ 192,026	$ 192,026	$0	$ 377,664	$ 377,664	$ -
Total	657	654	3.00	83.79	79.09	4.70	1.00	0.00	1.00	974.00	967.00	7.00	$ 192,900,808	$ 197,709,995	($4,809,187)	$ 530,584,041	$ 529,852,174	$ 731,867

TFC Communities	Bronze	Gold	Silver	Total
Analytics	1	1	3	5
Automotive	2	6	3	11
Containers		1	1	2
Database		1		1
Energy & Utilities		1		1
IoT	1	2		3
ISV	1			1
Machine Learning/Artificial Intelligence	2	3	5	10
Manufacturing		1		1
SAP		1		1
Security & Compliance			1	1
Serverless	1		2	3
Storage		1	1	2
Transformation and Innovation	1			1
Total	9	18	16	43

TFC Communities	Bronze	Silver	Total
Energy & Utilities		1	1
Environmental Sustainability	1		1
Manufacturing	1	1	2
Supply Chain & Logistics		1	1
Total	2	3	5

	1-Apr-26	25-Mar-26	Delta
Activity Count	5811	6253	-442
Opportunity Count	1690	1854	-164
Number of Activities on AWSI Accounts	4823	5267	-444
Number of Activities on Non-AWSI Accounts	960	951	9
Number of Activities on Other Related To	28	35	-7
Number of Activities on Open Opps	1743	1827	-84
$ Open Influenced ARR	$2363.43M	$2680.07M	($316.64M)
Number of Activities on Launched Opps	1703	1943	-240
Number of Activities on Closed Lost Opps	1302	1361	-59
$ Closed Lost Influenced ARR	$8626.47M	$8604.67M	+$21.8M
Win Rate	51.30%	53.80%	-2.50%

📈 COMN Summary

117

COMN Opps

$1.9B ARR

Utility: 107 ($474.1M) | PPA/Other: 10 ($1.4B)

99

🟢 Green

$1.6B ARR

18

🟡 Yellow

$262.5M ARR

87

MPE

$234.8M ARR

52

MPE Stale

$93.9M ARR

2

Off Track

$3.2M ARR

All COMN Opportunities (117)

Badge = Status from [G]/[Y] tag|Dot = Update freshness: ≤7d 7-30d 30d+

🚀 Recently Launched — Utility (15)

Account	Opportunity	Owner	Amount	Close Date	Created	Next Step
Cargill, Incorporated	Cargill (DT&D): Cloud Voyage (Milestone 2 - FY26 r	Steve Wankewycz	$131,000	3/6/2026	9/26/2025	1/5/26 - Application Migration Wave 2 that is part of Milestone 2, scheduled for completion by ProServe on Feb. 28, 2026
Daimler Truck AG	Daimler Truck AG-SY- Relaunched in Q12026 - of Q12	Filippo Marchi	$250,000	3/22/2026	3/22/2026	03/22/2026 : Review partner information for more details. No action required by AWS.
Ford Motor Company	Ford Motor Co. - TMC Platform Growth 2026	Daniel Jenkins	$160,000	4/2/2026	11/6/2025	1/28 (DJ) - TMC expecting relatively flat spend on TMC YoY as their cost optimization efforts go into effect. This oppor
General Motors Company	General Motors Company-GM - SIM Lifecycle Manageme	Matt Bielski	$86,227	3/5/2026	2/25/2026	02/25/2026 : Review partner information for more details. No action required by AWS.
General Motors Company	General Motors Company-GM - AWS-Hosted 5G Core Dep	Matt Bielski	$88,647	3/13/2026	2/25/2026	02/25/2026 : Review partner information for more details. No action required by AWS.
General Motors Company	General Motors Company-GM - Unified Dashboard ? En	Matt Bielski	$86,232	3/5/2026	2/25/2026	02/25/2026 : Review partner information for more details. No action required by AWS.
General Motors Company	General Motors Company-GM - Orchestration Rules En	Matt Bielski	$87,863	3/7/2026	2/25/2026	02/25/2026 : Review partner information for more details. No action required by AWS.
Honeywell International Inc.	Honeywell International Inc.-HON RemainCo to Aero	Nancy Scala	$212,072	3/26/2026	3/2/2026	03/02/2026: Contact Amanda Stone,amanda.stone@pwc.com,+17732307727 to discuss Co-Sell - Deal Support
HONDA MOTOR CO., LTD.	Honda_SDM_Cross Domain_Digital Proving Ground_Prod	Yuji Hokimoto	$320,000	3/30/2026	6/30/2023	7.11 HK This opty is for the revenue forcast purpose.
HONDA MOTOR CO., LTD.	HONDA MOTOR CO., LTD. - 26M GTC	Yuji Hokimoto	$300,000	3/31/2026	10/2/2024	scheduled to Launch in Dec/2025 Now in testing phase.
Honda R&D Co., Ltd.	Honda R&D Co., Ltd.-Siemens HSaaS-HONDA MOTOR CO.,	Yukihiko Tachibana	$90,413	3/12/2026	3/12/2026	03/12/2026 : Review partner information for more details. No action required by AWS.
Hyundai Mobis CO.,LTD.	Hyundai Mobis CO.,LTD.-Siemens HSaaS-Hyundai Mobis	Kailashnath Munipella	$214,166	3/26/2026	3/26/2026	03/26/2026 : Review partner information for more details. No action required by AWS.
3M Company	SAP RISE for S/4	Mehdi Abdelhak	$606,320	3/23/2026	10/21/2025
Nissan North America Inc	Nissan North America Inc-Nissan NA - Launches	Yukihiko Tachibana	$113,005	3/10/2026	2/27/2026	02/27/2026 : Review partner information for more details. No action required by AWS.
TOYOTA MOTOR CORPORATION	TOYOTA MOTOR CORPORATION-Siemens HSaaS-Toyota Moto	Tomoyuki Hirano	$351,891	3/24/2026	3/24/2026	03/24/2026 : Review partner information for more details. No action required by AWS.

🔍 Update Hygiene vs 2026 Goal (95%)

AWSentral Next Step Updated ≤7d

50%

95%

≤7d:59

7-30d:47

30d+:11

50% vs 95% goal

MPE Updated ≤30d

40%

95%

Current:35

Stale:52

40% vs 95% goal

⚠️ MPE Not On Track (2)

General Electric Company (PE-SXNWO055HE) — Customer Pause · CSM: Michael A. Hastings, Nikkita Soni
Why: Over the past 3 years, the account strategy engaged ProServe Global Services as lead prime Global Systems Integrator (GSI) to support and accelerate the GEA Cloud migrations while leveraging our partner network (G/S/ISV) for additional support. This strategy worked well under the central Cloud team.
Update: Note: Unable to Cancel this and it is not part of MAP 2.0 contract. 08/01 [Yellow] PS is not engaged on this project. GEA BU will engage with partners for the migration of the application. Migration will be broken down by GEA BUs and partner activities. We will open MPE for each BU once the project

Mercedes-Benz Group AG (PE-XRCZCJ220G) — Monitored · CSM: Domenico Capano
Why: null
Update: DC - 03/25/26 - Deloitte did not supply further accounts and confirmed that the 2 accounts are the only ones. Since this under the old MAP we can't expect further revenue. CSM to evaluate rollouts that are to come in Q2. DC - 03/11/26 - Deloitte is going to supply further AWS Account ID's by Thursd

📋 MPE Stale 30+ Days (52)

Customer	Engagement	ARR	Health	Phase	CSM	Last Update
3M Company	PE-KLHAS79PLU	5472372	On Track	Migrate	Danza Huey	Jan 20, 2026
ABB Asea Brown Boveri Ltd	PE-COCEKKXJAL	840000	On Track	NA	John Loiacono	Oct 2, 2023
American Honda Motor Co., Inc.	PE-JAR8QBVJLW	876498.24	On Track	Mobilize	Donnell Wright	N/A
Autonomic	PE-7WBFT0B576	1200000	On Track	NA	null	Oct 2, 2023
BMW North America	PE-PC0HW013AS	6168000	On Track	NA	Ingrid Wade	Dec 22, 2025
CARIAD SE	PE-WRJVHSARYG	510227	On Track	Mobilize	Prathosh Padmanabhan	Jan 14, 2026
Fiat Chrysler Auto Group	PE-FB04KUZ3YQ	1008188	On Track	Assess	Cecile Roger, Joe Humann, Kee Cheng, Thomas Adelis	Feb 11, 2026
Fiat Chrysler Auto Group	PE-IXAROO0L9B	1662600	On Track	Mobilize	Cecile Roger, Kee Cheng, Thomas Adelis	Mar 3, 2026
General Electric Company	PE-9T7QG9CGG9	523473	On Track	NA	Michael A. Hastings, Nikkita Soni	N/A
General Electric Company	PE-GK4UNDPYCN	1480000	On Track	NA	Nikkita Soni	N/A
General Electric Company	PE-J67UYD1E8X	600000	On Track	NA	Nikkita Soni	N/A
General Electric Company	PE-PNM2EMLAYK	2280000	On Track	NA	Nikkita Soni	Feb 22, 2023
General Electric Company	PE-SXNWO055HE	2500000	Customer Pause	NA	Michael A. Hastings, Nikkita Soni	Aug 1, 2025
General Electric Company	PE-V9SRC1A7MA	2940000	On Track	NA	Nikkita Soni	N/A
General Electric Company	PE-XHMGCLTWA5	744163	On Track	NA	Nikkita Soni	Nov 2, 2023
General Motors Company	PE-PN8926SVBD	1000000	On Track	Migrate	Greg Mareski	Jan 21, 2026
HAEA	PE-TEEHT6NYFF	1455135	On Track	Mobilize	Rick Kim, Joanne Bae	Feb 11, 2026
HERE North America LLC	PE-YS6REWSWXI	9000000	On Track	NA	John Loiacono	Nov 20, 2025
Hyundai Autoever America	PE-RBK4U87NEM	840000	On Track	Mobilize	Yonkwang Kim	Feb 11, 2026
Hyundai Capital America	PE-M0D2SL3NDD	1593355	On Track	Migrate	Yonkwang Kim	Feb 11, 2026
Hyundai Mobis CO.,LTD.	PE-0K6G1EBSGP	2596800	On Track	NA	Rick Kim, Joanne Bae	Feb 11, 2026
Hyundai Motor America	PE-JVY8MMCBF8	554899	On Track	Mobilize	Yonkwang Kim	Feb 11, 2026
Hyundai Transys	PE-GZF9SZM8FQ	867735	On Track	NA	Yonkwang Kim	Feb 11, 2026
Italdesign Giugiaro SpA	PE-4YCRD2N0TG	579186.72	On Track	Migrate	Prathosh Padmanabhan	Jun 17, 2024
Jaguar Land Rover Ltd	PE-91O73PLJ10	5900000	On Track	NA	Fatih Suzek	Oct 20, 2023
NISSAN MOTOR (GB) LIMITED	PE-3KMCK3UA5N	2160000	On Track	NA	Ali GUERMACHI, Kee Cheng, Imen KHELIL	Nov 12, 2025
NISSAN MOTOR CO.,LTD.	PE-35XYKJXO0A	503719.2	On Track	Migrate	Brian Conner	Mar 2, 2026
Nissan India	PE-JA0JHZQ2P4	1158020	On Track	NA	Brian Conner	Oct 22, 2025
Nissan India	PE-U8K1XQDDRE	1091308	On Track	NA	Brian Conner	Oct 22, 2025
Nissan North America Inc	PE-FTRO4VRHFD	1000000	On Track	NA	Brian Conner, Kevin Pomaville	Nov 14, 2025
RENAULT	PE-RC4XU7FVQD	511225	On Track	Mobilize	null	Dec 3, 2025
Roadside Protect, Inc.	PE-MV5TKIADB8	525000	On Track	NA	null	Nov 21, 2025
Robert Bosch GmbH	PE-B7QCTTDHF1	802247.64	On Track	Migrate	John Loiacono	Feb 24, 2026
Scania CV AB	PE-4LMQZ1UZ95	835159	On Track	Migrate	Christian Gaertner	Feb 27, 2026
Scania CV AB	PE-RHDW0WKA5L	934385.07	On Track	Migrate	Christian Gaertner	Nov 21, 2025
Stellantis	PE-4VLXAACKWY	3209433	On Track	Migrate	Cecile Roger, Francois Baylot, Kee Cheng	Mar 3, 2026
Stellantis	PE-CD7GPXI4OD	550949	On Track	Migrate	Francois Baylot	Feb 4, 2026
Stellantis	PE-MFB1IWYG41	4504823	On Track	Migrate	Cecile Roger, Kee Cheng, Thomas Adelis	Mar 3, 2026
Toyota Credito Mexico	PE-1M8RUWDNIK	570880	On Track	Migrate	Neha Gautam, Gibran Godoy	Jan 3, 2025
Toyota Financial Services Corporation	PE-3EUK9TDUU9	1200000	On Track	Migrate	Neha Gautam, Yutaro Hara, Gibran Godoy	Jan 17, 2024
Toyota Financial Services Corporation	PE-XIAPAUP65J	1024161	On Track	Migrate	Neha Gautam, Yutaro Hara, Gibran Godoy	Jan 10, 2024
Toyota Motor Credit	PE-C5D0MHSHE2	1243572	On Track	Migrate	Rahul Karav, Donnell Wright	N/A
Toyota Motor Credit	PE-IVOYNYWIMF	2102921	On Track	Mobilize	Donnell Wright	Feb 12, 2026
Toyota Motor Europe NV	PE-5NGQOSEJZV	2071985	On Track	Assess	Ali GUERMACHI, Kee Cheng	Nov 28, 2025
Toyota Motor Europe NV	PE-RV5EHK63WN	1062637	On Track	Mobilize	Ali GUERMACHI, Daniel Jenkins	Jun 19, 2024
Toyota Motor Europe NV	PE-S5MBBITGC2	8751758.64	On Track	Assess	Ali GUERMACHI	Nov 28, 2025
Toyota Motor North America	PE-D562GXTXEA	505890	On Track	Migrate	Rahul Karav	Feb 13, 2026
VOLKSWAGEN FINANCIAL SERVICES ITALIA	PE-HIT61NL4YV	647360	On Track	Assess	John Loiacono, Verena Koutsovagelis	Nov 13, 2025
Volkswagen Group of America, Inc.	PE-5CHSKXX141	844310	On Track	Mobilize	Farooq Khan, Pedro Ortiz	Mar 19, 2025
Volvo Cars AB	PE-L27HOVFDMS	972334	On Track	Migrate	Priscila de Oliveira Vieira	Jan 26, 2026
Stellantis	PE-YIFKLTZQRV	748870.56	On Track	Mobilize	Cecile Roger, Francois Baylot, Kee Cheng	Mar 3, 2026
Volkswagen AG	PE-YFUX0N67BF	1129748	On Track	Mobilize	John Loiacono, Prathosh Padmanabhan	Aug 1, 2025

AutoMfg COMN — Executive Dashboard

📊 Goals, KPIs & Metrics

AutoMfg – Week of April 1, 2026

Tech Goals

Migration ARR Won – Data as of April 1, 2026

Migration Revenue Realization – End of February 2026 – Data as of March 18, 2026

Dwell Time – Technical Validation – Top 20 – By Highest ARR – Data as of April 1, 2026

Dwell Time – Technical Validation – Top 20 – By Highest Dwell Time – Data as of April 1, 2026

Dwell Time – Technical Validation – Week over Week – By Customer – Data as of April 1, 2026

Active TFC Communities – SA – Data as of April 1, 2026

Active TFC Communities – CSM – Data as of April 1, 2026

SA Activities – SA Only – Data as of April 1, 2026*

📈 COMN Summary

All COMN Opportunities (117)

🚀 Recently Launched — Utility (15)

🔍 Update Hygiene vs 2026 Goal (95%)

AWSentral Next Step Updated ≤7d

MPE Updated ≤30d

⚠️ MPE Not On Track (2)

📋 MPE Stale 30+ Days (52)