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Atlas plans to transition to a power-as-a-service model, targeting over 500 megawatts in deployments by 2027. The company reported $36.7 million in adjusted EBITDA on $249 million of revenue for Q4, achieving a 15% adjusted EBITDA margin.

The shift includes expansion into microgrid and hybrid battery markets, supported by substantial equipment orders. Risks include low logistics pricing, weather disruptions, and operational challenges. Cost-saving initiatives are expected to enhance cash flow growth despite current pressures on sand pricing.