Comment by
Polebrook on Oct 05, 2015 12:45pm
"We already know around 20% of new 3DTV owners are downloading the app." Hedge, where did they announce this? If they only have around 40K registered users as at May 31st this year, that would imply approximately 200,000 3D TVs were sold in the US between Vizio, Panasonic and LG since they launched 3dGo on Vizio a couple of years ago wouldn't it?
Comment by
Polebrook on Oct 05, 2015 3:52pm
I couldn't find anything about 20% of users downloading the app in the recent cc. Check for yourself as the transcript is available online: http: // finance.yahoo.com/news/edited-transcript-sio-v-earnings-170236950.html And if the Toronto media event was held before May this year, then that would add even less credibility to the statement bearing in mind the May 31st user data for 3DGo.
Comment by
hedge8 on Oct 05, 2015 4:06pm
Fair enough. I do a lot of DD and have spoken with a lot of people at the company and am confident that 20% seems to be the number that everyone at Sensio uses so I assume its based on actual patterns they are seeing and I am confident using the number in my analysis.