WHAT TO EXPECT FROM CHINA There's a lot of speculation that news is imminent regarding Poynt in China
I'm curious as to what everyone's looking for
Here's what I'm looking to see:
- a JV with a large media outlet (since the media and communications industry in mainland China is largely administered by various government agencies and regulators I would presume that a deal would most likely be with the PRC government, although it could also be with an indepentdantly run media outlet. The important thing is here is subscribers - how much exposure does whomever they partner with have in China?)
- preload agreements with cellular and platform manufacturers, and/or wireless carriers (these agreements are critical to growing the user base in a way which traditional marketing and advertising cannot. Think about it... when you buy a new phone or tablet, what do you immidiately do? Check it out! When an app comes preloaded there's a much better probability that the consumer becomes a loyal user. First mover advantage on all on search apps.)
- Revenue generation (here's a quote from Andrew Osis in a Cantech Letter article: "We can get better and better at generating revenue from each user, so as you go after the land grab you’re actually generating more revenue." That's the goal afterall right? Profitability? It would be absolutely huge news if Poynt could immediately start to monetize its Chinese users.)
Growth is driven by greater awareness of Poynt through marketing efforts, preloads, and the expansion of Poynt across mobile platforms, geographies, and application features. If we get some combination of news like my thoughts from above Poynt could pop very quickly! I don't expect that all in one release, and perhaps I'm being a tad optimistic, but that's what really needs to be done.
The above is just my opinion, govern yourself accordingly.
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