NUMBERS, NUMBERS NUMBERS… (USER METRICS AND DATA COLLECTION SERVICES)
iSign's showcase contract with Mac's / Couche Tard got off to an impressive start. On Thursday, January 19th, the network identified 297,544 mobile devices from the units currently activated, with more than 75,000 being unique. Alex Romanov, CEO of iSIGN, expects to be able to send out messages to over 750,000 phones on a daily basis, eventually peaking between 1,500,000 and 2,000,000 devices daily. Based primarily on the numbers included in the January 20th press release, I anticipate iSign to be able to have over 4,000,000 unique, registered users from this contract within 12 months. As well as the ability to detect 1.5 million phones daily across the Mac's / Couche Tard network very soon.
And this is just one retailer. Now consider the possibilities across other major retailers. LOTS of recurring revenue from the monthly fees associated with this technology. By the end of February, when the Mac's contract will be all rolled out, shareholders will definitively be able to gauge the success of the program not only by the contract's quantitative numbers, but also by the announcement(s) of additional contracts.
Consider these industry metrics:
- Presently 5.1 billion cell phones around the world
- Presently 8.2 billion digital signs worldwide
- Proximity messaging via Bluetooth and Wi-Fi is free to recipients
- Lots of opportunity - Kiosks, digital signage, stand alone
- $2 dollars spent in North American retail
- $1 trillion spend on all advertising
- Practically everyone is with or within reach of a mobile phone 24 hours a day
- 4 hours per day spent by the average user on their mobile device
- 50% of all mobile devices will be smartphones by the end of 2012
Once the installation of iSign's new antennas is completed, the company will have the world's largest fully interactive digital signage network. Needless to say that iSign has gotten into a niche market where it's very well positioned to make a large impact and take a significant market share.
Furthermore, Mac's would like to have everything go well with iSIGN. As per the 5-year contract term, Mac's received 3 million warrants at
.50, exercisable for five years. It's reassuring to know that the company's largest client is invested and wants this relationship to be harmonious and beneficial.
Aside from retail and advertising revenue, data mining will be a key segment of iSign's future earnings. The purpose of data collection is so that it can be analyzed and/or coupled with user account information to create ongoing uncompromised, targeted ad campaigns. Some information that the software collects is as follows:
- The mobile phone's MAC address
- Type of handset
- If it's a recipient
- The transfer history of ads to the specified phone
- The responses and when they were found
- Location of the IMS that found it
This software gives the retailer complete back-end analytical control, and allows them to directly target the consumer in the most efficient and effective way. iSign's technology bridges the disconnect between retailer and consumer over easy, instant access to consumer solicited information whereby the retailer can target the consumer into redemption, as well as bolstering the company's loyalty program and brand image using the retailer's existing infrastructure.
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Source: https://seekingalpha.com/instablog/1062479-techmba/256423-a-call-to-action-why-isd-is-an-ideal-takeover-target