The new mathSo far, 3dgo subscriber revenue = $1/quarter per subscriber for 3 of the 4 quarters (ie 20K subscribers = $20K revenue per quarter) when people 'don't rent movies' Say it's triple in the winter quarter, then revenue = $6/year per subscriber. So even if they get 15x the current number of subscribers of 20K, say 300K subscribers, revenue would only be $1.8M per year. Add on perhaps $1.5M per year eventually for patent licencing?
I think the subscriber numbers will eventually come, but they'll have to get the revenue/subscriber way up to see any significant revenues. Is it really seasonal, or is that people come, try it out and don't continue much after that....too early to say? It is imperative that they revenue per subscriber up to $20-$30 per year, then the revenues become significant. I haven't listened to the CC but I hope this is their focus.