GREY:SNIOF - Post by User
Comment by
hedge8on Jan 23, 2015 1:29pm
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Post# 23356688
RE:RE:Sensio post a PROFIT for the quarter
RE:RE:Sensio post a PROFIT for the quarter
Polebrook - I was very happy to hear specific dates and rationales for the marketing role on the CC.
As for active users, I thought from previous calls that an active user was someone who downloaded 10 movies a year (or something like that).
In any event, looking at 3DGO revenues from Vizio and Panasonic to date will clearly paint a bleak picture. But (BUT!) if you believe Routhier on today's call, and the fact he had many more specific details to share makes me believe him, 3DGO revenues have the potential to explode in the coming 2 quarters.
LG's on 3D app already had a lot of subscribers. Routhier confirmed today that they have discontinued providing theatrical releases on their own app and will now direct ALL of those captive users to 3DGO. This, in addition to the direct marketing by LG, google targeting marketing and in store retail demonstrations, that are all set to go as soon as LG gives the ok for 3DGO on the remaining LG 3DTVs operating on the netcast platform (this month), should see a significant increase in revenues.