RE:Another
Has Sensio released any quantitative targets regarding 3DGO sign-ups and rentals? I'd really like to see them put up a best->worst target guidance for the next 2 quarters. What are expectations for sign-ups come September? It would be really great to see that number at least double from the last figure (was it 25,000?).
Also if 3D consumers are seeing an average of 8 3D products a year, how many of those realistically will be at home vs. at the cinema?
Conservatively, 50,000 sign-ups renting 3 movies a year will only net us maybe around 1.2 million in revenue (when you factor in the liklihood of promotions). If Sensio really wants to be the netflix of 3D (as Bruce loves repeatimg), that number is going to have to be a LOT higher. I would really like to see sension doing that in sales every quarter.
Let's really hope the international push is rolled out effectively, I really see that expansion combined with the Samsung deal as the largest catalysts moving forward. We need to break into those markets where 3D is more popular. I agree in a CEO switch as being likely a great option. We need execution over Routhier's "3D Enthusiasm".
Still waiting and holding....
Brendo