Today CCI was doing something else so I stand to be corrected.
A mixed up CC,we knew most of it, some updates that could take place in months or quarters.
RG placed good questions (at the bottom) and it tell us he is somehow content with the progress but as I have said there`s an awful lots of work ahead, and things that still being promised require good tactical work.
I imagine money could be a problem and by the time frame of the warrants to be exercised, unles the Caisse and others feels sorry for us we may lose a nice chunk of cash that was supposed to come our way.
Read on ,make your own scenario.
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Again almost 16 minutes late, not professional , they could have recorded this before.
It took three years to reposition and 3DGo is well positioned for next fiscal year 2016.
Revenues for 2015 got big help from the WiLan deal and renegotiating with Studios.
3DGo will be the main driver .
2014 3DTVs North America 6.4%, Europe 34.5% and China alone 13.7%.
By the way I hear no talk about China anywhere.
They figure 100.000.000 3DTvs will be sold in 2015, and a small decrease afterwards.
Most of the S2D switch deals settled are from North America with Wilan hard at work but hard to predict as to when, optimistic for 2016 ?.
Coming years 3DGo !! will be the source of most revenues.
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Here`s something that I think applies and does not apply and where strategic planning could offset the end result and maybe it is why many have gone the subscription model, I don`t say it could be done or tried with SIO but some other approach even integrating some of that could be used, we can`t go with six good months forever if that`s what they are doing.
June,July and August……..LOW.
Sept, Oct and November…MEDIUM.
Dec,January and Februry…HIGH.
March,April and May ………MEDIUM.
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All year we grew by 9.700 users and in Q4 by 4.800 all LG.
They blamed Vizio for many downturns.
Something about changing or altering the business model by adjusting prices and targeting new more profitable users instead of quantity ones with little rental use.
He talks of creating loyalty by emailing, added value, better positioning.
We had a new blitz from June to August 2015.
He plans on reaching the 50.000 in the coming quarter-quarters.
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The revenue of $90.000 was in my view horrible but he blamed Vizio and thought it was ok.
After all there are still 20.000 plus Vizio 3DTVs out there.
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Expect a better Q1 compared to other years ??.
New release will drive traffic.
2016 year of record new release.
We have the bandwidth advantage with 2 Mbps at peak hour.
We`ll have access to 80% of N.A traffic.
Happy with Samsung so far, great contributor to 3DGo.
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Streaming devices in the coming quarters, new platforms to interface use of all devices.
Theatres already advertising with Inside Out and Kung Fu panda with a new section this Fall.
New streaming devices discussion already with new manufacturers.
Delaying International Launch,needs more support but great progress and confident that shortly we`ll have something ??.
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ON THE QUESTIONS:
Mark Jouberville from CIBC asked about number of Samsung units in Europe and what we`ll need to gave a flawless interaction.
Routhier answered that we want a winning recipe to make sure we address all challenges ,language,regulations, we have to plan very careful but so far happy with the progress and hopefully shortly we`ll hear something.
First we have to recruit new users, keep them, make sure they rent more movies.
Our product has reached a level of maturity to go abroad ?.
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Our friend RG from Cantor Fitz.
Asked do the Studio deals cover Europe?.
Routhier answered, we have no provisions for Europe or LatinAmerica but having discussions already and we think we have made progress already.
RG congratulated them on the cost cutting and asked what kind of expenses level.
Routhier abswered, development costs for platforms, make sure there`s no buffering issues, it will require some investment.
The application developed Interaction not run from the USA, will have an slight increase in costs.
RG mentioned maybe cash flow positive in the next few quarters?
Routhier put the brakes and said hopefully ,but we are working hard in increasing users and usage and he mentioned that they are happy with Q1 for what they are seeing and Q2 and Q3 looking very good because of the season coming and the full addition of L:G-Samsung, makes him confident on the coming quarters.
RG said, good thing you have all the ducks lined up this time.
Routhier smiled.
RG asked about maybe 20 new release for 2016?.
Routhier answered they are still missing 2 Studios but his aim is 2 new release a month and that 2016 will be a vry good year for release.
RG asked, for the streaming devices, what has to be done, how much work now that you are down to 2 Mbps.
Routhier said about somehow challenging but we need a private architecture and an investment needs to have a good return.
It`s different with streaming devices because they are not all connected to 3DTvs.
We are marketing and communicating and trying to find the right approach.
Again what I got out and IMHO and stand to be corrected.
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