RE:RE:RE:RE:RE:Excellent news and substantiation for SIOGood point there Hedge, my bad.
Then again, IIRC the same thing pretty much happened with Vizio. Not sure it had been discussed in CCs back then (hopefully it has), but the PR announcing the Vizio launch came out in April '13, Q4 '13 financials say the launch was in June, and there are some Facebook posts from SIO and disgruntled customers that seem to indicate deployment wasn't complete until late August. So that gives Vizio 3 full months against 2 for LG, with 8k users for Vizio VS 6,5k users for a mix of 3 deployed brands. Also, that means LG came online during slower Spring months, while the Vizio stats do cover the Thanksgiving/Black Friday weekend. IMO LG should still be performing a little better considering their importance as a 3D TV manufacturer, but I'm willing to admit this one is too close to call so I'll retract my previous analysis.
Basically, the upcoming October financials will give us a good clue of how LG is taking off, but season-wise one might still argue that it's like comparing apples to oranges. February financials will be the real test here: the number of users or rentals over Q2 '15 with LG and Samsung on board needs to be DRASTICALLY higher than it was over Q2 '13 with Vizio. 200,000 sounds like wishful thinking... 100,000 would be very hard to attain but might still be within grasp. Personally, I'd set my most optimistic expectations at around 70k-80k. That means getting 40 to 50k more users over 2 quarters, one of which is right in the middle of Summer, nearly doubling the current yield they've accumulated over 2 full years. The 100k mark would then probably be reached over Q3, which includes the Holiday season and most of Winter. IMO 60-65k at the end of Q2 sounds a bit more realistic, though. And if they can't get past the 50k mark or barely reach it, then that might indicate they're up a certain creek without a paddle...