RE:RE:RE:RE:Q2 2020 Better than expected
Fair point on Bonuses being front loaded costs. Hopefully the clients come back when sports resume.
As for the odds provided by a third party. I did hear Mr. Levy reference 'models' on the call. I hope that was in reference to betting models and The Score plans to compile their own odds in the future. Long term reliance on a third parties odds will give this company no product diferentiation or competitive advantage.
As for the costs, this is the number one concern. Espeically because the advertising revenue is likely to vanish during this period (no fault of the company or management).