Sensio Technologies Inc SNIOF

Sensio post a PROFIT for the quarter

[hedge8]

Need to read the details. But this will make future quarters very interesting as LG revenues kick in.

[massimiliano]

yes i  have same feeling :)

[3D_Guy]

The million dollar question is: Is this licensing revenue: a) a bump due to a one-time settlement payment  b) a lump sum payment by Wi-Lan covering a long period c) the first of recurring royalty payments Neither the SEDAR filings nor the PR provide any clarification.  Anyone knows?

[Polebrook]

Hedge, given that 3DGo is playing an ever increasing role in the company's future, the fact that 3DGo revenues fell 25% from the August 31st 2014 quarter is a concern. Characterizing an active user as someone who downloads the app and then streams on movie in a 12 month period as 'active' is misleading IMHO. What if they have promo discount codes for the service to onboard users

[hedge8]

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'

[Polebrook]

Hedge, on Page 6 of the Management Discussion and Analysis they state "An active user is defined as a consumer registered to 3DGO and that rented at least one movie over a twelve months period". So signing up and renting at least one movie in a 12 month period is considered 'active'. If you have one drink a year, does that make you a frequent drinker? I stand by what I said. If a