A little while back I emailed Gary asking a few shareholder questions, this could answer what your asking here.
For privacy reasons here is a little part of it:
"Our target market for Sponsored Data is NOT the U.S., Western Europe, and Australia where data is relatively inexpensive. Instead, the target market for sponsored data is LATAM and APAC, catering to the 70% prepay consumers who ration their data and home to the 4.2B population that can't afford data plans. What the AT&T deployment buys Syntonic is WW carrier awareness and product credibility, i.e. our platform solution is carrier-grade (high availability, reliability, and scalable). AT&T has been our ticket for WW opportunities."
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