Ann: Syntonic Installed Base Growth Surges Beyond 25M Smartphones, page-17

First 17 Last

TheGoldenRocket

3,924 Posts.

274

11/01/18

11:55

Post #: 30222440

Originally posted by Last of the Mohicans ↑

Personally I don't buy into this "ambitious objective" crap.

To double the installed base over 12 months would take us to just under 51 Million installs, which is way short of the 25% Q on Q growth rate they stated recently and would give us just under 62 Million installs.

11 Million installs is quite a difference in anyone's book.

Given the country's we're meant to be expanding into in 2018, 62 Million total installs ( or just under 37 Million new installs) doesn't seem a very ambitious target at all.

Here's a table I did a while ago ...................................... (with column 6 updated)

countries being targeted

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6

1 Country Market
Size
Partner
Audience
Telco's
Involved
Poss SYT
Audience
Current SYT
Installs -Est

2 USA ~300M ~200M 2 ~140M ~24.2M

3 South America ~ ~ ~ ~ ~

4 Mexico ~90.0M ~64.6M 2+ n/a ~0.2M

5 Brazil ~ ~ ~ ~ ~

6 Argentina ~ ~ ~ ~ ~

7 Columbia ~ ~ ~ ~ ~

8 Peru ~ ~ ~ ~ ~

9 South East Asia ~ ~ ~ ~ ~

10 China ~1000M ~625M 3 n/a n/a

11 India ~300M n/a n/a n/a ~0.4M

12 Indonesia ~100M n/a n/a n/a ~0.4M

13 Vietnam ~60.0M ~48.8M 3 n/a n/a

14 Philippines ~ ~ ~ ~ ~

15 Thailand ~ ~ ~ ~ ~

16 Malaysia ~20.0M n/a n/a n/a ~0.1M

17 Eastern Europe ~ ~ ~ ~ ~

18 Turkey ~38.0M ~28.5M 2 ~20.8M n/a

19 Ukraine ~ ~ ~ ~ ~

20 Poland ~ ~ ~ ~ ~

21 Romania ~ ~ ~ ~ ~

22 Sub-Sahara ~90.0M ~71.2M n/a n/a n/a

23 South Africa ~ ~ ~ ~ ~

24 Kenya ~ ~ ~ ~ ~

25 Nigeria ~ ~ ~ ~ ~

26 Ghana ~ ~ ~ ~ ~

27 Totals ~2Billion ~1Billion 12+ n/a ~25.37M

The possible SYT Audience column, is those who really fall within the current target demographics (ie 16 - 34 year-olds).

It needs a lot more work for sure but it should give anyone looking at Syntonic an idea of what's trying to be achieved currently regarding Freeway OverPass and the new Traveler product.

LOTM

Expand

I think a reasonable target is 10% of overall audience which is 100 Million. 62 Million is what i estimated by end of next year anyway.

I think at the end of the day, if they have that many carriers coming on board globally, i think a fair target would be to obtain at least 20% of global audience making it approximately 200 Million phones.

First things first, i want to see the deployments and data flex signups before anything. at least with dataflex, there is guarunteed revenues.

SYT Price at posting: 1.8¢ Sentiment: Buy Disclosure: Held

Upvote

0 Great analysis

Top Stories

HotCopper Highlights: Your most watched stocks for Week 46, 2024

ASX Market Open: Trump-led market run falters in new week | November 18, 2024

3DA

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

First 17 Last

Add SYT (ASX) to my watchlist

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6
1	Country	Market Size	Partner Audience	Telco's Involved	Poss SYT Audience	Current SYT Installs -Est
2	USA	~300M	~200M	2	~140M	~24.2M
3	South America	~	~	~	~	~
4	Mexico	~90.0M	~64.6M	2+	n/a	~0.2M
5	Brazil	~	~	~	~	~
6	Argentina	~	~	~	~	~
7	Columbia	~	~	~	~	~
8	Peru	~	~	~	~	~
9	South East Asia	~	~	~	~	~
10	China	~1000M	~625M	3	n/a	n/a
11	India	~300M	n/a	n/a	n/a	~0.4M
12	Indonesia	~100M	n/a	n/a	n/a	~0.4M
13	Vietnam	~60.0M	~48.8M	3	n/a	n/a
14	Philippines	~	~	~	~	~
15	Thailand	~	~	~	~	~
16	Malaysia	~20.0M	n/a	n/a	n/a	~0.1M
17	Eastern Europe	~	~	~	~	~
18	Turkey	~38.0M	~28.5M	2	~20.8M	n/a
19	Ukraine	~	~	~	~	~
20	Poland	~	~	~	~	~
21	Romania	~	~	~	~	~
22	Sub-Sahara	~90.0M	~71.2M	n/a	n/a	n/a
23	South Africa	~	~	~	~	~
24	Kenya	~	~	~	~	~
25	Nigeria	~	~	~	~	~
26	Ghana	~	~	~	~	~
27	Totals	~2Billion	~1Billion	12+	n/a	~25.37M

Ann: Syntonic Installed Base Growth Surges Beyond 25M Smartphones, page-17

Top Stories

HotCopper Highlights: Your most watched stocks for Week 46, 2024

ASX Market Open: Trump-led market run falters in new week | November 18, 2024

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Featured News