Ann: Trading Halt, page-691

Zman

I'm not sure you have that right.

ARPU is total revenue/total users

You've done $22.5m/$8200 spend to get 2744 users

They have 6800 paid users, so its $22.5m/6800 = $3308 ARPU (for the Q)
= $13,232 ARPU p.a ona run rate basis (assuming $22.5m was collected each Q)


6800 x 13,232 = $89.9m p.a run rate

Some could be cash from Tipsly I guess (*cough) or FCC sponsoring the next child?


The most expensive deal on the website is about $5000 for platinum inc (upfront fee) but the ARPU does not include upfront payments which makes it even worse, or better.

Some monies would be from "sponsorship" or what i like to call "book proppers"
Then some are on a $12k package, yet it's not advertised anywhere I can see?

So who really knows what is going on, personally I think the books are being cooked that hot they should sell bits off at the local drive thru with sauce and a nice cold drink.

People will tell you some SB's have taken multiple packages yadda yadda, don't be fooled, the cash receipts and ARPU has to keep increasing exponentially to keep the gravy train its engine and steam.

$89m run rate
at $8200 APRU on 6800 (their figures) = $55m p.a
So there must be $34m in sponsorship and advertising money coming in on prop (sorry did I say prop I mean on top)

I think the deferred revenue has something to do with... leave it in liabilities column then put it into revenue once we cash it out with share issuance, but hey what would I know.