well it’s the primary risk here, I don’t believe they have all announced cell to satellite without the need to upgrade your phone?
Apple for example only offer on latest model which does give a 2-4 year upgrade tail. But the question will be tested would you buy a Zoleo for existing model rather than just upgrade (at the point features are the same).
Unless a Telstra / starling deal means no need to upgrade any phone and they all just work on starlink.
I have been wracking my brains to work out what point of difference Zoleo enterprise has from just friends group find my iPhone once they are connected. It seems all it does is show where people are. Of course if they can get ahead of the curve with decent customer base now maybe sticky
hopefully an epic result this qtr from certus sales. Interesting seperate announcement. If I was going to be critical and look at the numbers I wonder how much of the announcement is already in the last qtr revenue spike, might well be the majority.
continue to watch with interest and hopefully a very positive qtrly. Cheers
BCC Price at posting:
16.5¢ Sentiment: Hold Disclosure: Not Held
