My favourite takeaway was that the next A.I. product will be the Tour Guide App.
We got to interact with Laia as a Barcelona Tour Guide pre-launch apparently, as]nd he said was met with a warm reception at one of the global conferences.
If you look at the slide presented, you'll see the existing 3 in the background...
Astro VIP, Bedtime Stories & AI History with the Tour Guide App at the front.
To go 3 for 3 in my predictions, I will say in 2024 this will be our biggest selling app globally and the one that takes us well past 1m users as we roll it out into different countries outside of Barcelona.
Probably Amsterdam/Netherlands next
From my learnings over the years, I can share for new shareholders with Direct Carrier Billing, what Idan is saying with regards to subscriptions revenues and different Telco deals. Is that revenue is delayed and also they recover costs upfront.
(e.g.)
Kenyan Telco
Month 1 90% Telco - 10% Unith
Month 2 70% Telco - 30% Unith
Month 3 50% Telco - 50% Unith
Month 4 30% Telco - 70% Unith
Month 5 10% Telco - 90% Unith
This will differ for each Telco and each country but similar model which makes it difficult to explain.
Understand disappointment in SP, but very excited to pick up some more shares today at these levels before revenues become more obvious next quarter.
More upbeat that they will launch the Tour Guide App next, I think this will accelerate growth again.
Happy to wait for the big money with the self service platform launch in 2024.
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