If this chart stays steady, subscriptions increase (assuming the same activation rate). This is what matters. Margin is minimal on the actual sale, we care about cumulative subscriptions.
So no, we don't need ever increasing Zoleo sales to distributors/retailers, we need increasing subscriptions (which are coming through, but slower than I'd like)
At this point, I'd prefer the # of Zoleo devices shipped not to increase to ensure WC doesn't increase much further and subs can catch up. On other products (where margin is larger), I don't mind it so much.
BCC Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
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