Ann: Family Zone set for acceleration in USA Education, page-6

2000 US schools is 8.8m revenue. Very achievable next year to 18 months

200k parents opting into parental controls is 16m revenue. Very achievable next 12-18 months

2% take up of Telkomsel kids is 4.2m revenue (remember Telkomsel are doing all marketing and billing) very achievable next 12-18 months

if they replace that with other telcos that’s 26m revenue just from telcos (you need to apply a % share assumption to this for the telcos to take a cut)

they need very very very small % penetration to their target markets to get to very big annual recurring revenues. And all the evidence is sign up rates are accelerating in schools, and telecoms trials have had very good response rates in smaller numbers which is exactly why Telkomsel is going to full rollout

my 12-18 months FZO targets are 20-30m Annual recurring revenue and 10-20 bags from here.