just a slight word of caution regarding expecting to much growth from this last quarter. They flagged on the last earnings call that this quarter is traditionally a huge one for download growth.
I will be interested in
1 Tile tracker sales. Interestingly the tile app had a large lift in China, according to Data ai, the week of Xmas.
2 growth plans. They mentioned the aim of revenue of $1 billion as a long term target. I can't see this happening by subs and tile sales only. What are the other avenues planned. Adverts? Insurance? something from left field?
3 Will they mention Ai? They have a huge amount of data available, but still seem scared to mention using the data.
Really interesting stage of the company development. They seem to have access to some really talented people with history of working with successful companies.
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