wish there was some commentary on why data sold for June was a...

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gizard

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09/08/23

13:38

Post #: 69246025
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Originally posted by gizard ↑

Disappointing report , especially the lack of promotion and updates on what's happening. Esimgo have signed 3 big deals in the quarter. Airalo promoting themselves. Theres deals out there with esim taking off , especially airports. But frx is silence everywhere , the only listed esim player with the worst promotion

if you take out bonuses, pay rises and new hires it was the same result as last 1/4 on a cash flow basis. Data costs and marketing were down a lot. To match the loss of revenue

wish there was some commentary on why data sold for June was a lot higher than previously, especially reseller revenue which is deferred ? Data sold way higher, but no revenue increase?

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wish there was some commentary on why data sold for June was a lot higher than previously

i emailed Marc with the above question

Data sold in the June month was up 28 % on march month ( see the graph in the 1/4ly), but up only 8 % for the 3 months in the 1/4, this matches the 9 % increase in revenue (Therefore by my maths, april and may data sales were flat ie same as march month )

reseller revenue on the graph has increased substantially in the june month over the march month

revenue received per GB was the same past 2 1/4ers

if the June month is the new norm than its happy days

hes been in Europe the last few weeks so i guess no webinar

Last edited by gizard: 09/08/23

FRX Price at posting: 2.9¢ Sentiment: Buy Disclosure: Held
4 Upvote

2 Great analysis

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