One thought I did have is that as iPhone 14 is US only if in any way US sales of Zoleo slow on iPhone expectations at the casual user end of their market they will direct more of their stock and sales focus to Europe and other countries where beams revenue share is much greater.
given ability to produce enough to meet demand has been a key issue due to components and production constraints in a wired way if iPhone 14 successfully erodes ‘some’ of the target mti arket even say 20% off 50,000 devices that’s another 10,000 within whatever producton constraints they have which will be targeted to countries much more profitable for us.
wpild be ironic after all the concern of the net result for beam itself ,rather than Zoleo JV and roadpost, was we became much more profitable much more quickly
BCC Price at posting:
25.0¢ Sentiment: Buy Disclosure: Held
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