I got the whole 61 minutes or so... here are my notes...
Syntonic notes 10 Aug 2016
• Ben Rotholtz - comes from games Bejewelled & Plants vs Zombies
• Cancel CR - for 3 million reasons? - sold out deals - pipeline deals - as a result, in a great cash position - had inquiries from US funds all on hold
• 4C - not able to give out cash flow figures – ASX rules
• Revenue projections – HY & FY Results coming
• Tata 50% - negotiated higher agreement - for us it's almost all margin - launching white labelled freeway app on Tata
• Downloads - Google play store does not include white labelled apps (Tata freeway) - Indonesia coming soon
•
Pokemon Go - 10000 users in US get 1GB to 15 Aug on AT&T - almost sold out - extending offer expiry date in US – will be offering Pokemon Go in Malaysia & Indonesia – stay tuned
• When are Syntonic apps coming to Australia - changes in mobile space - video content becoming king - no timeline for Aus but will be coming soon
• Bugs - Freeway - will fix as they come up
• No changes to any apps required to be added to freeway
• Addressable audience - smart phone that can download the app on the telco network - not an app download
• Malaysia & Indonesia next 3 months
• Philippines next
• Office in Aus – Perth Office interim
• Announcements - coming soon
• Which Telecom signed in Malaysia - 5 – by rank
1 DiGi
2 Maxis
3 Celcom
4 U Mobile
1 Tune Talk (MVNO)
http://hotcopper.com.au/threads/ann...828010/page-227?post_id=18484192#.V6qZrzVkERk
• Could a Telco write a competing product - freeway has been tested on AT&T & Tata – security issue with IOS - got a license from Apple with AT&T’s help - not easy for a telco to write a one off app for this purpose - easier to get Syntonic involved
• White labelling gives Tata ability to run own freeway version - harder to determine user count
• Freeway IOS 2.0 going live - next few months
All my opinion and apologies in advance for any errors (you know how hearing goes and then translate into words!!)
Chad (my wife's notes to come shortly)
