Pods I couldn't give a toss which app they are getting another 33% of growth from. You can assume it will be highly profitable and in the best interest of the company.
I agree there have been products like Perform, Health Club and the book subscriptions which haven't raised a mention but perhaps there are in the revenue mix at different levels.
Right now I'm just relieved the overall revenues and profit particularly from OS are absolutely pumping with the SP final reflecting this reality. They just need to keep smashing the targets for the big funds to start buying large parcels to tighten up the stock again.
The next FY16 will be a company maker IMO and place MBE into a whole new category and MC.
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