Key customers/partners

Looking through the publications released by MP1, there are a few things that I found interesting and hopefully we will get updates from MP1 on at the relevant times.

1. Zoom as a key customer

In the global update provides in October, the section that holds comments from Digital Realty’s CFO mentions a global voice solutions and service provider who through using MP1 and Digital Realty’s service exchange now has 10x bandwidth on demand and lowering costs by as much as 80%. Zoom is an incredible product and becoming more relevant. The likes of Uber use Zoom for all of their internal videoconferencing around the world. Verizon is a shareholder in Zoom.

another example provided on this page is for an AI company’s use case. 

VOIP and AI customers are key to MP1’s service $/port growth.

2. Partnership with OneAsia - One Asia has locations in Beijing, Shanghai and Nantong in addition to Kowloon and Singapore. Is this MP1’s gateway to China? Only announced in December so likely will only start to bear fruit in Q3 and Q4. 

3. The Goldman Sachs analyst note from October has MP1 raising $50m of capital in 2020. Will the pull this forward to 2019 to accelerate growth - is this why they are highlighting the growth in the NA market? 

4. Enterprise customer trends towards hybrid multi cloud architectures is a beautiful thing for MP1.

5. While revenue growth is great to see....I’m also interested to see just how strong the operating leverage that Goldman Sachs outlines might be a strength of the company actually is. How profitable can MP1 be.

6. Goldman Sachs note reads like they are ascribing a high chance of a takeover occurring over the coming years. 

7. Where customers are global like Zoom and Activ financial are global....how is the revenue apportioned. The more global customers operations are, the more they can help all three regions grow.