I agree that in the long run this has the potential to be the next big thing. But we do have to keep our eyes closer. If we have deals with partners that have existing subscriber bases then we'll be in the money immediately. On the other hand if the partner is developing markets it will take a little bit of time to get it off the ground - the good thing is we don't have to cover the expenses to do that.
Which is why to me having actual revenue numbers from Divan launch is so important. It can give us a very good indicator on short term financial situation (basically will divan revenue cover cash burn enough for more deals to come online). Also, it gives the market a good understanding backed by revenue numbers on what we are capable off.
Interesting couple of months coming up.
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