It's significant because we're no longer needing to raise additional funds to build out the headend before we get contracts as others have alluded to. Even if it was built it out, I wonder what the ongoing costs would've been and if they could've matched AWS' affordable pricing.
To me, this news is a huge tick as it means we are fully ready to launch globally using an affordable opex model. I'm sure our clients are also familiar of the reliability that comes with the AWS platform, so it's probably a tick for them too.
TV2 Price at posting:
1.9¢ Sentiment: Buy Disclosure: Held