Just had a response from Zoran the CFO:
My question:
The jumps seem to be arriving in very rounded numbers - 200,000 added in July - suggesting some kind of bulk deal with the channel partner - can you elaborate on the deal? is the partner buying first and on-selling later for example? is the partner actually charging customers or giving it away as a trial?
His answer:
We tend to round the numbers for ease of reference which is why your are seeing that. In addition the partner is selling the service and the customers are being charged for the service. There is no pre-purchase involved. Please refer to our prior announcements for more details.
Ann: Commentary on June quarter, page-34
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