Agree potential is amazingly large
My focus is on the practical unfolding of these platform partners, for example:
1) Go Daddy are absolutely massive and have been on boarded for quite some - but they don't seem to be delivering a lot of new users at this point - so is that partnership tapped out? or does something need to happen to fire it up again?
2) UOL and Mat Bao delivered massive numbers in a few short weeks - how long can they continue to deliver big surges in new numbers before they level off?
3) How exactly do these partners sell DSE? is it via a special offer? is it opt-in or opt-out? what advice are SME's being given to get back up by their accountants etc?
4) What is the churn rate from here?
5) How quickly can other platforms from the 384 in the funnel be on-boarded?
6) What happens when DSE announce they are profitable? does that help on board more partners? does it affect the SP? do more funds start buying? does that trigger acquisition interest?
Lots to contemplate
Ann: Commentary on June quarter, page-48
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