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Thanky

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27/09/18

11:42

Post #: 35877482
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Originally posted by jlo2012 ↑

Absolutely. Yep, I'm just starting to get my head around it.

Quick integration to their customers was something that already attracted me to DSE but this single integration to the ALSO Marketplace has automatically integrated DSE with all of their resellers. Announcement doesn't indicate how many resellers they have but ALSO's revenue last year was $9 billion.

Another tid bit:

Through the partnership with ALSO, DSE have access to and are in talks with other cloud marketplaces around the globe that ALSO have a relationship with:

From the announcement:

ALSO has strategic Cloud Platform Partnerships with:

• Intcomex: 50,000 resellers and channel partners in South America and the Caribbean;

• Innovix: 5,500 resellers and channel partners in Singapore, Malaysia, Hong Kong and across South East Asia;
• Logicom: over 10,000 resellers and channel partners in 13 countries in Southern Europe and the Middle East);
• Westcoast: the largest Microsoft distributor-reseller in the UK

So I think it is fair to say that we should expect agreements with some/all of these platforms soon too. Again DSE just need to plug into each platform and the tens of thousands of resellers attached to each platform do the work.

These agreements if they are successful will also derisk through diversification as one area of concern at the moment is DSE have a significant amount of customers tied to one provided UOL.

I also need to try not and get ahead of myself but the above relationships if they pan out will have us talking in the millions of Paid Users soon.

Does anyone know how the Office 365/emails are being caputured under the Paid User stats? Say one business signs up for 10 email accounts, do all ten email accounts get recorded as a seperate paid user or are they all bundled together as one paid user but with a high ARPU of say $10?

If all email accounts for one business are recorded as one paid user, then that may be why ARPU is expected to increase through Office 365/email business paid users?

Expand

On ALSO:

Looks like they have:

500 providers - https://www.also.com/ec/cms5/en_6000/6000/customers/providers/ ,and

100,000 Corporate resellers, SMB resellers etc - https://www.also.com/ec/cms5/en_6000/6000/customers/buyers/

Then what sort of multiple to add for each reseller having how many of their own customers (businesses) then how many employees at each of those businesses (for backing up etc).

Suffice to say it's likely a lot!

Separately on your ARPU point, my thinking is each user is one email address being backed up or one Office 365 user, SharePoint user, OneDrive user etc. But it will be blended with websites they've backed up so it's opaque but I understand they don't want to segment them and provide pricing to competitors.

Last edited by Thanky: 27/09/18

DSE Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
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