Ann: Investor Presentation - June 2017, page-5

Pres had a note of April against X Lite. Maybe you're right.

Interesting market response - down 16% to record lows but only $5k volume.

Also of note is that 15-Jun is the day the EU roam like home regulations kick in which basically means a single SIM will work for all of Europe (ex Switzerland).
Depending on the country US$20-25 will likely get you 10+GB and a bunch of calls.

So at least over half FRXs users are in SEAsia where this sort of arrangement is a long way off - and travel distances are still short