still trying to get up to speed on SKF. Couple of questions if you don't mind me asking
1) where does the revenue mainly come from? is it the sale of wifi services, or the delivery of the analytics?
2) Why is the revenue sticky? is there a minimum term contract?
3) Someone mentioned that SKF are hoping to direct market from this data they collect. Is that happening now, and if so, in what format; email blasts, mobile ad blasts or both? And what revenue are they making from that?
4) This latest deal. Do we think that about getting into a new region, or is it about getting into bed with a new partner?
Thanks very much
SKF Price at posting:
17.5¢ Sentiment: None Disclosure: Not Held