Not expecting another huge increase in paid users as i think we had some super strong growth of the back of UOL which should taper off before the new partners kick in on the sales front (post Sep Qtr). But should be a stronger quarter of cash receipts and will be interested to see how the cost side tracks given recent commentary. Could be close to CF neutral/positive this quarter.
Even with the lower ARPU figures should be a beat of broker forecasts.
Next quarter will be a standout on the figures i think with ALSO, Pax8 etc. kicking in. These recent partners are more aggressive and have the ability to reach their network alot quicker. Just hope we aren't cutting them in on too sweet a deal.
Key things to watch for : stabilisation of the ARPU and churn rates.
