Flexiroam Inflight WiFi Released, page-17

You are right about cannibalisation to some extent. It depends on how they count everything but the end result of this is likely to be: some families who are already on flexiroam change from having 4 paying accounts to one paying account and new users sensing the value proposition (which will hopefully outweigh the former). For the former customers - depending on if you count the latter as 4 or 1 paying/active user then you could actually get some degree of active user cannibalisation which will not translate to a significant revenue cannibalisation (as the 1 user will be higher ARPU)...not sure if you get what I’m saying I am not articulating it well.

I didn’t personally see a big spike in downloads on App Annie- the changes I saw were more or less keeping with the general high degree of variance you see with small datasets. But I guess we will see. Google trends shows a clear and consistent update since FlexiroamX introduction in keeping with managements user number growth, so I think this is probably the most reliable gauge of long term growth. There certainly isn’t an obvious spike- rather a consistent up trending of interest. Nevertheless, at some point you assume network effects will kick in, so things may kick off.

Re: the app reviews- I am talking qualitative. The reviews get refreshed at app updates making like for like comps hard. The aggregate 3.2 is actually mostly 5s (people who have it working and love it) and 1s for people who had trouble with the chip essentially. It is not that it is a so-so proposition- if it works it is great.