Market wants to see the $$ numbers I think. Will want to see that in addition to growing revenue, that costs have remained contained (I believe they have been).
It may make a run as the quarterly approaches or if they make a suprise paid user announcment before then. The only number I think worthy of announcing pre quarterly would be if 1mil paid users has been hit.
I don't think that is likely but who knows?!
The have said that ARPU will stabilise going forward. That suggests to me that UOL numbers are slowing up and further numbers will need to start coming from new partnerships.
The good thing though is that those user numbers when they come through will be at higher ARPU.
Market wants to see the $$ numbers I think. Will want to see...
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