aus Hotcopper:
With 6 business days to the highly anticipated android release, it's timely to start a new thread and hopefully we can keep all things android related in the one thread (I can't recall a stock having so many different thread types)
This week is monumental for the company as we approach the android launch date (30th nov). With iOS growing exponentially where in just four months downloads have surpassed the 1 million mark and annualised run rate has surpassed 1.3million (refer Ann dated 18th nov), we are about to enter a period that could just see this rapidly growing business explode like never before. Accompanied by the free app to app release and language update which will be available on both iOS and android by nov 30, it's shaping up to be a week where demand for this stock could be bigger than what we have seen over the past few weeks.
The company has committed to providing fort nightly updates on downloads / annualised run rate once android is launched and after week one of iOS release, downloads on iOS were 25,000. After two months from launch, downloads on iOS were 400,000. From my research, android users outweigh iOS users by 4:1, however taking a conservative approach, I'm basing the following calculations on a 2:1 basis and am not take in to consideration the likelihood of explosive download/ usage over the Christmas and New Year's Eve period.
www.idc.com/prodserv/smartphone-os-market-share.jsp
Hypothetical estimates
First week of downloads on android: 50,000
Downloads Two months after launch on android: 800,000
Add the above to the recently released figure of 1 million downloads on iOS (which we know is increasing daily) and we are looking at quite possibly a download figure of 1.1-1.3 million downloads across both platforms in Curren state after week one of android release which I feel is extremely conservative. Why? considering free app to app and language update is also on its way, it's highly likely to aggressively drive higher download rates. Couple that with a big play marketing campaign (which I believe will be driven by a high profile individual) around android launch date and we could seriously be looking at 1.5-1.7 million downloads across both platforms within week 1-2 of December Which would seriously stamp our position in the voip market.
Annualised run rate could reach 2 million before Christmas which imo would be outstanding. As per nov 18 Ann, nor had already achieved 1.3mil Annualised run rate. 2 mil by xmas is achievable imo.
The possibilities here are one for the imagination, we have a world class product that utilises the shared economy, provides excellent stability for its customers and is lead by a fantastic management team that have been transparent with its shareholders. The raising was required and leads me to believe that the launch on android is going to be something big...
If an SMS and video chat feature is inserted in to world phone then we could be possibly on the verge of being the go to app and surpassing current day competitors.
As per the following article, there are already 2.6 billion smart phone subscriptions and by 2020 it is estimated that there will be 6.1 billion smart phone subscriptions. Surely these statistics have been heavily researched by nor.
techcrunch.com/2015/06/02/...-basic-fixed-phone-subscriptions/
All imo, dyor and let the countdown to global dominance begin...