Share Name Share Symbol Market Type Share ISIN Share Description
Sytner Group LSE:SYT London Ordinary Share GB0002188810 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +£0.00 - - - - - - - - -
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
- - - - 0.00

Sytner Group Share Discussion Threads

Showing 176 to 198 of 200 messages
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DateSubjectAuthorDiscuss
04/12/2016
10:47
Yeah I've had a quick look into both previously, trying get get rev figures which proved difficult. Jana's Mcent has some impressive download stats and with some big raises must have some decent rev figures. Much of that from India, where we'll be in direct competition. I googled Aquto and Verizon in the same sentence and came up with nothing so I'm not convinced they will offer much competition. An introduction of a White label OTT app to Verizon is where the re rate starts!
griff2711
03/12/2016
20:58
griff2711 I actually spent a little time researching our competitors yesterday hTTps://twitter.com/Aquto The 2 video's on 18th Nov & 3rd Nov were interesting. I was actually going wow when I watched the first one hTTps://www.youtube.com/watch?v=GNwWS4DqiDY how did we miss that !! It was actually all making some sense to me and how OTT was going etc Then I realised the video was from 2014 ! No idea why its in the #CES2016 !! So ended up not clearing the picture for me at all. The other video is good industry background I'd say hTTps://www.youtube.com/watch?v=ZmbaB7LmGrQ I only went to there Twitter page because there was so little news from them anywhere else ........... they seem to be concentrating on Mexico at the moment. However we know Billing is there weakness. Data perks brought to you by AT&T & Aquto - there is an iOS version with all of 41 reviews, last updated in May 16. Android 532 reviews & 100-500,000 downloads. Not exactly impressive when they raised over $8M over a year ago to accelerate global footprint. They also list Verizon, Vodafone, Orange, PLDT Jana are big in India & had a lot of high profile departures since april!! raised $57M in Feb led by Verizon's venture arm (previously raised $36.6M from other sources including $12.5M at the start of 2015) hTTp://bostinno.streetwise.co/2016/02/18/jana-raises-57m-from-verizon-for-facebook-free-basics-alternative/ "We’re a strategic move for them,” Jana founder and CEO Nathan Eagle told BostInno, speaking about Verizon. "They’re looking to build a much larger audience as a media company, and emerging markets are where the people are. This is their bet on emerging markets." hTTp://bostinno.streetwise.co/2016/08/04/jana-cfo-amy-spurling-among-recent-high-level-departures/ Again very little news from them hTTps://www.crunchbase.com/organization/jana#/entity Don't seem to have an iOS version of the product. LOTM
last of the mohicans
03/12/2016
05:19
Great stuff. I see the net neutrality argument has kicked off in the States. This surely is exactly what our OTT video service is for, why else the huge reduction from carriers in wholesale rates. Carriers will pay their customers subscription fee to Syntonic OTT in return for offering sponsored video content. I think we should rebrand as "the cross carrier middleman that doesn't discriminate!" Can really see why GG is so excited about potential in this area.
griff2711
03/12/2016
03:49
Link includes comments from Gary himself on AT&T & DirecTV Now launch hTTps://www.wirelessweek.com/news/2016/12/word-street-analysts-sound-ts-directv-now-noting-challenges-verizon LOTM
last of the mohicans
02/12/2016
09:51
griff2711 2 interesting articles that's for sure :) :) :) I can only think carriers would offer such discounts to a very select few, I mean wholesale - 70% plus !!! they can hardly be making anything from it at all, wafer thin %. A case of someone giving them something the carrier needs in return for extra cheap data. Yes cable company's, other Telco's (because everyone knows content is king) but also content providers (giving them the ability to reach multiple groups of people on there own terms instead of having numerous deals). They go to Syntonic & say we want to provide this content to mobile users, Syntonic reply Yes we can reach 70%+ of USA smartphones for you plus we can reach these other markets as well if you want? You can set-up you're own offerings etc to customers. LOTM
last of the mohicans
02/12/2016
01:02
We are definitely in the right space: http://www.mobileworldlive.com/apps/news-apps/verizon-acquires-video-app-vessel/
griff2711
01/12/2016
19:48
http://www.androidheadlines.com/2016/11/directv-now-could-force-verizon-to-be-more-aggressive.html
griff2711
01/12/2016
06:20
With regards wholesale data costing, would Verizon and other carriers be offering the same discounts? How does it work? Its pretty obvious that Verizon have had a crack at OTT video and failed leading them back cap in hand for the CSP. I'm trying to ascertain which other companies a white label OTT service would benefit, especially being cross carrier, and it's keeps leading back to "cable" companies that haven't got a mobile operator tied to them. Indeed on PANR. Just PR disaster after PR disaster! I'm waiting patiently on VOBM-4 before I decide my next move there. As you know well results like VOBM-3 are to be expected.
griff2711
30/11/2016
16:35
griff2711, Remember AT&T have had access to the CSP for over 2 years. They had a test account set-up just the same as Tata has. All the Pokémon Go downloads that occurred through AT&T have never shown up in the google store under Freeway ............... I'm still totally shocked by the PANR announcement yesterday by the way, (even although I have no position in it). I have no idea what they were thinking, serious questions need asked. LOTM
last of the mohicans
29/11/2016
22:22
Thanks LOTM. I'm not sure CSP Is integrated within DirectTV Now but I'm getting more and more convinced Verizon's version will be.
griff2711
29/11/2016
13:41
griff2711 Some interesting thought's go back to the presentation and listen to the bit from 18:45 to 19:30 He talks about "cross carrier" be it wireless or internet interacting with the platform. Has to be the CSP. If you doubt it go back to what Rahul says in the Q&A this is one person's notes on it @chad3110 Q: Couldn’t a big telco create the same apps that you’ve developed? A: Every time somebody says dataflex and freeway are apps, I take ? - they are far more than just apps – they are the full blown end to end solution powered by the same underlying connected services platform. What we have done as a company, spent of the last few years developing a robust carrier grade scalable network, complete with tools for managing our operations and usage of sites, in addition to the apps, freeway & dataflex experience to the user. When you see freeway there is a whole engine running behind it and very wide and compelling, ranging from the offers, content providers and consumers. As far as the mobile carriers are concerned, they have never really been known to develop customer facing software solutions. I’ve seen them do 3 things well – customer support mostly, ? corporates & billing. In some operations they have tried to develop in house sponsored data solutions, which is great, Verizon & AT&T have tried to do that as well, but their solution was very network centric and requires significant modifications to existing applications of back end servers to accommodate what we even use as a solution and I wouldn’t expect any more from these carriers, so as a desire to end this friction, most of these operators developments have clearly not succeeded. On the other hand, SYT have developed a consumer friendly content first platform, which requires no change to existing applications and eliminates all friction for adoption, which means zero changes for application developers if they want to participate in sponsored data. I would say the other key value we have that cannot be approached by a mobile carrier, is that we are cross carrier. There is actual aversion by the app developers to adapt their products to a single carrier and their product is not scalable. They would have 1 API, and second API and a third API, it’s very hard to explain to their user base. Instead what we offer is you integrate freeway once, and you get access to the growing carriers that freeway supports without requiring any updates to their app in the future. It's future ready. That’s a huge differentiation. As far as dataflex and mobile split billing goes, carriers have been dabbling but really cannot compete in this space because a successful BYOD solution in a workspace, is literally bring your own carrier. Therefore we need to support all the carriers, and not just a single carrier; so again, we really don’t see carriers getting into the BYOD space. (Gary – we see a carrier as a partner than competitor in both our products) If you believe both of the above are true then AT&T are using the white label version of the product, but Syntonic are probably not permitted to say so currently. ------------------------------------- Tata - we are still not sure why they've not launched the product yet, there paying for it & at the same time giving Syntonic a march on themselves which to me is crazy, but that might be down to internal issues high up in Tata Download reviews finally picking up again !!! :) Go India go $$$$$$$$$$$$$$$$$$$$$$$$ LOTM
last of the mohicans
29/11/2016
08:31
As you can see lots going through my head at the moment. Is it also possible that Syntonic have stalled Tata white label launch so they can have a time stated run at launching the brand 'Syntonic' before Tata come in and swamp the market with a huge marketing budget and wide reaching carrier list. Freeway now comes more focused on OTT content in developed countries and Tata white label brings in revenues from the undeveloped world.
griff2711
29/11/2016
04:15
LOTM; is this it?! Would explain the reduction in wholesale data Problem: How to solve the last paragraph of the below article? Answer: AT&T/DirectTV could do with a middle man with a direct billing relationship with the end user (of any carrier) to help them access their subscription based content, in this case DirecTV. Hey presto Freeway OTT by Syntonic!! http://fortune.com/2016/11/28/atts-new-internet-tv-plan-has-appealing-price-but-lots-of-wrinkles/"One of the best perks could be a gotcha for some customers. AT&T wireless customers who signs up for DirecTV Now can watch as much of the service as they like on their mobile phones without using up any of their monthly data allowance. But customers of other wireless providers who sign up for DirecTV Now will get dinged."
griff2711
29/11/2016
03:42
Page 31 - roll out first cross carrier OTT video service.This is where the race is on and we have a clear first to market advantage that GG want to seize. Love to see OTT white labeled version brought to market by Verizon. After two years of trying to create an house solution CSP could be their solution.
griff2711
29/11/2016
03:15
That's telling don't u think. I think CSP/DirecTV is a red herring and will simply be an offering as part of Syntonics own branded OTT video service (mentioned on page 6). This means that users on different carriers will get the same opportunity to use DirecTV and access its content with free data. AT&T bag the additional subscription and Syntonic bag a monthly fee?
griff2711
29/11/2016
00:57
Latest Presentation hTTp://www.asx.com.au/asxpdf/20161129/pdf/43d99ctqwyjq25.pdf Note the order of things on Page 20, AT&T only 3rd on the list !!! yet 1st on the website page of partners. LOTM Edited from earlier due to an error in the holdings reported in the Annual report.
last of the mohicans
28/11/2016
22:02
Thanks LOTM, food for thought. Have been watching the live broadcast of Directv Now which is a different package than the DirecTV mobile offering. Definitely feels like we are at the forefront of a trend shift... well placed to capitalize
griff2711
28/11/2016
21:10
griff2711, I posted this theory on H?C earlier @Chad3110 posted this link hTTp://www.businessinsider.com.au/directv-now-profit-margins-chart-2016-11?utm_source=feedburner&;utm_medium=referral&utm_medium=feed&utm_campaign=Feed: businessinsider (Business Insider)&r=US&IR=T It effectively is saying the gross margin of DTV Now is tiny, maybe as low as 5%, and reaches around 16% if you include advertising revenue. It does give a better performance on a return on capital employed basis (they don't show the outcomes) but I'm not sure they think its that great still. This triggered the next realisation. When you go back & look at the 12th October announcement or any of the others concerning Verizon, you'll note there is nothing said at all about the cost of wholesale data from them in them. Yet Syntonic are going to be supporting an OTT service to 75% of the USA market. I don't believe for one minute that they'll be making a small margin on the AT&T network & then using that to subsidise the users on the Verizon network !! So they must have some sort of arrangement in place with Verizon that's going to give them wholesale data at virtually the same price as AT&T are giving it to them at. (Only they've decided not to tell us that yet). Otherwise it doesn't make sense to be doing it for a razor thin margin, while trying to compete with the big players. That's not a compelling case at all to spend all this time & money on OTT. So there's much more to all of this than meets the eye. We just need to keep digging deeper to find other parts of the puzzle. ----------------------------- If the margin is going to be as slim as many are predicting then how on earth, is a platform provider with no content & no network of its own going to make money? Its going to launch a multi carrier service across multiple systems (iOS & Android). So to make that happen it must be getting at least a similar wholesale data price from Verizon (& possibly others) to the 70% plus discount AT&T has afforded it otherwise its not viable (such a discount has get to be confirmed by either Syntonic or Verizon). I'm starting to think of Syntonic as the OTT enabler, It has to effectively be an enabler of OTT for Netflix, Hulu, HBO among others..... LOTM
last of the mohicans
28/11/2016
19:58
http://hd-report.com/2016/11/28/att-stream-directv-data-free-mobile/Lots of articles out there today re. Directv. Verizon subscribers missing out here unless someone can offer them an access route.
griff2711
28/11/2016
08:07
LOTM; any thoughts on Direct TV and CSP? Can't see how we can have a strategic importance to their OTT video unless we are somehow involved.
griff2711
23/11/2016
07:39
https://www.youtube.com/watch?v=Snb298fvc2s latest webinar,not sure what to make of it to be honest.. LOTM-have you revised tour $1bn June 2017 target?
yes yes
20/11/2016
13:05
Indeed, I got the webinar email and also got a little excited - need to keep emotions in check until the full implications are known. Downloads picked up again, all about the content on offer it seems.
griff2711
20/11/2016
11:17
You might find these articles worth a read hTTp://digiday.com/platforms/what-is-over-the-top-ott/ hTTp://www.theverge.com/2016/11/10/13593810/fcc-att-net-neutrality-directv-zero-rating-sponsored-data-letter Oh the webinar invite has caused a lot of excitement on the BB's because of the names in smartphone ! hTTp://hotcopper.com.au/threads/wow-ad-for-webinar-exciting.3054515/page-17?post_id=20737328#.WDGEnPmLTIU Could be some interesting share price movement tonight ................ Given the number of reviews going through & the provisional Lifestyle table positions for tomorrow, 12th in India (highest ever) 7th in Indonesia (joint highest ever, but applications position will be highest thus far) 28th in Malaysia. I estimate around 7,500 downloads today (which is our highest to date), tomorrow will be even higher. Rollin Rollin Rollin LOTM
last of the mohicans
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