Boku Share Discussion Threads

[amt] 10/4/2018 07:43

Current Trading and Outlook

2017 has been a year of extraordinary growth for Boku and 2018 has picked up where 2017 left off. TPV for the first quarter at $727 million grew by 170% compared with the same period last year and monthly active users in March 2018 at 9.2 million were 138% higher than a year earlier. With revenue growth, a stable cost base and sufficient cash to finance our working capital and investment needs, we are confident that the Company will continue to make substantial progress in 2018. We remain confident that we will meet market expectations for revenue and continue being EBITDA positive throughout the year.

Very encouraging to see growth is continuing to power ahead.

I would expect end user to be between 35 and 40 billion for 2018 so turnover perhaps nearly 35m plus. Perhaps 2019 will be the year when profits could run in to tens of millions.

[redbarge] 09/4/2018 11:23

Many thanks for taking the time to provide these updates...

[thomas4billing] 04/4/2018 08:19

Successfull Spotify IPO on April 3rd 2018 in NY Stock Exchange... and Spotify unique DCB partner is... BokuWill be interesting to see on April 10th when Boku will be announcing their official 2017 results how big is Spotify in Boku books

[thomas4billing] 13/3/2018 08:30

Bango announced today their official 2017 results: 4,2Mu revenues.Boku will announced theirs in April 10th and they should be 5 times bigger !! Does it mean that they must reach a cap of 5 times higher... that would be: 650Mu £... whereas boku cap is now 176 ! Let's say 3 times more only.. Whatever.. there is still huge marge to grow and swallow some more fish

[thomas4billing] 08/3/2018 14:03

Very good traction today ! Maybe great officials results to be announced in April 10th for year 2017 ! Business keeps growing according to "the rumors": Apple keeps launching new Countries/Operators everymonth proposing Boku DCB Gateway and everytime a new MNO activates the service, revenues keep growing faster.What I love with DCB is with existing MNO/Connections, business grows as customers spend more & more stuff and once they try DCB, they keep using it (Convenient & secured) and everytime you have a new MNO, business jumps again... A very virtuous circle Without mentionning the huge potential of customers in emerging markets who are unbanked but are hungry to buy stuff online and their only available and secured option is DCBYa ya ya.. I will kee my shares for a while ! Curious though to see also Bango official results coming out next week.. 15th March ?

[mrnumpty] 24/2/2018 18:03

i see that Boku is the tenth biggest holding in the Chelverton UK Growth fund , at 1.64% of the fund . I'm invested in the Chelverton fund , which has a good record , but I'm not directly invested in Boku . Nonetheless , I might put some funds into Boku shares . Good luck all .

[thomas4billing] 24/2/2018 07:28

Behind the scene...Another Boku deal in Singapore with Microsoft

[thomas4billing] 23/2/2018 09:52

Interesting article about DCB growth: https://www.telecomlead.com/telecom-services/operators-to-generate-9-bn-revenue-from-carrier-billing-82202Mobile operators are expected to generate $9 billion revenue annually by 2022 from carrier billing that allows wireless subscribers to make purchases by charging payments to their phone bill. The 3-fold increase in carrier billing revenue from the estimated $2.9 billion in 2017, as per Juniper Research, is driven by bundled content such as Spotify across Europe and Netflix in markets including the Philippines and Mexico.OTT content providers can reduce marketing costs by leveraging the brand name of local mobile operators by using carrier billing for acquisition.There will be new business opportunities for carrier billing in sectors such as ticketing and physical goods purchases. Amazon Japan's decision to opt for carrier billing is a potential game-changer.The strategy for operators in order to compete effectively with card payments and players such as PayPal would be the acceptance of a lower revenue share, reducing their cut from 15 percent or more to the single digit range.Business decision makers at telecom operators should be more proactive in promoting carrier billing. Telcos have limited resource in their marketing departments.Usage was often constrained by low spending limits designed to limit exposure to fraudulent purchases, an issue that could be addressed by implementing improved reporting platforms, said the report.Carrier billing is the most significant underdeveloped revenue stream for operators, said research author Windsor Holden."The customer billing relationship is one of the mobile operator's greatest assets, but consumers are often unaware they can use their phone bill to pay for a wide range of goods and services," Windsor Holden said.

[thomas4billing] 08/2/2018 16:21

That will not happen: all metrics are very positive and growth strong (+40% in revenues, +300% in transactions). This is a growing transaction plateform business that is working on its own, managing + 2 Billion USD$ Transactions... Worsecase, they can fire half of the team and keep going to generate profits every day. Just like American Express or other Payment companies do when profits go down.. they downsize a bit, and the share keeps reaching sky.

[lucicavi] 08/2/2018 13:48

Not earth shattering

Target 40

[thomas4billing] 08/2/2018 10:46

I doubt... Very Strong shareholders joined the boat since IPO and they are not in a hurry to get out, solid growth, Positive not like Bango, + 4 times bigger than Bango in terms of revenues (24Mu versus 4,5 M ? )... and still cheap... Cap only +50% than Bango whereas business is 5 to 6 times bigger. And Mobile Operators want more and more to compete with Banks / Credit cards issuers... and Boku is their best partner ever to do so.

[lucicavi] 08/2/2018 10:18

Will fall like bango

[thomas4billing] 06/2/2018 11:34

More revenues for Boku. Just fished that info on LinkedIn from one of Boku executivesSpotify just launched carrier billing on Turkcell, the largest Turkish operator with 36 million subscribers. DCB is one of the best payment option to monetize users online and is gaining payment market shares all over the world

[amt] 30/1/2018 07:46

hxxp://www.directorstalk.net/interview-boku-inc-growth-key-metrics/

Hint of growth on growth which sounds like exponential growth to me.

[amt] 30/1/2018 07:44

hxxp://www.directorstalk.net/interview-boku-inc-growth-key-metrics/