Sytner Group Share Discussion Threads

[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.

[last of the mohicans] 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

[griff2711] 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.

[last of the mohicans] 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

[griff2711] 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?

[last of the mohicans] 29/11/2016 00:57

Latest Presentation



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.

[griff2711] 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

[last of the mohicans] 28/11/2016 21:10

griff2711,

I posted this theory on H?C earlier

@Chad3110 posted this link

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

[griff2711] 28/11/2016 19:58

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.

[yes yes] 23/11/2016 07:39

latest webinar,not sure what to make of it to be honest..
LOTM-have you revised tour $1bn June 2017 target?

[griff2711] 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.

[last of the mohicans] 20/11/2016 11:17

You might find these articles worth a read




Oh the webinar invite has caused a lot of excitement on the BB's because of the names in smartphone !


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

[griff2711] 16/11/2016 18:48

Not sure LOTM but good news for sure. Potential is unrivaled in small caps for me - just need to turn that potential into real revenues!

[last of the mohicans] 16/11/2016 09:15

Hi Everyone :)

Which European Telco is after OTT then ? or possibly more than one !!

I've also got Liberty Media down as a possibility as well for OTT.

Just hope there is a UK Telco like Vodafone in there, as it will bring the Syntonic name to the attention of a lot of UK investors !!!

LOTM

[horneblower] 16/11/2016 08:13

OK. That isn't bad; it's very good.

Oversubscribed at no discount (except the halving of the price prior to the rights ☺).

I'm completely ok with that especially as we can currently buy at or near the rights price.

We should see it rising again soon.

[horneblower] 15/11/2016 21:19

Hmm. That doesn't sound good.

[gary1966] 15/11/2016 15:12

HB,

Trading halt in place whilst capital raising.

Gary

[horneblower] 15/11/2016 09:47

Zero trades over the last two days!