Rest easy that there's about $1.5m new reasons to be confident, so far, afforded by astute sophisticated investors, notwithstanding the virtual exit of one who shall remain nameless, as to why we should just chill out and enjoy the ride.
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Here's the McDonalds USA App. https://itunes.apple.com/app/id922103212 .. pictures, describes the features, and some interesting reviews. iTunes doesn't report number of downloads.
On Google Store for Android, updated today US time (2 Nov), there's been 1mn - 5mn downloads, rated 4/5, 13,600 ratings.
Just a thought, do you think McDonalds USA (14,339 stores at YE 2014) would roll out their App which has functionality delivered by the VMob platform, if there were McD's stores that could not participate, ergo ... is the McDonalds USA rollout complete?
Perhaps a formal announcement from VMob is imminent.
I have no idea BaaBaa but my understanding is that the McDonalds USA roll out was to every restaurant - and I have no idea if the roll out is complete or not. I really do not know the logistics of a country wide roll out. there are several components to a rollout and each country may take some of the enhancements, but not necessarily all of them therefore it is difficult to calculate the revenue from information available.
Id love to see another Vmob announcement. But the procurement processes for any corporate and market is complex. when is the next report due (end of September 2015 quarter??)
Good points Monty, we can't forecast the incremental revenue of voucher redemptions but it is encouraging that 'coupons' are in the latest major release of the McD's app, so revenue comes to VMobs for those redemptions. Many of the reviews (the positive ones) seem attracted to the freebie offers (coupons) on sign-up and ongoing, so another positive indicator. The bigger revenue comes from stores monthly subscriptions, albeit probably at a favourable discount for the volume and early mover customer status of McDonalds Corporation, hence hopefully we have finished or are close to completing the USA rollout. 14,339 stores x monthly subscription revenue. The other revenue stream is the 'per-millions' of end-users, which is not a large sum but given the 10's of millions of end-users of VMob's customer base, it all adds up.
The HY report was released on 28 November 2014, so that's all we have to go on for the HY to end-september 2015. I too am eagerly awaiting the report. It wouldn't surprise me but would be pleasing to begin hearing about how those implementations (Ikea trial, USA McD's, Korea McD's etc) are progressing and whether VMob have signed any new customers, particularly off the Microsoft alliance relationship. Lots to look forward to.
Posted this morning via VMob's twitter feed, worth a read: McDonald’s app quickly serves 1.5M offer redemptions since launch
http://www.mobilecommercedaily.com/m...s-since-launch
Quotable quotes!
"... launched this summer, has seen more than 2 million downloads and 1.5 million offer redemptions"
"... will begin testing national advertising for app later this month"
"... high hopes the strategy will boost sales, which saw a 4 percent increase in comparable sales for the third quarter ended Sept. 30"
"... Whilst we are still in the early phases, our turnaround plan is working"
"... Customers are beginning to respond to the actions we are taking and this progress is reflected in our third quarter results"
Some interesting stats emerging from VMob, presumably from their experience now having real data flowing through the platform (ref step 5 of the infographic in particular). http://blog.vmob.com/2015/11/infogra...s-that-matter/
Thanks baa baa. Some interesting reading. The app markets is extremely competitive. And a little scary.
anybody knows when the financial statements come out?
Thanks Baa Baa. I bought some shares these days. Thought it would be a big potential, as mobilephone become an "organ" of human being. ;)
I think so too, if not an organ certainly an appendage .. lol.
VMob are doing great things. The McDonalds USA initial rollout should be complete. Korea McD's should be well underway. Japan McD's is done and maybe into second phase. There are other customers like IKEA, Anheuser-Busch, and 7-Eleven that we'd like to hear about as well.
I am expecting to see significant growth in ACMR, growth in revenue, completed implementations and I hope to see a converging revenue to expense ratio. If there are some new customers, that won't be in the HY report, but would be nice to accompany the HY report as news in the lead up to Xmas.
There are some very very patient shareholders who deserve a bit of good news and a re-rate in the share price. Which is what VMob also need to hit the .49 target for an NZX listing in March.
So Mr Joyce has resigned as Director effective yesterday https://www.nzx.com/companies/VML/announcements/274072 ... with Mr Sorensen's massive sell down we could surmise that his services are better placed elsewhere. So endeth another chapter, one which occupied minds and many pages of debate here.
Thoughts move on to who will replace the outgoing Director, if anyone. There is one excellent candidate, imho, who recently joined the register, assuming they were invited and available.
Well, this is terrific news Sharon Hunter appointed to the VMob Board, she has impeccable credentials and will be a great asset to VMob.
:t_up:
https://www.nzx.com/companies/VML/announcements/274254
http://www.hunterpowellinvestments.c...sharon-hunter/