Quote Originally Posted by silverblizzard888 View Post
The numbers for me show something wildly off, did they sign a lot of customers for trials on offers they couldn't refuse then afterwards drop off? Not only is ACMR off by a large margin, but monthly payment averages a down quite a bit. Cause ACMR went from last quarter 106 million to 86 million this quarter a loss of 20 million. Looks like they boosted something temporarily just to get to the 100 million target cause they knew they wouldn't have gotten to it this quarter. If someone says they will write you a letter and sends you a postcard does it really count? Revenue numbers are great without context, but reason ACMR is important as its the lead indicator for what revenue to expect.
Isn't that explained by seasonal changes with Christmas and end of financial year in the US falling in the previous quarter ? You will see in the graph on page 3 in the announcement that ARPC was $ 790 in the September quarter, then shot up to $ 1,233 in December quarter and down to $ 989 in the March quarter, which is 36% higher than same quarter last year.