FWIW, an updated ramp up forecast for subs, MoUs and Rev's.
How I would like for once be proven to be overly
pessimistic!!
Month Net Ksubs Ksubs MMoU Qrtly Airtime GWs Cntries Net Add/GW Gateways
Adds (EOM) (ave) MMoU Revs (EOM) (EOM)
Dec-99 0
Jan 0.6 0.6 0.3 0.04 3 7 Italy, Brazil-1, Mexico
Feb 0.8 1.4 1.00 0.12 7 17 0.27 France, US, Canada-1,2
Mar 1.2 2.6 2 0.22 0.378* 0.177 10 25 0.17 S. Korea, Nicaragua, Australia-1
Apr 2.4 5 3.8 0.29 15 33 0.24 Australia-2,3, Finland, Venezuela, Argentina
May 3.1 8.1 6.55 0.37 16 35 0.21 China-1
Jun 3.8 11.9 10 0.48 1.137 0.483 16 39 0.24
Jul 5 16.9 14.4 0.70 17 40 0.31 Peru
Aug 6.5 23.4 20.15 1.01 20 40 0.38 Brazil-2, Russia-1,2
Sep 9 32.4 27.9 1.43 3.14 1.106 21 41 0.45 Saudi Arabia
Oct 12 44.4 38.4 2.71 23 0.57 Puerto Rico, Russia-3
Nov 16 60.4 52.4 4.72 25 0.70 Brazil-3,Turkey
Dec-00 21 81.4 70.9 7.76 15.2 5.353 26 0.84 S. Africa
Annual 19.837 7.12
Jan 27 108.4 94.9 10.9 27 1.04 Bahrain
Feb 34 142.4 125.4 15.0 28 1.26 Senegal, China-2
Mar 42 184.4 163.4 20.5 46.4 16.358 29 1.50 China-3
*Note: G* actually reported 550K "billable" MoUs in Q1, but
in the cc, said some of those weren't "billed" as they
associated with fixed terminal testing. The 378K used above
is consistent with the 177K$ airtime revenue at
$0.47/minute. |
