Posted On: 08/02/2015 3:27:09 PM
Post# of 96892
I disagree with your modeling UF with Roku Winston and here's a couple of reasons why. The technology was fairly new back in 2011 and required a box. You don't need that today with the UF app already installed AND the concept of streaming is now widely accepted. Cord cutting, the global recognition of UltraFlix and 4K device sales breaking records each month will catapult NTEK/UF past those numbers you posted (5 million) by 3-4 fold at least.
By your math, 5 million registered users equates to only 1 in 6 televisions will stream UF by 2018 and that's only using this years sales numbers and doesn't include handhelds or computers. Using a very very conservative 100 million television sets sold in total from 2015 thru Q2 2018 not including handhelds, tablets, desktops, etc, your numbers suggest registered UF users will only be on 5 out of every 115 sets or 1 in 23. Factor in the tablets, handhelds, etc and the ratio 1 in 23 goes much much higher.
So only 5 million??? that's crazy talk in my opinion. I guess we'll see.
Atlas1
NTEK...GET SUMMM!!!
By your math, 5 million registered users equates to only 1 in 6 televisions will stream UF by 2018 and that's only using this years sales numbers and doesn't include handhelds or computers. Using a very very conservative 100 million television sets sold in total from 2015 thru Q2 2018 not including handhelds, tablets, desktops, etc, your numbers suggest registered UF users will only be on 5 out of every 115 sets or 1 in 23. Factor in the tablets, handhelds, etc and the ratio 1 in 23 goes much much higher.
So only 5 million??? that's crazy talk in my opinion. I guess we'll see.
Atlas1
NTEK...GET SUMMM!!!
(0)
(0)
