I don't understand "first point of Misc. thoughts" Why are you doing 2.9M in CAC/ 45$ ACP subsidy to get the new lines? Isn't it the subsidy an income and shouldn't be divided by revenue? And, as it is in monthly basis and not quarterly, IMO, that amount may be divided by 3. In this way, if Mobile revenues Q3 are 4.55M / 45$subsidy *3 months, total lines should be 33800 aprox. And, if last quarter were 3.69M, there have been ≈6300 new lines added (4.55-3.69= 857k revenue increase if 45$ACP income per line per month: 857000$/(45$*3) Can we talk about it? Thank you
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I don't understand "first point of Misc. thoughts" Why are you doing 2.9M in CAC/ 45$ ACP subsidy to get the new lines? Isn't it the subsidy an income and shouldn't be divided by revenue? And, as it is in monthly basis and not quarterly, IMO, that amount may be divided by 3. In this way, if Mobile revenues Q3 are 4.55M / 45$subsidy *3 months, total lines should be 33800 aprox. And, if last quarter were 3.69M, there have been ≈6300 new lines added (4.55-3.69= 857k revenue increase if 45$ACP income per line per month: 857000$/(45$*3) Can we talk about it? Thank you