To continue on the earlier post, John Chen stated that hardware sales were 600,000 for the quarter and average sales price (ASP) was $315. If sales price were to drop then the number of units would have to increase – makes sense. A few other points in no particular order-
- One goal is to increase Enterprise retention from 70% to 80% by end of FY 2016 (1Q2017). Current retention is ~2 – 2 ½ yrs
- A potential shift of hardware sales away from the current Carrier based model and expanding distribution. This could be huge!
- Sales models are assuming that service associated fees (SAF) will be decreasing by 18% per year
- There was no mention of new handsets, android or otherwise
Feel free to speculate in our Forums