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Tucows Inc. Message Board

  • jlbsierra jlbsierra Feb 15, 2013 2:02 PM Flag

    Conference Call

    Looks like they added 5,000 lines in last qtr. Previous estimate was 3k. Anyone else remember same #'s quoted? Will be real interesting to see churn data once it's available.

    Sentiment: Buy

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    • Noss said that there is no real churn, if the customer doesn't back out within the first two weeks they will remain with Ting.

      Sentiment: Hold

      • 1 Reply to john_rocket88
      • I didn't hear the same thing. I heard him say they were trying to get a better idea of what churn rate was going to be and how they stacked up to the competition. As of now, it was still too early to benchmark. As it relates to first two weeks, the only thing I heard about that was that they were trying to figure out if they should even include the In/Out customer into churn rate as most of the folks that back out right away have connectivity issues w/Sprint network.

        It does seem like signups are higher than expected at this pt. Based on previous call, I was estimating 1000/mo and they appear closer to 1650/mo right now.

        Sentiment: Buy

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