everything else would be a big disappointment and also some serious question mark how AT&T would turn some crucial service as the online portal to some competitor from Yahoo who is not able to finance the investments necessary to get the contract in shape.
Of course Bhise had to convince the AT&T partners that synacor is capable to perform all terms of the contracts within the existing liquidity. Btw a good show of confidence - as Bhise is getting big part of his wage in stocks each year and he hasn't sold shares since he took over.
unlikely... traders will take in their profits. Good thing is because of that huge gap up yesterday there aren't many taking profits now at current valuations. And believe me due to low volume before most shareholders - float or institutional - won't dump on first hand occasion :D
Bhise has turned the company exactly with the acquisition of several smaller companies to offer all the options a big online portal has to offer. So bet AT&T wouldn't do so if SYNC would be not convincing. Of course they might either offer some more options than Internet Giant Yahoo (unlikely) or offer their services cheaper (more likely). But AT&T wouldn't take their online performance at risk if SYNC couldn't perform.
They have already some smaller regional Cable and Phone Companies as customers and AT&T could see prove how it is look and feel alike.
Bhise said to invest 10 Million $ to get everything ready and will have to hire more employees to get the contract ready. Be assured as first operations will start in the second half of 2016 already cash flow is sufficient to run the contract as agreed to
revenues are still growing and margins improving. They still are cash flow positive - so it is ok.
What is more concerning for me - the unique user stats are decreasing - so their custuomers base is not growing. That is something I will observe closely. As long as the loss is that small I can stand it. But Synacor has to grow in Revenues to be attractive for big investors