My estimate
In my opinion, and it is erring conservatively, since they did not announce a record sales month for January, I am thinking at best they did somewhere in the $50-54K range or $1,750 per day for January due to the Post-Holiday boost.
But, go to yahoo, and you have estimates as high as the 60-65K range. So, pick your prognostication.
For February, IMO, you have the slowdown in post-holiday buying offset by our increased Android, Tolle event, White Label surge, Subscription increase. So, IMO, I will consider them offsetting and put February, with its 2 less days, at $48K.
For March, you will have greater iAd due to them upgrading the software to extract for impressions, you have the huge sales from upsell to paid $6.99 Relax and Sleep Well, you have Tolle free sign-up ETV app, and other things to contributing or to come....
With my Jan estimate at, say 53K, Feb at 48K, that puts the total at 101K end of Feb...again, I have a lot of unknowns and am keeping it real safe. To beat Q1 2011, I want to see 44K+ out of March and its 31 days, which would be an average of $1,419K per day. Are the days of $1,200-$1,300 daily revenues as a base non-holiday boost amount done now. Has our "base" gotten higher due to all our new revenue streams?
If it has, then I feel comfortable that we will have a record revenue quarter. But, right now, I will withold a strong sense of certainty in that. They arent coming right out and giving us monthly numbers anymore, and we really dont even know about Oct/Nov/Dec, which, if known, would give me a better sense of the impact of the new sales channels, etc.
So, not knowing, leaves me rather unsure and opting for conservativism.
Anyway, some Saturday thought for all. Good discussion. We should know about Q4 2011 in about 2 weeks.
StormKing
