Why? International telco deals through their mobile warranty / insurance providers generate huge monthly revenue for SPBU. When? It has already begun in Q4/12 with the Turkcell launch
About 25-35% of mobile subscribers purchase the warranty / insurance protection through SPBUs partners (LSG in this case), and Turkcell has 60 million subscribers. These deals typically generate $0.10-.25 per customer per month for SPBU per the CEO during the Taglich Investors Conference last year.
Turkcell is just the first of many international launches with more this year.
Won't take many of these deals to get SPBU to positive EPS and huge PPS growth.