Taking it to the streets. Stockhouse.com: Taking it to the street
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Word on the street is that 25,000 Vizio 3DTVs have had the 3DGO app installed so far. At best that's 5% of the estimated 500,000-1,000,000 Vizio 3DTVs out there. A good start, I suppose, but I'm still not sure why it's taking so long....
5/21/2013 11:43:51 PM

Q4-13 (Mar13-May13) should show us how much we got from the WiLAN/Panasonic deal (plus some early 3DGO revenues) and Q1-14 (Jun13-Aug13) should give us a full quarter of 3DGO revenues from Vizio (plus whatever else is announced in the upcoming qu...
5/21/2013 7:44:22 AM      4

We are paying $5000/month for Investor Relations services and to initiate a push into the US investor base.
5/21/2013 7:30:52 AM      1

disgruntled - Finally, acknowledgement from Vizio! Looking forward to hearing Vizio become much more vocal on the marketing side in the coming weeks that it is available on their TVs. This is good news imo. ---------------VIZIO @VIZIOLooking to s...
5/20/2013 12:13:55 PM      5

As a test, I watched the beginning of the Smurfs 3D in side-by-side mode this afternoon with the kids (just to see if my previous negative experience with side-by-side was a fluke). The movie looked horrible. It literally was like watching a poor...
5/19/2013 8:56:39 PM      5

Here's what someone on a tech forum said this week after testing 3DGO on their Vizio 3DTV: "Picture was as good as any 3D Dvd I've played. It only buffered twice for like five seconds. Maybe when I get a bunch of the family over I...
5/19/2013 3:54:47 PM      5

In this case I believe that the delay is 100% due to Vizio. They are notorious for launching their TVs and other products late. If you do a search of Vizio forums you'll see tons of posts asking where new TVs are that were supposed to be laun...
5/16/2013 12:54:39 PM      5

I'm not sure that's the case. While there have CLEARLY been mis-steps along the way, over the last year the company has enterered into a critical strategic partnership with WiLAN that is only just beginning to show revenues with Panasonic...
5/15/2013 11:51:55 AM      5

cityboy - you're 100% right about the upfront payment from WiLAN ($400-500k if I recall correctly). So yes, some of the revenue from Panasonic will be reduced by a portion of that amount. How much nobody knows. And the following is just imo o...
5/14/2013 9:14:07 PM      5

cityboy - As of Feb 28 Sensio had $2.8 million in cash. If they received $500,000 cash from the Panasonic deal then that gets them to $3.3 million. At $250/mo burn that gives them enough cash until March-April 2014. But 3 points I would also make...
5/13/2013 10:55:08 PM      4
 
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As with recent quarters, there's not a lot to analyze here. The following was provided by the company: Revenues: Live3D - $6,029 Consumer - $91,880 Professional - $14,883 Total - $112,792 Of the $91,880 in Consumer Revenues, it looks like $26...
SENSIO (SIO) Investor Group 4/27/2013 9:40:53 PM

Looking at the SEDAR filings Sprott holdings over time have looked like this:Feb 28, 2010 - 8.7 millionMar 31, 2011 - 7.6 millionAug 31, 2011 - 6.3 millionJan 31, 2012 - 5.0 millionApr 9, 2013 - 2.0 million (my guess)The 2 million guess above assu...
SENSIO (SIO) Investor Group 4/9/2013 6:54:26 PM

Amazing growth continues from one of SIO's key partners. TCL is already several times larger than Vizio, has a strong focus on 3D (all of its new TVs are 3D), and continues to expand its focus internationally beyond just China.----------------...
SENSIO (SIO) Investor Group 11/5/2012 10:33:56 PM

All Vizio 3DTVs should already be "Sensio enabled", it's not up to the consumer to enable SIO. 3DGO should help Vizio royalties, but only to the extent more Vizio 3DTVs are sold as a result. But I will agree, it was somewhat confusi...
SENSIO (SIO) Investor Group 10/29/2012 9:07:41 PM

I said in a previous post that "only half" of new Vizio TV were 3D. Apparently even that overstated the reality. Take a look at the new Vizio lineup introduced a month ago:Here's the full rundown in order of screen size.M550VSE (55-i...
SENSIO (SIO) Investor Group 10/28/2012 7:52:12 PM

TCL Multimedia's Net Profit Up Significantly by 62.4% to HK$635 million in the First Three Quarters of 2012Friday, October 26, 2012 10:12 AM Sales Volume of LCD TVs in the PRC Market and Overseas Markets up by 36.1% and 76.0% year-on-year, re...
SENSIO (SIO) Investor Group 10/28/2012 11:01:27 AM

Vizio/Cyberlink - $35,697 Samsung S2D - $24,885 Live3D - $46,481 Professional - $3,801 TOTAL - $110,864 Things to take away from this report: 1. Vizio royalties are NOT generating anywhere near what most of us were expecting we would be at this...
SENSIO (SIO) Investor Group 10/26/2012 6:42:11 PM

I have revised my fiscal Q2-Q4 forecasts (Q1-2013 remains unchanged): I fixed a formula error in my regional estimates, pushed back expectation for 3DGO revenues to begin in fiscal Q3-2013 (Dec12-Feb13) instead of Q2-2013, and increased my Hisens...
SENSIO (SIO) Investor Group 10/23/2012 9:58:37 PM

Obviously still tough to come up with an accurate forecast at this point (and still somewhat irrelevent since recent deals like TCL, WiLAN, etc should not hit this report) - but here's my best guess on revenues: (would love to hear others'...
SENSIO (SIO) Investor Group 10/23/2012 8:34:38 PM

Phone Conference and Webcast: Corporate Update on SENSIO First Quarter 2012-2013 ResultsSensio Technologies Inc. SIO10/23/2012 4:00:01 PM Phone Conference and Webcast: Corporate Update on SENSIO First Quarter 2012-2013 ResultsMONTREAL, QUEBEC--(Ma...
SENSIO (SIO) Investor Group 10/23/2012 7:28:04 PM
 
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