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daveburstein
daveburstein
3/14/2019 | 4:50:15 AM
Unique reporting
Yet again. No one else has most of this. I've been able to confirm indirectly most of the details.
Mike Dano
Mike Dano
2/1/2019 | 11:54:59 AM
Update
So it's actually Vlocity/Salesforce, not just Salesforce.
Gabriel Brown
Gabriel Brown
1/29/2019 | 5:09:21 AM
Sub brand margins
Interesting to see this "sub brand" strategy start to take hold in the U.S. (although Cricket and Boost are the same kind of idea, no?).

Experience from Europe shows you can generate the same kind of margin off much lower ARPU if you have a low-cost cloud-based backend.


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