Based on the growth numbers from April-June, VOOM had probably acquired up to 35k subs at the end of July...33,500 after Churn. It is quite possible for the active Subs to be hovering somewhere near 35k here at 9 Aug. This is still way below the 50-75k many of us were hoping for.
VOOM still needs to acquire 40k+ subs per month over the next 19 months in order to hit the break-even point. Just a couple points of agreement:
1. VOOM will be unsuccessful in attracting new customers, in the quantities needed, without offering free installation. Few people will cough up $200 when DirecTV and Dish Network do it for free.
2. If VOOM isn't going to allow customers to sell/install their own equipment, then they need to provide "free" rental equipment to all subscribers.
3. To reduce churn and recover a major portion of the installation and equipment costs, VOOM will need to enforce a 1 year contract. Of course, they will also need to fill-in the programming gaps as quickly as possible.