Hmm... I wonder what the cost of the kiosks are, relative to them picking up the cost of data per download... is it 1/10, 1/1000, 1/million? Because now they've introduced friction: the effort to get a movie via Iroko just went up 1000-fold.
These guys have been pivoting this way and that for over the past 5 years, still no real sustainable business. To be sure, they have revenue, and they're still sitting on a pile of cash, but they still haven't found something that makes business sense for the market they're in.
What I did like was the move to producing their own content... there's a sustainable model.