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"Mobile Subscription Bundling" in the spotlight
The Digital Transformation event hosted by the Mobile Ecosystem Forum earlier this month included a panel discussion moderated by James Williams, Director of Programmes at MEF, to discuss the proliferation of mobile subscription bundling and unpack the underlying partnership models between telcos and merchants, especially in the OTT and gaming categories. The panelists included DOCOMO […]
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Streaming video’s evolving demographic divide
Linear or traditional television’s decline in recent years has been attributed to the growth of subscription video on demand. “Chord-cutting,” the phenomenon of consumers discontinuing their cable subscriptions, was considered something the younger generation would do. And given that live sports and news have been the two staple genres of the cable bundles catering to […]
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Sobering fintech valuations amidst macro headwinds
Swedish payments firm Klarna Bank AB has raised $800 million of funds at a valuation of $6.7 billion, down around 85% from its $46 billion valuation in 2021. One of the beneficiaries of increased online shopping driven by the pandemic, Klarna, which provides “buy now, pay later” (BNPL) services, went on to become Europe’s most […]
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App economy to grow with smartphone proliferation
The mobile app marketplace may have cooled off in 2022 slightly from the pandemic-induced growth in 2020-21. However, there are no signs of reversal, with global consumer spending on mobile apps forecast to reach $233 billion by 2026, according to Sensor Tower’s last report[1]. The App Store will account for $161 billion, growing at 13.7%, […]
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Emerging markets: the next frontier of growth for streaming video
Netflix recently announced that the company is doubling down on the emerging markets in Asia and Latin America to drive the next stage of growth for the streaming bellwether. More Interestingly, Tony Zameczkowski, VP of business development for the Asia Pacific, made an interesting comment. He noted, “There are similarities between emerging Asia and other […]
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Real-time payments ecosystem expands
According to the latest FIS Payments Report[i], eCommerce posted a strong resurgence in 2021– and the travel sector in particular – began to recover from the early impacts of the pandemic, exceeding US$5.3 trillion in transaction value. The share of mobile commerce exceeded that of desktop e-commerce in 2021, with over half of the consumers […]
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The evolving OTT media landscape
According to the recently released “Global Entertainment and Media Outlook, 2022-2026” by PwC[i], over-the-top (OTT) video grew an additional 22.8% in 2021, pushing revenue to US$79.1 billion. However, the pace of OTT revenue growth will moderate from here; it is expected to grow at a 7.6% CAGR through 2026 to US$114.1 billion. Traditional TV, beset […]
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Streaming live sports turns into an expensive bet
Viacom18, a joint venture between Paramount Global and Ambani’s Reliance Industries, has paid $3 billion to win an online auction for two packages of digital rights to Indian Premier League (IPL) cricket. The bid secures Indian digital rights to 410 matches played over five years across the 2023-2027 tournaments. The digital streaming rights for the […]
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Latin America’s digital ecosystem expands
I was recently invited to speak at one of the seminal events for the mobile ecosystem in São Paulo. Titled MobiXD, the event brought together senior executives from leading mobile carriers and digital brands like Meta and Google. The agenda was focused on the latest developments in apps and the subscription economy in Latin America. […]
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Understanding Direct Carrier Billing
We live in a society of immediacy, an on-demand, consumerism-driven world. We expect to be able to access a wide range of goods and services with a few clicks either on our smartphone, our tablet, or our computer. The Internet has changed the way we behave, and our mobile phones have grown to offer much […]
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The Art of Scaling Mobile Commerce
The smartphone and new digital payment infrastructure models are at the center of a mobile commerce revolution that is giving merchants and consumers all over the world the opportunity to buy and sell goods and services that they would otherwise have struggled to access, according to experts attending this month’s Mobile World Congress event in […]
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The dawn of the new telco digital banking era
The telecommunications industry has already orchestrated a new era of smartphone-enabled digital payment services, bringing in people who previously had no access to banks or other institutions. But the last five years could be just the beginning of a world that sees operators play a much more significant role in fintech as they develop more […]