RE: What do they do?23 Sep 2021 18:24
For other board users new to MOS, I also spent some time last week asking this question..... and the following was the summary I came up with re sources of revenue.
1. Mobile streams platform - SaaS cloud based intelligent content consolidation service, aimed at SMEs, worldwide. This aims to provide additional content sourced from the net to supplement a company's blog / social media feeds. I think.
Low cost of entry but very large, worldwide market as there are lots of small companies out there.
Launched recently, and seems to be going well.
2. Enterprise version of the above, with many more features.
RNS created for each of the sales of this, as the values are significant for a company with a market cap the size of MOS.
Again seems to be going well.
3. Legacy content model. Turn around story being built / relaunched on the original service offered before the management changes. "The Group’s original business is the generation of revenues through relationships with mobile operators and content aggregators, offering games and other content direct to consumers across a wide range of mobile devices in three emerging markets – Argentina, Mexico and India".
MOS is "working closely with Quanta to support the launch of their affiliate marketing sites for the i-Gaming market"
So I think this means providing content to web apps / client apps with really good content that people want, and will pay for on a subscription model - ie LiveScores, (with lots of info for betting types)
It also includes i-games related content, (online gambling / sports betting). I can't see whats provided to the Mexico market as its blocked to UK locales, but I would assume its something like the latests odds / bets being offered by different online betting companies so punters can see whats being provided from different companies in an easy to use app.
Quanta / MOS get fees for any click throughs via affiliate payments etc.
Again this sounds to be going really well in Mexico and beyond.
I think the content may be being sourced via the LiveStreams enterprise application.
The Dutch launch sounds a combination of 2 + 3 as well, and again sounds really exciting
Hope that helps