Member Info for slowburner

Nothing to confirm Bango are involved and Disney have so far stayed schtum as to who they are partnering with but we know Bango are working on promoting Disney and Airtel are are partner in India

https://telecom.economictimes.indiatimes.com/news/airtel-offering-disney-hotstar-vip-with-postpaid-and-broadband-plans/79018841

You have to give credit to the Bango founders Ray & Anil to have the vision many years ago to target APAC as there key market rather than lower hanging fruit on shores closers to home. They also then had the vision to trailblaze into Latin America and Africa with both markets booming.

https://www.consultancy.uk/news/25975/global-market-size-of-digital-payments-industry-soares

Just posted by Bango

-In the United States, paid for premium video streaming is up by well over 100% since January.
Since February, Asia has seen online payments for physical and digital goods increase by over 30%.
Countries in Africa have seen in-app spending rise by almost 50% compared to the start of the year.
Indonesia has seen in-app payments increase by over a 40%.

https://bango.com/2020-the-year-to-find-new-paying-app-users/

Reading the attached and considering Bango’s main markets are in the US, Japan, South Korea & Latin America and that Android has the biggest growth and market share in these regions you can understand their confidence in EUS growth forecasts for years ahead

https://www.appannie.com/en/insights/market-data/mobile-game-consumer-spend-exceeded-20-billion-in-q3-2020/

Good for Bango future growth in subscription EUS if Netflix get it right especially with BAngo agreements with MTN

https://www.bloombergquint.com/business/netflix-bets-on-mobile-content-blitz-to-strengthen-africa-grip

NHN increasing their skin in the game and looks like they picked the shares up from ODEY

Interesting development

https://bangoinvestor.com/2020/09/25/technology-and-content-combine-through-bango-for-global-media-opportunity/

Reading the attached you can understand why the Bango BoD are confident of hitting their full year target
https://venturebeat.com/2020/08/17/app-annie-why-mobile-advertising-is-a-must-during-the-pandemic/

Interesting read and Nexon using the Bango audiences is a great validation of the Bango Marketplace

https://bango.com/news/general/post/three-minutes-with-nexon?utm_source=twitter&utm_medium=presser&utm_campaign=BM&utm_content=180820&utm_term=bango

https://disruptive.asia/direct-carrier-billing-dcb-growing-revenue-stream/

https://www.bloomberg.com/news/articles/2020-08-06/asia-gaming-on-fire-with-consumers-stuck-at-home-taking-stock

Now over 75 audiences available

https://bango.com/news/general/post/more-countries-more-categories-more-paying-users?utm_source=twitter&utm_medium=blog&utm_campaign=BM&utm_content=300720&utm_term=bango

To hit 2020 full year £2b EUS which requires H2 EUS to be circ £1.3b and which Bango appear to be confident of achieving the EUS run rate for December would need to ramp up to circ £250 - £300m, that's unless they had higher monthly EUS peaks in other months due to EUS kicker events such as such as Prime Day & Black Friday although Bango have always stated the December holiday season is the major EUS kicker for the year in which case December EUS could be even higher than the £250 - £300m stated above

Bango appear confident of hitting the £2 billion EUS for 2020 which would give an end of year exit run rate of approx £250m for December.

That’s without any revenue from Market place that appears to be gaining traction

Looking forward to a positive TU and an interesting week for the SP

Some things are worth the wait, never like RNS on a Friday. anyway

Lets hope so Pen90,

Ray Anderson interviews in the past have always been very measured and did not over promise, Paul Larbey has put his credibility as an honest / trusted CEO on the line with his latest interview

https://bango.com/news/general/post/mobile-payments-boom-spotlight-on-japans-payments-market?utm_source=Twitter&utm_medium=blog&utm_campaign=BM&utm_content=070720&utm_term=bango

So the EUS counting will be almost over even if they use the US time line for the cut-off and they will know the results. Remember end year trading update used to be mid Jan and is now end December. What is the use of sitting on the results for several days even weeks especially if it’s good news. Get it out there ASAP I say

Im going Wednesday, Thursday, Friday next week for the TU

They will want to get this out ASAP