On mobile concall was today at 4:30 pm
" Company will be spending more than 100 million dollars in next 3 to 4 years in terms of marketing and customer acquisition "
Here are conference call highlights 😃
" Company will be spending more than 100 million dollars in next 3 to 4 years in terms of marketing and customer acquisition "
Here are conference call highlights 😃
Overview
- Will keep priorities high on Gaming side.
- Company is on the right track in term of challenge arena product and is expecting a progress
- Lot of changes are going to happen in user interface in the coming months
- Will keep priorities high on Gaming side.
- Company is on the right track in term of challenge arena product and is expecting a progress
- Lot of changes are going to happen in user interface in the coming months
Products
- On videos and editorial side: the revenue was stable.
- The primary growth has been because of digital app installations roughly around 8% yoy
- Games unit is the future growth of the business. The challenges arena has seen a strong traction and customer pipeline
- On videos and editorial side: the revenue was stable.
- The primary growth has been because of digital app installations roughly around 8% yoy
- Games unit is the future growth of the business. The challenges arena has seen a strong traction and customer pipeline
Onmo Gaming: cash battle will be launched by September 2021
- Onmo might be better than challengers arena
- Digital tones revenue grew by 16.7%
- Lot of new content has been added in Telco platform.
- Onmo might be better than challengers arena
- Digital tones revenue grew by 16.7%
- Lot of new content has been added in Telco platform.
- 25 to 30 mins is the average duration of a person who is coming on the platform playing the game.
- Will continue investing in people from great gaming companies.
- Onmo business can be much bigger than the existing business
- Will continue investing in people from great gaming companies.
- Onmo business can be much bigger than the existing business
ARPU
Challengers arena: Depends on telcos. But geographically, in Asia tickets region the ARPU will be around Rs.40 and in Europe would be around Rs. 400
- It depends on telcos and geography.
- There will be a subscription model with telcos
Challengers arena: Depends on telcos. But geographically, in Asia tickets region the ARPU will be around Rs.40 and in Europe would be around Rs. 400
- It depends on telcos and geography.
- There will be a subscription model with telcos
Future prospects
- In next 3 to 4 years, company will be spending atleast 100 million dollars marketing and customer acquisition.
- B2C market being the primary source of mobile gaming can be a multi billion dollar opportunity
- In next 3 to 4 years, company will be spending atleast 100 million dollars marketing and customer acquisition.
- B2C market being the primary source of mobile gaming can be a multi billion dollar opportunity
Funding
- Some discussions are going on with strategic investors.
- Some discussions are going on with strategic investors.
Cost
- Marketing cost increased by 20% mainly due one time expense.
- Continuous focus to maintain margin through cost optimization.
- Marketing cost increased by 20% mainly due one time expense.
- Continuous focus to maintain margin through cost optimization.
Gross margins
- The gross margins levels has bottomed out.
- With challengers arena coming in, there is higher probability of higher gross margins.
- The gross margins levels has bottomed out.
- With challengers arena coming in, there is higher probability of higher gross margins.
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