Published on: February 7, 2018
Doubling down on platform leadership strategy
This note aims to summarise the information delivered at Bango’s recent Strategy Day, and to analyse the key messages. Our analysis focuses on four areas – the group’s strategy, the data opportunity and Audiens acquisition, an update on the Japanese business and the emerging resale and bundling opportunity. The presentation was well attended and provided a useful opportunity to meet the broader Bango executive team. We continue to believe that Bango is well positioned to deliver on its targets, and we confirm our forecasts following the event.