Published on: February 6, 2020
Expanding the ecosystem to drive growth
This note aims to summarise the information delivered at Bango’s recent Strategy Day, and to analyse the key messages. Our analysis focuses on three areas: the ongoing delivery of the virtuous circle strategy; the growing importance of data to the group – monetising the Bango “Data Mountain”; and platform expansion as a driver of future growth. Overall, in our view the Strategy Day reassures on the group’s ability to achieve its goals, and we re-iterate our forecasts following the event.