Here is an update on the impact of Government social distancing measures on the demand for home entertainment services delivered by our Merchants.
The charts below typically look at new user data comparing February, when the restrictions primarily affected a few countries in Asia, and March, when the pandemic reached Europe and the US. (We acknowledge that the charts do not have a Y Axis, we’re explicitly aiming to show trends not disclose detailed user acquisition data). Some of the charts show the number of new users accumulated through the month, others show a day of the month comparison.
Which sectors are affected?
Boku operates two business lines: an Identity business that uses phone operators to verify possession, integrity and ownership of mobile phone numbers, and a Payments business that allows people to buy digital goods and charge them to their phone bill. We’re seeing that demand for Identity services is broadly unaffected; people are still using their mobiles to do things.
For video and games, by contrast, demand has increased. It seems that if you’re confined to your home, a favoured way to kill time is watching streaming TV or playing games, especially games with a social element such as MMPORGs (Massively Multiplayer Online Role Playing Games). Read full post