Western companies
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 28, 2022 by Kunal Shah · across every show →
Everything said about Western companies, oldest first
Jun 28, 2022 bearish
Kunal Shah: Western tech companies win users in India but fail on ARPU
“And I think, therefore, a lot of Western companies struggle to make monetize from these markets. They can get a lot of DAUs and MAUs from this market, but rarely ARPU from this market because they don't understand what people pay for over here.”