Category Archives: Reports and analysis

PERL note: Growth, profits and positive cash flow

Download the latest Progressive Equity Research note, covering Bango’s H1 20 interim results. “Execution in the payments business remains strong, and growth in Bango Marketplace in our view demonstrates the group’s increasing traction in data monetisation” – Progressive Research All … Continue reading

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PERL note: “Record Revenue Growth, Momentum Strong”

Download the latest Progressive Equity Research note, covering Bango’s H1 20 trading update. “Bango’s H1 20 trading update in our view delivers a number of confident messages. Growth in the key End User Spend (“EUS”) metric remains robust, and the … Continue reading

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Proactive Investors video: Bango CEO hails launch of SoftBank payment option for Amazon in Japan

Bango PLC’s (LON:BGO) CEO Paul Larbey speaks to Proactive London’s Andrew Scott soon after announcing the launch of carrier billing for mobile operator SoftBank Corp, enabling subscribers to make purchases from Amazon Inc’s (NASDAQ:AMZN) Japanese website.

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PERL note: “Thoughts on M&A in the DCB Sector”

Download the latest Progressive Equity Research note on the intended acquisition of Fortumo by Boku. “Bango is more focussed on the data and marketing opportunities that arise from mobile payments, whereas Boku highlights broad coverage and low cost alongside its … Continue reading

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PERL note: “Two tech giants turn to Bango for DCB”

Download the latest Progressive Equity Research note, covering the launch of Direct Carrier Billing (“DCB”) for Japanese Mobile Network Operator (“MNO”) SoftBank on Amazon.co.jp. “Outside of the Japanese mobile business, SoftBank in our view is a backer of cornerstone technologies … Continue reading

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PERL note: “Bango Resale – Enabling OTT Media Players to Acquire Billions of Customers”

Download the latest Progressive Equity Research note covering Bango Resale. “Bango Resale technology gives its partners the ability to market third-party products and services alongside their own. With a reach of over 2bn subscribers – over a quarter of the … Continue reading

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PERL note: The virtuous circle strategy continues to deliver

Download the latest Progressive Equity Research note covering today’s 2019 Interim Results. “With strong synergies between mobile marketing and mobile payments, the Bango strategy creates a virtuous circle, by increasing the customer base to generate more payments, this attracts more … Continue reading

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PERL note: “Bango evolved”

Download the latest Progressive Equity Research note covering the recent Strategy Day 2019. “This note summarises the information delivered at Bango’s Jan-19 Strategy Day and analyses the key messages. In particular, we look at the group’s updated strategy, with its … Continue reading

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PERL note: “Strong growth in payments, investment in data”

Download the latest Progressive Equity Research note covering today’s 2018 Interim Results. “The payments business grew strongly, with End User Spend growth of 138% YoY, alongside a first full accounting period of positive EBITDA. The data business (including Audiens) is … Continue reading

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PERL note: FY17A results – Growth and scalability

Download the latest Progressive Equity Research note covering the FY2017 Financial Results. “Bango has announced FY17A results ahead of our forecasts, with financial performance once again demonstrating strong growth and platform scalability.” All forecasts contained within represent the views of … Continue reading

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