Category Archives: Reports and analysis

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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PERL note: Doubling down on platform leadership strategy

Download the latest Progressive Equity Research note covering the key information delivered at the recent Bango Strategy Day, in particular the Group’s strategy, data opportunity and Audiens acquisition, Japanese business and resale and bundling opportunity. “The Strategy Day was reassuring … Continue reading

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PERL note: Bundling technology launched in India

Download the latest Progressive Equity Research note covering the news that it’s providing resale and bundling technology for Amazon in India. “The launch represents an expansion of the Bango Platform (“BP”) beyond Direct Carrier Billing (“DCB”), and also increases Bango’s … Continue reading

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PERL note: “Netflix launch and strong trading”

Download the latest Progressive Equity Research note covering the recent trading update. “Bango has announced the launch of carrier billing for Netflix subscribers in Mexico. The company has also confirmed that the overall business performed strongly during H2 17E, with … Continue reading

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PERL note: “Further moves into Africa”

Download the latest Progressive Equity Research note covering the recent announcement that Bango has activated 9mobile’s 9pay wallet for Google Play users in Nigeria. “The flexibility of the Bango Platform (“BP”) is, we believe, a key source of competitive advantage … Continue reading

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PERL note: “Two pieces of positive news”

Download the latest Progressive Equity Research note covering todays’ announcement on South Korea expansion to support retail and IoT payment. “Bango has today released two pieces of positive news flow. The Bango Platform (BP) is being deployed in South Korea, … Continue reading

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