The medium term challenge is in terms of inflationary environment and rising interest rates which will result in tightening money supply and funding to startups and businesses (the clients of Affle) and intern expected to negatively impact the ad spends.
On the other hand the hypothesis that seems convincing that this may even positively impact Affle because in case of less funding availability the startups would like to spend where they get the highest bang for the buck. This is where the Affle’s ROI linked CPCU revenue model can be the differenciator.
Another point is that as of now the inflation related issues are with developed markets like US and Europe which are not the markets from where Affle derives its revenue.
Disc. Invested
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