A2P messaging just requires bulk messaging infra, which is there with many players, unlisted ones. secondly, basically, this model is reselling bulk sms, so cost of sales is sms cost from telcos. why is gross margin on basis of cost of sms falling in last one year? finally, the mobile payment and vas thing was there in 2010 i guess, but then it fell through, how do we know even the current model will not fall through, so more understanding to ascertain competitive advantages, business rationale etc
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