Aug, 2018     

Consumer Internet Updates

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64% local restaurant/bakery in metros and 52% local restaurant/bakery in T2 cities are willing to use software for managing business

Published on: May 2018

The local restaurant/bakery shops has become the target market for a bunch of upcoming startups who are trying solve the day-to-day business problems for them. With about 64% local restaurant/bakery in metros and 52% local restaurant/bakery in T2 cities willing to use software/technology for managing business there is a huge market potential for these offerings. We feel going forward this segment would be interesting to look at as a number of startups would target it by trying to solve various problems like inventory management, account management etc.

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Whatsapp leads the pack of mobile messengers in consumer satisfaction

Published on: Mar 2018

Powered by ease of usage and data transfer speed Whatsapp leads the pack of mobile messengers in consumer satisfaction. IMO and Hike have developed their niche, with IMO being used majorly for video calling facility and hike majorly for the emoticons. IMO users find the video calling facility quite useful as IMO is able to provide high quality video calling at low data speed. Hike on the other hand has different set of users with students and young professionals being the core audience who use it majorly for chatting with friends using the emoticons.

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In 2017 the internet sector has evolved with a clear value proposition in consumers mindset

Published on: Jan 2018

There are sectors which are showing clear signs of growing to large potential but can still be driven by discounting, followed by sectors which have proven value and might not be driven by heavy discounting, then there are emerging sectors which are in nascent stages but can potentially grow large, and finally the sectors which are matured and might not show exceptional growth from here.


    Value proposition of Indian consumer internet sectors, UoM 

                                                        (market size vs. Online penetration)

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There is a massive headroom for Indian internet demography to become active transacting user

Published on: Jan 2018

Overall India has a huge consumer internet growth opportunity with just currently 10% of the people who have online access buying consumer internet services online. We feel consumers who currently use banking services and wallets are the low hanging fruits for the consumer internet players. If the players can overcome the trust and other barriers faced by the consumers there is a great growth story awaiting them.


                                                   Internet Usage Evolution Funnel- India
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