OTT Audio platforms tuning into profitability

newsletters | Apr, 2020

In India most users are likely to switch to a paid OTT audio subscription, only if the charges are ~INR 25 per month

Impact of Covid19 on Consumer Internet

newsletters | Apr, 2020

India Consumer Internet Performance (during lockdown) Published on: 2nd April 2020    

Originals Becoming Mainstream In OTT World

newsletters | Mar, 2020

Ease of content consumption coupled with affordable smart TVs will lead to shift in user time from DTH to OTT

Online Mobility-Riding The Wave of Democratization

newsletters | Mar, 2020

Sectors other than 4W and 3W P2P taxis are contributing 20% share of 4Mn daily trips in Indian online mobility

Venture Studios – Innovations in start-up building in MENA

newsletters | Mar, 2020

Venture Studio - A new business model is emerging to support the start-up building space globally

Go Micro to achieve macro profitability

newsletters | Feb, 2020

Internet companies are driving multiple profitability streams, which require focused efforts in the right geographies for effective results....

Newsletter : Indian ‘E-Health’ at a tipping point

newsletters | Feb, 2020

Healthcare industry is supported by a complex supply chain with multiple providers, providing out-patient & in-patient care to consumers...

Money on the Platter for e-b2b

newsletters | Feb, 2020

Brands across categories are facing challenges in their existing distribution network owing to fragmentation

All roads Lead to Kirana

newsletters | Feb, 2020

1. India has 15+Mn Kirana stores that face four big challenges in daily operations- each of which is a massive opportunity for tech start-ups Indian retail market is mar...

India internet x profitability: What to watch in 2020

newsletters | Jan, 2020

1. Changing macroeconomic and funding scenario in 2020 will see two big themes playing out for India’s internet start-ups Given the macroeconomic trends and the funding...

Indian E-Pharma – A Promising Vertical-led Market

newsletters | Jan, 2020

Overall India e-mobility is slightly ahead of food tech in # orders/trips, with newer mobility models driving the growth

MENA gearing up for Ramadan – Fashion insights

newsletters | Jan, 2020

Fashion shopping in Ramadan peaks during Eid week Fashion is the most exciting retail category, when it comes to Ramadan shopping in MENA. Excitement levels for clothing ...

Middle East Online Retail comes of age (Part 2)

newsletters | Jan, 2020

Insight 1: Niche models gain traction Noon and Amazon have emerged as the key players in the online marketplace in the region. However, niche players have also emerged ...

Middle East Online Retail comes of age in 2019

newsletters | Jan, 2020

Insight 1: Fast-paced etailing market growth in 2019 Online retail market grew at a fast pace this year compared to last few years – greater than 35% this year compared...

A closer look at On-Demand Home Services

newsletters | Dec, 2019

Overall India e-mobility is slightly ahead of food tech in # orders/trips, with newer mobility models driving the growth

User perspective on eB2B platforms

newsletters | Dec, 2019

eB2B platforms have driven high awareness in their target segments, with high willingness to use the platforms as well Published on: Dec 2019 eB2B players have driven sig...

Home Services Market Updates

newsletters | Dec, 2019

‘Convenience’ ranks much ahead of ‘price’ as the main reason to avail on-demand home services Published on: Dec 2019 Compared to many sectors, on-demand home serv...

November Online Festive Sales Expected to Soar

newsletters | Nov, 2019

There are four key insights that we want to highlight from our study: Published on: Nov 2019 Customer excitement for the November sales season in both UAE and KSA is at i...

Omnichannel adoption across major retail categories in India

newsletters | Nov, 2019

The omnichannel adoption journey includes both experiential technologies along with basic features and restructured business models Published on: Nov 2019 Omnichannel ado...

Retail 3.0 : The emergence of the omnichannel

newsletters | Nov, 2019

Organized B&M is expected to grow at a CAGR of 20% while online retail is expected to grow at a CAGR of 35% till 2022 Published on: Nov 2019 Organized retailers have ...

Vietnam etailing: Decoding growth and structure

newsletters | Nov, 2019

Vietnam formal online retail is ready for 10x growth in 6 years Published on: Nov 2019 Growth will slowly taper down as we move into the later years as 1) the digitally m...

Unlocking the Indian eB2B retail opportunity

newsletters | Nov, 2019

Driven by a consistent expected increase in private consumption, the Indian retail market is expected to grow at ~10% CAGR to reach ~$ 1.6 TN by FY 25 Published on: Nov 2...

Online Fashion Market in India

newsletters | Nov, 2019

The Fashion market is growing at a CAGR of 11% with online fashion growing the fastest, at a CAGR of ~32% Published on: Nov 2019 Consumers across India have been graduall...

A look at the Budget Hotel space and the Digital Book Keeping apps.

newsletters | Nov, 2019

Budget and Mid Market hotels will continue to dominate India’s lodging space Published on: Nov 2019 Travellers are gradually shifting towards experiential and adventuro...

Organized Grocery Retail in India

newsletters | Nov, 2019

Modern Retail in India is on the growth trajectory driven by consumer’s shopping behaviour and re-aligned focus of retailers Published on: Nov 2019 Private consumption,...

The 3A’s shaping the food service market of UAE

newsletters | Nov, 2019

Published on: Nov 2019 Food service market of UAE is ~$ 15 Bn in size. The market took a hit in revenues during early 2018 due to implementation of VAT, but the sector is...

The future is bright for online fashion and car classifieds

newsletters | Oct, 2019

Once-small online fashion/beauty category on track to exceed USD 7 Bn in GMV in 2019 and USD 25 bn by CY22 Published on: Oct 2019 Women fashion growing faster and ethnic ...

Online Mobility Market Updates

newsletters | Oct, 2019

Core value prop of bike rentals is ‘flexibility’- with many bike rental users also being vehicle owners Published on: Oct 2019 The flexibility of route is a key-value...

Vietnam eLogistics: Dissecting Demand Drivers

newsletters | Oct, 2019

Vietnam SMEs are still early into their online retail journey;  social commerce is their typical starting point Published on: Oct 2019 A significant share of SMEs starte...

Of digital book-keeping apps, foodtech subscriptions and festive sales...

newsletters | Oct, 2019

Digital book-keeping apps have managed to gain strong adoption and regular usage amongst SMEs Published on: Oct 2019 New age book keeping apps are seeing daily usage amon...

Food-tech Market Updates

newsletters | Oct, 2019

Subscription users of cloud kitchen apps show stronger platform loyalty (vs on-demand users) even when preferred dishes are unavailable Published on: Oct 2019 When prefer...

Indian Niche Food Brands

newsletters | Oct, 2019

Niche food brands are gaining traction among the educated urban and semi-urban youth in India Published on: Oct 2019 The niche packaged food industry is pegged to grow at...

Festive sales 2019 off to a strong start and other key internet trends...

newsletters | Oct, 2019

E-tailers have achieved $ 1.8 Bn sales in first 3 days of the sale, on track to have a highly successful sale event Published on: Oct 2019 First three days of festive sal...

Decoding eLogistics landscape in Indonesia

newsletters | Oct, 2019

eLogistics in Indonesia expected to be ~800mn shipments (formal e-tailing sector) in 2019 Published on: Oct 2019 Driven by the growth of formal e-tail (55% y-o-y in 2019)...

What does the 2019 e-tailing festive season have in store?

newsletters | Sep, 2019

E-Tailers on track to sell USD ~3.7 Bn of goods during festive event 1- up 60-65% y-o-y Published on: Sep 2019 Key drivers of growth to be an expansion in online shoppers...

E-tailing Market Updates

newsletters | Sep, 2019

E-Tailers on track to sell USD ~3.7 Bn of goods during festive event 1- up 60-65% y-o-y  Published on: Sep 2019 Key drivers of growth to be an expansion in online shoppe...

Online Used Car Market Updates

newsletters | Sep, 2019

  Structural shift happening in used car market from classifieds model to transactions driven model  Published on: Sep 2019 Together with value added services, reve...

How small and large internet sectors are driving adoption and profitab...

newsletters | Sep, 2019

E-Tailers on track to significantly reduce cash burn over next few years Published on: Sep 2019 Cash burn expected to drop significantly for e-tailers over next few years...

E-logistics Market Updates

newsletters | Sep, 2019

Challenges and opportunity to digitize intracity logistics for SMEs  Published on: Sep 2019 SMEs still strongly prefer offline channels for intracity shipping, largely d...

Innovation in business model helping improve online deliveries perform...

newsletters | Sep, 2019

Logistics is driving eCommerce in GCC; the two key sectors of Etail and online food deliveries stand at ~$11 Bn, expected to grow ~3X in next five years Published on: Sep...

Indonesia B2B Trucking: At crossroads?

newsletters | Sep, 2019

Indonesia B2B trucking is ~$32 Bn in size currently and drives the majority of B2B transport market in the country Published On: Sep 2019 Supply of trucks is significantl...

E-Tailing’s changing category mix and future of lodging

newsletters | Sep, 2019

Despite slowing growth of mobiles category, e-tailing firmly on track to grow 32% in 2019 and reach USD ~82 Bn by 2022 Published on: Sep 2019 2019 to see the slowest grow...

OTA/Hotel Aggregators Market Updates

newsletters | Sep, 2019

Budget and Mid Market hotels will continue to dominate India’s lodging space  Published on: Sep 2019 Travellers are gradually shifting towards experiential and adventu...

Online Grocery Market Updates

newsletters | Sep, 2019

Online Grocery is creating a sticky customer base and expected to grow at 60% CAGR  Published on: Sep 2019 Hyperlocal e-grocery- Market growing at triple digits, with se...

E-tailing horizontals vs verticals and Flipkart’s furniture success

newsletters | Sep, 2019

Flipkart has grown to capture 41% of online furniture market share Published on: Sep 2019 Hyperlocal e-grocery- Market growing at triple digits, with sector specialists c...

Assessing Shopee Indonesia readiness for 9.9 and how smaller e-tailers...

newsletters | Aug, 2019

As Shopee gets ready for 9.9, how has it performed YTD on its key initiatives in Indonesia? Published on: Aug 2019 Shopee Indonesia has performed strongly in scaling up B...

Demystifying the restaurants vs online aggregators debate

newsletters | Aug, 2019

Restaurants have witnessed 30% growth in business along with other benefits after partnering with online aggregators Published on: Aug 2019 Online partnerships have enabl...

Fintech Market Updates

newsletters | Aug, 2019

UPI has a strong market share in higher value use cases  Published on: Aug 2019 Wallets continue to remain strong in the recharge and SME merchants category. India’s t...

Indonesia Fintech: Looking back into The Future

newsletters | Aug, 2019

Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways  Continued rapid growth (70-80% ...

Ready to Cook Market: India

newsletters | Aug, 2019

Ready to Cook Food market is gaining adoption among consumers owing to increasing urbanization and demand for convenience food Published on: Aug 2019 Ready to Cook market...

What’s makes India’s ePharma space so exciting | How will ...

newsletters | Aug, 2019

India’s USD 18 Bn unorganized pharma retailing market is ripe for digital disruption by ePharma players Published on: Aug 2019 Summary takeaways: ePharma (USD 350 Mn in...

Med-tech Market Updates

newsletters | Aug, 2019

India’s USD 18 Bn unorganized pharma retailing market is ripe for digital disruption by ePharma players  Published on: Aug 2019 ePharma (USD 350 Mn in 2018) is <2% ...

Consumer Internet Updates

newsletters | Aug, 2019

MAU for OTT Video platforms expected to grow 80% over 2019-22; platforms focused on Bharat target group are expected to grow fastest  Published on: Aug 2019 MAUs for OTT...

GCC – World’s first omni-channel superapp?

newsletters | Aug, 2019

GCC – a unique market showing characteristics of both developed and developing markets GCC countries have most of their population concentrated in urban centres. This h...

What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?

newsletters | Aug, 2019

Tokopedia- Leadership in digital goods supported by a wide pool of fin-tech products Published on: Aug 2019 Blibli- Digitizing Indonesia’s USD 150+ bn grocery retail sp...

Newsletter | Vernacular is NOW, not the future – A $300 Bn opportuni...

newsletters | Aug, 2019

India is in the midst of a massive digital transformation of its population Published on: Aug 2019 Heavy social media and content consumption underway in urban and especi...

Massive Opportunity In Digitizing B2B Procurement In Indonesia

newsletters | Aug, 2019

Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce market is dominated by reseller target group ...

The Upcoming Fintech Boom In India (And Indonesia)

newsletters | Aug, 2019

InsurTech marketplaces are growing 100% y-o-y driven by strong growth of both incumbents and new entrants Published on: Aug 2019 Key growth driver of sector incumbents is...

Online Insurance Market Updates

newsletters | Aug, 2019

InsurTech marketplaces are growing 100% y-o-y driven by strong growth of both incumbents and new entrants Published on: Aug 2019 Key growth driver of sector incumbents is...

Can MENA Have A Superapp?

newsletters | Jul, 2019

Globally, apps are taking superapp journey by adding services to its offering and increasing per-customer revenue Published on: Jul 2019 A country/region becomes superapp...

What Makes Indonesia’s Online Travel And Payments Space So Exciting

newsletters | Jul, 2019

Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia to grow at 25% CAGR over the next few ye...

Of MAUs And Subscribers In India And The Story Of Indonesia

newsletters | Jul, 2019

Hotstar has been leading the Indian content sector followed by Dailyhunt Published on: Jul 2019 Our latest research brings out focuses on the pecking order in the Indian ...

Decoding The Indonesian Online Seller

newsletters | Jul, 2019

Sellers prefer an online retail platform majorly for their consumer reach followed by their UX/UI experience and word of mouth Published on: Jul 2019 Our research shows t...

What’s Showing At (Amazon) Prime Time?

newsletters | Jul, 2019

The story of Amazon Prime in India- as told through three charts Published on: Jul 2019 On the occasion of the Prime Day sale event, we conducted research around the scal...

What will it take to crack the USD 58 Bn Indonesian e-tailing opportun...

newsletters | Jul, 2019

Indonesia e-tailing offers significant growth headroom across categories, with current online % much lower vs benchmark Published on: Jul 2019 Our research in the Indones...

Co-living Market Updates

newsletters | Jul, 2019

Students have low awareness of branded living platforms; those with awareness are difficult to switch Published on: Jul 2019 The student accommodation space has been seei...

MENA Marketing Taking Social Media Journey

newsletters | Jul, 2019

Business in MENA are taking digital journey led by social media, for marketing its products and services to customers Published on: Jul 2019 MENA region comprising of GCC...

Decoding The Indonesian Online Shopper

newsletters | Jul, 2019

Reasons for shopping online vary significantly in Greater Jakarta vs Rest of Indonesia- indicating differing consumer maturities Published on: Jul 2019 RedSeer consumer r...

News Aggregators Market Updates

newsletters | Jun, 2019

Dailyhunt emerges as the clear leader in terms of Reach and advertiser Trust Published on: Jun 2019 RedSeer’s Content Leadership Index evaluates the players in the mark...

Online Retail Insights | Middle-East

newsletters | Jun, 2019

With technology driving businesses across the region, Retail technology enabler market is a picking up trend in Middle-east, driven by marketing solutions, analytics, and...

Enterprise Tech Updates

newsletters | Jun, 2019

USD 9+ Bn 2023 digital wholesale pie likely to be captured by full-stack players  Published on: Jun 2019 India’s vast retailer/MSME ecosystem faces multiple challenges...

Content Leadership Index

newsletters | Jun, 2019

What does the CLI measure? Published on: June 2019 CLI measures the monetizability of a platform basis three key criteria- Reach, Engagement and Trust Index ratings Playe...

Indo E-Tailing: Poised To Grow More Than 4x Over 2018-2023

newsletters | Jun, 2019

Online retail in Indonesia has been formalizing rapidly Published on: Jun 2019 Indonesian e-tailing has evolved from social e-commerce, on the back of high social media p...

Online Retail Market Updates

newsletters | May, 2019

Home & Living market in India stands at ~USD 28 Bn. and is set to reach ~USD 50 Bn. in 5 years Published on: May 2019 Mattresses constitute ~15% of the Furnishing mar...

Digital B2B Market Updates

newsletters | May, 2019

Massive opportunity in digitization of B2B procurement Published on: May 2019 The purchase of manufacturing raw materials (RMs) and MROs has been traditionally untouched ...

Ed-tech Market Updates

newsletters | May, 2019

The upcoming vernacular revolution in edtech Published on: May 2019 The first wave of edtech companies saw players focusing on high-quality content and live streaming, mo...

Childcare Market Updates

newsletters | Apr, 2019

Online Childcare: Convenience and Product Quality drive purchase decisions; Lead time and Return experience needs to improve Published on: Apr 2019 The online Childcare m...

Online Interior Design Market Updates

newsletters | Apr, 2019

Customization and Lead qualification key to scalability in the Online Interior Design market Published on: Apr 2019 Online Interior Design market is a large and fledgling...

Social Commerce Market Updates

newsletters | Apr, 2019

Strong initial adoption of deal-sharing based social e-com platforms points to bright future ahead Published on: Apr 2019 The next 100 Mn online shoppers poised to come f...

Online Grocery Market Updates | Middle-East

newsletters | Jan, 2019

Share of organized grocery retail in UAE+KSA is expected to increase to 80% by 2022, from current 60%; Unorganized grocery retail to shrink Published on: Jan 2019 RedSeer...

Online ticketing Market Updates

newsletters | Dec, 2018

O2O sector is dominated by online ticketing which is growing slowly; other categories expected to grow rapidly till CY22 but still small   Published on: Dec 2018 The...

Fintech Insights | Middle-East

newsletters | Oct, 2018

Fintech: Funding in MENA fintech is led by lending and payment focused start-ups Published on: Oct 2018 Fintech based start-ups in the MENA region are seeing a lot of tra...

Cab Aggregation Insights | Middle-East

newsletters | Sep, 2018

Cab: After a first wave of rapid growth, MENA’s cab hailing market is ready for the next wave of expansion into smaller cities and realize its huge potential Published...

Online Furniture Market Updates

newsletters | Sep, 2018

Flipkart has grown to capture 41% of online furniture market share  Published on: Sep 2019 The online furniture market has been growing at a CAGR of ~80-85%, with Tier 2...

Online Fashion Market Updates

newsletters | Aug, 2018

Online BPC companies saw steady growth in private label business in 2018 and in 2019 are poised to expand private labels rapidly  Published on: Aug 2019 Online BPC (beau...

Online Real Estate Classifieds Market Updates

newsletters | Aug, 2018

The industry predominantly gets its business from Metros Published on: Mar 2018 Metros contribute nearly 55-60% to the overall listings for the online real estate classif...

Online Milk Delivery Updates

newsletters | Aug, 2018

Milk has the highest frequency and the lowest margins in the daily essentials category Published on: May 2018 The online milk delivery business is growing fast in India. ...

Online Beauty Market Updates

newsletters | Feb, 2018

Organized channel will drive the growth in the market,especially the super verticals within online channel Published on: Feb 2019 Customers prefer LFS for brand discover...