Increase in smartphone sales driven by a rising middle class, more digitalization through tech advancements such as 5G, etc. Shorter attention spans of Millennials and GenZ, Increased visibility for creators, need for entertainment, Vast vernacular libraries. Short curated videos to be the primary source of entertainment (acting as fillers during breaks between daily tasks), Social community through short-form to aid in enhancing retention. High stickiness because of the wide array of content ( Challenges, hashtags, etc), monetization opportunities will aid in enhancing stickiness. Enhanced tech engine ensures better personalization and content moderation, leading to increased daily engagement.
Key themes in this section:
1. Moats for the winning play Based on learnings from global successful models, we have created a capability framework for identifying ‘emerging winners’ with proven capabilities
2. Experience on ‘emerging winners’
platforms Basis deep research on multiple aspects including personalization, user feedback and creator feedback- we have created a nuanced view of current experience on the platforms
The $500 Mn Potential Indian Smartphone Insurance Market, But Are The Custome...RedSeer
With a 1.3 billion population, India showcases a humongous
market for smartphones. On an average, an Indian spends
1/3 of their total awake time on their phones. Driven by rapid
digitization and expanding internet accessibility, smartphones
have become a necessity and have already landed in the
hands of 550 million Indians.
1. Online skill-based real-money gaming market in India is estimated to grow to become ~$3.8 Bn1 by 2024 speed of growing smartphone penetration, low cost of data and vast digital payment infrastructure allowing individuals access to instant real-time inter-bank transactions.
2. Introduced to Indian market in early 2010 and pioneered by Dream11, Fantasy sports contributed ~ 30% of the RMG market in 2019. Fantasy sports market has witnessed exponential growth in recent years fuelled by increasing user base, high engagement and increasing investor interest and is expected to grow by ~60% till 2024.
3. Casual online real-gaming market contributed ~70% of the total RMG market in 2019. However, it is expected to grow relatively slower at ~35% when compared to fantasy sports.
4. Driven by high growth opportunity in RMG market, horizontal players have started foraying in the segment. In 2019, Paytm entered the casual gaming space with Paytm First Games.
Indian Female Innerwear’s $12 Billion OpportunityRedSeer
India currently stands at quite an interesting juncture of consumption. It consists of a majority of young populace who are mainly driving the growth of income per capita and consumption. India’s GNI (Gross National Income) per capita was US$ 2,120 in 2019 which is lower than the US (US$ 65,850) and China (US$ 10,410). However, India’s GNI per capita is expected to grow at 7% between 2019 and 2025, which is faster than US’ and China’s expected growth rates between 2019 and 2025 at 2.9% and 6.1% respectively.
Indian apps have retained 65-70% of the Tiktok era users driven by acquisiton of influencers on these platforms as well as efforts to provide similar/ better product experience for creators and users. 30-35% of users on short-form video have been acquired through aggressive customer acquisition and marketing push by Indian apps. The new users getting on-boarded have a higher share of tier-2+ users driven by stronger focus of platforms on vernacular content and ‘Bharat’ positioning.
Indian Shortform video : Ready to leapfrog towards monetization?RedSeer
Most important part of the Creator Funnel is growing at a faster pace indicating that the follower growth is not restricted to Top Influencers. Mismatch between Ad-Spend and Time spent Though 7% of time is spent on Shortform Video, <1% of Ad $ is contributed by it.
Digital india-technology-to-transform-a-connected-nation-full-reportCol Mukteshwar Prasad
India’s digital surge is well under way on the consumer side, even as its businesses show uneven adoption and a gap opens between digital leaders and other firms. This report examines the opportunities for India’s future digital growth and the challenges that will need to be managed as it continues to embrace the digital economy.—India is one of the largest and fastest-growing markets for digital consumers, with 560 million internet subscribers in 2018, second only to China. Indian mobile data users consume 8.3 gigabits (GB) of data each month on average, compared with 5.5 GB for mobile users in China and somewhere in the range of 8.0 to 8.5 GB in South Korea, an advanced digital economy. Indians have 1.2 billion mobile phone subscriptions and downloaded more than 12 billion apps in 2018. Our analysis of 17 mature and emerging economies finds India is digitising faster than any other country in the study, save Indonesia—and there is plenty of room to grow: just over 40 percent of the populace has an internet subscription.—The public and private sectors are both propelling digital consumption growth. The government has enrolled more than 1.2 billion Indians in its biometric digital identity programme, Aadhaar, and brought more than 10 million businesses onto a common digital platform through a goods and services tax. Competitive offerings by telecommunications firms have turbocharged internet subscriptions and data consumption, which quadrupled in both 2017 and 2018 and helped bridge a digital divide; India’s lower-income states are growing faster than higher-income ones in internet infrastructure and subscriptions. Based on current trends, we estimate that India will increase the number of internet users by about 40 percent to between 750 million and 800 million and double the number of smartphones to between 650 million and 700 million by 2023.
Key themes in this section:
1. Moats for the winning play Based on learnings from global successful models, we have created a capability framework for identifying ‘emerging winners’ with proven capabilities
2. Experience on ‘emerging winners’
platforms Basis deep research on multiple aspects including personalization, user feedback and creator feedback- we have created a nuanced view of current experience on the platforms
The $500 Mn Potential Indian Smartphone Insurance Market, But Are The Custome...RedSeer
With a 1.3 billion population, India showcases a humongous
market for smartphones. On an average, an Indian spends
1/3 of their total awake time on their phones. Driven by rapid
digitization and expanding internet accessibility, smartphones
have become a necessity and have already landed in the
hands of 550 million Indians.
1. Online skill-based real-money gaming market in India is estimated to grow to become ~$3.8 Bn1 by 2024 speed of growing smartphone penetration, low cost of data and vast digital payment infrastructure allowing individuals access to instant real-time inter-bank transactions.
2. Introduced to Indian market in early 2010 and pioneered by Dream11, Fantasy sports contributed ~ 30% of the RMG market in 2019. Fantasy sports market has witnessed exponential growth in recent years fuelled by increasing user base, high engagement and increasing investor interest and is expected to grow by ~60% till 2024.
3. Casual online real-gaming market contributed ~70% of the total RMG market in 2019. However, it is expected to grow relatively slower at ~35% when compared to fantasy sports.
4. Driven by high growth opportunity in RMG market, horizontal players have started foraying in the segment. In 2019, Paytm entered the casual gaming space with Paytm First Games.
Indian Female Innerwear’s $12 Billion OpportunityRedSeer
India currently stands at quite an interesting juncture of consumption. It consists of a majority of young populace who are mainly driving the growth of income per capita and consumption. India’s GNI (Gross National Income) per capita was US$ 2,120 in 2019 which is lower than the US (US$ 65,850) and China (US$ 10,410). However, India’s GNI per capita is expected to grow at 7% between 2019 and 2025, which is faster than US’ and China’s expected growth rates between 2019 and 2025 at 2.9% and 6.1% respectively.
Indian apps have retained 65-70% of the Tiktok era users driven by acquisiton of influencers on these platforms as well as efforts to provide similar/ better product experience for creators and users. 30-35% of users on short-form video have been acquired through aggressive customer acquisition and marketing push by Indian apps. The new users getting on-boarded have a higher share of tier-2+ users driven by stronger focus of platforms on vernacular content and ‘Bharat’ positioning.
Indian Shortform video : Ready to leapfrog towards monetization?RedSeer
Most important part of the Creator Funnel is growing at a faster pace indicating that the follower growth is not restricted to Top Influencers. Mismatch between Ad-Spend and Time spent Though 7% of time is spent on Shortform Video, <1% of Ad $ is contributed by it.
Digital india-technology-to-transform-a-connected-nation-full-reportCol Mukteshwar Prasad
India’s digital surge is well under way on the consumer side, even as its businesses show uneven adoption and a gap opens between digital leaders and other firms. This report examines the opportunities for India’s future digital growth and the challenges that will need to be managed as it continues to embrace the digital economy.—India is one of the largest and fastest-growing markets for digital consumers, with 560 million internet subscribers in 2018, second only to China. Indian mobile data users consume 8.3 gigabits (GB) of data each month on average, compared with 5.5 GB for mobile users in China and somewhere in the range of 8.0 to 8.5 GB in South Korea, an advanced digital economy. Indians have 1.2 billion mobile phone subscriptions and downloaded more than 12 billion apps in 2018. Our analysis of 17 mature and emerging economies finds India is digitising faster than any other country in the study, save Indonesia—and there is plenty of room to grow: just over 40 percent of the populace has an internet subscription.—The public and private sectors are both propelling digital consumption growth. The government has enrolled more than 1.2 billion Indians in its biometric digital identity programme, Aadhaar, and brought more than 10 million businesses onto a common digital platform through a goods and services tax. Competitive offerings by telecommunications firms have turbocharged internet subscriptions and data consumption, which quadrupled in both 2017 and 2018 and helped bridge a digital divide; India’s lower-income states are growing faster than higher-income ones in internet infrastructure and subscriptions. Based on current trends, we estimate that India will increase the number of internet users by about 40 percent to between 750 million and 800 million and double the number of smartphones to between 650 million and 700 million by 2023.
Ground Zero 4.0 | Scaling Up - Event ReportRedSeer
Executive Summary
The report is compiled of all the topics that were discussed at Ground Zero 4.0 and has been
segregated based on RedSeer’s research and panel inputs.
Key Findings:
1. Digital India
2. Retail
3. D2C
4. Education
5. Healthcare
6. Grocery
7. Etailing
Gated community $ 500B consumption story in 2026RedSeer
1.4 Bn Indian population translates to ~310 Mn Households pan India. Out of this, top-50 cities, by population, have 50Mn households (~16%) expected to grow by 2.5% CAGR to reach 63Mn by 2031. In the top-50 cities, 16 Mn households (~32% of overall households in top-50 cities) reside in the gated communities. This is expected to grow by ~7% CAGR in the next 10 years to reach 32 Mn Households in 2031- contributing to ~50% of households in top-50 cities.
Kantar annual trends share insights on how the consumers are preparing themselves with the brewing challenges, obstacles, and opportunities as we move forward in 2022.
Indian E-Grocery: A Promising Opportunity Led By Value-First UsersRedSeer
The ~$600 Bn grocery industry in India is undergoing
a similar disruption enabled by eGrocery platforms,
that have done a tremendous job in transforming how
people shop for their groceries. While these platforms
have solved for a number of consumer needs ranging
from improved access to higher convenience, the largest
challenge still faced by an average Indian is around
affordability and eGrocery platforms have the potential to
effectively resolve this aspect.
An estimated 96 Mn Indian users are forecast to pay
for games in 2021. Paid gamers are forecast to reach
~240 Mn (3x) in the next 5 years. Survey results show that up to 50% of new midcore and hardcore game users pay $7-$14 per month.
Flipkart-Walmart deal has been a landmark moment in the history of e-tailing. Since its humble beginnings in 2000, e-tailing has come a long way. The growth story of the industry in the last 10 years has been nothing less than remarkable. While the growth had slowed down between 2014-2016 due to multiple factors like DIPP regulations and demonetization, 2017 has seen a turnaround for the industry.
Size of Indonesia’s on demand services TAM by 2025. Indonesia’s share to rise to 41% by 2025E. Relatively high share of SEA pie expected to remain across Mobility, Food delivery and Logistics services.
As one of the fastest growing e-commerce models, RedSeer latest report highlights quick commerce platforms such as Swiggy's Instamart, Dunzo, and more.
With increasing prevalence of top-up and unplanned purchases in metro and Tier1, convenience and speed of delivery have become important; super-specialized platforms have emerged to offer convenience and instant deliveries.
Entertainment & Advertising | Riding the Digital WaveRedSeer
Josh – Fares higher on the NPS primarily on the back
of best satisfaction (53%) among Tier 1 users, primarily
emerging from the Hindi-belt of India
Moj – Secures the highest satisfaction (46%) across the
competition in Metro cities, and second best (45%) in
Tier 2+ cities
MX Takatak – Performs well in the vernacular region,
leading to higher NPS (46%) in Tier 1 cities
Roposo – While Roposo does reasonably well in Tier 2+
cities (garnering ~57% NPS), it’s Metro users’ satisfaction
is at 21%
eCommerce platforms shipped ~2.5 billion shipments in
FY2020 growing at ~50%+ CAGR in the last 3 years. However,
we expect shipment volume to grow at ~30-35% CAGR for next
5 years.
Some of the key drivers of growth for eCommerce are the
latent demand in Tier-2+ cities, enablement of logistics
networks, infrastructure built by eCommerce platforms (large
horizontals), and new age third-party logistics players in
the last 3-4 years. The investment in logistics networks and
infrastructure has enabled eCommerce platforms to reach
online shoppers beyond metro and tier-1 cities to hinterland in
the country
Spend on hotels in international market observed higher drop compared to domestic market due to COVID led travel restrictions. We expect the recovery for international markets to take longer compared to domestic markets given the uncertainty around the travel requirements (due to COVID).
Indian grocery traditionally has been a primarily unorganized market, wherein more than 90% of the market is driven by traditional ‘kirana stores. However, in the past decade or so, organized brick & mortar and online channels have gained prominence. Online grocery has been boosted by covid-19 related tailwinds, with the GMV run-rates of major players growing by 70%+ during the period. This has led to an increased focus on the sector by large conglomerates as well as mature online players.
During Covid, while there were some challenges in the initial days of the lockdown, the segment has grown significantly. Most notably, fresh vegetables and fruits have seen 144% growth, while FMCG products grew 150%. While a lot of this growth will normalize to some extent as the COVID situation subsides, a significant portion of new users will persist and drive growth.
With the increasing demand and competition, it becomes imperative for brands to stay ahead by making data-driven decisions. In order to equip the brands to win in the online space, BigBasket Brand Intelligence and RedSeer have partnered to author this report. The idea here is to combine high-quality RedSeer IP on broader trends in the sector and BigBasket’s grocery expertise to create a ready-reckoner for brands, as they make strategic, product or channel-related decisions.
This report is an abridged version of the larger report which can be subscribed as per need. Besides the key trends of the sector, customer insights etc., this report deep dives on key categories such as Snacks & Packaged Foods, Beverages, Personal Care and Home Utilities, we present the quarterly growth in sales in the past 5 quarters with various sub-category splits.
There has been a sudden switch in the buying and selling pattern of the customers in all over India, which created the growth of e-commerce industry. This switch can also be noticed in the automobile industry. The online penetration of auto sector in the world market is approx. 0.7% in 2019. It was challenging for automobile ecommerce industry to make it successful in India, but eminent players of India have made it possible. To learn the possibilities and success of auto ecommerce industry go through this document.
Spend on hotels in international market observed higher drop compared to domestic market due to COVID led travel restrictions. We expect the recovery for international markets to take longer compared to domestic markets given the uncertainty around the travel requirements (due to COVID).
Mobile Marketing Association, the global leading association for the mobile marketing industry, along with GroupM, world’s leading media investment group, today released its ‘Mobile Ecosystem and ad-Sizing Report’ 2018.
Ground Zero 4.0 | Scaling Up - Event ReportRedSeer
Executive Summary
The report is compiled of all the topics that were discussed at Ground Zero 4.0 and has been
segregated based on RedSeer’s research and panel inputs.
Key Findings:
1. Digital India
2. Retail
3. D2C
4. Education
5. Healthcare
6. Grocery
7. Etailing
Gated community $ 500B consumption story in 2026RedSeer
1.4 Bn Indian population translates to ~310 Mn Households pan India. Out of this, top-50 cities, by population, have 50Mn households (~16%) expected to grow by 2.5% CAGR to reach 63Mn by 2031. In the top-50 cities, 16 Mn households (~32% of overall households in top-50 cities) reside in the gated communities. This is expected to grow by ~7% CAGR in the next 10 years to reach 32 Mn Households in 2031- contributing to ~50% of households in top-50 cities.
Kantar annual trends share insights on how the consumers are preparing themselves with the brewing challenges, obstacles, and opportunities as we move forward in 2022.
Indian E-Grocery: A Promising Opportunity Led By Value-First UsersRedSeer
The ~$600 Bn grocery industry in India is undergoing
a similar disruption enabled by eGrocery platforms,
that have done a tremendous job in transforming how
people shop for their groceries. While these platforms
have solved for a number of consumer needs ranging
from improved access to higher convenience, the largest
challenge still faced by an average Indian is around
affordability and eGrocery platforms have the potential to
effectively resolve this aspect.
An estimated 96 Mn Indian users are forecast to pay
for games in 2021. Paid gamers are forecast to reach
~240 Mn (3x) in the next 5 years. Survey results show that up to 50% of new midcore and hardcore game users pay $7-$14 per month.
Flipkart-Walmart deal has been a landmark moment in the history of e-tailing. Since its humble beginnings in 2000, e-tailing has come a long way. The growth story of the industry in the last 10 years has been nothing less than remarkable. While the growth had slowed down between 2014-2016 due to multiple factors like DIPP regulations and demonetization, 2017 has seen a turnaround for the industry.
Size of Indonesia’s on demand services TAM by 2025. Indonesia’s share to rise to 41% by 2025E. Relatively high share of SEA pie expected to remain across Mobility, Food delivery and Logistics services.
As one of the fastest growing e-commerce models, RedSeer latest report highlights quick commerce platforms such as Swiggy's Instamart, Dunzo, and more.
With increasing prevalence of top-up and unplanned purchases in metro and Tier1, convenience and speed of delivery have become important; super-specialized platforms have emerged to offer convenience and instant deliveries.
Entertainment & Advertising | Riding the Digital WaveRedSeer
Josh – Fares higher on the NPS primarily on the back
of best satisfaction (53%) among Tier 1 users, primarily
emerging from the Hindi-belt of India
Moj – Secures the highest satisfaction (46%) across the
competition in Metro cities, and second best (45%) in
Tier 2+ cities
MX Takatak – Performs well in the vernacular region,
leading to higher NPS (46%) in Tier 1 cities
Roposo – While Roposo does reasonably well in Tier 2+
cities (garnering ~57% NPS), it’s Metro users’ satisfaction
is at 21%
eCommerce platforms shipped ~2.5 billion shipments in
FY2020 growing at ~50%+ CAGR in the last 3 years. However,
we expect shipment volume to grow at ~30-35% CAGR for next
5 years.
Some of the key drivers of growth for eCommerce are the
latent demand in Tier-2+ cities, enablement of logistics
networks, infrastructure built by eCommerce platforms (large
horizontals), and new age third-party logistics players in
the last 3-4 years. The investment in logistics networks and
infrastructure has enabled eCommerce platforms to reach
online shoppers beyond metro and tier-1 cities to hinterland in
the country
Spend on hotels in international market observed higher drop compared to domestic market due to COVID led travel restrictions. We expect the recovery for international markets to take longer compared to domestic markets given the uncertainty around the travel requirements (due to COVID).
Indian grocery traditionally has been a primarily unorganized market, wherein more than 90% of the market is driven by traditional ‘kirana stores. However, in the past decade or so, organized brick & mortar and online channels have gained prominence. Online grocery has been boosted by covid-19 related tailwinds, with the GMV run-rates of major players growing by 70%+ during the period. This has led to an increased focus on the sector by large conglomerates as well as mature online players.
During Covid, while there were some challenges in the initial days of the lockdown, the segment has grown significantly. Most notably, fresh vegetables and fruits have seen 144% growth, while FMCG products grew 150%. While a lot of this growth will normalize to some extent as the COVID situation subsides, a significant portion of new users will persist and drive growth.
With the increasing demand and competition, it becomes imperative for brands to stay ahead by making data-driven decisions. In order to equip the brands to win in the online space, BigBasket Brand Intelligence and RedSeer have partnered to author this report. The idea here is to combine high-quality RedSeer IP on broader trends in the sector and BigBasket’s grocery expertise to create a ready-reckoner for brands, as they make strategic, product or channel-related decisions.
This report is an abridged version of the larger report which can be subscribed as per need. Besides the key trends of the sector, customer insights etc., this report deep dives on key categories such as Snacks & Packaged Foods, Beverages, Personal Care and Home Utilities, we present the quarterly growth in sales in the past 5 quarters with various sub-category splits.
There has been a sudden switch in the buying and selling pattern of the customers in all over India, which created the growth of e-commerce industry. This switch can also be noticed in the automobile industry. The online penetration of auto sector in the world market is approx. 0.7% in 2019. It was challenging for automobile ecommerce industry to make it successful in India, but eminent players of India have made it possible. To learn the possibilities and success of auto ecommerce industry go through this document.
Spend on hotels in international market observed higher drop compared to domestic market due to COVID led travel restrictions. We expect the recovery for international markets to take longer compared to domestic markets given the uncertainty around the travel requirements (due to COVID).
Mobile Marketing Association, the global leading association for the mobile marketing industry, along with GroupM, world’s leading media investment group, today released its ‘Mobile Ecosystem and ad-Sizing Report’ 2018.
The Future of Internet Content Consumption in India | Zinnov Zinnov
This study is a comprehensive view of the future of Internet content consumption in India, focusing on key aspects like -
a) the current state of Indian mobile ecosystem
b) changing paradigm of content consumption
c) the disruption in content creation and curation
d) the role of ecosystem leverage and collaboration
To get more insights on the trends shaping the content consumption landscape in India, write to us at info@zinnov.com.
Digital India - What It Means For Your Brand's Digital Marketing StrategyFutuready Media
The young India today considers high speed internet as a core utility, a plethora of choices as a necessity and speed and ease as must-haves.
This presentation highlights insights about numbers and the scale to assist you set the digital strategy for your brand.
Zoomy Media International Ltd expands it domestic service to Southeast Asia by dint of Big Data and Cloud Computing. Accumulating Internet customers by WIFI equipment renting which forms the basis of flux and service charge. It profits from commercial patterns such as content distribution, content provision and advertisement.
India FinTech report 2019 - Executive summaryMEDICI
India FinTech Report 2019 offers an in-depth look at what makes the Indian FinTech ecosystem vibrant by taking a deeper dive into Government, Regulatory, and Private sector initiatives.
Download the Executive Summary here: https://bit.ly/2ugRke5
Download the main report here: https://bit.ly/2EjGclm
Indian short-form apps have a monetization opportunity of $19Bn by 2030, and by 2025 they are expected to double their monthly active user base to 600 million, said strategy consulting firm Redseer Strategy Consultants.
BCG and Meta today announced the launch of a new report around the increasing influence of digital in driving media and entertainment consumption in India.
The indigenous Telecoms, Internet, Media & Edutainment (TIME) sector
has grown its international footprint over the last six years. The continued adoption of high-speed internet (fixed and mobile) as a direct channel opens up a significant revenue opportunity.
India telecom revenues is primarily driven by voice which constitutes to 90% of total revenues leaving only a smaller portion for data. Aegis LeadCap Research & Consulting predicts that in next 5 years share of revenue from voice will reduce down to 60% from its current state of 90%. 40% revenue from data also includes the revenue from BWA service providers like Reliance Infotel, Tikona etc. Most prominent value add services which drives data revenues include mobile internet, mobile broadband, games, location based services, video calls, mobile adverts, music, video and mobile TV.
The report *State of D2C in India: A Logistics Update* talks about the evolving dynamics of the d2C landscape with a particular focus on how brands navigate the complexities of logistics. Third Party Logistics enablers emerge indispensable partners in facilitating the growth journey of D2C brands, offering cost-effective solutions tailored to their specific needs. As D2C brands continue to expand, they encounter heightened operational complexities with logistics standing out as a significant challenge. Logistics not only represents a substantial cost component for the brands but also directly influences the customer experience. Establishing efficient logistics operations while keeping costs low is therefore a crucial objective for brands. The report highlights how 3PLs are meeting the rising demands of D2C brands, supporting their expansion both online and offline, and paving the way for sustainable, scalable growth in this fast-paced market.
In “Decoding Omnichannel,” the report delves into the intricacies of this retail revolution, drawing insights from trailblazing companies like Caratlane, Lenskart, and Mamaearth. By offering actionable strategies and insights, we aim to empower entrepreneurs and brands to navigate this dynamic landscape with confidence. As India’s retail market hurtles towards a projected $2.2 trillion by 2030, the convergence of offline and online influences presents a transformative opportunity for consumer engagement. Embracing this fusion not only as a necessity but as a strategic imperative, businesses can position themselves at the forefront of innovation, driving sustainable growth and resonating deeply with the diverse needs of the Indian consumer
For an in-depth exploration, download the full report now!
MENA e-commerce: A unique ecosystem, in a period of transitionRedSeer
Amidst the turbulence of the pandemic, the digital economy surged globally, but nowhere more profoundly than in the MENA region. This is because we were still in the period of customer acquisition where the marketing spends are extremely high. The pandemic helped leapfrog these days, placing our region on a pedestal of growth.
Now, as we enter a post pandemic era, where the only constant is change, it is important to acknowledge some unique aspects of our digital economy that make it one of the most attractive ones globally.
The MENA Digital Economy has been a silver lining amidst a global funding slowdown and is aided by strong consumer confidence. There are various emerging micro trends that hold the potential to redefine its landscape. For brands and retailers, the challenge lies in discerning and prioritizing the trends that not only address genuine customer needs but also align with sound business logic despite associated costs. At the heart of this evolution is personalization, where artificial intelligence stands poised to play a pivotal role.
In the report, we have also highlighted five overarching consumer trends which need to be kept in mind to emerge on the right side of the next period of growth for our digital economy.
KSA food aggregators to deliver million smilesRedSeer
The food service sector in Saudi Arabia is currently a massive SAR 100 Bn market that has displayed resilience and rebounded swiftly. The market witnessed a covid-led decline because of reduced mobility/ operational hours and restaurant closures. During this time, an emerging trend of in-home consumption emerged which created a unique opportunity for food delivery players to capitalize on.
Currently, the food delivery market in KSA is experiencing rapid growth, driven by high consumer satisfaction and Net Promoter Scores (NPS) for food aggregators in the region. This growth is driven by evolving consumer preferences, as there is a notable transition towards prioritizing convenience over mere affordability, especially after the pandemic.The market is currently dominated by two key players: Hungerstation and Jahez, collectively responsible for ~70% of the food aggregator market. The emergence of new players in the market underscores its vast potential and the expanding addressable market. Despite being new, players like Noon Food and Ninja warrant close attention to the market’s future growth potential.
Food aggregators market is projected to reach 1 million daily touchpoints by 2024, providing numerous opportunities to offer multiple services, including q-commerce, SaaS, dark store, and dark kitchen models. This can also enable a favorable environment for super apps and super brands to co-exist.
The narrative of India's digital advertising market unfolds amid a decade of digital transformation, propelled by the surge in smart devices and widespread internet access. This era witnessed remarkable increases in user engagement across various platforms, fueling unprecedented growth in digital advertising spend. Despite the challenges posed by COVID-19, which initially drove a surge in online activity, the subsequent stabilization and muted growth in digital advertising spend during FY23-24 were influenced by consumption slowdown, regulatory changes, and a funding lag. Nevertheless, the trajectory remains striking, with digital advertising expenditure outpacing traditional media, commanding a market share of approximately 55% by FY24.
To learn more about this dynamic landscape, download the report now.
KSA’s economy has witnessed the fastest GDP growth rate during 2021-22 period, driven by pro-business reforms and rising oil prices. Continuous improvement in ease of doing business, social and economic liberalization and initiatives to attract talent and global businesses will pave the way for future growth.
KSA has a thriving tech enabler ecosystem with a home to 60+ fintech startups and over 10 Mn IoT connections, actively participating in emerging digital technologies. Within KSA, despite the rapidly evolving digital landscape, there are numerous sectors that still hold vast untapped potential and significant opportunities for growth. This underscores the necessity for robust, localized businesses to confront region-specific challenges. With its impressive spending capacity, well-established infrastructure, and unwavering government backing, the KSA offers an ideal groundwork for developing and implementing effective solutions tailored to the unique needs of the region.
KSA ecosystem is vibrant with a balance between local talent, government support, international investors and partnerships. Its digital economy is poised to be a major driver of diversification, providing a ~25% boost to GDP growth. It is expected to emerge as the mecca of unicorns in the MENA.
Saudi Arabia's Rise to Global Entertainment DominanceRedSeer
n the aftermath of the global pandemic, the Kingdom of Saudi Arabia (KSA) is experiencing a remarkable transformation across various facets of society. Swift advancements in social, economic, and cultural realms underscore Saudi Arabia’s aspiration to become the hub of the region and the world. This transformative phase is driven by a growing acceptance of diverse entertainment formats such as movies, concerts, and various leisure and entertainment avenues. Key to this paradigm shift are government initiatives that are actively promoting a culture of leisure and entertainment in the country.
Ear-It-All: The booming world of audio seriesRedSeer
The Media & Entertainment (M&E) sector stands as a cornerstone of online content consumption, serving billions of internet users worldwide. Acting as a gateway to the digital economy, M&E has seen significant evolution over the years. While Social Media and Video Streaming have reached maturity, Audio Streaming, particularly Audio Series, emerges as a promising frontier in entertainment innovation. Mirroring the appeal of Video Series, Audio Series offer immersive content experiences, accessible anytime and anywhere, catering to the diverse entertainment needs of internet consumers. With approximately 1.3 billion potential users globally, the Audio Series market represented a lucrative US$ 21-25 billion opportunity in 2023, poised to double by 2027. Leading players in the entertainment industry are tapping into creator communities to drive content creation, while established platforms are exploring Audio Series offerings to broaden their market reach.
Winning Recipe for Food Brands in India- Redseer ReportRedSeer
The Indian organized food services market is projected to exceed $100 billion by 2028, growing at a CAGR of 8–12%. This growth, driven by evolving consumer behavior, is expected to double the market from $30 billion to $60 billion. To capitalize on the heterogenous nature of the market, brands are urged to embrace diverse cuisines. The House of Brands (HoBs) strategy emerges as a fitting approach, with an average HoBs revenue at least 5 times higher than that of a standalone brand. Successful implementation of the HoBs model hinges on the ability to build and scale multiple brands while ensuring operational excellence.
For an in-depth exploration, download the full report now!
Study reveals udaan winning on customer service excellence, after market cons...RedSeer
In a recent study conducted by Redseer Strategy Consultants (Redseer), India’s largest and renowned strategy consultancy firm with a global footprint and Udaan – India’s major eB2B player, delves deep into the eB2B market, offering key insights and strategic approach aimed at unlocking unparalleled growth opportunities for businesses operating in the segment.
The comprehensive analysis and in-depth market research reveal that udaan, India’s largest eB2B player, has emerged as a leader in customer service excellence following a phase of market consolidation. The focus on customer service excellence, especially after a period of market consolidation, indicates a strategic approach to stand out in a more concentrated and competitive market.
Over the past several years, India has embarked on a remarkable journey towards becoming a digitally enabled society. This digital transformation has not only reshaped the nation's socioeconomic landscape but also served as a global model for how technology can be harnessed to uplift and connect diverse and large populations.
At the heart of this transformation lies the concept of Digital Public Infrastructure (DPI), a strategic framework that has provided the rails to propel India onto the global stage as a digital powerhouse.
With the Indian internet economy projected to reach USD 1 trillion by 2030, DPIs are primed to continue playing a significant role in democratizing this growth and ensuring a digital future that is inclusive and expansive.
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The "India Digital SME Credit Report 2023," a collaboration between GetVantage and Redseer Strategy Consultants, reveals that a significant credit deficit of approximately $220 billion is impeding the economic progress of digitized businesses. Despite an infusion of $53 billion in FY22 and an estimated $165 billion being serviceable after accounting for unviable businesses, the current working capital deficit remains at $112 billion. The report predicts that the demand for credit will surpass $570 billion in the next five years as the number of digital SMEs doubles. This deficit hampers innovation, job creation, scaling, and efficiency building among new-economy businesses. The report underscores the crucial role of alternative financing platforms, such as revenue-based financing, in addressing this gap and fostering economic growth.
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Redseer unlocking value of mass consumer PR Report.pdfRedSeer
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According to a report released by strategy consulting firm Redseer Strategy Consultants in collaboration with Plural by Pine labs, 85% of the businesses in India will be digitally enabled by FY26. From bustling cities to remote villages, digital payments are on the fast track to change the way users transact. Penetration of smartphones and the internet, and favorable government policies have been key drivers in the adoption of digital payments in the country. With more than 70 crore internet users, India has the second-highest number of internet users in the world, trailing only behind China. With a population of 140 Cr, India is poised to become a global leader in digital payments in the coming years.
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2. About Us
RedSeer is a leader in the Internet and new age advisory. Over the last 11 years of its operations we have advised 200+
clients across the breadth of Internet and investment industry in India, Middle East, and South East Asia. Our advisory is
differentiated through our high quality IP of market insights and research, which is unparalleled in Industry and helps both
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Short-form: Rising amidst cluttered content space02
3. Preface
Earlier this year, when pandemic hit the nation and globe, life halted grappling
with the virus. However, it has started to return to a „New Normal“ with a
significant change in our behavior across each touchpoint in our typical day in a
life. Digitization, especially on some of the online shopping categories, payments
and online content has seen an inflection point driven by a strong push due to
lockdown and trust on the internet ecosystem
Indians already had a strong need for entertainment, which is still growing with
rise in young millennial population and digital penetration. With more than
550Mn smartphone users currently, which is expected to grow to 900Mn+ in
next 5 yrs, there‘s a significant whitespace to be created for content players
to capture. The rise in the content apps in last 3 to 4 yrs, with a lot of them
focused on localized content is a proof of the strong need for entertainment in
the market. Shortform, in particular, which has emerged as a breakout category,
offering light and instant fun entertainment reached every internet segment in
India, and saw good growth until the ban on Chinese Apps.
Post ban on TikTok, a huge void was created and ~170Mn shortform users
were left searching for options to entertain themselves at low cost. Some of
the large Indian content players like Dailyhunt, Times Internet, InMobi, etc.
launched their own shortform apps and FB, YouTube also started to offer
short-videos in app, considering growth of shortform. New shortform players
have been able to offer users a holistic experience to users with quality content
creators getting onboarded. As Indian players innovate to offer fresh quality
content everyday, shortform engagement is expected to resurge back to Jan
and grow more than 4X in next 5 yrs. However, the questions still remains on
the monetization front for the players and potential change in dynamics if the
ban on TikTok is lifted.
In this report, we have tried to decode the Rise-Fall-Rise of shortform space
and who has emerged as the new winner post TikTok. Hope, you find it as an
insightful read.
For any queries or feedback, please feel free to reach ourdirectly to me at anil@
redseer.com.
Anil Kumar
-Founder and CEO, RedSeer
Short-form: Rising amidst cluttered content space 03
5. Short-form: Rising amidst cluttered content space 05
1. The big picture
Large scale content consumption habits
combined with a strong product-market
fit makes India ripe for short-form content
explosion
p.06
p.19
p.28
2. Emergence of Short-form
Short-form has emerged as the break-out
category in cluttered content space with Indian
apps leading the charge
3. Whom to watch out for?
While the space is cluttered, with multiple
players making noise, there are clear signs of
‘emerging winners’
6. 1. The big picture
Large scale content consumption habits combined with
a strong product-market fit makes India ripe for short-
form content explosion
Key themes in this section:
1. India is the second largest and
fast-growing content consumption
market
2. Strong need-gap for free
personalized short-form
entertainment content unfulfilled
by OTT and YouTube
7. Short-form: Rising amidst cluttered content space
India has 2nd
highest smartphone users
globally…
560 40%
2.India
275
Mn
83%
30
Mn
84%
8.Canada
140
Mn 65%
4.Brazil
100
Mn
68%
6.Russia
900
Mn
65%
5.Japan
20
Mn
85%
9. Australia
80
Mn 63%
7.Mexico
100
Mn
1.China
80%
3.United
States
Smartphone Users, Major countries
Mn (FY20)
Size of the circle denotes smartphone users
Xx% - smartphone penetration
Disclaimer: The map is general illustration only, and not intended for any other purposes / references
Source(s): Deloitte Mobile Consumer Trend Report, International data corporation, RedSeer IP, RedSeer Analysis
Why smartphone users
are growing in India ?
Higher Affordability
Avg smartphone costs
reducing (less INR 11K)
Chinese Players entry
Chinese smartphone brands
(Xiaomi, Oppo, Vivo, OnePlus,
etc.) have entered with cheaper
smartphones and high value
1. Second largest and fast-growing content consumption market
07
8. Short-form: Rising amidst cluttered content space
…which doubled in last 4 yrs – a Thriving
Digitization
20
0
150
300
450
600
750
900
1050
20102000 20202016
#ofsmartphoneusers
2014 2025F
Internet enabled 2G
phones
Low cost 3G enabled
Smartphones
Jio - Affordable 4G
LTE
Desktop Internet
242
560
940
44
80M
n per yr
~500 Mn+ new
users in
10 years
1
~400
M
n+
new
users
in
5
years
Smartphone Users, India
Mn (FY2000 – FY25F)
Notes: Some of the users have also upgraded to newer smartphones
Source(s): Expert Interviews, RedSeer IP, RedSeer Analysis
Key Drivers of Adoption
1. Second largest and fast-growing content consumption market
08
9. Short-form: Rising amidst cluttered content space
Every 2nd person in India has
internet; 45% of internet users used
short-form…
FY25 F – 1.4 Bn PopulaঞonFY20 – 1.3 Bn Populaঞon
970
760
580
506
404
600
450
275
244
140
10%
11%
16%
Access to Internet
Total populaঞon with
access to internet
Acঞve internet Users
Uses social media, google,, but
doesn’t transact online
Online Service Users
Transacts for services e.g.
banking/recharge, but no products
Online Shoppers
Atleast one transacঞon on
online retail plaorms in a year
CAGR (20 -25)
23%
100%
~75%
~23%
~41%
100%
~78%
~42%
~52%
Shororm Users
Users who use short -video apps
like TikTok, JOSH, MX TakaTak ~45% ~60%
16%
Internet Users Funnel
Mn (FY20 – FY25F)
Notes: An internet enabled device could be used by user’s family and hence they are also counted under access to internet
Source(s): Expert Interviews, RedSeer IP, RedSeer Analysis
1. Second largest and fast-growing content consumption market
09
10. Short-form: Rising amidst cluttered content space
…India’s internet growth capacitated by
cheap data costs…
Source(s): Cable.co.uk, Ericsson mobility report, Expert Interviews, RedSeer IP
12
9.8
8.58.2
7.5
5.8
5
4.6
IndiaChinaUSAWestern
Europe
North
East
Asia
Central &
Eastern
Europe
ME &
Asia
SEA &
Oceania
12.55
10.94
8.38
8.00
4.06
1.81
1.39
1.39
1.01
0.81
0.68
0.61
0.52
0.43
0.09
Canada
South Korea
Switzerland
USA
Germany
Spain
UK
Nigeria
Brazil
France
Australia
China
Russia
Italy
IndiaIndia
Data cost vs Data consumption
Average cost of 1GB data in Feb 2020 ($)
Data Consumption per month per smartphone
GB, FY’20
Cheapest
data cost in
the world
Cheap
data costs,
resulting in
highest data
consumption per
smartphone
1. Second largest and fast-growing content consumption market
10
11. Short-form: Rising amidst cluttered content space
Notes: 1. Content includes Social media, messaging, Short Form, OTT Video and Audio, YouTube
2. Other Apps includes mobility, Food Delivery, Fin-tech, Ed-Tech, E-Tailing, eB2B, Classifieds, Stay and Travel
Source(s): Business Of Apps website, Expert Discussions, RedSeer IP, RedSeer Analysis
...resulting into highest content
consumption per user...
China Canada Russia Australia USA Germany
Other Apps
Content
288
Min 264
Min
210
Min
210
Min 200
Min 180
Min
145
Min
54% 44% 50% 50% 65% 54% 71% 56%
India
Avg Time Spent per smartphone user per day
Min (FY20)
1/5th
of entire day’s
time, spent on
smartphone in India
Why content consumption
is high in India ??
High content creation velocity
Continuous content created on
OTT & shortform
New Content Apps launched
Last 3 to 4 yrs seen high # of
content apps launched
Convenient Entertainment
Rise in need of entertainment on
smartphones
1. Second largest and fast-growing content consumption market
11
12. Short-form: Rising amidst cluttered content space
…and growing faster than global rate
Source(s): internet world stats, nextweb.com, Expert Discussions, RedSeer IP, RedSeer Analysis
Annual time spent vs growth rate, Online Content Consumption, Top countries
Tn Mins
China , 10%
India, 27%
Brazil, -5%
USA, 3%
Russia , -3%
Germany, -1%
Canada ,
-4%
Nigeria, 17%
Japan , 12%
Mexico, 6%
Philippines, -8%
Turkey, -2%
UK,
-1%
France, 5%
Thailand, -2%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
0 10 20 30 40 50 60
)02’YFot91’YF(tnepSemiTnihtworG
Annual Time Spent (FY’20) Tn Mins
Leaders
Growing push from
supply (Apps launched,
marketing, content library,
licensed content) and
consumers moving towards
personalized media
consumption
Lesser
annual
engagement due to
relatively lower number
of users in smaller
countries
1. Second largest and fast-growing content consumption market
12
13. Short-form: Rising amidst cluttered content space
Proliferation of content ecosystem; short-form Cruising
Source(s): Secondary Research, RedSeer Analysis
Audio
Short-form growth along with tradiঞonal plaorms launching OTT
explosion
Smartphone adopঞon & rise of internet + online entertainment
Video
PlayersintheIndustry
ocal
ntent
SocialLo
Con
Launch
Smartphone Growth Phase Content Explosion Phase Local content
20132006 2014 2015 2016 2017 2018 2019 2020 2021
Chinese
Apps
Banned
(Jun’20)
Evolution of Content players in India
2. Strong need-gap for free personalized short-form content
13
14. Short-form: Rising amidst cluttered content space
Source(s): RedSeer Research, IDIs, RedSeer Analysis
Free + bite-size fun unavailable on OTT =>
Strong need for short-form
Large space left indicating strong need-gap for free personalized short-form
Only a small part of user needs met by current entertainment channels
…but users need…Current Entertainment platforms have….
1. More Social Circle Updates
than entertainment
2. OTT requiring high attention,
time and isn’t always fun
3. High internet data and costs
needed
4. Kids, Music and education
are top YouTube channels
1. Funny media entertainment to
relax than socialize
2. Reduced attention span
demanding instant fun
3. Low-cost and personalized
entertainment
4. Depth of entertainment options
2. Strong need-gap for free personalized short-form content
14
15. Short-form: Rising amidst cluttered content space
1. Need for “Media entertainment”
“social”; Current offering is reverse
Notes: Analysis Excluding YouTube
Source(s): RedSeer IP, RedSeer Analysis
Avg MAU and Time Spent, Social Media
FY17 to FY20 (Indexed to 100; FY17 =100)
Annual Time Spent, Social Media vs Personalized Media
Tn Mins (FY19 vs FY20)
142
134
50
70
90
110
130
150
FY20FY17 FY18 FY19
Avg MAU
~230 Mn
Time Spent
~2 Tn Mins
Avg MAU
Traffic and Engagement on Social Media has grown conঞnuously…
…but some of the engagement is shi[ed towards
personalized media consumpঞon like OTT and Short-form
~330 Mn
Time Spent
~2.7 Tn Min
Baseline ( 100)
42% 38%
58% 62%
FY19 FY20
Personalized
Media
Social Media
6.1 to 6.3
Tn Mins
6.9 to 7.2
Tn Mins
~4%
growth
~20%
growth
FY17 FY20
13%
11%
CAGR
2. Strong need-gap for free personalized short-form content
15
16. Short-form: Rising amidst cluttered content space
2. OTT focused on “long-form”, but need
is “instant-fun”
Notes: 1. Others includes Sports, Kids, cartoon, etc.
2. Top 10 originals Based on the IMDb rating
3. Analysis excluding YouTube
Source(s): internet world stats, nextweb.com, Expert Discussions, RedSeer IP, RedSeer Analysis
Time Spent, by categories, Top 5 OTT Video Players
Bn Mins (Oct’20)
Time Spent on Originals, Top 10 Originals2
Bn Mins (2019 vs 2020)
20%
20%
23%
12%
24%
Others
DailySoaps
Movies
TV Series
Originals
Total :
~130Bn
Mins
55 to 65
160 to
180
2019 2020
~3X
(~40 mins)
(~35 mins)
(X min) – Avg runঞme per episode
Though ঞme spent on originals is increasing, it needs
focus to watch and is not always fun
Most of the consumpঞon comes from originals and movies,
which needs high a‚enঞon span
2. Strong need-gap for free personalized short-form content
16
17. Short-form: Rising amidst cluttered content space
3. Wide gap b/w “free” “paid” OTT users
implies need of low-cost entertainment
Notes: Analysis excluding YouTube
Source(s): RedSeer IP, RedSeer Analysis
238
225
10X
gap
Free Spike in lockdown
Apr'20 May'20 Jun'20 Jul'20 Aug'20 Sept'20
gap
Paid
Users
64
4X
Nelix USA
Paid Users
15
16
MAU
Paid Subscriptions vs Free MAU, OTT Video
Mn, 2020
Lower willingness to pay of Indian users
compared to USA; Clear need for free
personalized entertainment at lower cost
What this indicates??
1. Lower Willingness to Pay for content
2. Need free personalized video content
Short-form providing entertaining video
content for free and at a lower data
consumption
Currently only 5% to 7% of the entire MAU are paid subscribers
2. Strong need-gap for free personalized short-form content
17
18. Short-form: Rising amidst cluttered content space
4. YouTube’s top 50 channels scarce on
entertainment options
Top 50 YouTube Channels, by # of subscribers
Mn, 2020
Notes: 1. Entertainment Channels are the channels where short films, comedy content or entertaining episodes are shown
Source(s): YouTube, RedSeer Analysis
-10
10
30
50
70
90
110
130
150
170
T-Series
ZeeMusicCompany
ShemarooFilmiGaane
AajTak
ChuChuTVNursery
SonyMusicIndia
WaveMusic
T-SeriesBhakঞSagar
TipsOfficial
SpeedRecords
InfobellsHindi
Venus
ABPNews
ShemarooFilmiGaane
CarryMinaঞ
ErosNow
T-SeriesApnaPunjab
CVS3DRhymesKids
GaaneSuneAnsune
GeetMP3
Rajshri
IndiaTV
DesiMusicfactory
KhandeshiMovies
Bollywoodclassics
TechnicalGuruji
WowKidz
BBkiVines
ABPNewsChannel
Infobells-Tamil
Infobells-Telugu
JingleToons
DSLNews
SandeepMaheshwari
WWRecordsBhojpuri
Goldmines
SaregamaMusic
SETIndia
ZeeTV
GoldmineTelefilms
YRF
ColorsTV
UltraBollywood
SonySAB
AshishChanchlani
JKKEntertainment
AmitBhadana
VenusMovies
SonyPAL
Round2hell
Entertainment Channels1
What this indicates?
As top YT channels lack offering
personalized entertainment content,
Shortform has emerged as a perfect
alternative for entertainment.
2. Strong need-gap for free personalized short-form content
18
19. 2. Emergence of short-
form video category
Short-form has emerged as the break-out category
in cluttered content space with Indian apps leading
the charge
Key themes in this section:
1. The fastest growing content
category and a broader mass
appeal
2. Time spent on the category to get
back to January levels, expected to
grow exponentially in 5 years
20. Short-form: Rising amidst cluttered content space
Short-form emerged as the fastest growing
content category...
Source(s): Expert Discussions, RedSeer IP, RedSeer Analysis
905
900
1,000
Short -form
FY20FY16
600
700
800
900 Short form
~180 Mn
YouTube
~150 Mn
Short-form
~20 Mn
400
500
600
OTT Video
~222 Mn
OTT Video
~100 Mn
170
222
215
100
200
300
Baseline (100)
Social Media
~330Mn
YouTube
~325Mn
Social Media
~200 Mn
100
0
FY16 FY17 FY18 FY19 FY20
( )
Avg MAU for year– Content Sectors
(FY16 to FY20) (indexed to 100)
Impact of High
growth of short-
form
Forced market Leaders to
launch short videos in
2020 (e.g. FB, YT and
IG short videos)
1. The fastest growing content category and a broader mass appeal
20
21. Short-form: Rising amidst cluttered content space
...and dispersed across segments; Young
and Metro highest penetrated
Note: 1.Even though Penetration in Metro seems high, but most of the users come from Tier 2+ (around 66%)
Source(s): Expert Discussions, RedSeer IP, RedSeer Analysis
Short Form Penetration, by segments
% (FY20)
Xx Mn – Internet Users
reiTytiCyBpuorGegAyB 1
210 Mn 140 Mn 110 Mn 140 Mn 80 Mn 120 Mn 400 Mn
Younger age group is the most
penetrated, followed by 35+ yrs
Tier2+ has seen high tracঞon but
Metro is increasing since Apr’20
By SEC Classificaঞon
75 Mn 110 Mn 125 Mn 290 Mn
SEC B and C has highest number of
short-form users
32%
54%
27%
5%
14 to 25 yrs 26 to 34 yrs 35 to 44 yrs 45+
40%
25%
30%
Metro Tier 1 Tier 2+
15%
23%
45%
30%
SEC A SEC B SEC C SEC DE
1. The fastest growing content category and a broader mass appeal
21
22. Short-form: Rising amidst cluttered content space
Source(s): Customer Surveys, Expert Interviews, RedSeer Analysis
Depth of fresh new entertaining content everyday
prime driver
HighlightsStrengthofdriver
Conঞnuous
Entertainment
Fresh Content
Everyday
Localized reach
for creators
Reducing
A‚enঞon Span
New and frequent Hashtag
challenges intrigue
customers
High Quality content as per
users interest
Some of the hashtags with
actors involved and based
on recent happenings have
seen the highest
engagement
Content Creators post
more than 50Mn posts per
day, combined across all
plaorms
Velocity of content creaঞon
is the highest
Time taken to create Short
form content is lowest
Lower income and Long Tail
city users geমng a localized
reach to users and
perceived as a be‚er
plaorm for them
Short Form doesn’t need
users to sঞck for hours like
movies / series; start and
end anywhere
10-30 second videos gain
tracঞon among users. This
works well as a‚enঞon
span of users is reducing
rapidly
55% users like watching
video of less than 2minutes.
The factor is a driver for
short form video apps
1. The fastest growing content category and a broader mass appeal
22
23. Short-form: Rising amidst cluttered content space
TikTok created this unique entertainment
need and category…
TikTok, MAU
Jun’18 to Jun’20
2X MAU
growth in 2 yrs
170Mn
MAU
at peak
Source(s): RedSeer IP, RedSeer Analysis
105
129
138
167
120
140
160
180
Jun’18 Jun’20
75 Mn
DAU
85
105
40
60
80
100
Jun'18
Jul'18
Aug'18
Sept'18
Oct'18
Nov'18
Dec'18
Jan'19
Feb'19
Mar'19
Apr'19
May'19
Jun'19
Jul'19
Aug'19
Sept'19
Oct'19
Nov'19
Dec'19
Jan'20
Feb'20
Mar'20
Apr'20
May'20
Jun'20
– Addiঞon of popular
influencers
– In April, temporary ban
due to wrong content
put up on plaorm
– Advanced content filtraঞon
/ moderaঞon process
– Launch of EduTok
– OEM Partnerships with
Oppo
– Increased hashtag challenges
and college events
– Lowered App store raঞng -
negaঞve Chinese senঞment
– Banned in June
– Higher spend on
markeঞng to increase
reach and awareness
– Higher focus on content
creaঞon tools
Jun’18
Jun’19
Jun’20
2. Engagement to get back to Jan levels, expected to grow exponentially in 5 yrs
23
24. Short-form: Rising amidst cluttered content space
…which reached at par with OTT Video
and higher than audio…
Notes: 1. Analysis excluding YouTube
2. This Excludes apps which has short-video as an integrated feature (e.g Instagram Reels, Gaana Hotshots, Sharechat, Helo,etc.)
Source(s): Expert Discussions, RedSeer IP, RedSeer Analysis
Total Time spent per month, Content Platforms
Bn Mins
Key Highlights
Short-form growth driven by need for entertainment +
high-quality content supplied
• Lower data consumption higher entertainment
options
• Idle time in lockdown enabled more consumption
• Some Hashtags like COVID had 100Bn views in just
April alone
Higher engagement in lockdown for OTT Video
• New releases and watching older favorite series /
movies on repeat kept the momentum
Drop in music listenership
• As commute halted, music listenership also nearly halted
as majority of OTT Audio cohort usually commutes
192 194
120
165
39 35
Jan'20 Jun'20
OTT Video
Shororm
OTT Audio
35%
-10%
TikTok was around
85% - 90% of total
shortform time spent
in Jun’20
2. Engagement to get back to Jan levels, expected to grow exponentially in 5 yrs
24
25. Short-form: Rising amidst cluttered content space
…but left a large void, majority of it yet to
get filled
Notes: 1. This Excludes apps which has short-video as an integrated feature (e.g Instagram Reels, Gaana Hotshots, Sharechat, Helo,etc.)
Source(s): RedSeer Research, RedSeer IP, RedSeer Analysis
Total Time Spent per month, Short-form
Bn Mins
Reasons for not shifting to new apps
~40% of TikTok time shifted to Indian Apps
2. Engagement to get back to Jan levels, expected to grow exponentially in 5 yrs
Some of the users are sঞll unwilling to shi[ from TikTok to
new short-form apps
1. Lack of quality content
Reason Strength of reason
7% to 10%
4% to 6%
85%
to
90%
Time Spent - June'20
TikTok
Indian
Players
Chinese
Players
~165 Bn Mins
Time Spent - Oct'20
~40% of
TikTok opportunity
captured by
Indian short-form
Players
~80 Bn Mins
~67%
(55 Bn
Mins)
2. Lesser number of posts / library
3. Value Proposiঞon of players
4. Lesser tools for content creaঞon
25
26. Short-form: Rising amidst cluttered content space
Resurgence of short-form post ban;
Expect exit at Jan levels
Note: Analysis excluding YouTube
Source(s): RedSeer IP, RedSeer Analysis
Time spent per month, Content Platforms
Bn Mins (Indexed to 100), Jan 2020 = 100
Jan’ 20 Feb’ 20 Mar’ 20 Sept ‘20 Oct ‘20 Nov ‘20 Dec ‘20
Dec (2020)
~220
Bn mins
~115
Bn Mins
Pre-TikTok Ban Recovery post BanJan (2020)
Apr’ 20 May’ 20 Jun ‘20 Jul ‘20 Aug ‘20
OTT Video
~192 Bn mins
Shororm
~120Bn Mins
134
37
95
114
~39
Bn mins
OTT Audio
~39 Bn mins
102
Growth
of OTT
Video during
IPL
Increase
in short-form
penetration for
all Tiers
Ban of
Chinese
Short-form
Apps
Improving
content quality and
# of creators on short-
form apps
Higher push, awareness
and content library
enhancements
2. Engagement to get back to Jan levels, expected to grow exponentially in 5 yrs
26
27. Short-form: Rising amidst cluttered content space
Source(s): Expert Discussions, RedSeer IP, RedSeer Analysis
Strong fundamentals and product-market
fit will grow short-form by 4X
Sr. No. Parameter Units FY’20 FY’25F Drivers for Market Growth
A Internet Users Mn ~600 ~970
Increase in smartphone sales driven by a rising middle class, more digitalization
through tech advancements such as 5G, etc.
B % Short-form penetration % 45% 60%
Shorter attention spans of Millennials and GenZ, Increased visibility for creators,
need for entertainment, Vast vernacular libraries
C User Base (A*B) Mn 275 580
D Retention % ~65% ~75%
Short curated videos to be the primary source of entertainment (acting as fillers
during breaks between daily tasks), Social community through short-form to aid in
enhancing retention
E MAU (C*D) Mn ~180 ~430
F DAU / MAU % 30% to 35% 40% to 45%
High stickiness because of the wide array of content ( Challenges, hashtags, etc),
monetization opportunities will aid in enhancing stickiness
G Time Spent per DAU Min ~65 ~75
Enhanced tech engine ensures better personalization and content moderation,
leading to increased daily engagement
H Total Time Spent (E*F*G)
Avg Bn Mins/
month
~110 400 to 450
~4X
2. Engagement to get back to Jan levels, expected to grow exponentially in 5 yrs
27
28. 3. Whom to watch out
for?
While the space is cluttered, with multiple players making
noise, there are clear signs of ‘emerging winners’
Key themes in this section:
1. Moats for the winning play
Based on learnings from global
successful models, we have
created a capability framework for
identifying ‘emerging winners’ with
proven capabilities
2. Experience on ‘emerging winners’
platforms
Basis deep research on multiple
aspects including personalization,
user feedback and creator
feedback- we have created
a nuanced view of current
experience on the platforms
29. Short-form: Rising amidst cluttered content space
All the global successful players had significant # of users and a robust Tech Engine to earn revenue + offering an ideal platform for
creators to reach users
Multifold growth in users and
monetization for global players…
Case Studies, Global Players
Global Metrics, CY’19
Player User Base Revenue Key Highlights
~2.5 Bn ~$17 Bn +
Strong content quality and social network attracting users; hence becoming one of the
top advertising platforms globally
~1.5 Bn ~$18 Bn +
High quality of continuous entertaining content creation to grow and retain users. as well
as boost ad revenues
~2 Bn ~$15 Bn +
Presence of Influencers / creators and a Go-To-Platform for online video watching across
any genre; One of the best advertising platforms for local reach
Source(s): Company annual reports, RedSeer Analysis
1. Moats for the winning play
29
30. Short-form: Rising amidst cluttered content space
..defining major moats on users, creators and Tech Stack for
winning short-form
Moats for winning in short-form
Descriptive
Note : 1. Un-branded refers to content which is not created by large production houses/ publications but instead by smaller publishers and creators
Source(s): RedSeer Analysis
1. Ability to acquire
users at scale
(+ create delight)
Only a few players in
Indian content ecosystem
who went above 150 Mn
MAU in a cost-effective
manner
2. Ability to create
larger creator
network + library
Creating “un-branded1
”
content at scale in multiple
languages” with strong
moderation capability to
ensure content safety
3. Ability to offer
personalization
Driving personal or social
recommendations on user
feed for large scale user
base
Ability to monetize at
scale
Monetization per user has
so far been lower compared
to global benchmarks and
need extensive capabilities
(both human capital and
tech systems)
Moats for
winning
1. Moats for the winning play
30
31. Short-form: Rising amidst cluttered content space
Platforms with more than 25% awareness considered for
further analysis
Note : 1. Awareness include Top of the mind recall, aided and unaided awareness
Source(s): RedSeer Analysis
1. Indian complete Short-
video Apps
(JOSH, Roposo, Moj, MX
Takatak, etc.)
2. In App Short-videos
(Instagram Reels, FB
shorts, Gaana hotshots,
etc.)
3. Chinese Short-Video
(TikTok, Snack Video, etc.)
100%
77%
Users Surveyed
Aware about
shororm
44%
39%
shororm
JOSH
MX TakaTak
Plaorms with
more than
25%
31%
21%
Roposo
Moj
awareness
considered 1
9%
5%
Mitron
Trell
4%Chingari
Considered for analysis
2. Experience on ‘emerging winners’ platforms
Categories of Shortform Apps
Descriptive
Awareness, Complete Short-Video Apps
%, N = 8071
31
32. Short-form: Rising amidst cluttered content space
Benchmarked platforms on
Personalization, User feedback, Creator
feedback
Source(s): RedSeer IP
Experience benchmarking
1. User saঞsfacঞon
Measures the user saঞsfacঞon across
different touchpoints and parameters like
content library, content quality, etc.
2. Creator saঞsfacঞon
Measures the saঞsfacঞon of content creators
across parameters like tools offered, reach
provided, moderaঞon, etc.
3. Content Personalizaঞon
Measures the ability of a plaorm to provide
content to its users based on their interests
and preferences
8000+
User surveys
200+
Creator Surveys
25+
Devices Analyzed
Indicates ability to create delight and
acquire users at scale
Indicates ability to create large content
library and creator network
Indicator of strong Tech Stack Engine
33%
33%
34%
User Saঞsfacঞon
Creator Saঞsfacঞon
Content Personalizaঞon
15+
IDIs
Research
Coverage
Parameters
Weightages
2. Experience on ‘emerging winners’ platforms
32
33. Short-form: Rising amidst cluttered content space
Player with better UX and strong
personalization leads the sector
Note : 1. Based on parameter weights of 33% each
Source(s): Consumer Survey, RedSeer Analysis
Highlights
1. Leader - JOSH
Ability to decode user’s preferences
and offers quality content through its
wide creator base + higher reach to
creators
2. Follower - Roposo
Meeting most of the personalization
needs of users with sizeable library
and creative tools for content
creation
3. Nascent - MXTakatak
Highest satisfaction with data safety
and tools offered to content creators
Experience Score, by Parameters
Scale 1 to 100, N = 829, 25 devices
Indexed value1
(actual Value)
PersonalizaঞonCreator
Saঞsfacঞon
User
Saঞsfacঞon
Overall ScorePersonalizaঞon
1. Leader
2. Follower
3. Nascent
56
38
40
14 13
8 9
29
23
6 9 23
(18) (26) (70)
(23) (29) (69)
(41) (38) (86)
2. Experience on ‘emerging winners’ platforms Overall Experience benchmark
33
34. Short-form: Rising amidst cluttered content space
JOSH has emerged as the new winner
Overall Experience Score
Scale 1 to 100
1 56
2 40
3 38
What makes JOSH
lead?
Quality of content creators
Extensive content library
Decode context content
of user preferences
Source(s): Consumer Survey, RedSeer Analysis
2. Experience on ‘emerging winners’ platforms Overall Experience benchmark
34
35. Short-form: Rising amidst cluttered content space
Source(s): Consumer Survey, RedSeer Analysis
User NPS Score, Short-form Players
(Q. On a scale of 1-10, how likely are you to recommend the app to your friend; 1- lowest, 10-highest)
N = 631
Highlights
JOSH
A robust Tech Engine and high
content quality, leading to higher the
retention rates
Roposo
Content Library is sizeable and App
experience has been seamless with
faster browsing speeds
MX Takatak
Rated very high on data safety due
to perception of “MX” being safe
but low personalization
Detractors
Neutral
Promoter
7%
45%
46% 46%
48%
39% 36%
41% 23% 18%
N = 242 N = 210 N = 246
16% 18%
JOSH leads on the back of quality content
and better app experience
2. Experience on ‘emerging winners’ platforms 1. User Experience benchmark
35
36. Short-form: Rising amidst cluttered content space
Source(s): Consumer Survey, RedSeer Analysis
User NPS Score, by Parameters, Short-form Players
N = 631
What Differentiates
leaders?
High Quality and # of Content
Creators
Strong Tech Engine to
understand content and
context of user preferences
Cover most of the categories
under different hashtags and a
clean interface
Strong trust on parent
brand
Varied strengths of players; JOSH at
forefront for content and personalization,
MX for safety
2. Experience on ‘emerging winners’ platforms 1. User Experience benchmark
Content Quality
0 25 50 75 100
Content Library
Personalizaঞon
App experience
Content Diversity
Data Safety
36
37. Short-form: Rising amidst cluttered content space
Source(s): Consumer Survey, RedSeer Analysis
Detractors
Neutral
Promoter
10% 13% 10%
42% 45% 54%
48% 42%
36%
N = 83 N = 64 N = 83
38% 29% 26% Highlights
JOSH
• High organic reach to users and the
overall app experience to upload videos
and get it moderated ( 3 mins to
moderate video posted)
Roposo
• Options of effects and filters received
well by creators, but reach is less
MX Takatak
• Tools offered to create the content and
Data safety is perceived higher on MX
but reach is less
JOSH leading on the back of reach and
app experience
Creator NPS Score, Short-form Players
(Q. On a scale of 1-10, how likely are you to recommend the app to your friend; 1- lowest, 10-highest)
N = 198
2. Experience on ‘emerging winners’ platforms 2. Creator Experience benchmark
37
38. Short-form: Rising amidst cluttered content space
Roposo and MX lead on “tools” offered,
JOSH on “reach” creators get
2. Experience on ‘emerging winners’ platforms 2. Creator Experience benchmark
Creator NPS Score, by Parameters, Short-form Players
N = 198
What Differentiates
leaders?
Higher quality of users engage with
high quality of video
Ease of Content Creation
Different themes, icons and
effects to edit videos
Strong trust on parent brand +
Moderation process
Source(s): Consumer Survey, RedSeer Analysis
0 25 50 75 100
Post Reach
App Experience
Video Filters
Creaঞon Tools
Data Safety
38
39. Short-form: Rising amidst cluttered content space
Measuring the degree of personalization
offered to users
2. Experience on ‘emerging winners’ platforms 3. Personalization benchmark
Personalization Framework
Parameters Weightage Description
10%
Measures the ability of a platform to offer different default
content on different devices
40%
Measures uniqueness of videos shown based on the
language chosen and user’s interest, across different devices
20%
Measures platform’s ability to showcase real time unique
content across different devices basis user’s interest
30%
Measures platform’s ability to show relevant unique content
based on “search” and user’s interest, across different
devices
1. Default Feed
2. Feed by
Language
3. Real Time Feed
4. Feed by Search
Research
Multiple devices were scanned and
analyzed across each parameter to
measure personalization
25+
unique devices analyzed
15+
IDIs with users
Source(s): RedSeer IP
39
40. Short-form: Rising amidst cluttered content space
Source(s): Consumer Research, IDIs, RedSeer Analysis, RedSeer IP
Highlights
1. JOSH
• Ability to decode user‘s preferences
• Offers unique content (feed) based on
preference of language and category /
genre searched by each user
2. Roposo
• Slightly lower degree of personalization
when it offers similar feed to every user
during an active session
3. Nascent
• MX continuously offers new content in an
active session but lags on understanding
the language context and search
Personalization Score
Scale 1 to 100, N = 26 devices for each App
Feed by
Language
Real ঞme
Feed Changes
Feed by
Search
Default
Feed
Overall
Score
80 100
100
80
90
70 80 8050
5070
100 86
70
69
JOSH Won; has deeper understanding of
users interest and preferences
2. Experience on ‘emerging winners’ platforms 3. Personalization benchmark
40
41. Short-form: Rising amidst cluttered content space
Roposo and MX had similar content for ~50% of devices,
while JOSH had unique personalized videos
ILLUSTRATIVE EXAMPLE
Device 1
Device 3
Device 2
Device 4
Device 1
Device 3
Device 2
Device 4
Device 1
Device 3
Device 2
Device 4
All the devices had different unique videos
based on user’s interest
50% of videos were same across different
devices
3 / 4 devices had same video; only 25%
were unique
JOSH Roposo MX Takatak
Source(s): Consumer Survey, Device Analysis, RedSeer Analysis
2. Experience on ‘emerging winners’ platforms 3. Personalization benchmark
41
42. Short-form: Rising amidst cluttered content space
Based on User feedback, JOSH, Roposo and MX Takatak
have demonstrated capabilities for high growth
Notes:
1. While US players like Facebook/ YouTube have also been active in this space launching in-app features like Youtube Shorts/ Facebook Short Videos, Instagram Reels, we have not considered them for this comparison
2. There are some Chinese players still active in this space in India, but those have not been considered due to regulatory uncertainty
Source(s): Expert Interviews, RedSeer Analysis
Player Analysis, by Moats
Descriptive
MOAT JOSH Roposo MX Takatak Moj Chingari Mitron Trell
1. Ability to acquire
users at scale (+ create
delight)
High awareness, Well funded
and already proven company
with 300+ users on parent
company - Dailyhunt
Oldest player, backed by
In-Mobi group+ Glance App
(primarily B2B tech space)
App by established content
player (Times Group) and
hence understands users in
content in depth
Slower growth in MAU
compared to the industry
• User Base is growing but
at a slower pace
• Tech Engine is still
getting enhanced to
offer personalization
and new content. Yet to
prove tech capability
• Lesser user base, so
might take relatively
higher time to monetize
at scale.
2. Ability to create a
large creator network
and content library
Onboarded most of the
famous influencers and has
demonstrated high content
creation velocity
Older player in the ecosystem
and has been creating content
with some well-known local
influencers
Experienced in creating
content for users through
its umbrella of other content
Apps
Relatively lesser
satisfaction on video
content on ShareChat
itself
3. Ability to offer
personalization
Strong Tech Stack with existing
Dailyhunt App experience
+ proven moderation of
content on JOSH to have
personalization
In-Mobi and glance have been
able to decipher user behaviors
and have targeted reach
through personalization
Monetary capabilities to
enhance already existing
tech capabilities
Already invested in
improving Tech and data
server capabilities to have
better Tech Engine
4. Ability to monetize at
scale
High retention and increasing,
organic userbase growing
continuously
Existing monetization channel
+ InMobi has been deeper
views on internet users to
target them with right ads
Parent company is already
well versed (in Gaana MX
player) with user monetizing
techniques
Lower monetization for
the MAUs on ShareChat;
So, capability not proven
42
44. Short-form: Rising amidst cluttered content space
Player Analysis:
Roposo
Founded
November 2014
Parent Company
InMobi
Sessions / DAU
3-4
MAU
60-65 Mn
Time Spent /
DAU
18-20 Min
Roposo is one of the oldest short-form apps present in India.
Launched even before Jio or TikTok came into play, it offers an
extensive library of content across 11 languages and has more
than 100Mn downloads on App store
DAU
12-14 Mn
44
45. Short-form: Rising amidst cluttered content space
Player Analysis:
Josh
Founded
July 2020
Parent Company
Daily Hunt
Sessions / DAU
2.5-3
MAU
70-75 Mn
Time Spent / DAU
20-25 Min
One of the first platform to be launched immediately after the
ban on Chinese Short-form apps, JOSH has been the most agile
to grow its app through multiple new feature additions, high
quality content creators and product upgrades in a short span. It
has been rated one of the highest on play store with 4.3 rating
DAU
30-35 Mn
45
46. Short-form: Rising amidst cluttered content space
Player Analysis:
MX Takatak
Founded
July 2020
Parent Company
MXP Media India
Sessions / DAU
3-3.5
MAU
55-60 Mn
Time Spent / DAU
22-24 Min
MX Takatak launched, just after the ban, carries the brand tag of
MX Player along with it. In a short time, it has been able to garner
high quality creators and also building a clean app interface for
users. It can be accessed both in MX Player App or separately as
well and comes in 10+ languages
DAU
20-25 Mn
46
47. Short-form: Rising amidst cluttered content space
Player Analysis:
Moj
Founded
June 2020
Parent Company
Sharechat
Sessions / DAU
3.5-4
MAU
38-42 Mn
Time Spent / DAU
30-35 Min
Moj is a short-form app launched by ShareChat. With the already
existing expertise of ShareChat app, Moj app has been able to
engage the users quite significantly and is one of the highest in
the industry. It comes in more than 15 languages, and offers
great quality of tools to its creators.
DAU
7-8 Mn
47
48. Short-form: Rising amidst cluttered content space
Glossary
Internet Users
Unique users in India who have access to internet and use it atleast once a year
Short-form Apps
Apps which offer only short videos in their App and doesn’t include text, images, songs, etc.
SEC
Socio-Economic classification
Virality
Time Spent per post per month
Metros
Top eigMumbaiht cities by population in India : Ahmedabad, Bangalore, Chennai, Delhi/ NCR, Hyderabad, Kolkata,, and Pune
Tier 1 cities
Tier 1 cities are non-metro cities with population of more than 1 million
Tier 2 cities
Tier 2 cities are cities with population between half a million to 1 million
Tier 3+
Tier 3+ cities are cities/ villages with population of less than half a million
48
49. Short-form: Rising amidst cluttered content space
Anil Kumar
Founder and CEO
Anil Kumar is the founder of RedSeer Consulting. He
has been part of engagements in Internet, Private
Equity, Retail CPG and Healthcare among others
and specializes in growth and investment strategies.
His consulting approaches leverages Data IP, sector
expertise and the client’s core hypotheses. He holds
a B.Tech from IIT-Delhi.
He can be reached at anil@redseer.com
Mughil M
Business Analyst
Mughil is a Business Analyst at Redseer. He has
experience in industry landscaping in sectors such
as content, healthcare, and CPG in India. He has
developed deep understanding of the key metrics
and industry growth drivers in these sectors. He is a
Delhi Technological Univeristy alumnus.
He can be reached at mughil@redseerconsulting.com
Ujjwal Chaudhry
Associate Partner
Ujjwal heads the „benchmarks“ practice at RedSeer.
He brings 10+ years of experience in Consulting and
internet sectors, with focus on growth strategy, Due
Diligences, Market assessment, Portfolio Strategy,
and has helped large corporates in entering and
launching new products. He holds a B.Tech from IIT,
Delhi.
He can be reached at ujjwal@redseerconsulting.com
Nikhil Dalal
Senior Consultant
Nikhil leads the content and FinTech practice at
RedSeer. He has 4+ yrs of experience working in
internet sectors across consulting, growth strategy,
Go To Market and Competitive benchmarking. He
holds MBA from IIM, Ranchi
He can be reached at
nikhildalal@redseerconsulting.com
Srishti Pratap
Associate Consultant
Srishti is an Associate Consultant at RedSeer and has
a diverse experience of 4 years holding expertise
in FMCG, Content and Retail sector and internet
sectors. She brings in experience in Business
Strategy and Business-Tech Services. She holds
a B.Tech in Information Technology from GGSIP
University, Delhi.
She can be reached at srishti@redseerconsulting.
Team Introductions
49