#35: MultiChoice - How the South African Pay TV pioneer became the largest entertainment provider across Africa

Afrobility: Africa Tech and Business

Nội dung được cung cấp bởi Olumide Ogunsanwo and Bankole Makanju, Olumide Ogunsanwo, and Bankole Makanju. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Olumide Ogunsanwo and Bankole Makanju, Olumide Ogunsanwo, and Bankole Makanju hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

3+ y ago 1:30:37

MP3•Trang chủ episode

Overview: Today, we’re going to talk about MultiChoice - The African video entertainment provider. We’ll explore the MultiChoice story across 5 areas:

South African video entertainment market context
MultiChoice's launch & growth over time
MultiChoice's product & monetization strategy
Competition, primary & emerging businesses
Overall outlook

This episode was recorded on August 15, 2021

Companies discussed: MultiChoice (M-Net), Naspers, MTN, ShowMax, BetKing, Comcast, Sky, DSTV, MTN, Iroko TV, HiTV, StarTimes, Vivendi Canal+, ROK Media, English Premier League, Netflix, HBO Max, ShowMax, Showtime & BBC

Business concepts discussed: Pan-African expansion strategy, Entertainment content acquisition strategy, subscription & hardware monetization strategy

Conversation highlights:

(02:20) - Why we’re talking about MultiChoice
(06:50) - South African TV context
(15:28) - Origin and early history of MultiChoice
(26:10) - Product & monetization strategy
(34:05) - MultiChoice device / decoder strategy
(38:20) - Content, Partnerships & M&A
(42:30) - MultiChoice Financials and key metrics
(46:54) - Competition across different business lines
(51:40) - Non-core businesses and investments, BetKing
(1:05:00) - Bankole’s overall thoughts and outlook
(1:12:02) - Olumide’s overall thoughts and outlook
(1:26:28) - Recommendations and small wins

Olumide’s recommendations & small wins:

Recommendation: Die with Zero (Bill Perkins)
Small wins: Night out with SF friends & Sailing with friends in Sausalito

Bankole’s recommendations & small wins:

Recommendation: Omah Lay - Understand & Robert Smith of Vista Equity on Money Maze Podcast
Small wins: Attended a wedding last weekend, Happy Married Life Dami! + Chelsea FC Winnning!
Other content mentioned: South Africa as TV’s last frontier

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