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ICICI Securities Report
Privacy being a more central proposition, than ever, to some big-tech companies (Apple, Microsoft etc.), regulators and governments, internet industry will likely undergo a paradigm shift - from largely an ad-driven to subscription driven one.
Apple’s forthcoming app tracking transparency measures can catalyse this change.
Eventual catch up by Android (e.g. like in case of third party browser cookies) should impact data quality and cost per converted users for Affle India Ltd.
In addition - 1. insourcing by end clients and 2. ad agencies sprucing up digital capabilities can potentially deflate company’s volumes.
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