Affle India - Navigating Privacy, Technology Challenges Will Be The Key: ICICI Securities Initiates Coverage
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Affle India - Navigating Privacy, Technology Challenges Will Be The Key: ICICI Securities Initiates Coverage

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

ICICI Securities Report

Privacy being a more central value 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.

Click on the attachment to read the full report:

ICICI Securities Affle Initiating Coverage.pdf

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