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

Afrobility: Africa Tech and Business

Olumide Ogunsanwo and Bankole Makanju, Olumide Ogunsanwo, and Bankole Makanju에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Olumide Ogunsanwo and Bankole Makanju, Olumide Ogunsanwo, and Bankole Makanju 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3y ago 1:30:37

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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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