I feel that an important component of the BIG strategy is the development of a large consumer base that are potential consumers of BIG's customers. It seems that they have achieved the first and most difficult part of this process. I notice that Youtube subscriptions and views are increasing rapidly (approximately 5% per month), and the impact of the Zeta deal is expected to be massive. Once they have increased numbers their packages will become more attractive imo. That should increase uptake rates. I imagine if they do not use the finance model that packages may be cheaper, which would also translate into higher uptake rates.
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I feel that an important component of the BIG strategy is the...
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