In a recent post by Andreessen Horowitz they unpack how China’s WeChat has driven significant ARPU with their content strategy within Chat. The follow on from this, when viewed alongside Twitter, is that ‘chat’ as a context, is a hugely powerful mechanism for discovery. As long as the UX is done right, there’s nothing to prevent Telco’s from leveraging this kind of thinking to solve their own challenges with ARPU.
How to solve the Telco dumb-pipe challenge? Well, it would seem that chat is part of the solution.
Most notable, however, for anyone in the tech business is WeChat’s average revenue per user or ARPU, which is estimated to be at least $7 USD — that’s 7X the ARPU of WhatsApp, the largest messaging platform in the world. How did WeChat do it?
Source: When One App Rules Them All: The Case of WeChat and Mobile in China | Andreessen Horowitz