Show Notes

[00:02:40] - [First question] - The evolution of the video game market in India

[00:04:13] - How Value Added Services (VAS) via TelCo’s propelled Nazara in its early days

[00:06:04] - The impact of Jio’s high-quality data service on the mobile gaming industry

[00:08:02] - The landscape of gaming in India today

[00:11:58] - Unpacking the notion that gaming in India is like it was in China 10 years ago

[00:12:59] - Creative video game monetization strategies for Indian consumers

[00:14:38] - Factors driving recent growth in terms of willingness to pay for games

[00:16:33] - Distinct characteristics that are unique to the Indian gaming market

[00:19:54] - Why locally relevant content is important to Indian consumers

[00:20:50] - The explosion of India-native gaming companies

[00:23:32] - The heterogeneity of archetypes across pan-Indian gamer demographics

[00:26:29] - How Nazara’s structure addresses every corner of the Indian gaming market

[00:30:58] - How he thinks about the spectrum of diversification and focused scaling

[00:32:37] - The operational strength of their Friends of Nazara ecosystem model

[00:35:08] - Cutting out the middleman and creating a direct B-to-C empire

[00:36:43] - Nazara’s bootstrap DNA focused on profitability and sustainable margins

[00:40:07] - Where he imagines profit pools will emerge in the future

[00:41:18] - What Indian consumers are willing to pay for in terms of game design

[00:43:39] - His outlook on India’s potential video game market over the next ten years