The Coronavirus pandemic is a human tragedy of vast proportions – as well as the terrible human toll, COVID-19 has led to economies across the globe going into physical lockdown and financial freefall. Entire populations are adapting to the “stay at home” edict, to safeguard the vulnerable – and some of these changes will lead to long-lasting or perhaps permanent changes in the way we live or work. This note describes some of our client companies whose business models are well adapted to these changes, or who might see a change in long-term structural demand.
Amino – could see increased demand for broadband-delivered IPTV solutions as (mainly) telco customers experience demand for new TVviewing options and quality providers look to win and retain market share.
Bango – is already seeing an increase in spending on online services and entertainment, as consumers use their mobile phone bills to pay for both digital content and physical goods in countries under lockdown.
FDM – is accelerating existing plans around remote learning in its IT Services academies – this change could lower its costs of operation longterm and increase throughput of consultants.
Gamma Communications – could see acceleration in uptake of Cloudbased IP work-from-home-friendly telephony across Continental Europe, as business users see the efficiency and effectiveness of new platforms.
Kape – one of the few to already announce usage uplift, Kape has seen growth in the sale of VPNs in recent weeks, mainly in the US and Europe, from people keen to protect their increased domestic online activity.