Radian Arc
Cloud GPU Stack Catalog & Platform 360° Marketing Commercials
Talk to us →
05 · Commercials NPV-positive · month 2

CAPEX-free.
Revenue share.
Proven at telco scale.

Radian Arc holds the Master Rental Agreement with our financing partners. We finance the hardware, you book the subscribers, we share the revenue. One 36-month contract covers data, controllers and cloud gaming · the model is live in real telco environments at 10M-subscriber scale.

Talk to us → Download Complete Manual
Master Rental Agreement · Asset-backed financing · Operative Lease 36 mo · $5K / mo hardware lease · telco carries subscriber credit risk
Capital required· at contract ·
$0
CAPEX to start
No balance-sheet risk.
Contract length· single SKU ·
36mo
Standard term
$5K/mo · all-in lease.
Retail ARR range· sensitivity ·
$16.8–$84M
Annualized · 800 stores
5–25 units / store / month.
Financed NPV· with financing ·
+10%
Discount, positive
+$232 NPV · break-even M2.
02 · Why bundle A product, not a feature

Pricing cloud gaming as a VAS line-item puts it next to free. A bundle changes the comparison.

Pair a premium controller with data and Blacknut, and cloud gaming stops being a standalone subscription competing with free App Store titles · it becomes a product the customer walks out holding. That single change rewires five telco unit-economics levers at once.

Customer value

A product, not a feature.

  • 01
    Premium gamepad in the box

    S5 controller, Stadia / Luna-class hardware. Tangible value at point of sale.

  • 02
    Multi-screen play

    Same subscription across STB and mobile, tied to the subscriber account.

  • 03
    No longer compared to free

    Premium hardware + 5G + Blacknut ≠ a free title in the App Store.

  • 04
    Walks out working

    In-store sign-up and set-up completed by trained retail staff. No second trip.

· Bundle construction ·S5 · 5G / Broadband · Blacknut
Telco economics

Five unit-economics wins.

  • 01
    LTR
    Prepaid → postpaid

    Transitions prepaid subscribers into a postpaid subscription bundle with real LTV.

  • 02
    LTR
    Longer-term plans

    1-year and 2-year contracts replace monthly churn windows.

  • 03
    ARPU
    Bundle pricing vs. VAS

    Higher ARPU through bundle pricing · not a $2 line-item attached to a base plan.

  • 04
    CHURN
    Sticky, hardware-tethered

    Gaming is sticky; the controller anchors the subscription to a physical object.

  • 05
    DAU
    Interactive engagement

    eSports and competitive events drive daily active use · engagement VAS providers can't match.

· Modeled against ·Telco retail benchmarks · SEA + MEA · 10M-sub cohort
03 · Channels Retail · Digital · Prepaid

Three channels,
one bundle.

The same bundle monetizes across all three sales motions. Retail is the growth engine for postpaid. Digital is the base-activation flywheel. Prepaid is where 80–98% of subscribers in SEA, LATAM and MEA actually live.

Channel 01

Telco Retail Bundles

Postpaid · strategic growth
  • Hardware + 5G / Broadband + Blacknut, sold through existing retail stores.
  • Strategic growth area for postpaid subscriber acquisition.
  • Pilot proven with Celcom.
  • Walks-out-working: sign-up + set-up in-store by trained staff.
· 52 stores · annualized ·
$4.5M – $27M
5 / 20 / 30 bundle units per store per month
Channel 02

Digital Marketing

Base · weekly & monthly
  • Programmatic acquisition across own and 3rd-party inventory.
  • Weekly and monthly add-on plans for existing subscribers.
  • Funnel: reach → 5% conversion → monthly / weekly plan.
  • Drives subscribers and marketing awareness simultaneously.
· 15M impressions / mo · Mid ·
$210,600
17,550 weekly bundles and plans · 0.018% cvr
Channel 03

Prepaid Quick Codes

USSD · emerging markets
  • 80–98% of telco mobile subs in SEA, LATAM, MEA are prepaid.
  • Weekly data bundles + game-pack add-ons through dealer networks.
  • USSD quick-code activation · no app install needed.
  • Generally the largest % of users in emerging markets.
· 595K weekly impressions · Mid ·
$185,822
1,191 weekly bundles / plans · 0.2% cvr
Retail bundles → Postpaid acquisition Digital marketing → Base activation Prepaid quick codes → Mass reach
04 · Pricing bundles 4 shapes · one integration

Four bundle shapes.
Same integration.

Operators mix and match from four standard bundle shapes. Length, device and data plan flex to the market · the integration work doesn't change. Upsells available monthly / 1-year for subscribers who start data-only and add cloud gaming later.

Bundle A · Entry
A
Monthly · no commitment
DeviceS5 controller
Data5G / Broadband opt.
TermMonthly
Promo·
Entry-level, no commitment. Test-drive the bundle with the lowest-friction SKU.
Bundle B · Mainstream
B
1-year · first month free
DeviceS5 controller
Data5G / Broadband opt.
Term1 year
Promo1 mo free
The default SKU most retail activations push. Balanced LTV vs. conversion friction.
Bundle C · Best LTV
C
2-year · first month free
DeviceS5 controller
Data5G / Broadband opt.
Term2 year
Promo1 mo free
Best ARPU / LTV for the operator. Longest repayment window, highest lifetime revenue.
Bundle D · Family
D
2-year · STB + controller
DeviceS5 + Android STB
DataBroadband
Term2 year
Promo1 mo free
Living-room / family tier. Pairs the bundle with broadband and the big screen.
· Upsell path · Data-only → +cloud gaming · Monthly or 1-year, same 1 month free promo Bundle price reference · $350 over 24 months
05 · Case study 10M-subscriber telco · 12 months

What the model looks like
at 10M-subscriber scale.

A modeled 12-month view across a 10M-subscriber operator with 52 retail stores and 15M monthly impressions. Retail is the ARPU engine, digital scales the base, prepaid reaches the 80%+ of subscribers who live outside postpaid altogether.

Subscriber base
10M
Mobile + broadband, postpaid and prepaid combined.
Retail footprint
52stores
Flagship + managed retail with trained staff.
Monthly impressions
15M
Programmatic inventory, own + 3rd-party, plus prepaid USSD.
Bundle reference
$350/24mo
S5 + 5G / Broadband + Blacknut. 1 month free.
Retail bundlesChannel 01 · postpaid
$16.8M ARR
$16.8M20 u / store / mo
Digital marketingChannel 02 · base activation
$2.5M ARR
$2.5M17.5K weekly · 0.018% cvr
Prepaid quick codesChannel 03 · USSD / dealer
$2.2M ARR
$2.2M1.2K weekly · 0.2% cvr
CombinedAnnualized run-rate
$21.5M ARR · blended
$21.5Myear one, mid case
· Assumptions ·10M subs · 52 stores · 15M impressions / mo · $350 bundle · mid-case
06 · Sensitivity Retail units / store / month

Retail ARR scales
with units-per-store.

A quiet store moves 5 bundles a month. A mature flagship moves 25. Across 800 stores the model runs from $16.8M to $84M of annualized retail ARR · before digital or prepaid channels are layered in.

Annualized ARR · 800 retail stores

Quarterly ARRAnnualized run-rate
$84M $63M $42M $21M $0 5 U / mo $16.8M ARR 10 U / mo $33.6M ARR 15 U / mo $50.4M ARR · mainstream · 20 U / mo $67.2M ARR 25 U / mo $84M ARR
Takeaway

Retail scales linearly · then digital and prepaid stack on top.

The retail channel alone is enough to justify the bundle. Digital and prepaid add mass-market reach without needing more stores or more CAPEX. One ops team, three channels.

  • 800 stores × 5 U/mo → $16.8M ARR, floor case.
  • 800 stores × 20 U/mo → $67.2M ARR, mainstream.
  • 800 stores × 25 U/mo → $84M ARR, stretch case.
  • + digital + prepaid → compounding on top of the retail engine.
07 · Financing Asset-backed MRA · 36 months

Net cash positive
from month 2.

Hardware financed by our partners at $5K / mo per edge node, billed back through subscriber revenue. The operator's balance sheet stays clean. Across a 36-month contract the waterfall settles at NPV +$232 per bundle, 10% discount.

Per-bundle waterfall · 24-month model

$0 Gross revenue 24-mo bundle +$552 Hardware MRA · financed –$220 Platform Blacknut license –$60 Retail + fin cost Commission / rate –$40 Net cash 24-mo NPV NPV +$232
Financed NPV · per bundle
+$0
Discount rate 10%. Net cash flow positive from month 2. Operator carries subscriber credit risk; Radian Arc and its financing partners carry the capital.
Contract length36 months
Hardware lease$5K / mo
Break-evenMonth 2
Operator CAPEX$0
Credit riskTelco · sub-level
Capital partnerInstitutional MRA
08 · Onboarding 18 weeks · kick-off to retail launch

Retail launch
in 18 weeks.

A parallelised onboarding track: integration starts week 1, retail fit-out and staff training finish in time for a joint marketing launch. Radian Arc owns integration end-to-end; the telco supplies billing, CRM and the retail floor.

W1Kick-off
W5Integration
W9UAT
W13Retail fit
W17Soft launch
W18Launch
Commercial & contractTRACK 01Master agreement · MRA
MSA · MRA · SOW
Technical integrationTRACK 02Billing · CRM · ID
APIs · SSO · billing · CRM connectors
Content & platformTRACK 03Blacknut configuration
Catalog · branding · device QA
Retail fit-outTRACK 04Flagship + managed stores
POS kits · demo stations · training
Marketing & launchTRACK 05ATL + BTL + digital
Creative · activations · 360° campaign
UAT + soft launchTRACK 06Pilot stores
Pilot · feedback · iteration
· Radian Arc owns integration end-to-end ·Telco supplies billing, CRM, retail floor, marketing media
09 · Let's talk Active pilots · SEA + MEA

CAPEX-free.
Revenue share.
Let's do the deal.

We finance the hardware through our partners, you bundle it with data and Blacknut, we share the revenue. NPV-positive by month 2, launched in 18 weeks. Bring your 10M subscribers. We bring the rest.

Talk to us → Download the Complete Manual
Radian Arc
A Submer Group Company
CAPEX-free cloud gaming bundles for telco retail. Master Rental Agreement with our financing partners. Live at 10M-subscriber scale.
INTERNAL STAGING · v1.0
Product
Commercials
Partners
Contact
© 2026 Radian Arc. Master Rental Agreement with our financing partners. Sydney · Singapore · Dubai · São Paulo