Subscriber base
10M
Mobile + broadband, postpaid and prepaid combined.
Radian Arc holds the Master Rental Agreement with Macquarie. We finance the hardware, you book the subscribers, we share the revenue. One 24-month contract covers data, controllers and cloud gaming — the model is live in real telco environments at 10M-subscriber scale.
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.
S5 controller, Stadia / Luna-class hardware. Tangible value at point of sale.
Same subscription across STB and mobile, tied to the subscriber account.
Premium hardware + 5G + Blacknut ≠ a free title in the App Store.
In-store sign-up and set-up completed by trained retail staff. No second trip.
Transitions prepaid subscribers into a postpaid subscription bundle with real LTV.
1-year and 2-year contracts replace monthly churn windows.
Higher ARPU through bundle pricing — not a $2 line-item attached to a base plan.
Gaming is sticky; the controller anchors the subscription to a physical object.
eSports and competitive events drive daily active use — engagement VAS providers can't match.
The same bundle monetises 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.
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.
A modelled 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.
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.
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.
Hardware financed via Macquarie, billed back through subscriber revenue. The operator's balance sheet stays clean. Across a 24-month contract the waterfall settles at NPV +$232 per bundle, 10% discount.
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.
We finance the hardware through Macquarie, 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.