We finance the hardware through Macquarieyou bundle it with data and Blacknut, we share the revenue. One 36-month contractlive at 10M-subscriber scale, no balance-sheet risk to the operator.
We finance the hardware through Macquarieyou bundle it with data, controllers and Blacknut, and we share the revenue. One 36-month contract covers the lot, 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 is not 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 VAS providers can't match.
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.
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 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.
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 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 bundle10% 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.