Monetization

• According to the India Venture Capital Report 2026 by Bain & Company, India's VC and growth ecosystem is transitioning toward a monetization-led growth phase. • Investors are shifting their priorities away from "growth at all costs," now focusing on capital efficiency, sustainable profitability, and clear exit pathways. • This strategic pivot is being driven by the integration of AI, the expansion of quick-commerce (Q-commerce) infrastructure, and strong domestic economic tailwinds.

• The Asia-Pacific screen economy is rapidly expanding toward a $200 billion valuation, driven by the growth of streaming and digital media. • Media Partners Asia estimates that AI could provide a regional "dividend" of up to $15 billion annually, though a significant monetization gap compared to the U.S. remains a primary challenge. • To combat this gap, platforms are shifting toward bundling as a structural pillar to acquire millions of new users in India, Indonesia, and Thailand.

• The Asia-Pacific screen economy is rapidly expanding toward a $200 billion valuation, driven by a potential AI dividend of up to $15 billion annually according to Media Partners Asia. • Despite this growth, the region faces a significant "monetization gap" compared to the U.S., which is identified as the defining challenge for the decade. • Content bundling has evolved into a critical structural pillar to acquire millions of new users in India, Indonesia, and Thailand, while helping platforms in Japan, Korea, and Australia retain subscribers.

• Streaming platforms are shifting their primary business strategy from aggressive subscriber acquisition to monetization through ad-supported tiers, premium content, and live sports. • Fox Corporation, FuboTV, and CuriosityStream are highlighted as top stocks to watch as they leverage bundles and international originals to attract both advertisers and cost-conscious users. • This transition is critical as PwC projects global entertainment and media revenues to reach $3.5 trillion by 2029, with advertising spending expected to outpace consumer spending.