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LiveUpdated 2026-09-19 22:00 UTC

A MASTERCLASS in how to build a GLOBAL consumer giant out of India.

A MASTERCLASS in how to build a GLOBAL consumer giant out of India. Pocket FM just quietly hit $500M ARR selling…

This is a marketing post classified by Jev as AI content creation (a playbook), kept by the Marketing Radar because it carries real work, not commentary.

A MASTERCLASS in how to build a GLOBAL consumer giant out of India. Pocket FM just quietly hit $500M ARR selling serialized audio soap operas to Americans: - 78% of revenue comes from the US. - added $250M ARR last year while staying profitable. - failed at 10 formats before audio dramas clicked. - daily streaming surged from 25 to 150+ minutes. - replaced $9.99/mo with gaming microtransactions. - Scales ~17,500 AI video ads monthly with flat CAC. The moat was never the content. It was distribution, localization, and unbundling subscription pricing.

Posted by shirish (45.7k followers) 9 days ago · 56 likes · 9.5k views · view the original post on X. Kept by the Marketing Radar as AI content creation.

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