> 3/ More asian penetration into the US market will come from the messenger sector as both Line and WeChat make strong moves to gain a share of the lucrative US messenger market
I get that it's very hot right now, but is the US messenger market actually lucrative? Who is making significant money from it? My understanding is the leader in the sector as far as revenue goes is WhatsApp, which last I heard was on track for ~30M in 2014[0]; doesn't seem like enough of an incentive for a bunch of Chinese players to enter the market aggressively.
I get that it's very hot right now, but is the US messenger market actually lucrative? Who is making significant money from it? My understanding is the leader in the sector as far as revenue goes is WhatsApp, which last I heard was on track for ~30M in 2014[0]; doesn't seem like enough of an incentive for a bunch of Chinese players to enter the market aggressively.
[0] http://techcrunch.com/2014/10/28/whatsapp-revenue/