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I have not been able to gather enough data, but I have a suspicion that adults with children are curtaining their entertainment-related online spending due to the recession even though they haven't reduced their childrens' budgets.
If this is true and the economy rebounds on main street (whenever that is) I bet we'll see the overall spend of the 40+ crowd increase rapidly.
would be helpful to see a breakdown of total users by age as well (i.e., ARPU segmentation by age). that is the missing piece of the puzzle to determine value by age group in Gambit's context (e.g., things look very different if the 50+ age group represents .001% vs 1% of users in the network @ that 0.3% total revenue) and would help inform others in triangulating in on the value of the demo they serve.
As a side note, the industry really needs to come up with a better acronym than ARPPU, which is easy to read but impossible to pronounce differently than ARPU without spitting all over someone.