In the aftermath of Jio Launch, struggle of smaller operators has increased manifold, as one would have anticipated. Per unauthenticated media reports, one of the challengers has delayed interconnect payouts to other operators (our channel checks confirm this) and another has requested the department of telecommunications (DOT) for extending the due date of deferred spectrum obligation installment.
Jio impact is accelerating the inevitable consolidation in the industry in a way.
