At the end of June-2020, India has 450m unique smartphone users. Though most industry reports (Nokia MBiTs Index, IDC tracker, etc.) provide handset shipment data, it is rare to find the data on the installed base. There are over 100m JIO Phone users; in line with our estimate of 100m.
VOOT has 100m MAUs compared with 300m+ for market leader Hotstar.
JIO is setting up two data centres ? in Gujarat and Maharashtra, which will be operational by end-2020. This will house the enterprise cloud, which will run Microsoft Azure.
JIOGenNext, an incubator, supports 136 start-ups. Of these, 32 are in the fin-tech space. The others are in enterprise solutions, retail,
edtech, digital consumer services, media, IoT, agritech, health, logistics, network, social media and drones.
